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WhatsApp and AI chatbot development.

Automation for customer enquiries, order capture, appointment booking, payments, and handoff to staff on supported messaging channels.

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What this covers.

Included

  • WhatsApp Business Platform (Cloud API) setup and Meta verification
  • Conversation design: what the bot answers, captures, and passes on
  • Order capture with M-Pesa STK push inside the conversation
  • Handoff to staff, with the conversation history attached
  • Appointment booking and reminders where the workflow requires them
  • A dashboard of what was asked, answered, and escalated

Not included

  • Meta's per-conversation platform charges, billed to your account
  • Staffing the handoff queue
  • Content and offers to send to your customer list
  • Bulk marketing campaigns and template blasts

What a messaging automation does

Businesses can use WhatsApp and other messaging platforms to automate defined customer-service and transactional workflows. We design the conversation flow, connect the required business data, and define when a request should be routed to staff.

Where language-model features are appropriate, the chatbot can interpret free-form questions using approved business information rather than a fixed menu. Guardrails and escalation rules define the questions and actions that require human review, and what the bot is not permitted to answer at all.

The WhatsApp Business Platform, and how it bills

A production chatbot runs on the WhatsApp Business Platform (Cloud API) rather than the free WhatsApp Business app. That distinction sets the operating rules. Meta bills per conversation, and a service window opens for 24 hours each time a customer messages first.

Inside that window, replies are unrestricted. Outside it, a conversation can only be started with a template Meta has pre-approved, at a different rate. Flows are designed around that rule, because it affects running cost more than raw message volume does.

WhatsApp Business Platform pricing, account requirements, and template rules are controlled by Meta and change periodically. Current rates and requirements are confirmed during scoping.

Account setup and approval

Before any message is sent, the account has to exist correctly. That means a Meta Business account with the business verified, a phone number not already registered to a personal or Business-app WhatsApp, a display name that meets Meta's naming rules, and approved templates for anything to be sent outside the 24-hour window.

Approval typically takes one to two weeks and is not accelerated by budget. We start it at the beginning of the project so the build can run in parallel, and we handle the submission and any resubmission.

Availability and handoff

Automated workflows can remain available outside staffed hours. Requests that require a person can be queued or routed according to the support workflow, with the conversation history attached so the customer is not asked to repeat themselves.

Escalation is part of the design rather than a fallback. Which questions the bot answers, which it captures and passes on, and which it never attempts are decided before the flow is built, and reviewed once real conversations are running.

What to automate first

Start with high-volume, predictable enquiries or transactions that have clear answers and clear escalation rules: pricing, availability, location, opening hours, order status, and booking. More variable or sensitive requests should remain with staff.

After launch, we review real conversations for the first weeks and adjust the flows. Customers phrase requests in ways a design session does not anticipate, and that adjustment is a normal part of the work.

What you get

WhatsApp Business Platform

Setup on the Cloud API rather than the Business app: Meta verification, display name, and template approval.

Language Understanding

Free-form questions interpreted against approved business information, with guardrails on what the bot may answer.

Order Capture

Catalogue browsing, order capture, and M-Pesa STK push so payment happens inside the conversation.

Out-of-Hours Availability

Automated workflows can remain available outside staffed hours, with requests queued or routed for staff.

Appointment Booking

Available slots, booking, confirmation, and reminders, with an optional M-Pesa deposit for peak times.

Reporting

Conversations, orders, escalations, and response times in a single dashboard.

How the project runs.

01

Initial discussion

How customers reach you today, which enquiries repeat, and what has to route to a person.

02

Scope and proposal

Conversation paths, integrations, escalation rules, deliverables, timeline, and pricing.

03

Design and development

Build against your products and prices, tested through every path including the failure cases.

04

Testing and launch

Launch with monitoring, then review real conversations and adjust the flows.

Common questions

Do I need a special WhatsApp account?
Yes. The bot runs on the WhatsApp Business Platform (Cloud API), which is separate from the WhatsApp Business app. It supports automated messaging at volume, multiple agents, and integrations. Meta approval typically takes 1-2 weeks and we handle the process.
Can the bot handle M-Pesa payments?
Yes. We integrate M-Pesa STK push so the customer pays inside the conversation, with confirmation sent to both the customer and your system once the payment callback is received.
What if the bot cannot answer a question?
Escalation paths are defined during design. Requests the bot is not permitted or not confident to answer are routed to a person with the full conversation attached, or queued if the request arrives outside staffed hours.
Is there a monthly running cost?
Yes. Meta charges per conversation on the WhatsApp Business Platform, and there is hosting and monitoring on top. Meta's rates and rules change periodically, so current figures are confirmed during scoping and the flows are designed around the 24-hour service window.
Can it work on Instagram too?
Yes. Flows can run across WhatsApp, Instagram direct messages, and Facebook Messenger, managed from one dashboard, subject to each platform's own rules.
When is a chatbot not the right choice?
When enquiry volume is low, or when the enquiries are varied enough that most still need a person. The return comes from repetition: a small number of questions arriving often. Reviewing a recent fortnight of messages is the fastest way to check which case you are in.

Tell us what your customers keep asking.

Describe the project and your current system or process. We'll review the details and reply with the next steps.

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