A WhatsApp assistant that remembers every customer
It holds a real conversation on WhatsApp, and it recognises the same customer across WhatsApp, Telegram and phone calls — so nobody starts from scratch twice. It records the lead in your pipeline and can book an appointment, arrange a call-back or look things up. Copies of every chat go to a Microsoft Excel workbook on SharePoint or OneDrive. This is the latest (v2) conversational assistant.
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Every WhatsApp starts the conversation over
A customer WhatsApp's you today, called last week, and messaged on Telegram the month before — and each time they're treated like a stranger. They repeat their name, their need, the whole story. A scripted auto-reply makes it worse: it can't book anything, call them back or answer a simple question, so it just hands off to a human who asks everything again.
Meanwhile the conversations live on one person's phone, where the business can't see them.
This blueprint is a real assistant. It chats naturally on WhatsApp, recognises the customer across WhatsApp, Telegram and calls, and can actually act — book, arrange a call-back or look things up — while recording a tracked lead in your pipeline and keeping every chat in your Excel workbook.
How it works
- 1
1. It holds a real conversation
On WhatsApp it talks naturally — understanding what the customer actually wants rather than pushing them through a fixed menu.
- 2
2. It remembers who they are
The same person is recognised across WhatsApp, Telegram and phone calls, so the assistant picks up where you left off instead of asking everything again.
- 3
3. It can act, not just chat
It records the lead in your pipeline, and can book an appointment, arrange a call-back or look things up — so the conversation ends with something done.
- 4
4. Every chat is kept in Excel
Copies of the conversation go to a Microsoft Excel workbook on SharePoint or OneDrive, so the business has a readable record in the Office tools your team already uses.
What it does for you
A real conversation, not a menu
It understands what the customer means and replies naturally on WhatsApp — no rigid keypress tree.
Remembers across channels and calls
It recognises the same customer whether they arrive via WhatsApp, Telegram or a phone call, so nobody repeats themselves.
Books, calls back or looks things up
It doesn't just take a message — it can book an appointment, arrange a call-back or look something up, so the chat ends with something done.
A proper lead in your pipeline
The enquiry is recorded as a tracked lead with an owner, not left sitting in a chat thread.
Every chat kept in Excel
Conversation copies land in a Microsoft Excel workbook on SharePoint or OneDrive — visible to the business, not stuck on one phone.
Official WhatsApp Cloud API
Runs on the official WhatsApp Business Cloud API — off one person's phone and safe from a ban.
Why not a scripted auto-reply or a busy human?
| A scripted WhatsApp auto-reply | A scripted auto-reply | A person on one phone | This blueprint |
|---|---|---|---|
Natural, understanding conversation | |||
Remembers the customer across channels | |||
Books, calls back or looks things up | |||
Records a tracked lead | |||
Chat visible to the business | |||
Official Cloud API (ban-safe) |
Pricing that scales with your volume
Every tier runs the same engine — higher tiers raise the limits and add channels.
Common questions
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Technical specs
Required integrations
Want it built for you?
Our team handles strategy, integration, and training. You focus on running the business.
Starting from $1,997
Give WhatsApp an assistant that remembers
Connect your WhatsApp Business number and let it hold a real conversation, recognise returning customers across channels, book, call back and look things up — with a tracked lead in your pipeline and every chat kept in Excel.