Is this compliant with WhatsApp's Business policy?

Yes — we build on the official WhatsApp Business API with approved templates and opt-in handling, so your account stays in good standing.

Can a human take over mid-conversation?

Always. The bot handles volume and routine work, then hands off seamlessly to your team in a shared inbox with full context.

Can you automate our proposals and scheduling?

Yes — proposal generation, scheduling, and client communication automated end to end.

How fast can we ship and how do you price it?

Scope and price are locked before code at the Blueprint stage, tied to deliverables — outcomes, not hours. Tightly-scoped builds typically ship in a 30–60 day window.

//AI Automation × WhatsApp & Chat Automation × Professional Services

WhatsApp & Chat Automation for Professional Services

WhatsApp Business, web chat, Instagram and Messenger bots that capture, nurture, and support — with a clean handoff to humans and a unified inbox. Engineered for professional services teams.

Professional Services teams don't need a generic vendor — they need whatsapp & chat automation built around how they actually operate. WhatsApp Business, web chat, Instagram and Messenger bots that capture, nurture, and support — with a clean handoff to humans and a unified inbox. Agency tools, scheduling platforms, and proposal systems that automate operations so you can scale billable work.

01What's broken without us

Customers message on WhatsApp and Instagram; your team answers from a patchwork of apps. Leads slip, FAQs eat hours, and there's no single view of the conversation. For professional services teams specifically, operations run on email and spreadsheets. Scheduling, proposals, and client comms eat non-billable hours, and scaling means hiring more admins.

02Our approach — the Forge Method, applied

01Blueprint how professional services teams actually use whatsapp & chat automation today, and lock scope, price, and the metric before code.
02Prototype the highest-value whatsapp & chat automation loop against real professional services data — not a generic demo.
03Forge a production-grade build on WhatsApp Cloud API, Meta Graph API, Twilio, with CI/CD and observability from day one.
04Harden and hand off documented, ready for professional services teams to extend.

//Capabilities

WhatsApp Business API bots
Lead capture & nurturing flows
Automated FAQ & support
Order tracking & status bots
WhatsApp broadcast campaigns
Instagram & Messenger bots
Live handoff to human agents
Multi-channel unified inbox
Agency & operations platforms
Scheduling & booking systems
Proposal & contract automation
Client portals & comms automation
AI copilots for delivery teams
Reporting & utilization dashboards

//Outcomes

What you can expect

billable hours

Automated

proposals & scheduling

<1 min

first response time

60%+

FAQs deflected

//FAQ

Questions, answered straight

Agency tools, scheduling platforms, and proposal systems that automate operations so you can scale billable work. We bring whatsapp & chat automation depth to those exact systems rather than retrofitting a template.

//Explore further

//Next step

Is the build ready to scope?
Find out in the scorecard, or talk it through on a call.

Take the Build Readiness Scorecard