04
WhatsApp AI Agent
An assistant on your business WhatsApp that answers, qualifies, quotes, books and reschedules. A hundred conversations at once, in two languages.
WhatsApp is where your customers already live. An agent that replies in three seconds, at eleven at night, in whatever language they write to you, and never says let me check and get back to you.
Who it’s for
- People message you on WhatsApp more than they call. It's only growing.
- You lose conversations because you reply hours later.
- You sell services with range-based pricing that can be quoted with clear rules.
- You serve customers in Spanish and English.
Not for you if
- Your sale requires an in-person inspection before any number. In that case the agent qualifies and books, but doesn't quote.
- You handle sensitive medical or financial information without a compliance framework (possible, but needs extra configuration).
Exactly what’s included
The agent
- Trained on YOUR information: services, prices, areas, hours, policies, warranties and real objections.
- Replies in Spanish, English or Spanglish, auto-detecting language and switching mid-conversation if needed.
- Qualifies: what they need, where they are, when they need it, budget and urgency level.
- Quotes ranges by your rules. Example: A/C repair between $150 and $450 depending on diagnosis.
- Books directly on your calendar with real availability, not made-up slots.
- Reschedules and cancels without human intervention.
- Sends location, photos of past work, a quote PDF and a payment link.
- Receives and interprets customer photos and voice notes: the photo of the broken unit, the two-minute voice memo explaining the problem.
- Handles 100+ simultaneous conversations without degrading.
Human control
- Handoff to a human on a keyword, when it detects frustration, a complaint, or a case out of scope, or simply when the customer asks for it.
- The customer can ask for a human at any point with a simple "I want to talk to someone," and the agent hands off the conversation immediately, no pushback, no runaround.
- A live panel where your team sees every conversation and can take over any of them at any time.
- Configurable hours: 24/7 or only outside your business hours.
- Escalation: hot cases reach you by SMS or instant notification. For urgent cases that need a call, the alert follows your escalation chain: first to the person directly responsible, if they don't respond it moves to the supervisor, then the manager, and as a final backup to whoever you mark as the contact who always answers (owner or whoever's ultimately in charge).
Infrastructure
- Official WhatsApp Business API via Meta. We don't use unofficial automations that end with your number blocked.
- Meta business verification and message-template approval.
- Everything logs to the CRM: every conversation stays on the contact's record.
- Automatic tagging by service, area, language and funnel stage.
Guardrails
- AI disclosure at the start of the conversation. Mandatory transparency in several jurisdictions and good practice everywhere.
- Hard limits: the agent never invents prices outside the range you defined, never promises timelines you can't meet, never gives legal, medical or financial advice.
- Full conversation logging for audit and for training improvements.
- Opt-out handling and respect for requests to stop messaging.
How setup works, step by step
Day 1-3
Meta verification
Meta Business filing with your documentation. Takes 1 to 7 days and we don't control it. We start it day one.
Day 2-5
Knowledge session
We pull out everything you know about the business, including what you never wrote down: the real objections, the exceptions, the edge cases.
Day 5-10
Build
Agent setup, quoting rules, calendar and CRM connection.
Day 10-14
Adversarial testing
We throw 200+ tough conversations at it: angry customers, trick questions, topic changes, ambiguous messages. We look for where it breaks before a customer does.
Day 14-18
Supervised pilot
Live, with human review of every conversation and daily adjustments.
Day 18-21
Activation
Full go-live and team training on the panel.
14-21 days. Meta verification is the bottleneck.
What we need from you
- A WhatsApp Business account with a dedicated number. It can't be your personal WhatsApp.
- Documentation for Meta verification: business registration, an active website and a domain email.
- Your prices, ranges and quoting rules in writing. This is 80% of the work on your side.
- A calendar with real availability.
- Clear policies: warranty, cancellation, payment methods, service areas.
- One person to review conversations during the first week.
What’s NOT included
- Meta's conversation costs. Direct pass-through.
- Closing conversations that require human judgment. The agent escalates, your team closes.
- Use on personal WhatsApp accounts or unofficial tools.
- Binding commitments on your company's behalf. The agent quotes ranges, it doesn't sign contracts.
- Sensitive health or financial data without additional compliance setup (quoted separately).
Third-party costs (paid to the provider, no markup from us)
Meta charges per business-initiated conversation, ~$0.005-0.09 depending on country · Customer-initiated conversations usually get a free 24h window · AI model usage ~$0.01-0.05 per conversation · Dedicated number $1-2/mo.
What you can expect
< 5 sec
First response, vs. 4-12 hours local average
60-80%
Conversations resolved without human intervention
25-45%
Chat-to-booked-appointment conversion
100%
After-hours coverage, which today is total loss
Questions we always get
Does the customer know it's a bot?
We tell them upfront, always. And even knowing that, they'd rather have a useful answer in three seconds than wait six hours for a human. Transparency also protects you legally.
What happens if the agent gets something wrong?
It has hard limits: it can't go outside your price ranges or promise anything outside your rules. Any ambiguity, it escalates to a human. During the pilot, we review every conversation before letting it run free.
Can my WhatsApp number get blocked?
No, because we use Meta's official API with business verification. Blocks happen to people using pirated automations on regular WhatsApp.
Does this work for my business in Latin America?
Yes, and it performs even better there because WhatsApp is the dominant channel. Meta's conversation costs vary by country and we show them to you before we start.
What if the customer doesn't want to talk to the agent?
They can ask for a human at any point and the agent hands off the conversation right away, no arguing. If the case needs a phone call, the alert follows your escalation chain (person directly responsible → supervisor → manager → your final backup contact) until someone picks it up.