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WhatsApp Automation

Automate workflows on WhatsApp with AI, data, and integrations without programming.

The Whatsplaid connects natural conversations to operational actions: collects data, qualifies leads, creates internal tickets from service, sends information to CRM, triggers webhooks, and keeps everything organized without requiring technical knowledge.

  • Guided flows to activate automations without programming
  • Leads, internal tickets, CRM, webhooks, and API connected to WhatsApp
  • AI with company context and human control when necessary
Automated flow Conversation turns into action
01 Customer conversation

The person calls on WhatsApp, asks questions, requests help, shows interest, or reports a need.

02 AI understands and collects

The agent identifies intent, guides the conversation, and organizes important data without seeming like a form.

03 Systems receive

CRM, internal tickets, webhooks, API, Zapier, or human team receive the context to continue the process.

Many companies respond on WhatsApp but still operate the process manually.

When each conversation depends on copying data, notifying people, and updating systems manually, service becomes slow and opportunities are missed without record.

01

Data gets stuck in the conversation

Name, interest, product, urgency, and business context appear on WhatsApp but are not always turned into structured information.

02

Follow-up depends on the team

Without automation, the company needs to remember who should receive a response, who became a lead, and which system should be updated.

03

Technical tools discourage users

Very generic or complex flows create technical dependence even before AI starts working on WhatsApp.

Whatsplaid turns automation into a simple flow to set up.

01

Define what AI should identify

Configure intents, important data, necessary questions, qualification criteria, and service rules.

02

Connect operational actions

Direct leads to CRM, send data via Zapier, trigger webhooks, create internal tickets from the conversation, or forward to human service.

03

Use updated data

The agent can consult documents, Google Sheets, e-commerce, knowledge base, and connected information on the dashboard.

04

Track everything on the dashboard

Conversations, history, leads, internal tickets, operators, and integrations are centralized for the team to control the flow.

Automation for what happens after the first message.

Qualified lead for CRM

The AI converses, collects essential data, and sends the contact with context to the sales team to continue.

Support converted into a ticket

The agent understands the customer's problem, summarizes the request, and creates an internal ticket with priority, category, and conversation context.

Assisted sales on WhatsApp

Automation can recommend products, send information, and organize data for closing the sale.

Handoff to human support

When the conversation requires decision-making, negotiation, or extra care, the team takes over with full history.

WhatsApp automation needs to be practical for those operating the business.

Whatsplaid was designed for companies that want a robust AI agent on WhatsApp without relying on programming. The platform is focused: instead of spreading the operation across generic tools, it connects conversation, data, and actions in the same flow.

Manual process The team responds, copies data, and updates systems without guaranteed consistency.
Generic automation May require technical design, multiple tools, and difficult maintenance for non-technical users.
Whatsplaid Connects AI, leads, internal tickets, CRM, webhooks, and human support on a platform focused on WhatsApp.

Common questions about WhatsApp automation.

Do I need to know how to program to create automations?

No. Whatsplaid's goal is to allow anyone to set up a robust AI agent on WhatsApp with guided flows and ready integrations.

What actions can be automated?

Whatsplaid can capture leads, send data to CRM or Zapier, create internal tickets from customer conversations, trigger webhooks, query knowledge sources, and route conversations to humans.

Does the automation converse naturally?

Yes. The agent collects information during a normal conversation on WhatsApp, without forcing the customer to go through a rigid form.

Can I integrate my own systems?

Yes. API and webhooks allow connecting Whatsplaid to internal systems, ERPs, CRMs, business operations, or technical workflows of the company.

Can the team interrupt the automation?

Yes. Operators can take over conversations through the inbox, pause the bot, and continue the service with the conversation history.

Automate WhatsApp without complicating your operation.

Configure AI, connect data, and turn conversations into leads, internal tickets, integrations, and real actions within Whatsplaid.