WhatsApp and CRM Automation with AI
Connect conversations, forms and CRM to respond, route and follow up with less manual work. Every incoming WhatsApp message gets logged, classified and linked to the right contact in your CRM — without anyone having to do it manually.
Automate my commercial flowThe problem it solves
WhatsApp is the primary commercial channel in LATAM, but most teams operate it manually: they copy messages to the CRM by hand, reply from personal phones, lose leads when the rep is busy, and have no visibility into conversation history. The result is missed opportunities and teams managing conversations instead of closing sales.
How Xenturia helps
We connect WhatsApp Business API to your CRM and configure classification, response and follow-up flows. The AI agent identifies the intent of incoming messages, applies automatic responses for frequent cases (information requests, standard quotes, confirmations), routes complex conversations to the right rep, and logs everything in the CRM in real time. The team sees the complete history and can pick up any conversation with full context.
Example workflow
- 1Prospect sends a WhatsApp message with a query or information request.
- 2Agent classifies intent: general inquiry, price request, support issue, other.
- 3Responds automatically for frequent queries with accurate, up-to-date information.
- 4For cases requiring human judgment, notifies the assigned rep with full context.
- 5Creates or updates the contact in CRM with the conversation linked.
- 6Schedules automatic follow-up if the prospect doesn't receive a reply within the defined time.
Typical integrations
Human control and oversight
The agent classifies and responds to standard queries autonomously. For negotiations, complaints or requests outside configured flows, it immediately notifies the rep with full history. No high-impact action — sending contracts, price changes, cancellations — happens without human approval.
Operational benefits
- Zero conversations lost due to lack of logging or follow-up
- Reduced first response time for frequent queries
- CRM updated in real time with no manual burden on the team
- Reps pick up conversations with full context
- Visibility into query volume and types by channel
- Capacity to handle more simultaneous conversations without adding staff
Related service
Related use cases
Frequently asked questions
Do I need WhatsApp Business API to implement this?
Yes. Scaling WhatsApp automation requires the official WhatsApp Business API, not the standard app. We can guide you on how to get it if you don't have it yet.
Can the agent handle multiple reps at the same time?
Yes. We configure routing rules by product, region, schedule or workload to distribute conversations among multiple reps.
What happens with conversations outside business hours?
The agent can answer frequent queries 24/7 and notify reps the next business day with pending conversations ordered by priority.
What CRMs does this integration work with?
We primarily work with HubSpot, Pipedrive and Zoho CRM. If you use a different CRM, we evaluate it before quoting.
How long does it take to implement this flow?
A defined-scope WhatsApp + CRM flow takes 2–4 weeks. Complexity depends on the number of query types, routing rules and CRM you use.
Automate your WhatsApp commercial flow
We review your current WhatsApp operation and design the most suitable integration flow for your team.