A new enquiry arrives
The customer gets an approved answer and a clear next step.
Buddy can answer known questions, collect the required details and continue the journey without waiting for someone to become available.
WhatsApp workflow automation
Buddy guides customers from first question to the next completed action, while your team keeps control of the answers, rules and moments that require a person.
Your workflow, approved information and escalation rules shape every journey.
Customer journey
Next step completed
The work behind each reply
Your team still has to collect details, check availability, create documents, follow up on payment and update the record. Then the same journey starts again with the next customer.
WhatsApp makes access easy for the customer. Without a workflow behind the conversation, it creates a queue of manual tasks for the business.
Journeys Buddy can carry
Customer registration and onboarding
Sales and appointment journeys
Quotes and invoices
Payment hand-offs
Common support questions
Human escalation rules
What Buddy changes
Buddy carries the predictable steps, completes connected actions and hands exceptions to a person with the collected context intact.
A new enquiry arrives
Buddy can answer known questions, collect the required details and continue the journey without waiting for someone to become available.
The customer is ready
Move from interest to registration, booking, quote, invoice or payment inside one connected WhatsApp journey.
The request needs a person
Set clear boundaries for automation and hand the conversation to a person when judgement, care or an exception is involved.
How Buddy is configured
The setup defines what customers can complete, which systems must respond and exactly when your team takes over.
We identify the customer’s intent, the questions Buddy must ask and the useful outcome at the end.
Bookings, documents, payments and business rules are connected to the conversation where appropriate.
Approved answers, escalation rules and human handover keep the experience useful and controlled.
The important boundary
Before you add Buddy
No. Buddy is designed to carry repeatable interactions and hand over when a customer needs judgement, care or an exception. Your team decides the boundaries.
That is the point of the setup. The journey is designed around the information you need, the rules you use and the actions a customer should be able to complete.
Buddy can connect customer journeys to quotes, invoices and payment hand-offs where those are part of the agreed workflow. The exact integration depends on your systems and requirements.
The conversation follows the escalation rules agreed during design. A person can take over, with the context collected so far available to them.
Start with one repeated journey
Show us the messages and the work that follows. We will identify what Buddy can carry, which systems need to connect and where a person should remain involved.