Fit
- Customer enquiry intake
- Appointment and viewing coordination
- Order or booking updates
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MESSAGING WITH APPROVAL AND HAND-OFF
WhatsApp Business AI Automation
Build WhatsApp Business workflows that answer from approved knowledge, collect structured details and hand sensitive conversations to a named person.
Discuss this workflowArchitecture
- WhatsApp Business webhook
- Consent and identity check
- Knowledge or workflow step
- Human gate
- CRM conversation log
Permissions & ownership
- Meta Business verification
- Approved templates
- Restricted CRM and calendar scopes
Limitations
- Template and opt-in rules apply
- 24-hour service window
- Not suitable for emergency or clinical decisions
Supported events / actions
- Message received
- Template response approved
- Appointment requested
- Human hand-off
Deliverables
- Conversation map
- Template inventory
- Escalation rules
- Monitoring and transcript policy