AI WhatsApp for your business: what it does, how to start
What an AI WhatsApp assistant can handle, what a person should keep doing and how to set it up without losing the personal touch with your clients.
For many businesses WhatsApp is already the main channel: appointments, quotes, questions, reminders. The problem is that someone has to answer, including outside opening hours and in the middle of other tasks. An AI WhatsApp assistant does not replace that team; it takes care of the repetitive part so your people spend their time on what needs a person.
What it can do well
- Answer the frequent questions: opening hours, how to get there, what a service includes, what documents to bring.
- Collect details: name, reason for the enquiry, preferred day and time.
- Help book an appointment or leave it ready for your team to confirm.
- Reply outside opening hours and leave the conversation tidy for the next day.
- Hand the conversation to a person when needed, with a summary of what was said.
What it should not do
- Make up answers. A good assistant only answers with the information you give it, and when it does not know something it passes it to a person.
- Give diagnoses, legal advice or prices that are not defined. In those cases it collects the details and hands over.
- Pretend to be a person. It is good practice to tell the client they are talking to an assistant and offer to put them through to someone on the team.
- Write to people who have not asked to be contacted. The assistant handles incoming messages; sending promotions has its own rules.
What to know before you start
- It uses the official WhatsApp platform for businesses. It requires registering your company with Meta (the owner of WhatsApp). It is a simple process, but it takes some time.
- There is a 24-hour window. After 24 hours from the client's last message, WhatsApp only allows message templates previously approved by Meta.
- Meta charges for some types of message. It is a cost separate from our work and from your business; we go through it with you before starting so you know what to expect.
- Your clients' data is yours and is protected by the GDPR. Explain it in your privacy policy and do not keep more than necessary.
How to start without overcomplicating it
- Write down the 10 questions you get most on WhatsApp and how you answer them today. That list is the basis of the assistant.
- Decide when it must hand over: a complaint, an emergency, a special price, a client who asks.
- Start with a single use: for example appointments, or first quote enquiries.
- Review the conversations in the first week and fix whatever does not sound like you.
- Expand gradually once you see the basics work.
How to know if it suits you
Probably yes if:
- You receive more messages than you can answer on time.
- The same questions come up every day.
- Client details stay on somebody's phone.
Probably not yet if you receive few messages or every enquiry is unique and delicate; in that case, sometimes simply organising normal WhatsApp better is enough.
Where what we do fits in
We build AI WhatsApp assistants for businesses: they answer the frequent questions, collect the client's details and hand the conversation to you when a person is needed. You can take it on its own or together with a website and a CRM that keeps every conversation in its place. To see whether it makes sense in your case, tell us about it.