Tangensys • Plan, deliver, measure
WhatsApp AI chatbot
Connect approved conversation flows to your enquiry process. Keep contact permissions, human takeover and message delivery in the design from the beginning.
The work to plan together
A scope shaped around this requirement.
- WhatsApp Business Platform setupScope
- Conversation designReview
- CRM connectionCheck
- VisitorArrives on a phone or desktop
- NavigationFinds the right page quickly
- Form or integrationEnquiry, booking or order
- Your teamReceives it in the right place
In short
What does WhatsApp AI chatbot involve?
A WhatsApp AI chatbot answers enquiries on WhatsApp, collects details and books calls, using the WhatsApp Business Platform and Meta’s business tools.
When WhatsApp AI chatbot is a useful fit
Businesses getting WhatsApp enquiries
Map the existing enquiry conversation and where a human should take over.
Clinics, education and real estate
Keep sensitive intake and specialist decisions in the business’s approved process.
Stores handling order questions
Connect permitted order information with verified customer identity and a fallback route.
Problems worth addressing first
Use these situations to identify the work that deserves attention before expanding the scope.
- WhatsApp messages wait for hours
- The same questions repeat
- Leads are not recorded
A practical example
An incoming message can collect a service preference and create a CRM task. If a person takes over, the assistant should stop responding over them.
This is an illustrative scenario to explain the approach, not a claimed client project.
The work we can include
The final quote identifies the deliverables, quantities, approvals and exclusions. Select the work that serves your goal rather than assuming every item is required.
- WhatsApp Business Platform setup
- Conversation design
- CRM connection
- Hand-over to your team
Where we usually begin
Provider eligibility, account setup, message templates and platform charges are confirmed against current requirements. Sensitive decisions stay with qualified staff.
Practical detail
From a permitted message to a staff-owned enquiry
The WhatsApp Business app and a Platform integration are different setups. Before development, confirm the available business account, supported provider route and the intended conversation workflow.
| Part of the work | Example output | How to review it |
|---|---|---|
| Prerequisites | Business ownership, number, provider access and approved messaging purpose | The chosen route supports the intended incoming and outgoing messages. |
| Conversation | A service question answered from approved information | Unknown or personal requests move to the agreed staff route. |
| CRM handover | Request reference, service interest and owner | The record arrives once and does not mistake a link click for a conversation. |
| Outgoing rules | Permission, template eligibility, opt-out and stop conditions | Current provider/platform requirements are checked before activation. |
Platform rules and provider charges can change. The quote should name the chosen route, usage costs, supported message types and operating responsibilities.
Plan the messaging workflow around supported access
A WhatsApp assistant combines a conversational interface with a business response process. Review the actual account and provider route before planning automated messages. Website WhatsApp clicks alone do not provide access to conversations or prove that an enquiry occurred.
Define the initial questions, approved answers and staff handover. Capture only the information needed for the task, and respect the client’s communication and opt-out rules. A lead acknowledgement, sales follow-up and support response may need different handling.
Test supported incoming and outgoing paths, failure conditions and transfer to staff. Keep provider charges, template or account requirements and ongoing operation visible in the proposal. The assistant should not promise availability or prices that are absent from approved sources.
Free AI project review
Start with a clear scope and a practical next step.
Tell us what you want to improve and share the relevant website or project details. We will review the starting point, recommend a suitable scope and provide a custom quote.
The initial review is free. Delivery, third-party charges and ongoing support are quoted separately.
Process
How the work is delivered
Review the starting point
Review the current setup, examples of the problem and the information needed to agree the work.
Agree scope and sign-off
We start with real examples of the task and approved information. A small, clearly defined pilot tests usefulness, failure cases and the level of human oversight before wider rollout.
Deliver and review
Evaluation includes inaccurate answers, unavailable tools and uncertain requests. Provider charges, monitoring and updates are defined separately; the business keeps an accountable human owner.
Hand over the next steps
Review the agreed outputs together. Confirm what your team maintains and what needs a separate ongoing arrangement.
What progress should mean
Measures that match the work
Review delivered messages, replies, handovers and correctly captured leads. Keep a WhatsApp button click separate from a started or completed conversation.
A record of delivery
See what was completed, reviewed and still dependent on access or approvals. Project delivery and business results are reported separately.
Clear limits in the data
We explain what can be verified and where a result is only an estimate. Contact clicks, conversations and sales are different actions.
Scope and responsibilities
You keep ownership of your business accounts and approved deliverables under the agreed contract. Any third-party licences, subscriptions or usage fees are identified before you commit.
Will the assistant replace our WhatsApp staff?
It may reduce repetitive work, but staff ownership remains important for uncertain answers, complaints and sales decisions. Start with a defined task and a workable handover. The staffing effect can be reviewed after actual supported use rather than assumed in advance.
Can this be added to any ordinary WhatsApp account?
Not automatically. The intended automation may require a supported Platform/provider setup rather than only the Business app.
Can it message every old contact?
No blanket permission is assumed. The approved flow must reflect recipient permission, current platform requirements and an effective stop route.
Do we need the WhatsApp Business Platform?
Yes, automated replies at scale need it; we help set it up.
How is WhatsApp AI chatbot priced?
We quote against your goals, current setup and agreed scope. The quote separates delivery from third-party costs and ongoing support. You receive a custom quote within 2 working days.
How long does the work take?
The timeline follows the size of the agreed scope, access, content and approvals. We confirm milestones in the quote; a simple change and a full implementation need different schedules.
How will we communicate?
Your point of contact agrees a review rhythm with you. We use email, WhatsApp and scheduled calls, with decisions and scope changes recorded clearly.
What do you need to get started?
Share your current website or system, your main goal and examples of what is not working. We then agree the access and information needed for discovery.
Is everything included in the free review?
No. The free initial review helps define the next step. Detailed research, design, implementation and ongoing support are included only when stated in your quote.
Explore the related services
Let’s agree the right next step.
Tell us your goals and current setup. We’ll recommend a practical starting point and provide a custom quote.
Custom quote within 2 working days