Business WhatsApp agents · Cloud API
Connect an official WhatsApp Business channel to an agent that understands voice notes, text, and media, runs scoped actions across your calendar, catalog, and CRM, and hands off to a person the moment judgment is needed.
Connect your WhatsApp channelIllustrative · synthetic example
Business WhatsApp thread
Structured reply inside active session · opt-in respected
Intent & MCP orchestration
check_calendar_slotsDoneCheck & reserve calendar slot
Thu morning · service zone09:00-11:00 slot reserved
sync_crm_recordDoneSync CRM ticket & site contact
Service ticket · site contactTimeline & contact synced
handoff_summaryDoneCheck escalation & build brief
Billing rule / human requestClear · context brief ready
System actions & handoff policy
Assigned to regional tech · approved reminder queued
Ticket updated with message provenance and executed tools
The rep receives the voice transcript, CRM context, and completed tool calls in one brief.
Every message follows an auditable path: official channel intake, scoped tool execution, and a clear confirmation or warm handoff to your team.
Customer message · text, voice, or media
cloud_api · media_intakemcp_tools · calendar_crm_catalogreply_or_handoff · context_briefBuilt on the official WhatsApp Business Cloud API, the agent tracks active session windows, transcribes Hebrew and English voice notes, and extracts structured details from shared photos or documents.
Verified official channel · voice, text & document intakeRather than guessing, the agent invokes strictly typed MCP tools to check calendar availability, update CRM records, or look up catalog items, validating parameters and permissions before any write.
Typed tool schemas · permission checks & audit trailCustomers get a concise confirmation right in the thread. Whenever a conversation touches sensitive billing, falls outside policy, or asks for a person, it routes to the right team member with a complete summary.
Zero dead ends · seamless agent-to-human continuityStart where response speed and clean data entry matter most, then tailor tool permissions and escalation rules around your team.
Hi, saw your clinic management platform. We operate four branches and want to check fit.
Captures key requirements, creates a structured CRM lead, and offers discovery slots with sales.
When an inquiry arrives from a campaign or your site, the agent replies right away, asks focused qualifying questions, logs structured answers in your CRM, and books a call or alerts an available rep.
I cannot make Tuesday afternoon's visit. Do you have anything Thursday morning?
Checks live slot availability, updates the calendar booking, and confirms in the thread.
The agent checks real availability by region, service type, or specialist, offers matching slots, updates the booking record, and sends approved template reminders ahead of the visit.
Please prepare our usual Sunday order and check if the industrial filter unit is in stock.
Verifies catalog stock, drafts the repeat order in ERP, and requests customer confirmation.
Business buyers often reorder via a quick text or voice note. The agent matches account history against SKU catalogs, checks stock levels, and prepares a clean ERP draft for confirmation.
The unit is installed, but the status light is blinking. Attaching a photo of the panel.
Attaches the photo to the ticket, runs initial triage, and routes to a senior tech with context.
Following an installation or delivery, the agent checks in, collects photos or follow-up questions, resolves documented troubleshooting steps, and escalates complex issues directly to specialists.
Operational safety is built into the architecture: official API transport, platform policy enforcement, scoped tool access, and clear human takeover.
Built strictly on the official WhatsApp Business Cloud API, avoiding brittle browser-scraping wrappers or unofficial gateways that risk number bans.
Enforces customer opt-in, separates free-form replies inside the 24-hour service window from approved utility templates, and honors opt-out requests immediately.
The agent only invokes explicitly permitted tools through scoped MCP interfaces, with strict input schemas, write guardrails, and a full log of every system call.
Explicit routing rules hand the thread to a team member on customer request, sensitive topics, or ambiguity, complete with a structured conversation brief.
A phased rollout that connects your official WhatsApp channel to core systems without disrupting how your team already works.
Select one high-impact workflow, such as lead intake or scheduling, and define exactly what the agent resolves versus what escalates to staff.
Conversation & policy specConnect your business number on the official Cloud API, set up verified webhooks, and prepare approved utility and reminder templates.
Verified Cloud API channelConnect read and write tools to your calendar, CRM, or ERP, and integrate your shared inbox so reps can take over any thread seamlessly.
System tools & handoff syncTest voice notes, bilingual phrasing, and escalation triggers before launch, then add new workflows based on real conversation patterns.
Measured production rolloutLet's look at the messages your team handles every day, the systems behind them, and where automation should hand off to people.
Plan your WhatsApp agent