Leads arrive faster than your team can answer
Ad clicks, referrals, and repeat buyers all land in WhatsApp. Without a system, the hottest conversations depend on who is online at that moment.
SERVICE
WhatsApp Automation
AI replies, lead capture, follow-up timing, and human handoff for WhatsApp-first sales teams.
We connect your WhatsApp sales number to Forge Growth CRM, train replies from your business knowledge, and give every new chat a clear path from first question to paid customer.
24/7
first response coverage
1 inbox
for sales conversations
5 days
typical setup window
PROBLEM
What this fixes
WhatsApp is where buyers already talk to you. Forge Growth gives those conversations structure, memory, and action.
Answers vary from agent to agent
Prices, delivery rules, payment instructions, availability, and policies should not change because a different person picked up the phone.
Important buyers get buried
A customer asking for invoice, delivery, or payment details needs a different response from someone only browsing.
WORKFLOW
How we build it
The setup is based on how your team already sells, then tightened into a repeatable CRM workflow.
01
Connect WhatsApp
Your WhatsApp Business account is connected to a shared CRM inbox so the team can view chats, contacts, and ownership in one place.
02
Train the AI
We load product details, pricing, service rules, FAQs, business tone, and escalation limits so replies stay useful and on-brand.
03
Capture and qualify
Every conversation can save contact details, source, status, intent, questions asked, and the next action your team should take.
04
Handoff cleanly
When a lead is ready to pay, confused, angry, or asking outside the knowledge base, the system flags a human to step in.
DELIVERABLES
What you receive
A configured sales system, not a loose collection of tools. These are the pieces we put in place for this service.
Included capabilities
WhatsApp account connection and inbox routing
AI replies trained on your products, prices, FAQs, and tone
Lead capture from every new conversation
Escalation when a human should step in
Connected WhatsApp sales inbox
A browser-based workspace for customer chats, contact history, owner assignment, and lead status.
Business knowledge base
Structured answers for products, services, delivery, payment, policies, objections, and tone rules.
AI reply guardrails
Clear limits for what the AI can answer, when it should ask a follow-up question, and when it must escalate.
Conversation reporting
Visibility into response activity, qualified leads, follow-up needs, and common customer questions.
FAQ
Common questions
Does this replace my WhatsApp Business app?
No. It gives your team a CRM layer around WhatsApp so conversations, customer context, AI replies, follow-ups, and handoffs can be managed in one place.
Can the AI answer with our actual prices?
Yes. During onboarding, we train the system on your current products, prices, availability rules, FAQs, and preferred tone.
What happens when a customer needs a human?
The system can flag the chat, pause automation where needed, and show your team the context so they can step in quickly.
NEXT STEP
Make WhatsApp feel like a sales desk, not a crowded phone.
We will map your current WhatsApp flow, train the reply system, and launch with your real offers and customer questions.