A WhatsApp AI agent that handles the first steps and hands off at the right time
Answer inquiries, ask approved qualifying questions, send controlled information, log context to CRM and hand off to a person.
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The agent identifies a quote request and asks only the qualifying questions you approved.
It sends approved information and records the contact details and conversation in the right CRM record.
When a decision, commitment or out-of-scope answer is required, it stops and hands off with a summary.
What does a WhatsApp AI agent do?
Updated 10.07.2026A WhatsApp AI agent handles the first part of an inquiry: it identifies the topic, asks approved questions, sends information from controlled sources, logs the conversation and hands off when a decision needs a person. Deployment uses the official WhatsApp Business API and depends on business verification, number setup, templates and connected systems.
Example: a quote request on WhatsApp
Deployment uses the official WhatsApp Business API and is subject to Meta business verification, number status, approved templates and channel rules. The agent must not invent a price, policy or commitment.
Step 1
The agent identifies a quote request and asks only the qualifying questions you approved.
Step 2
It sends approved information and records the contact details and conversation in the right CRM record.
Step 3
When a decision, commitment or out-of-scope answer is required, it stops and hands off with a summary.
Fit, limitations and human control
Deployment uses the official WhatsApp Business API and is subject to Meta business verification, number status, approved templates and channel rules. The agent must not invent a price, policy or commitment.
Good fit
A business with repeated inquiries, defined qualifying questions, approved information and an owner for handoffs.
Official setup required
Business verification, a compatible number, approved message templates and permissions for connected systems.
A person stays in the loop
Decisions, exceptions, complaints, commitments and out-of-scope questions are escalated instead of guessed.
Current starting prices
Final price depends on business verification, number status, scenarios, templates and connected systems.
Ex-VAT. These are current starting offer parameters, not a full-project range. Meta and infrastructure charges are third-party costs reviewed by account and usage.
Questions before WhatsApp agent setup
How is this different from a menu bot?
A menu bot presents fixed choices. An AI agent can understand free-form wording, but still operates only with approved information, questions, actions and human-handoff rules.
What happens when the agent cannot answer?
It stops, records the reason and hands the customer details and conversation summary to a person. Fluent output is not proof of correctness, so guessing is not an accepted fallback.
Can any phone number be used?
Not necessarily. Eligibility depends on the number status, Meta account, business verification and WhatsApp Business API configuration. We verify this before committing to setup.
Can a customer reach a person immediately?
Yes. Request phrases, inquiry types and risk rules can trigger immediate handoff with the context already collected.
What does it cost?
WhatsApp AI agent setup currently starts at ₪5,000 and WhatsApp Business API setup is currently listed at ₪700, ex-VAT. These are current starting offer parameters; final scope and third-party charges follow account and integration review.
A good WhatsApp agent handles the first steps, logs context and hands off on time; it does not guess decisions the business did not approve.
Are your number and process ready?
Share inquiry types, number status and connected systems. We will check the setup before defining scope.
WhatsApp agent fit check
Tell us about inquiries, the number and required integrations.