Record permission and preferences
Use the recipient’s opt-in for subsequent messages or calls and honour requests to stop. Keep the business profile and contact information accurate.
WhatsApp Business Automation
Connect WhatsApp conversations to the next action.
Plan approved messaging and support workflows around customer intent, consent and your operational systems.
Prices cover the listed scope. Additional work and external costs are quoted separately.
A practical approach
Make every WhatsApp message expected and useful.
A good workflow covers permission, timing, the message itself and the route to a human response.
Match the message to the window
For the Business Platform, replies without a template are allowed within the 24-hour customer-service window. Outside it, approved message templates are required.
Keep an escalation route
Define where automated replies end and human support begins. Test the request, response, opt-out and handoff paths before enabling a live workflow.
Template approval and messaging eligibility are platform decisions; setup must follow the current applicable rules.
Platform reference: WhatsApp: Business Messaging Policy
WhatsApp Business Automation
What we’ll deliver.
Configure three WhatsApp flows for order confirmation, status help and human handoff with controlled store writeback.
- Order or enquiry confirmations are handled manually.
- Several people answer the same customer inconsistently.
- You need a human route and clear messaging costs.
Confirm account and messaging capability
Review the business account, provider, store connection and support rules.
How we check it
Verify the required templates and integration method before committing to the flow.
Build the three customer routes
Define confirmation, order status and handoff messages around the actual store process.
How we check it
Match the conversation to the intended customer and unique order reference.
Validate writeback and exceptions
Test saved tags/statuses plus duplicate clicks, unknown orders and connection failures.
How we check it
Report success only after the intended record is updated and avoid repeated actions.
Train the support operator
Explain the human queue, failure records and monthly exception review.
How we check it
Name the support owner and document provider, software and usage costs.
Your handover
Approved flow map, order/status mapping, fifteen-scenario test record and operator training.
Included scope and boundaries
- 1 business account/store
- 3 flows: order confirm, status help, human handoff
- agreed status/tag writeback
- 15 tests incl. duplicate/failure cases
- operator training
- monthly exception review
Outside this scope: Unlimited broadcasts, guaranteed message delivery, unsupported unofficial connectors and full-time human agents
Scope and investment
Plan the work and the budget together.
$750 – $2,000 setup + $150 – $400 / month management
2–4 weeks after approved access and capability checks
Additional costs
Messaging platform subscription and messaging/AI usage separate
What changes the cost?
Verify actual account/provider capabilities and fees; no hidden software/usage bundling
Working with your budget
If the full scope is beyond your budget, we’ll prioritise the most useful work and agree a smaller first phase with you.
What we need from you
- Store
- account/provider
- volume and support rules
Share what is available. We’ll identify any missing access or inputs during scoping.
Published prices apply to the listed scope. Deliverables, timing, revisions and external costs are confirmed before work starts.
Budget planning · USD
See setup and running costs together.
These editable example inputs are assumptions, not a quote or a vendor price. Replace them with your actual allowances. Taxes and unlisted work are excluded. A zero means excluded from this scenario, not included free.
View a delivery checklist for this service
A WhatsApp-to-order acceptance walkthrough
An illustrative delivery approach to help you review the scope. This is a planning example, not a client case study.
| Stage | Example work | Acceptance or decision |
|---|---|---|
| Request | Send an approved confirmation request for a specific test order. | Bind the conversation to the intended customer and unique order reference. |
| Customer confirms | An authorised confirmation updates that order with the agreed confirmed status/tag. | Read back the saved result; do not report success before writeback succeeds. |
| Duplicate or failure | Repeat the confirmation or simulate a failed store connection. | Avoid a second action; record the failure and route unresolved cases to a person. |
View illustrative platform examples
Tools and delivery
Platform examples
Illustrative platform screens show the type of work and reporting. These are not client results.
WhatsApp Business
Customer messaging and order follow-up
Review confirmation prompts, follow-up labels and operator handoffs.
Shopify Flow
Order and customer automation
Make order rules, conditions and staff notifications explicit.
n8n
Lead routing and exception handling
Inspect validation, duplicate checks, destinations and exception handling.
HubSpot
Lead ownership and deal pipeline
Give each enquiry an owner, a next action and a clearly defined stage.
Optional delivery walkthroughs · illustrative
Project walkthroughs
All project walkthroughsFrom idea to something you can inspect.
Explore eight illustrative projects, from the initial brief to delivery and acceptance. Businesses and data in these walkthroughs are fictional.
AI and operations
Oakline Service Group
A dependable handoff from first enquiry to appointment.
Illustrative project
Explore the walkthroughCompare related services
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Voice workflow, booking and human fallback.
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Pipeline, data and team adoption.
- Connect two systems
A defined one-way data flow.
Before you decide
Questions worth asking.
Can I see a customer confirm an order and the result appear in Shopify?
The intended workflow is a customer confirming an order in WhatsApp and that decision updating the matching Shopify order. The example below is an acceptance specification; it does not send a real message or change an order. A live demonstration requires the approved messaging provider, store access and test order. Provider, platform and usage fees are separate.
What prevents the wrong order being updated?
Match the response to a unique order reference and authorised conversation context. Check the current order state before changing it. An unknown reference, a duplicate click or a conflicting decision should follow an explicit exception rule.
What is included in the starting scope?
Three agreed flows cover confirmation, status and human handoff, with writeback and fifteen acceptance scenarios. Confirm the provider, platform plan, templates and integration method before committing to the exact workflow.
What is the starting budget and what is separate?
$750 – $2,000 setup + $150 – $400 / month management. Messaging platform subscription and messaging/AI usage separate These are published USD prices. The written quote must state the complete cost, payment schedule and applicable taxes.
When can the work begin and what do you need from me?
2–4 weeks after approved access and capability checks. To scope the work, prepare: Store; account/provider; volume and support rules. The schedule starts after the required access, inputs and approvals are ready.
How are revisions, extra work and support agreed?
Use the listed deliverables and exclusions as the starting point. The quote must state acceptance checks, review rounds, payment stages, cancellation arrangements and any ongoing support. Requested additions need an agreed cost and schedule before implementation.
Getting started
Start with the right questions
Plan my projectLet’s scope your next step.
Tell us where you are, what needs to change, and what success would look like for your business.