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Answer everyday enquiries
Prepare a response base covering your opening hours, services, service areas and useful documents. The agent uses this information rather than inventing availability or prices.
WHATSAPP · CUSTOMER RELATIONS · BUSINESS
Your WhatsApp conversations.You stay in control.
Your customers write while you are serving in the shop or working at a customer's premises. Sagace can design an AI agent to receive messages, gather useful information and pass enquiries to your team, using your opening hours and rules.
Examples to explore7 examples
No examples found. Try “email” or “calendar”.
My appSagace agent · FlutterFlow
My sales trackerSagace agent · Excel · Shopify
My WordPress siteSagace agent · WordPress · LinkedIn
TodayConversation example
Publish an article about our new offer in WordPress, with an image and a contact button.
The article is live, with its image and contact button. I have also refined the title and description for Google.
Announce it on LinkedIn tomorrow at 9 am, with a link to the article.
The LinkedIn post is scheduled for tomorrow at 9 am, with wording tailored to your audience.
Reply to my emailsSagace agent · Gmail · Notion
Schedule my emailsSagace agent · Gmail · HubSpot
Organise my appointmentsSagace agent · Google Calendar · Gmail
TodayConversation example
Arrange a 30-minute catch-up with Léa on Tuesday afternoon. Find a free slot and send the invitation.
The catch-up is scheduled for Tuesday from 14 to 14:30 in your Google Calendar. Léa has received her invitation.
Add the video call link and a reminder 30 minutes beforehand.
The link and reminder have been added. Léa’s invitation has also been updated.
Manage my social mediaSagace agent · Instagram · LinkedIn · Facebook
Examples after setup · The agent acts according to your instructions.
PRACTICAL TASKS
A message becomes an actionable enquiry.
Handle repetitive conversations and flag enquiries that need your attention. The scope depends on your tools and authorised access.
Sort and complete messages
Distinguish an appointment, an order follow-up and a complaint. The workflow asks the necessary questions, then prepares a summary for the person concerned.
Prepare an appointment booking
Depending on the connected calendar, the agent can collect a preferred time slot or suggest availability. You define when a booking can be confirmed and when it must wait for your approval.
Pass on special cases
A complaint, urgent matter or enquiry outside the scope goes to your team. Define the recipient, timing and holding message suited to your business.
A WORK SITUATION
Example: a tradesperson receives an enquiry while on a job.
A customer describes a breakdown on WhatsApp. The workflow collects the equipment, town and preferred time slot. The tradesperson receives a summary, checks the journey and confirms the next step. This scenario describes a possible configuration to adapt to your organisation.
YOUR OPERATING FRAMEWORK
A TAILORED SETUP
Start with a short workflow, then expand.
Choose frequent messages, approved responses and cases to transfer. Sagace then assesses the WhatsApp connection and the tools needed.
- 01Define the need
Share a few anonymised message examples and how you currently answer them.
- 02Configure access
The project specifies the WhatsApp Business account involved, the required permissions, any calendar or CRM and the people responsible.
- 03Test before expanding
Check responses, transfers and possible errors within a limited scope. Adjust the rules before assigning more conversations to the agent.
Your questions about WhatsApp automation for businesses.
Is it just a simple automatic message?
A fixed response returns the same text. An AI workflow can use context to identify the need and collect information within the scope you have defined.
Can I use my current WhatsApp number?
Your number, WhatsApp Business configuration and available connection method need to be reviewed. Compatibility and permissions are checked before planning deployment; no number transfer is assumed.
Can the agent write to all my contacts?
The project must define the authorised recipients, purpose of the messages and WhatsApp Business channel rules. Follow-ups or outgoing messages are configured within this framework, without broadly contacting your address book.
Can I keep human responses?
Yes: the configuration defines cases to transfer and where your team takes over. The agent prepares the context so the customer does not need to repeat the entire enquiry.
GO FURTHER
Connect this need with other uses in your business.
Explore the uses and areas related to this project.