WhatsApp Business API Setup
The Business API setup, the phone number, the webhook and the template management.
AI Agents
WhatsApp AI chatbots on the WhatsApp Business API — the retrieval against the knowledge base, the action against the system, the handoff to a human when the case is complex, with the template management and the opt-in compliance the platform requires.
WhatsApp Business API Setup
Conversational AI
Template Management
Opt-In & Compliance
CRM & Helpdesk Sync
Handoff to Human
Overview
A WhatsApp AI chatbot is an AI agent on the WhatsApp channel. The work is not the widget — the work is the retrieval against the knowledge base, the action against the system, the handoff to a human when the case is complex, the template management and the opt-in compliance the WhatsApp Business API requires.
We build WhatsApp AI chatbots with the WhatsApp Business API, the retrieval, the action, the handoff, the template management and the opt-in compliance as part of the architecture from sprint one. The output is a chatbot that resolves the question on the channel the customer already uses.
This is the wrong engagement if the audience is not on WhatsApp, or if the opt-in compliance and the template management are not part of the plan. We will say so on the call.
What we deliver
The Business API setup, the phone number, the webhook and the template management.
The retrieval, the action and the handoff the WhatsApp conversation needs.
The template approval, the variables and the version management WhatsApp requires.
The opt-in flow, the consent record, the opt-out and the DPDP Act compliance.
A native integration with the CRM, the helpdesk and the system the customer is in.
A clear handoff to a human agent, with the context the human needs.
Our process
01
Discover
We audit the audience, the use case, the opt-in flow and the system the chatbot will call.
02
Plan & Design
We design the agent, the templates, the opt-in flow and the eval suite.
03
Develop
We build in two-week sprints with the support team testing as we go.
04
Deploy
We ship to production with the templates, the opt-in and the audit log live.
05
Optimize & Grow
We read the resolution rate, the eval and the customer feedback.
Technology
What you can expect
Industries we serve
Yes, and the setup is part of the engagement. We help you through the Business API approval, the phone number verification, the template approval and the webhook setup. When you already have a Business API account, we work against the existing setup.
The opt-in flow is part of the architecture. The user has to opt in before the first marketing or non-transactional message, the consent has to be recorded, and the opt-out has to be honoured. The DPDP Act 2023 sets the rules for personal data, and the chatbot is built to comply from the first sprint.
Yes, when the system has an API. The chatbot can look up an order, book a meeting, reset a password, file a ticket — the actions the use case needs. The actions are tool calls against the system, with the eval that proves the action was right.
A clear handoff path, with the criteria, the context the human needs, and the conversation record that follows the case. The chatbot hands off when the case is genuinely complex, the human picks up with the context, and the resolution time drops. The handoff is the most important part of the system.
Related services
Business software
Tell us the outcome you need. We’ll come back with an approach, a timeline and a written estimate.