WhatsApp automation that connects conversations to action.
WhatsApp Business automation connects customer conversations to a defined business process. 0OP helps organize incoming requests, prepare context-aware replies, and move relevant information into a CRM or another approved system.
Explore the scope ↓0op.dev/whatsappWhere the work gets stuck
Useful information can get buried inside a busy inbox: who needs a reply, what was promised, and which team member owns the next step. Copying messages into a spreadsheet does not solve that consistently. The aim is to create a clear handoff from conversation to action while retaining the context a person needs to respond well.
WhatsApp workflows with a clear purpose
Incoming request routing
Classify an incoming request, collect the information required for the next step, and direct it to the right workflow or person. Handle unclear messages as exceptions instead of forcing them into an unsuitable category.
CRM and record updates
Connect approved conversation events to contact records, activities, or follow-up tasks. Use agreed matching rules so a returning contact is recognized without silently merging unrelated people or overwriting important details.
Assisted replies and human handoffs
Prepare replies from approved information and show the context behind them. Define when a person takes over, what the handoff contains, and how the system avoids continuing an automated conversation after that transfer.
How the project comes together
Check the account and use case
Review the business account setup, intended message flows, consent process, and available integration access. Use the official WhatsApp Business Platform for supported automation rather than an unofficial personal-account workaround.
Design the conversation path
Map entry points, required information, routing rules, and handoffs. Decide which messages can be handled automatically and which should become a draft or a task for a team member.
Test with realistic conversations
Try incomplete requests, repeated messages, failed integrations, and human takeover scenarios. Release the agreed flow with logging and a way to pause automation when the team needs to intervene.
Keep the boundaries explicit
This is not an unsolicited mass-messaging service. Messaging must respect consent, the platform rules applicable to the account, and approved business use. Availability, account setup, message requirements, and provider costs are checked for the specific implementation before release.
Questions about WhatsApp
Can WhatsApp messages create CRM tasks?
Yes, if the chosen platform and CRM support the required connection. We define which events create a task, how contacts are matched, and how retries avoid generating duplicate activities.
Will AI answer every customer message?
Not by default. A safer starting point is a bounded set of requests or draft replies for review. Ambiguous questions, missing information, and sensitive decisions can be routed to a person with the conversation context attached.
Can I use my existing business number?
That depends on its current setup and the integration route. The account and number must be checked before promising a migration. Any change that could affect existing conversations or access is planned separately.