OptiFlow WhatsApp Agent · Agentic AI
Every customer query on WhatsApp, handled end to end.
The OptiFlow WhatsApp Agent answers your customers on WhatsApp and acts inside your CRM and ERP to resolve the query, not just reply. It works agentically, around the clock, so nothing waits for office hours.
How it works
From a message to a resolved query
A customer sends a WhatsApp message. The agent understands it, acts inside your systems, and closes the loop. No queue, no waiting for office hours.
A customer messages
“Where is my order?” or “Can I change my delivery date?” arrives on your WhatsApp.
The agent understands
It reads the conversation, works out the customer intent and decides what needs to happen.
It acts in your systems
It looks the customer up in your CRM or ERP, checks the order, makes the change or raises the ticket.
Resolved and logged
The customer gets a real answer, and every action is recorded so your team always has the full picture.
What it can do
An agent, not an auto reply
Most WhatsApp bots follow a script and hand off the moment things get real. The OptiFlow WhatsApp Agent takes action and gets the job done.
Answers every query, 24/7
Every message gets a fast, accurate answer, day and night, with no queue and no missed enquiry.
Works inside your CRM and ERP
It reads and updates your real systems, so the answer it gives and the action it takes are always live and correct.
Takes action, not just replies
It checks orders, updates records, books changes and raises tickets, closing the query rather than deflecting it.
Escalates when it should
When a query needs a person, it hands over cleanly with the full context, so nothing is lost in the handoff.
Full audit trail
Every conversation and every action it takes is logged, so you can see exactly what happened and why.
On brand and in your rules
It answers in your tone of voice and stays inside the limits and rules you set. It never goes off script.
Where it works
The conversations your customers already want to have
Your customers message the way they message everyone else. OptiFlow WhatsApp Agent meets them there and resolves the query on the spot, working inside the systems you already run so the answer is always live and the record is always updated.
Out of hours enquiries
Answers product, price and stock questions when the counter is closed, captures the customer and books the follow up, so the enquiry is never lost to the morning.
Order and delivery status
Customers ask where their order is and get a live answer pulled straight from your ERP, with the delivery date and any changes, without a call to the office.
Account and invoice queries
Balances, copy invoices and statement questions handled in the chat and logged against the account, so credit control keeps a clean record of every request.
Trade counter overflow
Catches the queries your team cannot get to at the busy times of day, so nothing is dropped when the counter is three deep and the phones are ringing.
Quotes and reorders
Turns a quick message into a priced, stock checked quote, or repeats a previous order in a couple of taps, from the account the customer already holds with you.
Returns and collections
Logs the request, checks the policy against the order and arranges the next step, then leaves a clean note on the account for your team to see.
Answers
Frequently asked questions
Does OptiFlow WhatsApp Agent replace my customer service team?
No. It handles the routine, repetitive queries from end to end and hands anything sensitive or unusual to your team, with the full conversation attached. Your people spend their time on the work that needs them.
Is this the official WhatsApp, or a workaround?
It runs on the official WhatsApp Business Platform, on your own verified business number, so it is a proper business channel rather than a personal account or a grey market tool.
Which systems does it work with?
It sits on top of your existing CRM and ERP and works inside them, updating records as it resolves queries. It integrates with the systems you already run and never replaces your core software.
Can it actually take action, or does it just answer?
It acts. It can check an order, pull an invoice, raise a priced quote, update a record and arrange a return, then log what it did against the account. It is an agent, not an auto reply.
What happens with a query it should not answer on its own?
It escalates to a person and passes the whole thread across, so your team picks up with the full context and the customer never has to start again.
Is customer data handled safely?
Conversations are opt in and handled inside your own systems and the official WhatsApp platform, with a full audit trail of every action the agent takes.
How long does it take to get live?
Most deployments are running within weeks, working against your own products, prices and accounts, with your rules and tone in place from day one.
What does it cost?
OptiFlow WhatsApp Agent starts from 1,500 pounds a month. Book a demo and we will size it to your business and show it working on your own data.
Get started
Put an agent on your WhatsApp
See how the OptiFlow WhatsApp Agent would handle your customer queries, inside your own systems.