Use case & eligibility
Define the customer task, business account and platform requirements. Check that the proposed use fits current policies before choosing the integration.
WhatsApp agents
WhatsApp agents
for your business.
Help your customers get useful answers and reach the right next step through your business’s WhatsApp channel. Keep the agent grounded in your information and give people a clear way to reach your team.
Connect the work / HELIX London
The service in brief
What it does.
A WhatsApp agent is a business-specific assistant connected to an approved WhatsApp Business Platform setup. It can answer permitted questions, collect a short enquiry and hand work to a person or supported business tool.
Who it’s for
Businesses already using, or eligible to use, the WhatsApp Business Platform for real customer conversations, with reliable service information and a team responsible for escalations.
What’s included
The work we’ll deliver.
The proposal confirms the quantities, deliverables and review points for your project.
Approved answer library
Prepare service details, FAQs, delivery or booking information and boundaries. The agent should flag missing knowledge instead of inventing an answer.
Conversation design
Build a short, clear flow for questions, qualification or routing. Explain when someone is speaking to an automated assistant.
Business tool connections
Scope supported CRM, order-status or booking connections, with limited permissions. Confirm consequential actions rather than assuming authority.
Messaging rules & escalation
Plan opt-in, opt-out handling, approved templates where required and the customer-service window. Make a direct human escalation route available.
Testing & ongoing review
Test unclear questions, unavailable tools and requests outside scope. Record failures and agree updates as business information or platform rules change.
From brief to delivery
How the project
takes shape.
An eligible customer-owned business account, approved knowledge, the required permissions, a supported provider and a named team for human escalation.
- 01
Define the customer task
- 02
Connect approved knowledge
- 03
Test the conversations
- 04
Launch with a handover
An illustrative example
How it could
work for you.
A customer asks an appointment business about services. The agent answers from the approved menu, collects the appointment preference and routes the request or booking link, handing unusual questions to the team.
How we assess progress
Review answer accuracy, escalation quality, useful enquiry completion and unresolved conversations. Automated responses alone do not prove customer satisfaction.
Scope & investment
What your budget covers.
WhatsApp business agent
From £999 + £149/month optional support
One business use case, approved knowledge up to 30 FAQs, one CRM or booking connection, human escalation and 20 acceptance-test scenarios. Support: monthly check and up to 1 hour of updates.
Customer-owned eligible WhatsApp account. Meta/provider, model and hosting charges separate. Templates, consent and platform eligibility checked before quote.
Starting prices apply to the stated scope. All figures are in GBP. Your written proposal confirms the total and any applicable tax before you commit. Advertising spend, platform subscriptions, domains and usage fees are separate. Optional support is a separate choice.
Compare all service pricesBefore we begin
A few questions.
Can the agent message anyone automatically?
No. The design must respect opt-in, opt-out and the platform’s rules for templates and messaging windows. It is not a bulk unsolicited messaging service.
Can someone reach a real person?
Yes. A clear escalation route and the team’s coverage are agreed before launch. The agent should hand off uncertainty and requests beyond its permissions.
Is this a general-purpose AI assistant on WhatsApp?
No. We scope a specific business customer-service or operational use case and check current platform eligibility before the build.
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Let’s talk about
your project.
Tell us where your business is today and what you want to improve.
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