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WhatsApp Automation

Turn WhatsApp into a working sales and support channel

In Saudi Arabia, most customers would rather message than fill in a form. We build WhatsApp bots, AI assistants and automated flows on the official Business API — connected to your CRM so every enquiry is captured, answered and followed up.

Ask a quick question on WhatsApp+966 54 672 7996
  • Official WhatsApp Business API setup and verification
  • Conversational bots and AI assistants
  • Lead capture straight into your CRM
  • Order, booking and payment notifications
  • Automated follow-up sequences
  • Shared team inbox with clear ownership

The problem

Your busiest sales channel is running on personal phones

  • Enquiries arrive after hours and are answered the next morning — if at all.
  • Chats sit on individual devices, so nobody can see the full customer history.
  • The same questions about pricing, location and availability are typed out all day.
  • Leads from WhatsApp never reach the CRM, so follow-up depends on memory.
  • When a salesperson leaves, their conversations and relationships leave with them.

How we solve it

One automated, accountable WhatsApp channel

We start by mapping the conversations your business actually has — enquiries, bookings, order status, complaints — and decide which of them should be answered instantly, which should be qualified by a bot, and which need a person.

Then we build it on the official WhatsApp Business API: automated replies and menus for the routine paths, an AI assistant for open-ended questions, and a shared inbox with routing rules for everything else. Every conversation is written back to your CRM, so the record survives the conversation.

Capabilities

What we build on WhatsApp

Each capability is added when it earns its place — we don't ship a bot that nobody needs.

  • Conversational bots

    Menu-driven and keyword flows that answer routine questions, share catalogues and route enquiries in seconds.

  • AI assistants

    Assistants trained on your services, pricing rules and policies, answering open questions in Arabic or English.

  • Automated replies

    Instant acknowledgements, business-hours messages and away responses so no one waits in silence.

  • Lead capture & qualification

    Structured questions that collect budget, location and intent, then push a scored lead into the CRM.

  • Sales automation

    Quotation requests, catalogue sharing, reminders and deal-stage updates triggered from the conversation.

  • Customer support

    Ticket creation, status lookups and escalation rules with clear ownership per conversation.

  • Follow-up sequences

    Timed nudges for unanswered quotes, abandoned enquiries and renewal dates — sent within policy.

  • Notifications

    Order confirmations, delivery updates, appointment reminders and invoice alerts using approved templates.

  • Workflow automation

    Messages that trigger real back-office actions: create a deal, update an order, assign a task, notify a manager.

Business benefits

What changes after go-live

Instant first response

Enquiries are acknowledged and qualified immediately, including evenings and weekends.

No lost leads

Every conversation becomes a CRM record with an owner, a stage and a next action.

Lower support load

Repetitive questions are handled automatically, freeing agents for cases that need judgement.

Company-owned relationships

Customer history lives in your systems, not in someone's personal chat list.

Measurable channel

Response times, conversion rates and volumes become numbers you can manage.

Consistent messaging

Approved templates keep pricing, policies and tone the same across the whole team.

Who it's for

Where WhatsApp automation pays off fastest

SMEs with high enquiry volume

Retail, services and trading companies fielding dozens of daily messages across several staff.

Sales teams

Teams that qualify and close over chat and need those conversations reflected in the pipeline.

Schools and academies

Admissions enquiries, attendance alerts and parent communication at term-time scale.

Service and support operations

Bookings, appointment reminders, status checks and after-sales support requests.

Not sure which flows to automate first?

Send us a few real examples of the messages your team answers every day. We'll tell you which ones are worth automating and which aren't.

Implementation approach

How a WhatsApp project runs

  1. 01

    Conversation audit

    We review real message history to identify volume drivers, response gaps and qualification questions.

  2. 02

    API setup

    Business verification, sender profile, template approval and inbox configuration on the official platform.

  3. 03

    Flow build

    Bots, AI replies, routing rules and CRM sync built and tested against real scenarios with your team.

  4. 04

    Tune & support

    We watch live conversations after launch, refine wording and escalation, and extend the flows.

Integrations

What WhatsApp gets connected to

Automation is only useful when the conversation reaches the systems that fulfil it.

  • Bitrix24 CRM — leads, deals and conversation history
  • Odoo ERP — orders, invoices and delivery updates
  • LMS platforms — enrollment and attendance alerts
  • Website forms and landing pages
  • Payment and invoicing tools
  • Google Sheets and internal dashboards
  • Telephony and call-center platforms
  • Custom APIs and internal systems

FAQ

Questions we get asked

Practical answers before you commit to a WhatsApp project.

Go deeper

Related reading and delivery examples

Background on the decisions involved, plus how we structure this type of engagement.

Home-services company, Riyadh (anonymised)

WhatsApp automation connected to a CRM pipeline for a Riyadh service business

How a service company receiving most of its enquiries on personal WhatsApp numbers moved to the WhatsApp Business API, a shared inbox and a Bitrix24 pipeline — with automated qualification, Arabic and English routing and human handover.

WhatsApp Business APIBitrix24 CRMWebhook integrationsGoogle Sheets reporting
Private school with an affiliated training academy, Saudi Arabia (anonymised)

LMS deployment for a school and its training academy on the NaseejEdu platform

How a private school and its adult-training academy moved course materials, attendance, assessment and parent communication onto one bilingual LMS — deployed by RaysanDev on the NaseejEdu platform, with separate structures for K-12 and professional courses.

NaseejEdu LMSSSOWhatsApp Business APIStudent information system integration

More answers in the WhatsApp Automation FAQ section

Ready to answer every WhatsApp message on time?

Talk to our team about the flows, integrations and approvals needed to launch WhatsApp automation for your business.