Project discovery
Ask which business goal and marketing service the prospect wants to discuss.
Professional services
WhatsApp Chatbot for Marketing agenciesTurn campaign enquiries into useful sales conversations.
Help prospective clients explain their goals, channels and timeline before your agency team prepares a discovery call.
Business knowledge. Team handover. A clear next step.
Built around your businessHelpful answers. Thoughtful follow-up.
THE RIGHT START
Make the first
conversation count.
A message asking for marketing help can mean a website, paid campaign or ongoing support. Clarify the actual requirement before a strategist starts scoping work.
Explore the WhatsOS AI assistantCampaign context
Collect the target audience, planned start and an optional budget range.
Proposal handoff
Give the account team a brief to review before offering a scope, media plan or estimate.
FROM HELLO TO HANDOFF
A useful enquiry.
A team ready to help.
Start with a natural question. Gather the details that matter. Let your team confirm the next step.
- Understand the enquiryAnswer from the business information you approve.
- Collect relevant detailsBusiness requirement · Target timeline · Optional budget range
- Bring in your teamShare the context and make any pending confirmation clear.
Your business assistantIllustrative WhatsApp conversation
Example only · Adapt the questions to your business
A PRACTICAL WAY TO START
Your knowledge.
Your team. Your workflow.
Choose a focused starting point, check the information behind each answer, and test the handover before you go live.
Give it reliable information
- Business hours and holiday closures
- Team responsibilities and contact routes
- Approved services, locations and FAQs
Assign an owner to review these sources when your services, prices or opening hours change.
AI & business knowledgeConfirm what can be completed
Qualification supports staff prioritisation; it does not approve credit or guarantee suitability.
Check the exact connector and permissions you need. Without a live connection, collect a request for staff to verify.
Explore integrationsKeep a person in the loop
Bring in your team for: Complex requirements or a request for negotiated pricing.
Test missing information, a request for a person and a customer opt-out. Agree who owns the follow-up.
Explore the shared inboxQUESTIONS, ANSWERED
FAQs for
marketing agencies.
Have a workflow in mind? Talk to us about the details.
Speak with WhatsOSCan the bot guarantee leads or campaign results?
No. Explain your published services and process. Campaign forecasts and commitments belong in a reviewed proposal.
Can it separate new business from existing clients?
Ask whether the enquiry is a new project or existing service question and route it using your configured team process.
Should clients share ad-account passwords?
No. Use the platform-approved access and permissions process after staff review; never request passwords in chat.
How do we get started with WhatsOS?
Choose the enquiry flow, prepare approved business information and connect your WhatsApp number through the account setup. Agree who takes over, test typical and exceptional conversations, then publish the reviewed configuration.
Can a team member take over the conversation?
Yes. WhatsOS provides a shared inbox for your team. Define who handles enquiries, when the assistant hands over and how the team follows up. Available roles and allowances depend on your plan and configuration.
What happens when a customer opts out?
Opted-out customers must be excluded from broadcast audiences and sending checks. Use the appropriate consent and message-template process for any outbound communication; a previous enquiry is not blanket permission to send promotions.
YOUR NEXT CONVERSATION
Make WhatsApp work
for marketing agencies.
Start with one enquiry flow. Build it around your team.