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Digital Catalyst · Services

WhatsApp Automation Services

Reply to every enquiry in moments, follow up without chasing, and hand warm leads to your team, all on the app your customers already use.

  • Instant replies and smart questions for every new enquiry
  • Reminders and follow-up sequences that run on their own
  • Leads synced to your CRM, with a human taking over when it matters
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Type a message

Sample conversation for illustration.

01 / Overview

Why WhatsApp automation matters

Most people expect a reply on WhatsApp within minutes. When an enquiry waits for hours, it goes cold and often goes to a competitor. Lead generation is only half the job; the other half is a consistent system that captures, replies to and follows up on every enquiry.

We build that system on WhatsApp: automatic first replies, questions that qualify the lead, reminders that reduce no-shows, and a clean handoff to your team. Every conversation is recorded against the lead, so you can see what is working.

  • One flow for ads, website, forms and QR codes
  • Opt-in messaging with approved templates and easy opt-out
  • Clear reports on response time and conversion

Lead arrives

From an ad, website button, form or QR code.

Instant reply

A friendly first message goes out straight away.

Qualify

Buttons and questions find out what they need.

CRM updated

Details, tags and chat history saved to the lead.

Team follows up

The right person is alerted and takes over.

02 / What we build

Our WhatsApp automation services

Instant lead replies

Every new enquiry from your website, ads or forms gets a quick, friendly first message, day or night.

Chatbot flows

Menus, buttons and FAQ answers that capture contact details and qualify intent before your team steps in.

Follow-up sequences

Timed messages that nurture enquiries, with sequences that stop as soon as the person replies.

Booking and reminders

Appointment and site-visit booking with confirmations and reminders that reduce no-shows.

CRM sync and handoff

Leads, tags and chat history saved to your CRM, with alerts and handoff rules for your sales team.

Click-to-WhatsApp and reporting

Ad, website and QR entry points, plus reports on response time, pipeline stage and conversion.

03 / Where it works

Use cases by industry

The same building blocks, set up around how each business talks to its customers.

Real Estate
Real estateEnquiry replies, brochures and site-visit booking
Healthcare
HealthcareAppointment booking and reminders
E-Commerce
E-commerceOrder updates, cart reminders and support
Education
EducationAdmission enquiries and course information
Manufacturing
ManufacturingQuote requests and B2B lead follow-up
Technology and SaaS
Technology and SaaSDemo bookings and trial follow-up
04 / Our approach

From first idea to live conversations

A simple, transparent process so you always know what is being built and when it goes live.

01

Plan

We map your enquiry journey, the questions customers ask and the points where leads go cold.

02

Build

Chat flows, message templates, consent capture and CRM connections set up and tested.

03

Launch

Go live on your website, ads and forms, with your team trained on handoffs.

04

Optimise

Regular reviews of response time, drop-off points and conversions, then better scripts and timing.

WhatsApp BusinessClick-to-WhatsApp adsChatbot flowsMessage templatesCRM integrationReporting
05 / Done the right way

Automation people are happy to receive

Good WhatsApp automation feels helpful, not pushy. We build it around these rules.

Opt-in first

We capture clear consent before any business-initiated message is sent.

Approved templates

Business-initiated messages use approved templates with clear, honest wording.

Easy opt-out

Anyone can stop messages at any time, and the system respects it straight away.

Human handoff

Complex or high-value conversations move to a real person, with full context.

Questions

WhatsApp automation: common questions

What is WhatsApp automation?

WhatsApp automation uses a connected business account to reply to enquiries instantly, ask qualifying questions, send reminders and follow-ups, and pass warm leads to your team. Your customers stay on the app they already use, and your team stops answering the same questions by hand.

Will automation replace my sales or support team?

No. Automation handles the repetitive first layer: greeting, FAQs, capturing details and booking. Complex or high-value conversations are handed to a person, with the full chat history in front of them.

Do customers need to opt in before we message them?

Yes. We set up clear consent capture on your forms, ads and website, and we only send business-initiated messages to people who have agreed, using approved message templates and an easy way to opt out.

How quickly can it go live?

Basic auto-replies and routing can go live within days. Fuller follow-up sequences, chatbot flows and CRM sync usually take a few weeks to build and test.

Which CRM and tools can it connect to?

We work with common CRM and automation tools and recommend one based on your team size, budget and sales process. Leads captured on WhatsApp land in the same place as your website and ad leads.