Business Process Automation & RPA
WhatsApp Business Workflow Integration
Integration of the official WhatsApp Business Platform with your CRM, store or ERP, automating order updates, reminders, catalogues and support conversations where Indian customers already spend their time.
Overview
Why it matters
for your business.
For many Indian customers, WhatsApp is the preferred way to talk to businesses. Yet teams often manage it from a single phone, losing chats when staff change and unable to automate anything. We connect the official WhatsApp Business Platform to your systems, so messages are sent automatically on events and conversations are shared across a team inbox.
Typical workflows include order confirmations and delivery updates, payment reminders with links, appointment notifications, catalogue browsing and simple self-service menus. We help with business verification, message template approval and opt-in collection, and keep you within Meta’s messaging policies. Conversations link to customer records in your CRM so context is never lost.
What's included
- WhatsApp Business Platform setup and verification support
- Approved message templates for key events
- Integration with CRM, store or ERP
- Shared team inbox with assignment rules
- Self-service menus and catalogue flows
- Opt-in capture and messaging analytics
Outcomes
What changes
for your business.
Ideal for
- D2C brands and local retailers
- Clinics, coaching centres and service providers
- Distributors communicating with dealers
Customers reached directly
Updates arrive on the app customers check most often, improving read rates over email.
Team-wide conversations
Several staff manage one business number, with history preserved when people change roles.
Automatic routine messages
Confirmations, reminders and payment links go out from your systems without manual typing.
How we deliver
A clear, accountable
process.
Every engagement follows the same disciplined approach, adapted to the size and urgency of your project.
- 01
Identify
We find the use cases and processes where AI or automation clearly pays off, and estimate the impact.
- 02
Prototype
A proof of concept on your own data shows what works before you commit to a full build.
- 03
Deploy
We integrate with your systems, add guardrails and human review, and train your team.
- 04
Monitor & improve
Accuracy, cost and usage are tracked, and the solution is tuned as your data and needs change.
Ways to work with us
- Fixed-price projectsDefined scope, milestones and deliverables.
- Implementation & integrationOne-time technology deployment and integration.
- Time & materialFlexible delivery based on actual effort and resources.
- Monthly managed servicesRecurring application, IT, marketing or infrastructure support.
FAQ
Common
questions.
Something else on your mind? Ask us directly.
Can we keep using the WhatsApp Business app on our phone?
A number registered on the WhatsApp Business Platform API cannot normally be used in the regular app at the same time, although Meta has introduced some coexistence options. We review your situation and may suggest a new number for automation or migrating your existing one.
What does WhatsApp Business messaging cost?
Meta charges per message or conversation depending on category, such as marketing, utility or authentication, with rates set by country. Some providers add platform fees. We estimate costs from your expected message mix so you can plan accurately.
Let's talk about WhatsApp Business Workflow Integration.
Tell us what you need and get a clear plan and proposal, free and with no obligation.