What can a WhatsApp chatbot do?

It can answer product questions, track orders and explain service policies. Actions such as appointment or return workflows are configured with suitable system connections and permissions.

Can WhatsApp messages be managed alongside other channels?

WhatsApp, Instagram and Facebook conversations can be followed in a shared workspace. Agents continue with the available conversation history.

How are WhatsApp campaign messages planned?

Recipient permissions, message purpose, suitable templates and current WhatsApp sending rules are reviewed together. Campaign workflows are configured around those conditions.

How can users opt out of WhatsApp messages?

The opt-out method and customer preference handling are defined during setup. A customer’s request to stop communication must be reflected in sending lists.

What happens when the AI cannot answer?

The conversation is handed to an agent or turned into a follow-up record according to the configured rules. The team handles the request with message history in view.

How is WhatsApp integration setup planned?

Account access, knowledge sources, templates and connected systems are reviewed together. Timing and scope depend on business needs and required account processes.

All integrations

PALMATE INTEGRATION

Turn a WhatsApp message into action.

Keep the customer on WhatsApp. Let Palmate handle the question, retrieve information from connected systems and bring in an agent when needed.

What can you do with this connection?

Answer recurring questions from current knowledge sources.
Connect order and request workflows to authorized systems.
Preserve conversation context when an agent takes over.

Example workflow

One request. An end-to-end workflow.

Customer message

“Could you check my order status?”

Source of information

WhatsApp + connected order system

What Palmate does

After customer verification, looks up the order and replies in the same channel.

Customer outcome

The customer gets an answer without changing apps; exceptions go to the team.

What we define together during setup

WhatsApp Business account and number, messaging permissions, template requirements and access to connected systems.

We define the account, data sources and action permissions. We test missing information, customer matching and agent handover scenarios.

From the first connection to a working flow.

Choose the task
Start with a frequent customer request. Identify the information needed and the system that owns it.
Define access
Define account connections, data access and allowed actions. Set up customer verification and team handover.
Test together
Test correct answers, missing information and connection failures. Validate the workflow with real requests before launch.

WhatsApp integration connects Palmate AI’s chatbot to your WhatsApp Business account so you can answer customer messages automatically. Workflows can cover order tracking, product questions and appointment requests, with complex cases routed to human agents.

At a glance

Manage WhatsApp conversations in a shared inbox.
Answer product and order questions using connected data.
Work alongside Instagram and Facebook messages.
Share images, videos, documents and locations.
Give multiple agents access to conversation history.
Set up permission-based notifications and campaigns.

How does WhatsApp integration work?

First, you connect your WhatsApp Business account to Palmate. You then provide product knowledge, FAQs and business details. Automated replies and agent handoff conditions are defined around your operation.

Setup checks account access, required templates, knowledge sources and sample customer scenarios. Connections to store or service systems are evaluated for order and appointment actions.

What are the main features of WhatsApp integration?

The unified inbox shows WhatsApp conversations alongside Instagram and Facebook messages. Multi-agent support lets team members continue a conversation with its history in view.

Rich media support allows images, videos, documents and locations to be shared. Product information, order tracking and service policies can be presented in the same conversation.

Permission-based WhatsApp campaigns and notifications

Campaign and update workflows can be configured for customer segments. Sending is planned around recipient permissions, appropriate message templates and current WhatsApp rules.

Customer opt-out requests must be respected. Content and sending conditions are reviewed for different purposes, such as order updates and marketing messages.

Which sectors can use WhatsApp integration?

Ecommerce stores can handle order questions and product recommendations, while hotels and tour businesses can manage booking information and guest requests. Service businesses can use it for appointment inquiries and customer support.

Out-of-hours automated replies are planned alongside records requiring human support. Request a demo to explore WhatsApp chatbot scenarios suitable for your business.