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WhatsApp Automation

Customer conversations with a useful next step

Build opt-in WhatsApp workflows for enquiries, updates and team handoffs, connected to your business processes.

A written scope, agreed milestones and a practical handover for your team.

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What we can build

WhatsApp Automation, shaped around your workflow

Choose the features that solve your immediate needs, then expand with a clear implementation plan.

Business platform setup

Plan the required WhatsApp Business Platform access and account setup for your use case.

Enquiry & support flows

Create guided replies and routing that help customers reach the right information or team.

CRM & workflow connections

Link relevant conversation details and workflow events with supported CRM or business systems.

Team handoff & monitoring

Define when people take over, track delivery outcomes and document how your team manages the flow.

Built for your business

Useful conversations, with a clear route to your team

Automate repeat questions and routine updates while keeping human support easy to reach. Each flow should help the customer complete a specific task.

Enquiry qualification

Collect the service required, location and preferred next step through a short guided flow, then route the conversation to the relevant team.

Order & appointment updates

Scope opt-in confirmations, reminders and status messages from supported business systems. Agree the events that trigger a message and how customers can stop updates.

Support triage & handoff

Answer common questions and pass complex requests to a person with the conversation context. Define working-hours responses and ownership for unanswered requests.

Scope & handover

What to agree before implementation

Messages with a purpose

Map each message to a customer need, consent status and next action. Prepare templates where needed and include clear routes to a human or an opt-out.

Connected operations

Connect supported CRM, booking or order systems with appropriate access. Document delivery checks, exception handling and who manages the conversation inbox.

The Process

From conversation map to a working flow

1

Map the conversation

Choose the first use case, customer entry points and required consent. Define what automation should handle and when a person takes over.

2

Prepare access & message flows

Review business-platform access and the selected provider. Draft the conversation paths, templates and data fields for approval.

3

Connect & test

Wire up supported systems and test replies, handoffs, opt-outs and failed deliveries with controlled test contacts.

4

Launch & monitor

Train the team on the inbox and exceptions. Review the initial flow and agree how message content and ongoing support will be maintained.

Illustrative project snapshot

Demo stats: what a scoped setup could include

A sample setup for enquiry routing, booking updates and support. These are illustrative configuration counts, not delivery, engagement or sales results.

3Example conversation flows
2Example team queues
5Example message templates
1Human handoff route

Demo stats — illustrative only. These are example scope values, not measured client results or guaranteed deliverables.

Client Reviews

What clients say about working with QTC

A useful messaging workflow depends on understanding the business and supporting its team. These existing QTC reviews relate to broader website and support engagements.

★★★★★

“We got our WordPress website designed from QTC Infotech and the experience was very good. The team understood our requirements clearly and delivered a professional, user-friendly website on time. Highly recommended.”

B
Bhupendra SharmaHDPP Foundation
★★★★★

“Great experience with the QTC Infotech team. They built a professional website and are always happy to help — they even assisted with SEO and social media to get my business up and running.”

D
Deepak KumarB2B Services, Jind
★★★★★

“Very good service. They are knowledgeable and have a good team, and have been looking after our website for the last 4 years. We recommend their services.”

O
Obaidulla HaqueJOH Pharmaceuticals Pvt Ltd
★★★★★

“We have worked with QTC Infotech for 8 years — they developed our company website. The team is very professional and always delivers on time.”

D
Durgma Films8-year client
FAQs

WhatsApp Automation: your questions answered

Is this the same as the WhatsApp Business mobile app?
This service focuses on business-platform workflows and supported integrations. We assess whether a platform setup is needed or whether your existing tools already meet the requirement.
Can customers speak to a real person?
Yes. Human handoff can be part of each flow, with routing, ownership and working-hours behaviour agreed before launch.
Can we send promotional messages to any number?
The workflow should use contacts with the appropriate consent and follow applicable platform requirements. We scope consent, templates and opt-out handling rather than unsolicited bulk messaging.
Can WhatsApp connect to our CRM or booking system?
Where suitable APIs or approved connectors are available, we can scope the connection. Field mapping, access and third-party plan limits are checked first.
Are messaging charges included?
Provider fees, platform messaging charges and software subscriptions depend on your setup and usage. They are identified separately from implementation.
How do you handle missed or failed messages?
We agree the available delivery-status checks, team alerts and recovery steps for the selected provider. Your team receives guidance on handling exceptions.

Make every customer conversation easier to manage. Plan your WhatsApp workflow this month.

Share the questions your team answers repeatedly and the updates customers need. We will recommend a focused flow with clear human handoffs.