How AI sales agents work on WhatsApp
An AI sales agent is not “ChatGPT in WhatsApp.” It is a controlled system that chats, uses your business tools, and knows when to stop.
What the agent does
- Greets and qualifies leads with structured questions
- Answers from your approved knowledge base
- Books meetings or creates CRM records
- Hands off to a human with full conversation context
What makes it useful
Tool access. The agent should be able to read stock, create a lead, schedule a call, or check order status — not invent answers when data exists in your systems.
Guardrails you need
- Approved pricing and policy source of truth
- No promised discounts unless allowed
- Clear escalation triggers (angry customer, legal questions, high deal size)
- Audit logs of what the agent said and did
Where DAPS fits
We design the agent, connect WhatsApp Cloud API, wire CRM/booking tools, and host monthly or hand over the stack — depending on whether you want SaaS access or a custom build.