WhatsApp is the highest-intent channel you own. Build a system around it.
Lead capture, drip campaigns, order updates, and support triage on the WhatsApp Business API — with the compliance rails Meta requires.
WhatsApp automation uses the WhatsApp Business API to run lead capture, drip campaigns, order updates, and support triage at scale. Because Meta requires opted-in contacts and pre-approved templates, production deployments combine compliance work — verification, template approval, opt-in flows — with engineering — CRM integration, drip sequences, live-agent inbox, analytics.
- 01WhatsApp Business API is compliance-heavy; template approval is a real workstream.
- 02Combining opt-in flows, drip sequences, and CRM threading beats one-off broadcasts.
- 03Cost-per-conversation pricing usually beats SMS globally.
Open rates on WhatsApp sit at 90%+, and reply rates on well-written outbound messages beat email by an order of magnitude. But the WhatsApp Business API is not just a widget — it’s a compliance regime with template approval, rate limits, opt-in requirements, and a message-window rule.
We build production WhatsApp systems: green-tick verified sender, approved templates, opt-in flows, drip sequences, support handoff to a human, and full analytics on funnel performance.
What breaks without a specialist.
Templates keep getting rejected
Meta’s policy quirks eat weeks unless you know the pattern.
Broadcasts get flagged as spam
Sending outside the 24-hour service window without pre-approved templates rate-limits your number.
No CRM integration
Reps end up copying WhatsApp threads into Salesforce by hand.
No metrics
Most agencies can’t tell you conversion by campaign, template, or agent.
The approach.
Green-tick + template pipeline
We own the WABA setup, business verification, and template approvals end to end.
Opt-in flows that actually work
Website, Instagram, and QR opt-in flows configured to Meta policy.
CRM-integrated conversations
Every message threads into the customer record. Agents see full history; managers see funnel.
Analytics dashboard
Cost per lead, cost per reply, conversion by template, and agent SLAs.
Features included.
Lead-capture chatbots
Multi-step forms with conditional logic and CRM push.
Drip & re-engagement
Delayed message sequences trigger on customer events.
Broadcast campaigns
Segment by CRM data, schedule, and measure — inside Meta’s rate limits.
Order & shipping updates
Automated notifications wired to your commerce or ERP.
Support handoff
Bot answers common questions; escalates to a human with full context.
Multi-agent inbox
Live-agent web app with routing, canned responses, and internal notes.
What changes for you.
10× higher engagement than email
Typical customer-service open rates cross 95% within the first hour.
Faster sales cycles
Buyers replying on WhatsApp close 2–4× faster than email-only pipelines.
Lower cost per conversation
Meta’s conversation-based pricing beats SMS globally and often beats call-center cost.
Our process.
Discovery workshop
A 60-minute working session with your team to map goals, constraints, competitors, and success metrics. You leave with a written scope and a fixed price — no estimates, no surprises.
Strategy & architecture
We produce an information architecture, content plan, and technical blueprint. Every screen and endpoint is documented before a line of code is written.
Design in the browser
High-fidelity design happens inside the real product, not in Figma. You review clickable states, not static screens — which is why our sign-off cycles are 3× faster than agencies.
Build & integrate
Engineering happens in weekly milestones. You get a staging URL from day one, so you can watch the product take shape rather than wait for a big-bang reveal.
Launch & measure
We ship, monitor Core Web Vitals for 14 days, and hand over a written performance report. Analytics, tracking, and conversion goals are wired in before launch — not after.
Grow
Optional monthly retainer for iteration, experiments, and SEO. You own the code either way — no lock-in, no dark patterns.
Stack we ship on.
Where we work.
- SaaS & B2B software
- Ecommerce & DTC
- Healthcare & wellness
- Financial services
- Real estate
- Education & edtech
- Manufacturing
- Professional services
Answers.
Do I need a Meta Business account?+
Yes. We handle the WhatsApp Business Account (WABA) setup and business verification on your behalf.
How long to get live?+
Green-tick verification takes 2–3 weeks. Template approvals 2–5 business days each. A basic automation is usually live in 3–4 weeks including verification.
Is this compliant with GDPR / DPDP?+
Yes. Opt-ins are logged, opt-outs are honored, and message history is retained per your DPA. We provide the compliance documentation.
Related services.
Custom CRM
Purpose-built pipelines, automation, and dashboards. One-time build, unlimited seats, complete ownership.
AI Automation
Lead qualification, content ops, support triage, internal copilots. Shipped to production, measured against real business metrics.
API Integrations
Idempotent, retry-safe, observable integrations across your CRM, ERP, payments, and comms — engineered for the messy real world, not the happy path.
Ready to build?
Book a 20-minute call. We’ll scope the project, quote a fixed price, and tell you honestly whether we’re the right team.
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