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WhatsApp workflow automation

Turn repeated WhatsApp conversations into completed work.

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

Answering the message is only the first step.

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

Fast for the customer. Controlled by your team.

Buddy carries the predictable steps, completes connected actions and hands exceptions to a person with the collected context intact.

How Buddy is configured

Built from your workflow, information and escalation rules.

The setup defines what customers can complete, which systems must respond and exactly when your team takes over.

The important boundary

Automation handles the routine. Your people keep the judgement.

Before you add Buddy

The practical questions.

Does Buddy replace our team?

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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.

Can it follow our existing business process?

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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.

Can Buddy handle payments and documents?

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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.

What happens when Buddy cannot answer?

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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

Which customer request creates the same work every day?

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.

Map the journey
Practical first conversation No obligation