Your account and channel setup
Review the business account, number, selected platform or provider, access and any approval work before agreeing a launch plan.
CULVION / SOFTWARE & AUTOMATIONDESIGN THE JOURNEY. CONNECT THE WORK.
Messaging with a useful next step
Turn the WhatsApp inbox into a useful service.
Customers already message you. Help them check an order, request an appointment or explain what they need, then bring a person in when the conversation needs judgment.
No minimum engagement size. Scope and cost are agreed before work starts.Example service deskRepresentative WhatsApp flow
Try a customer request
Follow-up preference: Not recorded
Shaped around your work
A reply is a start. A completed next step is better.
Choose the part you want to make easier.
One part of your brief
Enquiries & lead qualification
Collect the customer's requirement, location or preferred next step, then create a structured handoff to your sales team or approved CRM.
Appointment enquiriesOrder updatesService intakeLead qualificationCallback requests
What we agree before the buildAccounts, knowledge, permissions and the route to a person.+
The decisions behind a useful service
Decide what the bot can answer—and when your team takes over.
Permission and messaging rules
Agree how opt-in is recorded, opt-outs are respected and approved templates are used when required. Check current platform rules for the exact journey.
A person who can take over
Define the team, service hours, handoff information and fallback when the automation cannot answer or complete the request.
How we begin
From the first message to a tested WhatsApp flow.
Choose a step for the detail.
01
Choose one journey
+Start with a useful contact reason, the customer's goal and the decisions that belong to a person.
What you reviewConversation map and agreed boundaries
02
Prepare the channel
+Review account access, permissions, templates, knowledge and any required system connections.
What you reviewChannel and integration checklist
03
Build and test
+Review normal conversations, missing details, incorrect references, opt-outs and handoffs with your team.
What you reviewWorking flow and acceptance checks
04
Launch and review
+Agree ownership, reporting and support, then review the conversations that need improvement.
What you reviewAn operating plan and change backlog
What shapes the costSetup, third-party tools and ongoing care.+
A clearer commercial conversation
Budget for the conversation, not just the bot.
The conversation design, message charges and ongoing changes are separate costs. We spell out the expected workflow volume and the provider charges before you choose a setup.
Design & setup
Conversation design, account preparation, templates, knowledge, testing and the number of workflows to build.
Platform & usage
The selected provider or platform, Meta message charges where applicable, agent seats and any model or integration usage.
Support & improvement
Monitoring, knowledge changes, conversation reviews and ongoing technical work, with a defined scope.
Before the first conversation
Questions about whatsapp automation.
Can we start with one WhatsApp workflow?
Yes. There is no minimum engagement size. A focused enquiry, booking or support journey is a practical starting point. We review account readiness, scope and team availability before proposing the work.
Is this the same as the free WhatsApp Business App?
No. Business Platform automation involves a different setup from the app's built-in greeting and quick replies. We assess which route fits your need before recommending implementation.
Can the chatbot send messages to anyone on our list?
A contact list is not the same as permission to message. The production workflow needs appropriate opt-in records, opt-out handling and the approved templates required for the message and customer-service window.
What does WhatsApp automation cost?
We separate implementation, provider/platform usage and ongoing support. Messaging costs depend on the selected setup, message categories, recipient markets and current rates. Your proposal identifies the included work, expected recurring charges and the assumptions behind them.
Will your demo send me a WhatsApp message?
No. The interactive example runs only on this page with example records. It has no WhatsApp account, messaging connection or real agent behind it.
TELL US WHAT YOU HAVE IN MIND
Which questions keep filling your WhatsApp inbox?
Start with one conversation you want to make easier.
A SMALL START. A CLEAR NEXT STEP.
- 01Your side of the story
The work, the problem or the idea.
- 02A scope that makes sense
Responsibilities, timing and cost.
- 03You decide what comes next
No commitment just by enquiring.
START HEREJust the essentials. The rest can wait.