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Home / Services / Digital / WhatsApp marketing / WhatsApp automation
Digital · WhatsApp marketing · WhatsApp automation
WhatsAppautomation
Since 201565+ in-house teamKolkata office, 5 team bases
WhatsApp automation for mid-to-large businesses whose chats go cold overnight. Automate the first answer and the follow-up, and keep a person for the buyer.
A strategist calls you in one working day.
/ 01 WhatsApp automation
Fast first reply,then a person who knows the chat.
Automating WhatsApp helps only when the first reply is quick and a person can still step in. PromotEdge is a marketing and growth agency, not an IT company.
It sets up WhatsApp automation for mid-to-large businesses across India: an instant reply, a follow-up and a reminder for every enquiry, then a handover to your team.
Here is what we usually see: your best salesperson replies at night from a personal phone, and the chats vanish when he is on leave. We automate three jobs: the first answer, a message when something happens, and a follow-up.
It suits businesses with several sales people, dealers or branches and a CRM already in use. Broadcasts and click-to-chat ads are on WhatsApp marketing. The bot itself is on chatbots. Follow-up across forms and calls is on sales automation, and help for existing customers is on AI customer support.
- 2015working with Indian brands since
- 65+in-house team: strategy, creative, media and tech
- 4pillars under one roof: strategy, advertising, digital, on-ground activation (BTL)
- 6cities: head office in Kolkata, teams in Mumbai, Delhi, Bangalore, Guwahati and Bhubaneswar
/ 02 What's included
From the first chatto the monthly report.
| Part | What we do | What you receive |
|---|---|---|
| Chat audit and plan | Read recent chats; pick 3 to 5 jobs | One-page plan |
| Number and accounts | Set up the Business Platform; check who owns the number | A verified number in your name |
| Opt-in and consent | Opt-in wording, privacy link, easy stop | Dated consent records |
| First reply and hours | Instant reply and out-of-hours message | Replies at 11 pm and on Sundays |
| Journeys and templates | Follow-up, reminder and order steps, with Meta-approved templates | A journey map you approve |
| Routing, handover and CRM | Rules by product, city or language; chats saved in the CRM | Alerts to the right person |
| Testing and reports | Test with odd messages; one journey live at a time | A test log; a monthly report on replies and results |
Third-party fees (Meta, providers, CRM licences) are billed on separate lines.
/ 03 What usually gets in the way
Where WhatsApp chatsgo cold, and the way through.
“Customer chats sit on one person's phone. When he quits, the history goes too.”
Chats move to a company number and are saved against the customer in your CRM (customer relationship management software). A chat nobody answers passes to someone else.
“We copy enquiries into Excel by hand, and cannot tell which ones bring sales.”
A new enquiry creates the lead record by itself. The report follows each source to a visit, booking or order.
“We forget visit, payment and appointment reminders, so people do not turn up or pay late.”
Reminders go out before the date, only to people who agreed. A reply of "reschedule" goes to a person.
“We tried a bot. Customers kept typing "agent", and some gave up.”
Bots fail with no way out. We add a clear "talk to a person" step and name who picks up. See our chatbot work.
Our beliefWe use AI to save your team's time. A person still makes the decision.
Want us to read a sample of your chats and show where buyers go cold? Book a 30-minute AI check
/ 04 Proof
WhatsApp we builtfor ourselves.
Desi Machines is a PromotEdge group company. We built its WhatsApp "Chat with us" path, chatbot and email follow-up. We have no measured results from it yet.
Tell us what’s not working. We’ll send you an honest one-page growth plan, free.
/ 05 How we work
Start with one journey,then add the next.
We confirm the timeline in the quote; it depends on your accounts and Meta's approvals. The first step is a 30-minute AI check: a call with a strategist and a one-page plan on where AI would help your business first. It is for projects we think we can help. We take on a limited number and say honestly if it is a fit.
- 01
Read the chats, pick one journey
We list where leads go cold. One job comes first, such as the instant reply.
