B2B productivity platforms — WhatsApp Bot
Deploy a WhatsApp AI Receptionist for your B2B productivity platform to handle lead capture, qualification, and instant product guidance right where prospects already communicate. It answers feature questions, shares tailored onboarding checklists, books demos to your calendar, routes technical issues to support, and syncs conversations with your CRM to keep sales, success, and product teams aligned.
Capture WhatsApp inquiries, ask targeted questions, score intent, and push qualified records to your CRM, reducing manual triage and ensuring sales engages accounts with the right context.
Deliver bite‑sized checklists, links, and walkthroughs via WhatsApp for trial users and new customers, minimizing friction and surfacing next steps without requiring logins or switching channels.
Route complex issues to live agents, attach conversation history, and maintain a single thread on WhatsApp, so customers stay informed while your support and success teams resolve matters efficiently.
How does it integrate with our CRM and ticketing tools?
The AI Receptionist connects through APIs or native connectors to log contacts, notes, and transcripts, create or update deals, and open support tickets. It respects your field mappings and can trigger workflows like demo scheduling or onboarding sequences.
What training does it need to answer product and onboarding questions accurately?
We ingest your knowledge base, help center, product docs, and onboarding materials, then map intents and flows. You can define approved answers, guardrails, and escalation rules, ensuring the assistant stays within policy and defers when information is unclear.
How do you handle security and data privacy on WhatsApp?
Conversations are processed with encryption provided by the platform, and we minimize stored personal data. Access is permissioned, audit logs are kept, and integrations use scoped tokens. You control retention policies and can redact sensitive fields where required.