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Solution

Business Messaging & CRM Automation

WhatsApp, email, SMS, and CRM automation that engages leads and customers automatically at the right moment. We build messaging systems that handle volume without losing the personal touch — with intelligent triage and seamless escalation.

Best forSales and support teams handling high-volume inbound messaging
Deliverables

What you get

WhatsApp Business API

Official WhatsApp Business API integration with automated routing, lead qualification flows, broadcast campaigns, and human handoff — compliant with Meta messaging policy.

Email Automation Sequences

Behaviour-triggered email sequences that send the right message at the right time — onboarding, re-engagement, upsell, and win-back flows built and monitored.

CRM Workflow Automation

CRM pipelines that auto-update based on customer actions — deal stage changes, task creation, contact enrichment, and team notifications triggered in real time.

Lead Nurturing Pipelines

Automated qualification sequences that collect key details, score the lead, and push qualified prospects into your sales pipeline with full conversation context.

Unified Inbox Setup

Connect WhatsApp, Instagram DM, email, and SMS into a single agent view — with routing rules and AI-powered suggested replies.

Examples

Sample workflows

01

WhatsApp Lead Qualification

Trigger

Prospect sends "hi" to your WhatsApp number.

Process

The bot responds with a welcome message, asks 3 qualification questions, scores the lead, and either books a call via Calendly or flags for manual follow-up.

Outcome

Fully automated with audit log.

02

Instagram DM Auto-Reply

Trigger

When someone comments on a specified post, an automated DM is sent within 30 seconds with a lead magnet link and opt-in prompt.

Process

Responses are logged to your CRM.

Outcome

Fully automated with audit log.

03

Post-Purchase Onboarding Sequence

Trigger

When an order is placed, a timed email + SMS sequence kicks off: order confirmation, shipping update, usage tips, review request, and upsell offer — all automated.

Process

.

Outcome

Fully automated with audit log.

Integrations

Integration stack

WhatsApp BusinessTwilioHubSpotSalesforceResend
Reliability

Governance & reliability

Human-in-the-loop thresholds

Every system has configurable escalation points. When confidence is low or stakes are high, humans are looped in automatically — before anything irreversible happens.

Full audit trail

Every action is logged with timestamps, inputs, and outputs. You can replay any workflow, trace any decision, and export logs for compliance purposes.

Error handling & monitoring

Retry logic, dead-letter queues, Slack alerts, and uptime monitoring are built into every system — so failures surface immediately and recover automatically.

Automation Audit

Know exactly where to start.

The Automation Audit is a focused 1-week engagement. For Business Messaging, the audit delivers:

Book the AuditBook the Audit
Response time benchmarks
Routing logic gaps
Lead qualification drop-off points
Escalation path design
Explore more

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Work with us

Let's look at your workflows.

20-minute call. No pitch deck. Just a direct look at where automation ships ROI fastest.