A WhatsApp AI agent connected to real customer workflows
Truvoca can bring approved customer workflows into WhatsApp: answer eligible conversations, collect the needed context, take a verified action in a connected system, and involve your team when automation should stop.
30 minutes over Google Meet. Times are shown in Eastern European Time (GMT+03:00). Scheduling runs on Google Calendar, so choosing a time takes you into Google’s service.
Use WhatsApp for convenient follow-through
Messaging gives customers time to respond and keeps a written thread. It can support inquiries, appointment coordination, lead follow-up, service updates, and support triage when the business has a permitted conversation path and a system that owns the result.
- Inbound questions
- Eligible appointment messages
- Approved lead follow-up
- Status or service updates
- Human support handoff
Connect the conversation to business data
With approved access, Truvoca can look up a record, use the relevant status, collect missing details, and write back the outcome. Identity should be treated carefully: a phone number or profile alone may not be sufficient for protected or sensitive information.
- Find the relevant customer or lead
- Use only workflow-required fields
- Confirm identity when needed
- Create or update the verified object
- Escalate uncertain matches
Coordinate WhatsApp with phone calls
WhatsApp can collect context before a call, confirm a next step after a call, or offer a phone path when messaging becomes inefficient. The implementation should preserve contact preferences and avoid switching channels without the required permission or clear customer action.
- Message-first inquiry, phone follow-up
- Call summary or approved next step
- Callback request
- Context passed to a person
- Fallback if either channel fails
Follow conversation and template rules
WhatsApp Business messaging is governed by Meta's current account, permission, conversation, template, quality, and policy requirements. The exact use of free-form replies or templates depends on the conversation context and current platform rules, so campaign and operational flows must be reviewed before launch.
- Business account and number configuration
- Customer eligibility and opt-in records
- Approved message templates where required
- Opt-out and suppression handling
- Quality, delivery, and error monitoring
Keep exceptions visible to the team
The agent should not silently fail when a template is rejected, a message is undelivered, the user asks for a person, the request is sensitive, or the connected system is unavailable. Each failure class needs an owner and a tested next step.
- Delivery and read status where available
- Template and policy errors
- Human takeover
- Duplicate and retry protection
- Connected-system reconciliation
See your workflow in a demo
Bring your WhatsApp use case, eligible audience or inbound flow, approved messages, opt-out process, and source system. We will map the workflow for a demo.
FAQ
FAQ
Can Truvoca respond to WhatsApp messages?
Yes, after the WhatsApp Business connection, eligible conversation path, permissions, webhook events, replies, and human handoff are verified.
Can it send proactive WhatsApp messages?
Only through a reviewed workflow that meets current Meta rules, customer eligibility and opt-in requirements, approved template rules where applicable, timing, opt-out, and suppression controls.
Can it confirm or change appointments?
It can when the conversation is eligible and the connected scheduling workflow can verify the record, availability, write-back, collision handling, and fallback.
Can WhatsApp hand off to a phone call?
Yes, when the customer action and applicable contact rules support it and the phone route, context transfer, and fallback are tested.
How are opt-outs handled?
Use approved wording and a tested mechanism that updates the relevant suppression or preference source before further eligible outreach.
Is Truvoca affiliated with WhatsApp or Meta?
No affiliation should be implied. Truvoca can connect through the available platform interfaces subject to Meta's current terms, permissions, and technical requirements.