Explore more SME WhatsApp workflows

Your Business AI Doesn’t Stop at Replies

One WhatsApp number. Every revenue workflow: leads, catalog, tracking, bookings, payments, and cart recovery, without retraining your team.

WhatsApp workflow icon
Lead capture

Turn WhatsApp Chats Into Qualified Leads

Ask the right qualifying questions, capture business details, and route warm prospects to sales in minutes.

  • Instant qualification questions
  • CRM-ready lead handoff
  • Fewer missed after-hours inquiries
Turn WhatsApp Chats Into Qualified Leads
Catalog & orders

Sell From Chat With Stock & Checkout Links

Answer product questions, confirm availability, and send checkout links before shoppers bounce to a competitor.

  • Stock and pricing answers
  • One-tap checkout links
  • Promo codes delivered in chat
Sell From Chat With Stock & Checkout Links
Order status

Stop Answering “Where Is My Order?”

Give customers live delivery updates and self-serve options for address changes without opening a ticket.

  • Instant tracking replies
  • Delivery ETAs in plain language
  • Less support backlog every morning
Stop Answering “Where Is My Order?”
Bookings

Book Consultations Without Calendar Chaos

Offer open slots, confirm meetings, and send calendar invites from the same WhatsApp conversation.

  • Available slots on demand
  • Automatic confirmation messages
  • Calendar invites without back-and-forth
Book Consultations Without Calendar Chaos
Support FAQ

Answer Returns, Shipping & Policy Questions

Handle the repetitive support questions that stall your inbox so humans only jump in when it matters.

  • Returns and shipping answers
  • Policy replies from your source of truth
  • Escalation for edge cases
Answer Returns, Shipping & Policy Questions
Cart recovery

Recover Abandoned Carts Before They Go Cold

Re-engage shoppers with timely WhatsApp nudges, limited offers, and one-tap checkout links.

  • Timed recovery messages
  • Personalized offer codes
  • Checkout in a single tap
Recover Abandoned Carts Before They Go Cold
Payments

Collect Invoices Without Awkward Follow-Ups

Share balances, send secure payment links, and deliver receipts the moment a customer pays.

  • Invoice lookups in chat
  • Secure payment links
  • Instant receipt delivery
Collect Invoices Without Awkward Follow-Ups
Built for growing WhatsApp sales teams

AWS supports 143 security standards and compliance certifications, including PCI-DSS, HIPAA/HITECH, FedRAMP, GDPR, FIPS 140-3, and NIST 800-171. That foundation helps SMEs run secure WhatsApp workflows for sales, support, and payments.

AWS compliance programs IAM-based access Encrypted in transit Encrypted at rest
AWS
ISO

AWS-hosted foundation

Built on AWS infrastructure with the controls teams expect for deployment, access, and operational visibility.

Data protection

Support for encryption in transit and at rest, plus role-based access so only approved users and systems can touch sensitive data.

Audit-friendly workflow

Designed for human review, traceability, and security conversations that do not slow down delivery.

Ideal implementation timeline

Week 1
Discovery

Align on lead capture, catalog answers, owners, and the first revenue workflow to launch.

Week 2
Knowledge Upload

Connect FAQs, product details, shipping rules, and offer copy.

Week 3
Integration

Wire CRM, Shopify or catalog links, payments, and WhatsApp Business for live chats.

Week 4
Go Live

Launch lead capture or support automation and expand to cart recovery once value is clear.

WhatsApp
Shopify
WooCommerce
Magento
HubSpot
Salesforce
Klaviyo
Stripe
PayPal
QuickBooks
Xero
Zendesk
Intercom
Zapier
WhatsApp
Shopify
WooCommerce
Magento
HubSpot
Salesforce
Klaviyo
Stripe
PayPal
QuickBooks
Xero
Zendesk
Intercom
Zapier
Questions & answers

Frequently asked
Questions

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Yes. The assistant qualifies interest, collects key details, and routes warm leads to your sales team or CRM.

Yes. You can share product answers, stock status, and checkout links so customers can buy from the chat.

Yes. Common “where is my order?” questions can be answered instantly with delivery updates and next steps.

Yes. Timed WhatsApp nudges with offers and checkout links help recover carts before shoppers move on.

Yes. Access is restricted to approved sources and workflows, with security controls designed for sales and support conversations.

No. It handles repetitive questions and after-hours volume so your team can focus on high-value conversations.

Many SMEs launch a first lead or FAQ workflow quickly once catalog content and channel access are ready.

Yes. Human handoff is available for complex sales, refunds, or any conversation that needs a person.

If you’re evaluating enterprise chatbot development services, a short strategy call is usually enough to confirm fit.