WhatsApp AI automation connected to your CRM
WhatsApp Business API, AI agent and CRMWe build an AI agent on the official WhatsApp Business API that answers pricing and availability questions, qualifies leads and books calls, then logs every conversation in Zoho, HubSpot or your own CRM. Complex chats go to a person with the history attached, and managers see which agent converts.
Custom WhatsApp AI or a platform like Wati?
This is a custom AI agent built on the official WhatsApp Business API, not a bot templated inside a third-party inbox. The conversation logic, the data it reads and the way it hands over to a person are all built for your business.
Wati, BotSpace and Respond.io are different products: ready-made flows, quick-reply menus and shared inboxes that go live faster. A custom build is for cases a template cannot handle, such as prices that change by product or project, multi-step qualification, or booking tied to your own calendar and CRM.
The trade-off is plain: a custom build takes longer and costs more upfront. If your questions are mostly FAQs and you need something live this month, a platform set-up from AED 2,900 will do. If your conversations need real logic, the AI Agent + CRM build starts from AED 9,500.
How the AI replies, qualifies and logs leads in the CRM
The agent works from your catalogue, price sheet, FAQ document and booking calendar, kept current so answers do not drift. It reads each message, works out the intent (price question, availability, complaint, general enquiry) and replies with the specific answer.
n8n sits between WhatsApp, your CRM (Zoho, HubSpot or another) and any internal tool that needs to know a conversation happened. A new WhatsApp lead lands in the CRM as a qualified record, tagged with what they asked about and which agent picked it up.
- Instant replies to pricing, availability, hours and location questions using your real data, not static text
- Lead qualification questions asked in sequence (budget, timeline, project type) before a conversation reaches a person
- After-hours cover: enquiries at night are answered, qualified and booked for a callback the next morning
- Booking and scheduling handled directly in chat, synced to your calendar
- Every conversation logged to your CRM as a lead or contact record automatically
- Per-agent attribution: each won deal shows which agent handled the chat, so managers see who converts, not just who replies fastest
- Confidence-based hand-over: the AI answers what it knows and passes the chat on when it does not
When does a person take over the chat?
An AI agent that pretends to know everything is worse than none. Every flow has a confidence threshold: if a customer asks for a custom quote, complains or raises anything with legal or contractual weight, the agent stops and routes the chat to your team with the full history attached.
You set where that line sits. Some businesses want the AI handling only FAQs and everything else going to a person. Others want it running full qualification and booking, with humans only picking up edge cases. We scope that with you before build starts, not after something goes wrong.
Built on the official WhatsApp Business API
Because this runs on the WhatsApp Business API directly, it inherits Meta's own infrastructure and rules: verified business profile, message templates approved through Meta, and the 24-hour session window that governs when you can message freely versus when a template is required. We handle template submission and session logic as part of the build so you're not learning Meta's policies mid-launch.
It also scales the way WhatsApp scales, with no per-seat platform fee on top and no lock-in to a third party's roadmap. Meta's per-message charges are paid at cost.
Why WhatsApp templates get rejected, and how to get them approved
Example workflows
Customer asks for a price list
A customer messages "price list" or asks how much a specific package costs. The AI checks your product catalogue, replies with current pricing and relevant package details, then asks a qualifying follow-up (which service, what timeline). If the customer then asks something outside its confidence, like a custom bulk discount, it hands off to a human agent with the full conversation attached instead of guessing at a number.
- 01Customer sends a WhatsApp message asking about pricing
- 02AI matches intent and pulls the relevant product or service from the catalogue
- 03AI replies with pricing and asks a qualifying question
- 04If the next question falls outside its training, the conversation routes to a human with context attached
- 05Lead is logged in the CRM regardless of who closes the conversation
Booking without back-and-forth
A customer wants to book a call or appointment. The AI checks calendar availability through the connected booking system, offers open slots, confirms the booking and sends a reminder closer to the time, all inside the same WhatsApp thread the customer already started.
trigger: whatsapp.message (intent = booking) -> check calendar availability -> offer open slots -> confirm booking -> create CRM record + calendar event -> schedule reminder message
WhatsApp automation packages
From a platform set-up to a custom AI agent wired into your CRM. Meta message charges 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
Yes. The agent answers repeated questions about price, availability and services from your own data, and passes anything outside its confidence (custom quotes, complaints, contract questions) to a person with the full conversation attached. History stays on the CRM contact, so the whole team sees it.
Yes. Each conversation is logged against the CRM contact with the agent who handled it, and deals keep that link through to closed won. Managers get a report of revenue and conversion by agent and by source.
Yes. Out of hours the agent answers, asks your qualifying questions (budget, timeline, project type), offers open calendar slots and books a callback, so your team starts the morning with booked, qualified leads in the CRM.
A custom AI Agent + CRM build starts from AED 9,500 (USD 2,590). Simpler platform set-ups cost AED 2,900 (Setup) or AED 4,400 (Automation). Meta's per-message charges and any platform subscription are paid at cost.
6 to 8 weeks for an AI agent connected to your CRM, depending on how much it needs to know and how many systems it reads from. Platform set-ups without custom AI take 1 to 4 weeks.
Yes. It runs on Meta's official API: within 24 hours of a customer's last message you can reply freely, and outside that window business-initiated messages must use approved templates. We submit templates and build the session logic into the agent.
No. If you don't have one, we handle Meta business verification and number set-up as part of the project. We also need API access to the CRM and booking tools the agent connects to.