- 02
Draw the journey and handover
We write every message and show where a person takes over. You approve the map first.
- 03
Set up accounts, opt-in and templates
All in your company's name. Templates go to Meta for approval.
- 04
Connect the CRM
Chats flow in with source and owner. We test with dummy leads.
- 05
Try to break it, then launch small
We send hard and odd messages, then go live for part of your traffic and read every chat.
- 06
Review every month
We fix unanswered or wrong chats and add the next journey.
Go deeperMore on this
Deeper reading if you want the research behind the plan.
How we deliver it, and why
How your business model changes the plan
A real estate team automates site-visit reminders. A school answers admission questions. A dealer-led maker sends each enquiry to the right dealer (see manufacturing). A D2C (direct-to-consumer) brand answers "Where is my order?" (see D2C). Clinics (see healthcare) send appointment and report-ready reminders.
Who sets the rules
Meta asks for a person's opt-in before you message them, with your business name stated clearly. When a customer writes, a 24-hour window opens for free replies. Outside it, only approved templates go out. Stop messaging anyone who asks. The API guide explains the charges, and our free link generator makes a click-to-chat link.
Source: Opt-in rule: Meta for Developers, read 10 October 2026
- Read your real chats first. Chats show where buyers go cold, so we do not guess. Sanjiv Yadav, who does our WhatsApp marketing and data research, leads the WhatsApp work. A one-page plan with an owner per journey.
- Start with one journey. One job that works earns trust and shows what to build next. A journey you can test on your own phone.
- Build to Meta's rules from day one. Opt-in and approved templates are required, so building them in avoids rework. Dated consent records and approved templates.
- Keep a person in every journey. A buyer ready to decide, or an angry one, needs a human. A named owner and a reply time for each handover.
- Read the chats every month. Real chats show what the rules missed. A short report and the next journey.
AI in WhatsApp automation: today and next
Today
As reported on 8 July 2026, WhatsApp launched the Meta Business Agent in India. It can answer customer questions, recommend products from a catalogue, manage bookings, summarise chats, flag missed messages and pass a complex chat to a person.
Source: India TV News, 8 July 2026, read 10 October 2026
Limits and next
The report names no usage limits, so test any AI on your own questions first. It can be wrong and sound sure. Our view: AI will draft more replies, and your approved content and a clear handover stay the base. Want us to look at where AI could help your chats? Ask us.
Not sure if you need the API yet? Ask us on WhatsApp. Chat with us
/ 06 Cost
What affects the cost of WhatsApp automation.
No price list. These things move the number.
Set-up is a project; monthly care is optional, with a 3-month minimum and then 30 days' notice. Meta's charges, provider fees and CRM licences are third-party costs, billed at actuals.
What affects the cost
- Number of journeys: reply, follow-up, reminders, order updates
- People or teams the chats go to
- A CRM link, and which CRM
- Templates, and languages
- Chat volume, which drives Meta's charges
How we quote
- We ask where chats are lost and who answers them
- We read a sample of your chats and your CRM or sheet
- We write the scope: journeys, routing, links, languages, handover
- You get a quote within 2 working days, each cost on its own line
What you get in the quote
- The journeys, with an owner for each
- Opt-in wording and consent records
- Templates sent for Meta's approval
- A test round, and a monthly report if you choose it
Comparing quotes? Ask who owns the number and chat history if you leave.
/ 07 What happens next
What happensafter you ask.
For projects we think we can help, this is how it goes.
- 01
A strategist calls you
In one working day: a 30-minute call with one of our strategists about your business and what is not working.
- 02
You get a 1-page plan
A short, honest plan: what to fix first and what we would do. It is free.
- 03
A quote, if you want one
If you want to go ahead, we send a quote within 2 working days.
We confirm the timeline in the quote. Contracts start at 3 months, with 30 days' notice to stop.
Brands and people are named only as public examples. They are not PromotEdge clients or endorsers unless stated.
Keep exploring
Related pages.
The expertise that fits your business, and the places we work.
