Customer questions
Use approved services, prices, policies and opening hours. Show the source and escalate uncertainty.
GUIDE WhatsApp automation
Answer repeat questions, qualify requests, calculate appointment availability and transfer sensitive exceptions without making customers leave the conversation they already started.
PLAYBOOK What to automate
Strong WhatsApp automation begins by separating reliable operating rules from decisions that need human judgment.
Use approved services, prices, policies and opening hours. Show the source and escalate uncertainty.
Collect the minimum structured context your team needs before a follow-up—not an endless conversational form.
Offer only slots produced by staff, service, location, buffer, notice and calendar rules.
Transfer the customer’s intent, collected facts and current workflow state so staff continue instead of restarting.
Keep booking, contact, conversation, ownership and audit state connected after the message is answered.
USE CASES Built for service demand
Services, specialists, repeat visits, prices and live appointment choices.
See operating rulesStructured vehicle intake, service requests and safe workshop scheduling.
See operating rulesQualified consultations, approved administrative answers and controlled escalation.
See operating rulesLocation-specific teams, hours, services, policies and customer routing.
See operating rulesCreate the company profile, services and boundaries before connecting a production number.