AI WhatsApp CRM Auto-Responder
Budget: ₹1,500 – ₹12,500 INR
I need an AI-driven response engine for my WhatsApp Business account that can pull fresh enquiry data directly from both my CRM and website, then craft intelligent replies without any manual intervention.
Core workflow
• A customer writes on WhatsApp.
• The system looks up the relevant enquiry record in the CRM/website database in real time.
• Based on that data it generates an appropriate answer and sends it back instantly through the same WhatsApp Business number.
Reply style
The bot must be able to switch between:
– concise text updates,
– clickable links when I want to direct users to specific pages or forms, and
– rich media (images or short videos) whenever that better illustrates a point.
Everything should feel natural, human-like and always remain on brand.
Key functional points
1. Data access: secure API or webhook connection to pull enquiry details (name, query topic, submission time, any notes) from my CRM as well as lead forms on the website.
2. NLP layer: use a proven AI model to interpret the incoming question, match it with the enquiry record, and decide which template/response variant to send.
3. WhatsApp integration: deploy through the official WhatsApp Business API so incoming and outgoing messages stay within the app I already use.
4. Simple dashboard: view conversation logs, edit reply templates, toggle media assets, and force a manual takeover when needed.
Acceptance criteria
– A demo conversation showing the bot fetching a live enquiry and replying in all three formats (text, link, multimedia).
– Response time under 3 seconds from message receipt.
– No data duplication or mismatch between WhatsApp chat and CRM/website records.
– Clear setup instructions so I can redeploy if the server changes.
If you have previous experience with WhatsApp Business API, chatbot frameworks, and CRM integrations, let’s chat about the tech stack you prefer and the milestones you propose.
Core workflow
• A customer writes on WhatsApp.
• The system looks up the relevant enquiry record in the CRM/website database in real time.
• Based on that data it generates an appropriate answer and sends it back instantly through the same WhatsApp Business number.
Reply style
The bot must be able to switch between:
– concise text updates,
– clickable links when I want to direct users to specific pages or forms, and
– rich media (images or short videos) whenever that better illustrates a point.
Everything should feel natural, human-like and always remain on brand.
Key functional points
1. Data access: secure API or webhook connection to pull enquiry details (name, query topic, submission time, any notes) from my CRM as well as lead forms on the website.
2. NLP layer: use a proven AI model to interpret the incoming question, match it with the enquiry record, and decide which template/response variant to send.
3. WhatsApp integration: deploy through the official WhatsApp Business API so incoming and outgoing messages stay within the app I already use.
4. Simple dashboard: view conversation logs, edit reply templates, toggle media assets, and force a manual takeover when needed.
Acceptance criteria
– A demo conversation showing the bot fetching a live enquiry and replying in all three formats (text, link, multimedia).
– Response time under 3 seconds from message receipt.
– No data duplication or mismatch between WhatsApp chat and CRM/website records.
– Clear setup instructions so I can redeploy if the server changes.
If you have previous experience with WhatsApp Business API, chatbot frameworks, and CRM integrations, let’s chat about the tech stack you prefer and the milestones you propose.