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AUTOMATION

AI + WhatsApp + CRM Automation

AI chatbot, WhatsApp Business API and CRM automation — 24/7 customer service, booking and loyalty.

An AI and automation stack built around your customer journey: a chatbot running on GPT-4o or Claude, the official WhatsApp Business API, a CRM in HubSpot or Zoho, email marketing in Klaviyo, an appointment booking system and a customer loyalty program. Everything talks to everything else, so a conversation that starts on WhatsApp lands in the CRM and triggers the right email flow. We build for local service businesses, e-commerce brands and B2B teams alike.

IN NUMBERS

Where this stands today

7/24
Chatbot Uptime
85%
Questions Handled by AI
75%
Fewer No-Shows
3X
Customer LTV Growth
SCOPE

What the work covers

AI Chatbot (GPT-4o/Claude)24/7 customer service, FAQs, product recommendations, category navigation and handoff to a human when the question needs one.
WhatsApp Business APIOfficial WhatsApp Business API, automated messages, broadcasts, order and booking flows, and two-way sync with your CRM.
Appointment & BookingOnline reservations via Calendly, Acuity or a custom flow, no-show reminders and Google Calendar sync.
Email MarketingKlaviyo or Mailchimp setup, list segmentation and automation flows: welcome, abandoned cart and win-back.
CRM SetupHubSpot, Zoho or Pipedrive with contact and deal pipelines, lead scoring and a sales playbook your team can actually follow.
Loyalty ProgramSmile.io or Yotpo loyalty, points and tier systems, referral bonuses and VIP segments for repeat buyers.
PROCESS

How we run it

01

Use Case Mapping

We map the customer journey, find the touchpoints worth automating, size the ROI and pick the tools that fit your volume and budget.

02

Tool Stack Setup

CRM (HubSpot or Zoho), email (Klaviyo), the WhatsApp Business API and the chatbot platform, configured and connected.

03

Integration

CRM to Shopify to WhatsApp to email to chatbot, wired into a single source of truth so no conversation or order is lost.

04

Automation Flow Design

Welcome, abandoned cart, post-purchase, win-back and referral flows, written separately for each customer segment.

05

AI Training

A brand knowledge base, FAQ set and product catalogue for the chatbot, plus prompt engineering so it answers in your brand voice.

06

Monitor & Iterate

Monthly review of conversion rate, churn and NPS, followed by prompt iteration and flow optimization.

STACK

Platforms and tools

HubSpot · Zoho · Klaviyo · WhatsApp Business API · GPT-4o · Claude · Smile.io · Calendly

FEES

What this costs

Fixed monthly management fee by starting investment (200–800 $), plus 4–11 % of monthly net sales. Marketplace-only sellers pay a flat TRY model instead. Low-margin categories are charged at half these rates. Ad budget, setups, new websites and US company formation are billed separately.

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FAQ

Common questions on this topic.

What is the difference between the WhatsApp Business API and regular WhatsApp?

The API is official, accessed through a Meta partner. There is no broadcast limit, it integrates with your CRM, and it supports automated messages and multiple agents working the same inbox. It is paid, roughly $0.005-0.05 per message depending on the country and message type.

Does a chatbot replace people?

No. It handles tier-1 traffic: FAQs, pricing, opening hours, location. Anything in tier 2 or 3 — a custom request, a complaint, a negotiation — is escalated to a person with the full conversation attached. The point is fewer repetitive messages for your team, not fewer people on it.

Which CRM do you recommend?

For small businesses, Zoho or Pipedrive: affordable and quick to set up. For mid-market, HubSpot, which has the best interface. For enterprise, Salesforce. The right answer depends on team size and how much reporting you genuinely need.

Where should we start with email marketing?

Start with a welcome flow and an abandoned cart flow — those two cover most of the easy revenue. Then add post-purchase and win-back sequences. A 30-50% lift in monthly LTV is typical once all four are running.

Does a loyalty program make sense in every sector?

It makes sense wherever repeat purchases exist: beauty, food and beverage, fashion, fitness, services. For one-off purchases such as furniture or automotive, a referral program is the better fit, since the value comes from customers bringing new buyers rather than returning themselves.

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