Turn WhatsApp into an AI Sales Channel
Connect WhatsApp to an Interlinked workflow so customers can ask questions, browse product or service context, book appointments, and reach a human when the conversation needs review.
What WhatsApp automation controls
Interlinked uses your onboarding setup, workflow choice, catalog, calendar, and business context to answer with operational detail.
- Workflow-specific replies The agent follows the workflow you choose, such as retail shipping, pickup, appointment booking, lead qualification, or handoff to a human.
- Catalog and service context Product catalogs, service descriptions, pickup rules, delivery rules, and business context shape the answers customers receive in chat.
- Calendar-aware booking For scheduling workflows, WhatsApp conversations can use Google Calendar availability, business hours, exceptions, and booking rules.
- Manual handoff in the CRM Your team can take over a WhatsApp conversation from the CRM when a customer needs a human. Manual control pauses the AI for a review window.
Workflow sequence
How WhatsApp automation launches
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01
Complete onboarding
Define company information, agent identity, workflow type, catalog or service context, and the business rules the AI should follow.
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02
Connect the channel
Add WhatsApp as a connected channel and complete the required setup checks before publishing the agent.
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03
Publish, monitor, and tune
Once published, monitor conversations in the CRM, review orders or appointments, and adjust AI Config as your operation changes.
Where WhatsApp automation helps
Use the channel for the repetitive work that slows down sales and front-desk teams.
- Retail orders Answer product questions, collect order details, confirm delivery or pickup rules, and keep AI-created orders visible in the Orders area.
- Appointment booking Qualify the request, offer available times, and book the right appointment path when the selected workflow supports scheduling.
- Human review Route sensitive, unusual, or high-context conversations to the team with the chat history and customer context already attached.
How to plan WhatsApp automation that can actually be operated
A good WhatsApp automation page should answer more than whether replies can be automated. Teams need to understand templates, CRM review, workflow fit, and the handoff path before launching.
Separate inbound automation from outbound templates
Inbound WhatsApp automation starts when a customer writes and the AI can answer from the business context configured in Interlinked. Outbound messages are different. They may require approved WhatsApp message templates, customer opt-in, message category review, and platform-fee awareness. Treat those as separate planning tracks so a sales workflow does not accidentally become a compliance problem.
- Use AI replies for live customer questions where the conversation is already open.
- Use WhatsApp message templates only after the business confirms the right category and opt-in path.
- Keep template copy specific to the customer request, product, booking, order, or support case.
Use WhatsApp CRM context instead of isolated chatbot replies
Interlinked is strongest when WhatsApp messages do not disappear into a black box. CRM visibility lets the team see the channel, conversation history, customer context, AI/manual mode, labels, notes, and the reason a conversation needs review. That matters for ecommerce orders, appointment requests, refunds, payment proof, and sensitive support questions.
- Route unclear or sensitive requests to manual control.
- Keep order, appointment, and product context visible when a human takes over.
- Review the first week of conversations to tune workflow rules and escalation language.
Match the automation to the business workflow
A generic WhatsApp chatbot can answer simple FAQs, but an AI workflow should know the job it is doing. Retail teams need product and order context. Service teams need qualification and calendar rules. Support teams need triage and handoff. Lead teams need the right qualification fields and a clear next step.
- Retail: product questions, cart recovery, order review, and pickup or delivery details.
- Services: booking questions, availability, staff review, and appointment confirmation.
- Support: repeated answers, escalation reasons, and clean CRM handoff.
Feature FAQ
What to know before launch
- Does WhatsApp automation work the same for every business?
- No. Interlinked changes behavior based on the workflow selected during onboarding, such as retail, appointment scheduling, qualification, or handoff-focused service.
- Can a human take over a WhatsApp conversation?
- Yes. The CRM includes manual control so a team member can pause the AI and handle a conversation directly when the situation needs human judgment.
- What should be configured before publishing?
- At minimum, the business profile, agent identity, workflow, catalog or service context, business rules, and connected channel setup should be complete.
Turn WhatsApp into an AI Sales Channel
AI handles the repeatable path while the team keeps visibility into context, exceptions, and handoff moments.
Evaluation paths
Keep evaluating the fit
Use these links to validate implementation details, commercial fit, and proof before moving forward.