XodeacTech
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WhatsAppAutomation

Automate the conversations your team is having manually every day — appointment booking, lead qualification, order updates, and support — without losing the human feel.

Business AutomationGlobal Delivery
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WhatsApp Automation — XodeacTech
Business Automation

The right fit

Clinics and healthcare providers handling appointment bookings over WhatsApp manually

E-commerce businesses sending order updates and handling returns through WhatsApp

Sales teams that need lead qualification to happen before a human gets involved

Any business where a significant portion of customer communication happens over WhatsApp

Scope of work

01

WhatsApp Business API Setup

Official Meta Business API access, phone number registration, business verification, and message template approval — the setup that most businesses get wrong and then spend weeks fixing.

02

Automated Conversation Flows

Multi-step flows that handle specific journeys — booking confirmations, order tracking, FAQs, lead intake — with branching logic based on user responses.

03

CRM and Database Integration

Every WhatsApp interaction written back to your CRM, booking system, or database — so your team has context when a conversation needs a human response.

04

Broadcast and Campaign Systems

Bulk messaging to opted-in contacts with personalization, scheduling, and delivery tracking. Built within Meta's template policies to protect your account standing.

05

Handoff to Human Agent

Logic that detects when a conversation has left the scope of automation and routes it to a team member with full context — not a cold handoff that makes the customer repeat themselves.

06

Analytics and Delivery Reporting

Message delivery rates, read rates, response rates, and conversion metrics per flow — so you can measure what the automation is actually doing for the business.

Our process

Step 01

Conversation Mapping

We document every message type your team currently sends manually and map the decision points where automation can replace human time without reducing quality.

Step 02

API Setup and Verification

Meta Business verification, WhatsApp Business API access, and phone number registration. This process has specific requirements that must be handled correctly to avoid account restrictions.

Step 03

Flow Development

Conversation flows built and tested in a sandbox environment before connecting to your live number. Edge cases — unexpected responses, opt-outs, invalid inputs — are handled explicitly.

Step 04

Integration

Connection to your booking system, CRM, or database so the automation has the data it needs to send personalized messages and your team has the context they need when they take over.

Step 05

Launch and Monitoring

Go-live with delivery monitoring, flow performance tracking, and a two-week period of active observation before we hand over full management.

Technology stack

WhatsApp Business APIMessaging
Meta Cloud APIPlatform
Node.jsBackend
Make.comOrchestration
PostgreSQLDatabase
Webhook HandlersEvent Processing
TwilioAlternative Delivery
ResendEmail Fallback

Outcomes

Appointment booking, order updates, and FAQ responses handled without team involvement

Response time reduced from hours to seconds on the most common message types

Every conversation logged with full context — no more lost threads when staff change

Broadcast campaigns that reach opted-in customers without risking account standing

A human escalation path that gives agents context before they type the first word

Frequently asked

Do we need a separate WhatsApp number for the API?

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Yes. The WhatsApp Business API requires a dedicated phone number that is not already registered to a personal or WhatsApp Business App account. We handle number selection and registration as part of the setup.

Will automation make our messages feel impersonal?

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Only if it is designed badly. Well-designed automation uses the customer's name, references their specific situation, and escalates to a human when the conversation needs one. Most customers cannot tell the difference between a good automated flow and a fast human response.

What happens if Meta changes its policies?

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We build within Meta's official API framework and template policies — not workarounds. Official integrations are protected from the policy enforcement actions that affect unofficial automation tools.

Can this integrate with our existing booking or CRM system?

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In most cases, yes. We assess your current systems during scoping and design the integration based on what APIs or data exports are available. If your system does not have an API, we can work with webhooks or database-level integration.

Have a similar challenge?

Tell us what you are building and we will tell you honestly whether and how we can help.