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Custom AI Sales Agent (WhatsApp)
Custom AI Sales Agent (WhatsApp) is a professional ai intelligence service delivered by Pakish.NET with end-to-end setup, quality checks, and implementation support.
Starting from
PKR 85,000
What is Custom AI Sales Agent (WhatsApp)?
A custom WhatsApp sales agent qualifies inbound leads through structured conversation flows, captures contact details with explicit consent, and hands warm prospects to your CRM or sales inbox when buying intent is confirmed. We connect WhatsApp Business API, configure escalation rules for high-value or stuck conversations, and deliver reporting on lead volume, drop-off points, and handoff quality. The agent runs around the clock on your approved number and stays within Meta messaging policy and your brand tone.
Problems This Service Solves
- Sales reps spend hours answering repetitive WhatsApp inquiries instead of closing deals.
- Leads arrive outside business hours and go cold before anyone responds.
- No consistent qualification script — every rep asks different questions.
- CRM records are incomplete because manual data entry is skipped under load.
- Marketing cannot attribute which campaigns drive qualified WhatsApp conversations.
Ideal Use Cases
- Real estate agencies capturing budget, location, and timeline before scheduling site visits.
- SaaS companies routing demo requests after confirming company size and use case.
- E-commerce brands answering product-fit questions and collecting phone numbers for COD confirmation.
- Training institutes qualifying course interest, city, and preferred batch timing.
- B2B distributors pre-screening order volume and delivery region before passing to account managers.
What's Included
✓WhatsApp Business API connection on production and sandbox numbers
✓Conversation flow map with qualification branches and fallback paths
✓Lead capture schema synced to your CRM or spreadsheet destination
✓Human handoff workflow with context summary for the receiving rep
✓Consent and opt-out language aligned with Meta policy
✓Admin dashboard or webhook logs for conversation review
✓Escalation rules for keywords, sentiment triggers, or idle timeouts
✓Launch runbook and operator training session
Discovery and Implementation Stages
1. Discovery & flow design
We map your current sales script, identify drop-off points in live chats, and draft a branching flow covering greeting, qualification, objection handling, and handoff triggers.
2. API & CRM wiring
WhatsApp Business API credentials are connected, webhook endpoints secured, and CRM or sheet sync tested with sample payloads before any customer-facing traffic.
3. Agent training & sandbox QA
Prompts and structured outputs are tuned against your product catalog and FAQ. Internal team members run scripted test conversations on the sandbox number.
4. Production launch & reporting
Live number goes active with gradual traffic ramp, escalation alerts verified, and a reporting view shared showing leads captured, handoffs, and unresolved threads.
Integration Dependencies
- Meta Business verification completed for WhatsApp Business API
- Dedicated phone number not tied to a personal WhatsApp account
- HTTPS webhook endpoint reachable from Meta servers
- CRM API credentials with create/update permissions on lead objects
- Template messages pre-approved for outbound session re-openers where required
Security and Privacy Considerations
- Webhook signatures validated on every inbound Meta event
- Lead PII encrypted in transit and stored only in customer-controlled systems
- Role-based access to conversation logs limited to sales and ops staff
- Opt-in and opt-out events logged with timestamps for audit
- No training on your conversation data by third-party models unless explicitly configured
Failure and Fallback Handling
- If the LLM provider is unreachable, a static fallback message offers human callback within stated hours
- CRM sync failures queue leads locally and retry with alerting to ops
- Unrecognized intents route to a human queue after two failed clarification attempts
- Session expiry triggers a template re-engagement message only where Meta policy allows
Service Decision Guide
| Decision factor | This approach | Common alternative | Notes |
|---|---|---|---|
| Lead qualification logic | Branching flows mapped to your CRM stages with tested handoff triggers | Generic chatbot builder with keyword matching only | Keyword bots miss paraphrased buying signals; structured qualification reduces junk CRM entries. |
| WhatsApp policy compliance | Template review, session window handling, and opt-in copy included in delivery | DIY API setup without messaging policy review | Policy violations can throttle or ban your business number. |
| CRM handoff | Field-level mapping with duplicate detection and escalation alerts | Manual CSV export from chat dashboard | Manual exports break real-time follow-up for hot leads. |
| Post-launch tuning | Transcript review and flow edits included in initial engagement window | One-time deploy with hourly support billed separately | First two weeks of live traffic usually reveal edge cases not visible in sandbox. |
Post-Launch Support Scope
- Two weeks of flow tuning based on live conversation transcripts
- Monthly review of drop-off nodes and suggested script adjustments
- Template message updates when Meta policy or product catalog changes
- Optional retainer for new seasonal campaigns and A/B flow variants
Custom AI Sales Agent (WhatsApp) FAQs
Common questions about our ai intelligence service.
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