Data gets stuck in the conversation
Name, interest, product, urgency and business context appear in WhatsApp, but don’t always become structured data.
Automation on WhatsApp Business
WhatsApp Business automation with AI to handle, qualify and integrate.
Automate support and sales conversations, qualify leads, and connect every action to your CRM, webhooks, or human team without losing WhatsApp context.
- Guided flows to enable automations without coding
- Leads, internal tickets, CRM, webhooks and API connected to WhatsApp
- AI with company context and human control when necessary
Automated flow
Conversation into action
01
Evento
The person contacts via WhatsApp, asks questions, requests help, shows interest, or reports a need.
02
Decision
The agent identifies intent, guides the conversation, and organizes important data without feeling like a form.
03
Action
CRM, internal tickets, webhooks, API, Zapier, or a human team receive the context to continue the process.
Auto-reply is just the beginning of WhatsApp automation.
A truly automated operation understands what the customer needs, organizes the conversation information, and triggers the next step in the CRM, support, or another system.
Follow-up depends on the team
Without automation, the company must remember who needs follow-up, who became a lead, and which system needs updating.
Technical tools push users away
Very generic or complex flows create technical dependency even before putting the AI to work on WhatsApp.
How WhatsApp automation works with Whatsplaid.
Define what the AI should identify
Configure intents, important data, required questions, qualification criteria, and handling rules.
Connect operation actions
Route leads to CRM, send data via Zapier, trigger webhooks, create internal tickets from the conversation, or escalate to human support.
Use updated data
The agent can consult documents, Google Sheets, e-commerce, knowledge base, and information connected to the dashboard.
Track everything on the dashboard
Conversations, history, leads, internal tickets, agents and integrations are centralized so the team can control the flow.
Resources to automate support, sales, and processes on WhatsApp.
Lead capture
Extract insights from natural conversations and turn prospects into structured opportunities.
Tickets by AITurn customer conversations into internal tickets with a summary, category, priority, and context when support requires human follow-up.
ZapierSend data collected by Whatsplaid to other platforms connected to the company's workflow.
API and webhooksTrigger your own systems and receive events to integrate WhatsApp with your existing operations.
Google SheetsUse spreadsheets as an up-to-date data source to drive agent responses and workflows.
Human InboxAllow agents to take over conversations, pause the bot, and retain control over sensitive cases.
Automation guidesSee content about strategy, flows, messages, integrations, and best practices to automate WhatsApp.
Automation for what happens after the first message.
The AI chats, gathers essential data, and forwards the contact with context to the sales team to follow up.
The agent understands the customer's problem, summarizes the request, and creates an internal ticket with priority, category, and conversation context.
Automation can recommend products, send information, and organize data for closing the sale.
When a conversation requires decision-making, negotiation, or extra care, the team takes over with full context.
WhatsApp automation needs to be practical for the people running the business.
Whatsplaid was designed for companies that want a robust AI agent on WhatsApp without relying on programming. The platform is focused: rather than spreading operations across generic tools, it connects conversation, data and actions in the same flow.
Manual process
The team responds, copies data, and updates systems without any guarantee of consistency.
Generic automation
May require technical design, multiple tools, and difficult maintenance for non-technical users.
Whatsplaid
Connect AI, leads, internal tickets, CRM, webhooks and human support in a platform focused on WhatsApp.
Common questions about WhatsApp automation.
Do I need to know how to code to create automations?
No. Whatsplaid's proposition is to enable anyone to set up a robust AI agent on WhatsApp with guided flows and ready-made integrations.
What actions can be automated?
Whatsplaid can capture leads, send data to your CRM or Zapier, create internal tickets from customer conversations, trigger webhooks, query knowledge sources, and route conversations to humans.
What is the difference between an automatic message and a WhatsApp automation?
An automated message responds to a simple condition, such as absence or a greeting. WhatsApp automation connects the conversation to rules, AI, data, CRM, webhooks, and human support to execute a complete process.
Which CRMs have direct integration with Whatsplaid?
RD Station, Pipedrive, HubSpot, and Bitrix24 have direct connections to receive leads captured on WhatsApp. For other systems, operations can use Zapier, the API, or webhooks.
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. APIs and webhooks allow connecting Whatsplaid to internal systems, ERPs, CRMs, business operations, or the company's technical workflows.
Can the team interrupt the automation?
Yes. Agents can take over conversations from the inbox, pause the bot, and continue servicing with the conversation history.
Automate your company's WhatsApp Business without complicating operations.
Configure AI, connect data, and turn conversations into leads, internal tickets, integrations, and real actions inside Whatsplaid.