Wati WhatsApp automation set-up and CRM integration
Wati inbox, chatbot and broadcastsWe set up Wati so your sales or support team works from one shared WhatsApp inbox with clear assignment rules, a chatbot for routine questions and every chat synced to your CRM. A standard Wati set-up costs AED 2,900 and is live in 1 to 2 weeks.
Is Wati the right WhatsApp platform for your team?
Most UAE sales and support teams outgrow WhatsApp on a personal or shared phone fast: messages get missed, nobody knows who replied to whom, and there's no record once a chat thread gets deleted. Wati solves that specific problem with a shared inbox, agent assignment and a chatbot builder, without needing a developer to wire it together through the raw WhatsApp Business API.
It sits between a fully custom build and a Shopify-focused tool like BotSpace. If you run a multi-agent WhatsApp desk and don't need Shopify triggers or routing across email and Instagram (that is Respond.io's job), Wati is usually the most direct fit.
Wati onboarding: number, templates and team access
We handle WhatsApp Business API registration and Meta Business Manager verification, submit and get message templates approved, then configure the shared inbox with roles and permissions so agents see only what they need to.
- WhatsApp Business API number set-up and Meta Business Manager verification
- Message template creation and approval for the conversations you have most
- Agent roles and permissions so a support rep can't accidentally send a sales broadcast
- Inbox views filtered by tag, status or assigned agent so nothing sits unanswered
Wati chatbot set-up and inbox assignment rules
Wati's no-code chatbot builder handles the first layer of a conversation: qualifying a lead, answering common questions, collecting order or booking details, before handing off to a human. We build the flow logic so the bot knows when it's out of its depth and routes to a live agent instead of looping the customer.
On the inbox side, we set up assignment rules so an incoming message routes to the next available agent, or to a specific agent if the customer has an existing relationship, and gets logged automatically rather than depending on someone remembering to note it down.
Wati CRM integration with Zoho and HubSpot
A WhatsApp conversation that never makes it into your CRM is a lead your sales team can't follow up on properly. We connect Wati to Zoho, HubSpot or your CRM of choice so conversations, contact details and tags sync automatically, meaning a rep working a deal in the CRM can see the WhatsApp history without switching tools.
WhatsApp support for software and SaaS teams applies the same sync to product support, so the agent sees the customer's plan and account status beside the chat.
What a typical Wati set-up looks like
Take a property brokerage with several agents answering one WhatsApp number. We set up round-robin assignment, a qualifying chatbot that captures budget and property type before handing over, and a Zoho CRM sync so every new chat creates a lead. Agents stop fighting over one phone, managers can see unanswered chats, and nothing depends on someone remembering to log a conversation.
How it compares
| BotSpace | Wati | Respond.io | |
|---|---|---|---|
| Primary use case | WhatsApp and Instagram automation built around Shopify stores: cart recovery, order updates, product broadcasts | Shared WhatsApp inbox and broadcast campaigns for sales and support teams working from one number | One inbox across every channel a business runs, with rule-based routing so leads land with the right team automatically |
| Channels supported | WhatsApp and Instagram, both wired directly into Shopify order and cart events | WhatsApp only (WhatsApp Business API), which is the point: depth on one channel instead of breadth | WhatsApp, Instagram, Facebook Messenger, email, SMS and calendar booking in a single inbox |
| Best team size | Solo sellers and small ecommerce teams (1 to 10 people) who need automation more than agent seats | Sales or support teams of 3 to 25 agents who need a shared inbox with clear assignment rules | Growing teams of 5 to 50+ handling inbound from multiple channels who need one queue instead of five |
| Standout feature | Native Shopify triggers: abandoned cart, order confirmation and shipping updates fire WhatsApp messages without middleware | No-code chatbot builder plus a shared inbox with agent assignment, built specifically around WhatsApp Business API | Channel-agnostic routing rules that treat WhatsApp, Instagram and email leads the same way inside one workflow |
| Where it falls short | Weak outside ecommerce; there's no real shared inbox or multi-channel routing if you're not selling through Shopify | Single-channel by design, so a business fielding Instagram DMs or email alongside WhatsApp needs a second tool | More set-up overhead than a single-channel tool, and the extra configuration isn't worth it if WhatsApp is your only channel |
Example workflows
Incoming message auto-assigned to the next available agent
A new WhatsApp message comes in from a number Wati hasn't seen before. Instead of sitting in a shared queue where everyone assumes someone else will answer it, Wati assigns it to the next available agent based on current load and logs the conversation against a new or existing CRM contact automatically.
Trigger: new inbound WhatsApp message, no existing agent assigned Action: round-robin assignment -> next available agent Action: create or update contact in CRM Action: log conversation thread to CRM contact record
Chatbot qualifies a lead before it reaches a human
A prospect messages asking about pricing. The Wati chatbot asks two or three qualifying questions, budget range and timeline, before handing the conversation to a sales agent with that context already attached, so the agent isn't starting the conversation from zero.
- 01Customer sends first message to the WhatsApp number
- 02Chatbot asks qualifying questions (budget, timeline, product interest)
- 03Answers are tagged to the contact record
- 04Conversation hands off to a live sales agent with qualifying answers visible in the inbox
Wati and WhatsApp packages
Fixed starting prices for Wati or another WhatsApp platform. Wati and Meta fees are paid at cost.
Add-on: WhatsApp (Wati, Respond.io, BotSpace or direct API)
| Tier | Delivery | Price |
|---|---|---|
| Setup | 1 to 2 weeks | AED 2,900 (USD 790) |
| Automation | 3 to 4 weeks | AED 4,400 (USD 1,200) |
| AI Agent + CRM | 6 to 8 weeks | from AED 9,500 (USD 2,590) |
Meta's per-message charges and the platform subscription are paid at cost on top, never marked up by us.
Prices exclude CRM and platform licences, Meta's WhatsApp message charges, ad spend and hosting, which you pay to the vendor at cost. Prices are starting points; we confirm a fixed quote after a scoping call.
Works alongside
Frequently asked questions
Our Wati Setup package is AED 2,900 (USD 790): number and verification, templates, inbox, roles and basic flows. Automation with chatbot flows and CRM sync is AED 4,400 (USD 1,200). Wati's subscription and Meta's per-message charges are paid directly at cost.
There is no hard limit, but Wati works best for teams of roughly 3 to 25 agents. Larger teams need more structure in assignment rules and reporting, which we plan during set-up.
Wati connects to Zoho, HubSpot and other CRMs through native integrations or its API, and we use n8n where a native option falls short. Chats, contact details and tags sync so reps see WhatsApp history inside the CRM.
No. Wati is built around the WhatsApp Business API. If you need Instagram, email and WhatsApp in one inbox, Respond.io is the better tool, and we will say so during scoping.
Usually 3 to 7 business days for Meta business verification, longer if documents need correcting. We submit and follow up so you always know the status.
Yes. We are not Wati's own support desk, but we fix flows, templates, assignment rules and CRM sync issues after launch, as one-off jobs or on a monthly retainer.
No. It handles qualifying questions, FAQs and routing so your team spends its time on chats that need a person, not on giving the same answer forty times a day.