Service
WhatsApp & Live Chat Automation for governed operations
Design WhatsApp and live chat automation with governed answers, clear handoff rules, and CRM-ready conversation records.
Related tracks under AI Assistants & Knowledge Systems
If this page is one part of a broader initiative, move up to the parent service or across to the closest tracks in the same family.
AI Assistants & Knowledge Systems
Design internal and external AI assistants, knowledge pipelines, and answer experiences that people can trust and govern.
AI Chatbots & Virtual Assistants
Deploy chat and assistant experiences with clear answer boundaries, escalation rules, and service-quality expectations.
Knowledge Assistants & RAG Systems
Build retrieval-based assistants that connect trusted sources, permissions, grounding, and citations into answer experiences that hold up in real operations.
Document AI & OCR
Extract, classify, validate, and route information from high-volume documents where manual processing creates delay or inconsistency.
Internal AI Workspaces & Portals
Create one internal place for approved assistants, answer hubs, prompts, tools, and role-specific AI workflows instead of scattering usage across unmanaged chat surfaces.
Bilingual AI Assistants & Knowledge Systems
Design Arabic-English AI assistants and knowledge systems with parity across retrieval, answer quality, governance, and user experience.
Secure Internal Chat and Escalation Workspaces
Design internal messaging workspaces for escalation, incident collaboration, support context, and governed handoff from customer channels.
Knowledge Pipeline Ingestion & Sync
Design ingestion, synchronization, normalization, permissions, and freshness workflows so knowledge assistants stay current without manual reindex chaos.
Enterprise Search & Answer Experiences
PRO71 designs enterprise search and answer experiences for UAE teams with source quality, permissions, citations, hybrid search, integration, and answer governance.
Private AI Workspaces & Self-Hosted Copilots
Design private AI workspaces and self-hosted copilots around deployment model, access control, local-model strategy, source connectivity, and supportable internal rollout.
GEO Readiness & AI Discoverability
PRO71 prepares UAE organizations for GEO and AI search discoverability through technical SEO, entity clarity, source quality, bilingual content, and measurement.
Chatwoot Customer Conversation Platform Implementation
Implement Chatwoot as the customer conversation layer for WhatsApp, live chat, support intake, routing, agent handoff, and reporting.
Customer Support Chatbot Implementation
Implement support chatbots that answer from approved knowledge, collect context, and escalate cases when confidence or policy requires it.
AI Chatbot CRM & Lead Routing
Connect AI chatbots to CRM and lead-routing workflows so qualified enquiries reach the right owner with usable context.
What the service covers
The work turns chat, CRM, ERP, and support motions into explicit operating rules rather than disconnected tool activity.
WhatsApp intake
Define the whatsapp intake model, source fields, owners, and the records that must be created or updated.
How the engagement runs
The sequence starts with operating design, then moves into implementation, controlled launch, and measurement.
01
Map the workflow
Document the channels, owners, systems of record, escalation points, and records that must stay reliable.
02
Configure the control model
Build the rules for qualification, answer boundaries, permissions, handoff, update actions, and reporting.
03
Launch and measure
Run a focused release, review transcripts and records, then refine the rules before expanding scope.
When this service fits
WhatsApp & Live Chat Automation fits when the business needs better operating discipline across conversations, records, and follow-up work.
Strong fit when
- Inbound WhatsApp conversations need faster triage without losing human ownership.
- Live chat agents need cleaner context before taking over.
- Conversation records should feed CRM, support, or ERP workflows.
Not ideal when
- The team wants a bot to answer every request without escalation.
- Consent, templates, or channel ownership are not yet defined.
- There is no operator available for handoff when risk increases.
Typical output
A governed workflow with clearer owners, safer automation, and reporting that shows where human follow-up is still required.
Common follow-on
This work often expands into CRM cleanup, ERPNext workflow optimization, knowledge governance, or reporting automation.
Request WhatsApp & Live Chat Automation scope
Share the WhatsApp or chat channel, CRM/ERP target, urgency, handoff owner, and desired response outcome.
We review the project type, owner, urgency, and desired outcome.
We map the systems, data, handoff, and decision risks.
We propose the smallest useful scope, delivery path, and measurement plan.
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