WhatsApp AI Chatbot and Assistant
We set up WhatsApp chatbots and AI assistants that answer customer questions from your approved information, collect details and hand over to your team when needed.
A WhatsApp AI chatbot is software that greets and answers the messages sent to your business's WhatsApp number. Simple chatbots work with menus and buttons: the customer taps an option and the bot replies with that option's answer. An AI assistant understands a question typed in the customer's own words and bases its answer on information you have approved. In the setups we build, we often combine the two.
Menu bot or AI assistant?
| Topic | Menu and button bot | AI assistant |
|---|---|---|
| How it works | Pre-written options and answers | Understands free-text questions and answers from a knowledge source |
| Best for | A few clearly defined requests | Varied questions asked in different ways |
| Maintenance | A new flow for every new topic | The knowledge source is updated |
| Risk | Customers can get lost in menus | Answers are not error-free in every case, so limits and reviews are needed |
What does a WhatsApp AI assistant do?
- Answers questions about products, services, price ranges, address and opening hours.
- Asks for the details a request needs: name, need, order number, convenient time.
- Saves the request to your CRM or the team inbox.
- Hands the conversation to a person when it is unsure or the topic is out of scope.
- Tells customers who write out of hours when they will hear back, and gathers the details in the meantime.
Meta's AI policy
Since 15 January 2026 Meta no longer allows general-purpose AI chatbots on the WhatsApp Business Platform. The ban targets services that chat about anything and whose main product is the AI itself. Assistants a business runs for its own customer support, sales and information are allowed. That is why we define the assistant's remit from the start: it answers only questions related to your business and politely declines off-topic ones.
How reliable are the answers?
AI answers are not error-free in every case. To reduce the risk, the assistant answers only from approved sources. For information that changes, such as prices, stock or availability, we recommend connecting it to your systems or having it hand those questions to the team. Before launch we build a test set from real customer questions and review the answers with you. After launch we recommend reviewing conversations regularly.
Handing over to a person
A good WhatsApp chatbot does not trap customers in a loop. When the customer asks, when a message contains a complaint, or when the assistant is unsure, the conversation moves to the right person. The conversation so far and the details collected appear in front of that person, so the customer does not have to repeat themselves. We set up the handover rules together with your conversation assignment setup.
Telling customers they are talking to an assistant
We recommend letting customers know they are writing to an AI assistant. The greeting message says so in one short sentence and keeps the option to talk to a person visible. Being open about it protects customer trust and tells people what to do if an answer is wrong.
How we set up a WhatsApp AI chatbot
First we work out what your customers ask most on WhatsApp, drawing on past conversations, your FAQs and your team's experience. Then we write down which topics the assistant answers and which it hands to the team. We build the knowledge base and test it with real questions. In the first weeks after launch we read conversations with you and correct wrong or incomplete answers. A WhatsApp AI chatbot only gets more accurate over time through this kind of regular care.
Working with other channels
The same knowledge base can also power the chat window on your website and other channels. The assistant side is described on our AI assistants page, and the overall WhatsApp flow structure on the WhatsApp automation page.
What does this service include?
The delivery scope is agreed after the needs assessment. Depending on your project, it can include:
- Defining the assistant's tasks and limits
- Knowledge base from your documents and FAQs
- Greeting menu and buttons
- Detail collection and saving to CRM or inbox
- Staff handover rules
- Test set of real customer questions
- Conversation review and improvement report
How could it work in your business?
The scenarios below are examples of how the service can be used; they do not describe completed client projects.
Order questions for an online shop
An online shop answers delivery, return and size questions on WhatsApp with an assistant based on its policies, and hands complaints straight to the support team.
Pre-enrolment questions at a language school
A language school's assistant answers questions about levels, schedules and locations, collects the prospective student's details and passes them to an enrolment advisor.
Common questions
Other services in WhatsApp & Omnichannel Communication
All WhatsApp & Omnichannel Communication services →WhatsApp Business Platform setup and integration
We set up the WhatsApp Business API for your business: account, number, message templates and the connections to your inbox, CRM and other systems.
Read more →Omnichannel team inbox
We bring WhatsApp, Instagram DMs, Messenger, web chat and email onto one shared screen, so your team sees every conversation and who is handling it.
Read more →Conversation assignment and team management
We set up WhatsApp multiple users access on one number, with assignment rules, roles, internal notes and statuses so every conversation has an owner.
Read more →Appointment, booking and reminder flows
We set up WhatsApp flows that take booking requests, add them to your calendar, send confirmations and reminders and route changes to your team.
Read more →Quote and application follow-up messages
We set up WhatsApp automated messages that follow up quotes and applications in agreed steps and stop as soon as the customer replies.
Read more →Post-service satisfaction flows
We set up short WhatsApp satisfaction surveys after a purchase or service, save the replies to the customer record and alert your team to negative feedback.
Read more →Communication performance and CRM connection
We connect WhatsApp conversations to your CRM records and report response times, open requests and outcomes on one dashboard.
Read more →Let's define what you need together.
Tell us about your current setup and goals, and we will define the scope and implementation plan together.