What it does
- Receive inbound WhatsApp messages on one or more WhatsApp Business numbers.
- Answer product, price-range, timing and availability questions from the business information you give it.
- Recognise a buying enquiry and forward it, with the customer's message, to a salesperson by email or WhatsApp.
- Send a short acknowledgement after a forward so the customer is not left waiting.
- Pass anything unclear to your fallback contact instead of guessing.
How it works
- Connect your channels: WhatsApp Business numbers through the Meta WhatsApp Cloud API, and your shared mailbox through ERA.
- Describe in plain language the kinds of enquiry you receive and what should happen to each: reply, forward to a person, or both.
- Add your business information, and for knowledge-heavy answers attach a knowledge base, so the agent answers from facts you provide.
- Send test messages, set a fallback for anything that matches no route, then enable the workflow and review every message in the execution history.
Who it is for
Businesses that sell through conversations: travel agencies, retailers, schools and colleges, clinics, packaging and manufacturing sales teams and service companies. If customers already message you on WhatsApp and replies depend on who is free, this removes the delay without removing your team.
Control and safety
You decide what is automated. Each route can reply, forward the enquiry to a person, or do both, the agent can only use the destinations you saved, and every message and action is kept in the execution history so your team can review it.
Frequently asked questions
Do I need a WhatsApp Business account?
You need a WhatsApp Business phone number connected to the Meta WhatsApp Cloud API, plus its access token and your Meta app secret. The workflow setup walks through where to find each value.
Can it quote prices?
It answers from the business information you provide. For tailored quotations, the ERA Smart Quotation setting drafts quotation replies for email enquiries, and WhatsApp enquiries can be forwarded to the person who prepares quotes.
Does the agent replace my team?
No. It handles the repetitive first response and sends real enquiries to the right person with the details attached. Anything that needs judgement, such as a custom price or a complaint, is forwarded to your team.
Also known as
WhatsApp Sales Agent also covers what people search for as:
- WhatsApp Sales Bot
- WhatsApp Lead Handling
- WhatsApp Business Automation
- Sales Chatbot for WhatsApp
- WhatsApp Quotation Bot