Software & IT
WhatsApp Business API Setup and Chatbot Development
ConvertriX sets up the official WhatsApp Business API and builds chatbots and automated messages around it. We handle number registration and business verification, get message templates approved, connect WhatsApp to your CRM, ERP or store, and design flows that answer common questions, capture leads and send order updates while handing complex chats to your team.
Overview
About our whatsapp business api & chatbot service
The WhatsApp Business app on a single phone stops working once more than a couple of people need to reply, or once you want to send order confirmations automatically. The WhatsApp Business API, accessed through Meta's Cloud API or an authorised Business Solution Provider, removes those limits. Several agents can share one verified number from a shared inbox, your systems can send messages automatically, and every conversation can be stored against the customer record in your CRM.
The API comes with rules that protect customers and your number's standing. Businesses can start a conversation only with people who have opted in, and only by using message templates that Meta has reviewed and approved. Free-form replies are allowed within a customer service window that opens when the customer messages you. Meta charges for template messages on a per-message basis, with rates that vary by category such as marketing, utility and authentication, and by the recipient's country. Meta revises this model from time to time, so we explain the current structure during scoping.
We build WhatsApp around the job it has to do. For sales, that means capturing leads from click-to-WhatsApp ads, qualifying them with a few questions and assigning them in your CRM. For operations, it means order confirmations, dispatch and delivery updates, payment reminders and appointment alerts triggered from your ERP or store. For support, a chatbot answers routine questions from approved content, and anything it cannot handle moves to a person with the chat history attached. Consent and opt-outs are recorded, in line with Meta's policies and the DPDP Act 2023.
What's included
Everything in scope, written down
API onboarding and verification
Meta Business verification, number registration through Cloud API or a BSP, display name approval and profile setup.
Template design and approval
Utility, marketing and authentication templates written to Meta's guidelines and submitted for approval, with variables mapped to your data.
Chatbot flows
Menu and keyword flows, WhatsApp Flows forms and AI-assisted answers from approved content, with a clear route to a human agent.
Shared team inbox
A multi-agent inbox with assignment, tags, quick replies and internal notes, so several people can serve one number.
System-triggered notifications
Order, dispatch, payment, appointment and OTP messages sent automatically from your ERP, CRM, store or app.
Lead capture and CRM sync
Leads from click-to-WhatsApp ads and website chat buttons captured, qualified and pushed into your CRM with source tracking.
Opt-in and consent management
Opt-in capture at checkout, forms and chats, plus opt-out handling so contacts who say stop are never messaged again.
Reporting
Delivery and read rates, response times, bot containment and conversation volumes by template and category.
Process
How the project runs
- 1
Use case and policy review
We agree the messages you need to send and check them against Meta's commerce and messaging policies before setup.
- 2
Account and number setup
Business verification, number registration and profile setup are completed, along with your choice of Cloud API or BSP.
- 3
Templates and flow design
Templates are drafted and submitted, and chatbot flows are mapped with every hand-off point to a human agent.
- 4
Integration and testing
WhatsApp is connected to your CRM, ERP or store and tested end to end with real triggers on a test number.
- 5
Launch and tuning
Flows go live, and we review drop-offs, unanswered questions and template performance to refine them.
Benefits
- Customers reached on the app they already use every day
- Several team members serving one verified business number
- Order and payment updates sent automatically without manual effort
- Routine questions answered at any hour, with people handling the rest
- WhatsApp leads tracked to their source and sale in your CRM
Deliverables
- Verified WhatsApp Business API number and profile
- Approved message template library
- Chatbot flows deployed with human hand-off
- Shared inbox configured for your team
- Integrations with your CRM, ERP or store
- Opt-in, opt-out and consent records setup
- Admin guide and team training session
Tech & tools
- WhatsApp Cloud API
- Meta Business Manager
- WhatsApp Flows
- Node.js
- TypeScript
- PostgreSQL
- n8n
- OpenAI API
- Zoho CRM API
- AWS (Mumbai region)
Pricing
How this is priced
WhatsApp projects are quoted on scope. Setup cost depends on the number of use cases, chatbot complexity, AI-assisted answers, and the systems that must trigger or receive messages. Ongoing costs come from two places: Meta's per-message charges for template messages, which vary by category and country, and any BSP or inbox platform subscription. Those are billed by the providers and estimated separately. After a call about your use cases, we send a fixed-scope quote.
Get a fixed quoteFAQ
WhatsApp Business API & Chatbot: common questions
What is the difference between the WhatsApp Business app and the API?
The WhatsApp Business app runs on one phone and suits small shops with one or two people replying by hand. The API has no app of its own and connects WhatsApp to software, so many agents can share a verified number, messages can be sent automatically from your systems, and chats can be logged in your CRM. Most growing businesses move to the API once volumes rise.
How does Meta charge for WhatsApp Business API messages?
Meta charges per template message delivered, with rates set by message category, such as marketing, utility or authentication, and by the recipient's country. Replies sent within the customer service window, which opens when a customer messages you, are treated differently from business-initiated templates. Meta updates its pricing model periodically, so we confirm the current structure and estimate your monthly cost during scoping.
Can we send bulk WhatsApp messages to our customer list?
Only to customers who have opted in to hear from you on WhatsApp, and only using approved templates. Sending to bought or unconsented lists leads to blocks and reports, which lower your number's quality rating and can restrict or ban it. We set up opt-in capture across your checkout, forms and chats, and plan campaigns that stay within Meta's policies and the DPDP Act 2023.
Can the chatbot hand over to a real person?
Yes, and it should. The chatbot handles routine questions, collects details and answers from approved content, then passes the conversation to an agent when a customer asks for one, raises a complaint or asks something outside its scope. The agent sees the full chat history in the shared inbox, so the customer never has to repeat themselves.
How long does WhatsApp Business API approval take?
Setup time depends mostly on Meta's checks rather than on development. Business verification and number registration are usually straightforward when your business documents, website and Meta Business Manager details match. Template approvals are typically quick for clearly written utility messages and can take longer for marketing content. We prepare documents and templates carefully to avoid rejections and repeat submissions.
Related
Often paired with this service
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