More in WhatsApp marketing
Goes well with
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By industry
Proof and reading
What people say
In their own words
What clients told us after working with PromotEdge.
“We are thoroughly impressed with the extensive knowledge and professionalism demonstrated by PromotEdge. Their adept management of our digital and creative requirements has significantly contributed to our satisfaction with their digital marketing services and expertise.”
Rahul MishraAssistant Manager Digital Marketing & Ecommerce at Magik Lighting“We have been working with PromotEdge for almost a year. We have engaged them to manage our Digital marketing campaigns and are impressed with the outcome. …”
Shubham GadodiaDeputy Brand Manager at Shyam Metalics Group“As a progressive and emerging digital marketing company, PromotEdge is doing something right to enhance the experience of companies associated with them. …”
Anish Basu MallikMarketing Executive at Unimark Group“Working with PromotEdge has been an enriching experience for ABP at many different levels. Your understanding of the digital space, customized brand solutions and prompt servicing have helped us achieve our brand goals with so much ease. …”
Satabdi SahuLead - Brand and Content at ABP Education“PromotEdge and their team did an excellent job with our website. They engaged with every team member, understanding their needs with great patience before collating them into a user requirement and a design spec. …”
Bimal ShahExecutive Director at Fine Organic Industries Limited“I would just like to congratulate, PromotEdge Led by Sayantan and his Team who have done an absolutely fantastic job of branding for the Kolkata Thunderbolts, the Branding, the social media campaign was bang on, and I think …”
Joy BhattacharjyaCEO at Prime Volleyball League“PromotEdge has been working with our organization for social media management and other creative activities. They are responsive, supportive and hard working. We look forward to a long and positive relationship with them.”
Medha SharmaStrategic Head at TATA Metaliks“I am delighted with the successful launch of our new website, thanks to the exceptional support from PromotEdge. …”
Mom MitraMarketing Head at Ilead“I commend PromotEdge as a content and advertising partner. I applaud their top-notch team, swift problem-solving, and outstanding digital media work for my brand. I express my happiness and eagerness for a long-term partnership.”
Priyanka GuptaDirector at Nitya Gold & Diamonds“Hi, my name is Hitesh Malhotra. I'm working in FIVB. We are working with PromoteEdge (with Team Sayantan). I would like to give you a brief detail. …”
Hitesh MalhotraSports Development at Fédération Internationale de Volleyball - FIVB“It’s a great way to be back at PromotEdge. …”
Priyam GhoseContent Creator
No pressure. No sales pitch.
Tell us where your chats go cold.We'll show you the plan.
Straight answers.
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Rules and software that send and answer WhatsApp messages without someone typing each one. A new enquiry gets an instant reply, a quiet lead a follow-up, a booked visit a reminder. A person takes over when a buyer needs one.
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A CRM that saves every chat against the right customer, with source, owner and status. You need one once several people talk to customers. With a few chats a week, the free Business app and a sheet may do, and we will say so.
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Automate the first reply, common answers, reminders, order updates and follow-ups. Keep money disputes, complaints, special prices and a buyer ready to decide with a person. The rule is simple: software handles the repeat work, and people handle the judgement and the exceptions.
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It can answer open questions, but it can be wrong and still sound sure, like quoting an old price. So prices and policies stay on fixed answers, and a person is one tap away. Meta's terms also bar services whose main product is a general AI assistant.
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A greeting and an away message work on the free WhatsApp Business app. Several people on one number, journeys triggered by your CRM or website, and larger volumes need the API (the link that lets software send WhatsApp messages). Meta charges for template messages sent through it. See the API guide for rates.
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Yes. Our servicing team is based in cities across India. We talk daily and meet you in your city at least every three months. Our in-house team of 65+ people does the work, with industry consultants and partner agencies. You keep your accounts and files.
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The monthly report shows first-reply time, unanswered chats and chats that became visits, bookings or orders, by source. We check them against your CRM and your own sales records. If a journey changes nothing, we say so plainly, and change or stop it.