What we do
Whautomate is a customer engagement and automation platform for service businesses and online sellers. It brings every customer conversation into one place and automates the work around it: answering questions, booking appointments and classes, sending invoices and reminders, and selling on WhatsApp.
Who it is for
Whautomate works best for businesses whose customers message them every day and that also take bookings or sell something.
| Business | What they use Whautomate for | Start here |
|---|---|---|
| Healthcare and allied health: clinics, physiotherapy, dental, therapy and wellness practices | Patients book and pay a deposit on WhatsApp or the booking page; reminders cut no-shows; intake forms are filled before the visit; recalls and follow-ups go out automatically | Appointments |
| Salons, spas and beauty | The bot books service, stylist and time day or night; deposits and reminders protect each slot; prepaid packages, loyalty and rebooking messages bring clients back | Appointments |
| Fitness, yoga and pilates studios | Members book classes with capacity and waitlists; class packs, credits and memberships are tracked for you; trial follow-ups and renewal reminders run on their own | Classes & Memberships |
| Education and coaching: academies, tutors, music and language schools | Parents get answers to fees and timings 24/7; trial lessons are booked and followed up; term fees go out as invoices with payment links | Classes & Memberships |
| D2C and e-commerce brands | Shoppers browse and order on WhatsApp; Shopify or WooCommerce orders trigger confirmations, cash-on-delivery checks, shipping updates and cart recovery; win-back and review requests run automatically | E-commerce |
| NGOs and communities | Donors, volunteers and members live in one contact list; appeals reach the right segment on WhatsApp; sign-up and donation forms take online payment; thank-you messages go out on their own | Marketing |
| Marketing and bulk messaging: real estate, retail, events and any business that sends updates at scale | Broadcasts on the official WhatsApp Business API to opted-in segments, with Meta message fees passed on at cost; replies land in the team inbox instead of being lost | Marketing |
| Customer service and sales teams | Several staff share one WhatsApp number and every other channel in one inbox; chatbots and AI replies handle common questions; chats are assigned and followed up; leads are tracked to a sale | Customer Service, Sales |
You will get the most out of Whautomate if
- Customers already message you on WhatsApp, Instagram or Facebook every day.
- You take bookings (appointments or classes) or sell something (services, packages, products or memberships).
- You have a small or growing team, often 2 to 25 people, sharing one phone or juggling several tools and spreadsheets.
- You lose time or money to missed messages, no-shows or chasing payments.
When Whautomate is not the right tool
- Messaging lists without consent. WhatsApp only allows messages to people who opted in. Sending to bought lists gets numbers blocked.
- Replacing a clinical records system. Whautomate keeps client notes, documents and forms, but it is not a full electronic medical record. Use it alongside your EMR for booking and communication.
- On-premise hosting or a custom build. Whautomate is a cloud service.
How it fits together
Every plan starts with Engage, the base of Whautomate. You add the modules you need:
| Part | What it gives you |
|---|---|
| Engage (every plan) | Team inbox for WhatsApp, Instagram, Messenger, TikTok, Telegram, live chat and SMS; mobile app; contacts and segments; WhatsApp, SMS and Telegram broadcasts; chatbots, AI replies and automations |
| CRM Suite | Client records with history, notes and documents; email campaigns; web forms and WhatsApp Flow forms; client portal; a website in Sites |
| Bookings | Appointments, classes, calendar, booking page, WhatsApp booking bot, reminders and online payment when clients book |
| Sales | Invoices, payment links, memberships and credits, online store, orders, expenses and loyalty |
The Complete plan includes all three modules. Bookings and Sales each come with CRM Suite, because they need your client list. For details, see Plan Modules. For prices in your country, see our pricing page.
A typical day with Whautomate
- A client messages your WhatsApp number. A chatbot answers common questions and offers to book.
- The client picks a service and time in a WhatsApp Flow or on your booking page, and pays online if you ask for it.
- Whautomate sends a confirmation and reminders, and your team sees the booking on the calendar.
- After the visit, an automation sends an invoice or a satisfaction survey.
- Your team picks up anything the bot cannot handle in the shared team inbox, on the web or in the mobile app.
- You check the Overview dashboard and the weekly performance email to see how the business is doing.