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WhatsApp Automation

Engage leads on the channel they actually use.

Deploy an intelligent sales assistant that qualifies leads 24/7 directly on WhatsApp, answer queries instantly, and seamlessly hand off hot prospects to your best reps.

WhatsApp AI Assistant — NexaTech Ltd
Hi there! I am interested in your pricing plan. Can I get a brochure?
11:30 AM
Sure! Here is our enterprise brochure. What is your monthly lead volume?
11:30 AM · Bot
< 500 leads500 - 2000 leads> 2000 leads
Qualify LeadsAutomated RepliesInteractive ButtonsCRM Data SyncHuman HandoffOfficial Meta APIQualify LeadsAutomated RepliesInteractive ButtonsCRM Data SyncHuman HandoffOfficial Meta API
CONVERSATIONAL TREE

Automated Flows & Visual Builder

Build logical conversation flows using our visual builder. Prompt users with multiple choice buttons, trigger brochures, or collect text inputs without coding.

  • 🤖

    Instant Welcome Flows

    Welcome new contacts instantly. Introduce your brand and capture intent immediately.

  • 📁

    Rich Document Delivery

    Deliver brochures, product menus, pricing PDFs, and videos directly inside the chat window.

Visual Sequence Builder
[Step 1] Trigger: Incoming Message
Condition: Contains "pricing" or "brochure"
[Step 2] Send WhatsApp Approved Template
Template Name: brochure_pdf
CRM SYNC

Lead Qualification & Attribute Tagging

As prospects chat, the bot qualifies their interest, company size, and budget. Answers are instantly mapped to the lead fields in FlowZo CRM, keeping your database clean.

  • 🏷️

    Dynamic Attribute Capture

    Save customer inputs (e.g. Email, City) straight into custom properties in real time.

  • Instant Route Alerts

    Notify sales owners the moment a prospect qualifies as a "Hot Lead".

Automated CRM Field Mapping
WhatsApp AnswerCRM Field Update
"500-2000 leads"Mapped: Lead Volume = Medium
"Arjun Mehta"Mapped: First Name = Arjun
AGENT TAKEOVER

Seamless Human Handoff

If a qualified prospect requests a live rep, the conversation is routed to the active sales queue. Reps see the full WhatsApp history, picking up the thread smoothly.

  • 🔁

    Queue Distribution

    Distribute live chats to agents using round-robin logic or department criteria.

  • 📱

    In-App Notifications

    Reps get desktop push notifications so they can answer VIP chats immediately.

Agent Panel Notification
⚡ Live Takeover Requested
Prospect: Rahul Sharma · High Priority
Benefits

Supercharge WhatsApp Lead Qualification

Deploying a smart chatbot keeps your sales pipelines active while protecting agent productivity.

🕒

24/7 Qualification

Qualify inbound leads instantly even on holidays or outside shift hours.

🚀

98% Message Opens

Achieve response rates 5x higher than traditional emails and SMS campaigns.

Clean CRM Entries

All client inputs are mapped to properties automatically without copy-paste.

🛡️

Official Meta API

Built on official WhatsApp Business channels to prevent phone blocks or restrictions.

98%
WhatsApp Open Rate
5×
Response vs Email/SMS
<60s
First Response Time
Enterprise Grade

Secure & Policy Compliant

FlowZo CRM ensures your automated WhatsApp pipelines remain compliant with Meta policies.

🔐 End-to-End Security

All communication data is secured using secure TLS 1.3 protocol channels.

📌 Opt-Out Processing

Automatically handle unsubscribe signals to keep messaging databases healthy.

🇮🇳 Local Data Hosting

Complies with Indian DPDP laws by keeping CRM profiles on local cloud instances.

FAQ

WhatsApp Bot FAQ

Get answers to questions about WhatsApp business configurations.

Do I need a WhatsApp Business API account?+
Yes. FlowZo CRM links with your official WhatsApp Business API account. We assist you through the setup process and catalog approval with Meta at no additional fee.
Can my agents reply manually to chats?+
Yes, agents can reply manually to any chat. Agents receive a notification and can claim the conversation, which pauses the bot.
Are templates reviewed by Meta?+
Yes. Broad campaigns and outbound template messages must comply with Meta's guidelines. The approval process is handled directly within FlowZo CRM and usually completes in minutes.

Turn WhatsApp into your best sales channel

Automate client interactions, qualify leads contextually, and close sales faster on the chat client they use daily.

LIVE DAILY TRAINING

Join Our Daily Flowzo CRM Webinar

Every Day at 3:00 PM
  • Learn to automate 90% of your sales pipeline and follow-ups.
  • Direct live Q&A session with our senior CRM architects.
  • Get a free CRM optimization checklist upon attendance.
Nelson - CRM Expert
Host ByFlowzo Team