Do I need WhatsApp Business API or is the free app enough?

For automation, you need the WhatsApp Business API (now called WhatsApp Business Platform). The free app doesn't support chatbots or integrations. We handle the entire API application, verification, and setup process for you.

Can the chatbot hand over to a human agent?

Yes. We design smart escalation rules — when the bot detects frustration, a complex query, or a high-value lead, it routes the conversation to your team with full context, so the human picks up seamlessly.

Is broadcast messaging allowed on WhatsApp?

Yes, but only with pre-approved message templates and only to users who have opted in. We ensure your campaigns are fully compliant with WhatsApp's policies to protect your number from bans.

Can WhatsApp integrate with my CRM?

Absolutely. We integrate with HubSpot, Salesforce, and other CRMs so every WhatsApp conversation, lead, and order is automatically logged and attributed in your system.

Service

WhatsApp Business Automation

Automate customer conversations on WhatsApp with chatbots, broadcast campaigns & CRM integration. OctaTechno builds WhatsApp automation that converts.

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Overview

Your customers live on WhatsApp — but your business treats it as an afterthought. Manual replies, missed messages, no follow-up. WhatsApp Business automation turns the world's most-used messaging app into your hardest-working sales and support channel, with instant responses around the clock.

What's Included

WhatsApp Business API setup and verification
AI chatbot for FAQs, order tracking, and lead qualification
Broadcast campaigns and promotional messaging (template-compliant)
CRM integration — every conversation logged and attributed
Human handoff workflows for complex queries
Analytics dashboard for response times and conversion rates

Our Process

We start by mapping your most common customer conversations, then design bot flows that handle 80% of inquiries automatically. After API setup and testing, we launch with monitoring and continuously improve based on real conversation data.

Why Choose OctaTechno

We combine conversational AI expertise with deep CRM integration experience. Our WhatsApp automations don't just answer questions — they qualify leads, book appointments, and recover abandoned carts.

FAQ

Frequently asked questions

Everything you need to know about WhatsApp Business Automation.

For automation, you need the WhatsApp Business API (now called WhatsApp Business Platform). The free app doesn't support chatbots or integrations. We handle the entire API application, verification, and setup process for you.
Yes. We design smart escalation rules — when the bot detects frustration, a complex query, or a high-value lead, it routes the conversation to your team with full context, so the human picks up seamlessly.
Yes, but only with pre-approved message templates and only to users who have opted in. We ensure your campaigns are fully compliant with WhatsApp's policies to protect your number from bans.
Absolutely. We integrate with HubSpot, Salesforce, and other CRMs so every WhatsApp conversation, lead, and order is automatically logged and attributed in your system.

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