WhatsApp automation that answers and acts, powered by Otis
OptiFlow WhatsApp Agent is agentic WhatsApp automation. Otis handles every customer message on WhatsApp, answers questions, updates your records and completes tasks, working inside your CRM and ERP rather than just replying. From 1,500 pounds a month.
Most WhatsApp tools only send messages
Plenty of tools can blast a WhatsApp broadcast or fire an auto reply. That is messaging, not automation. The moment a customer asks a real question, checks an order or wants to book, a simple auto reply hands them straight back to a human.
OptiFlow is different. Otis holds the conversation on WhatsApp, understands what the customer needs and acts on it, looking up the order, updating the record, booking the slot, inside the systems you already run. It automates the work, not just the greeting.
What the WhatsApp automation does
Answers every message
Otis replies to customer questions on WhatsApp instantly, at any hour.
Acts, not just replies
It looks things up, updates records and completes tasks, rather than handing off to a person.
Works inside your CRM and ERP
Otis reads and writes to the systems you already run, so WhatsApp is joined up with everything else.
Takes and updates orders
Customers can ask about or place orders on WhatsApp and Otis handles them end to end.
Books and schedules
Otis can check availability and book appointments straight from a WhatsApp chat.
Notifies your team
When a human is needed, Otis passes it over cleanly with the full context.
WhatsApp automation that does real work
Meet customers where they are
WhatsApp is where people message. Otis staffs it around the clock.
Beyond auto replies
This is an agent that completes tasks, not a bot that sends canned messages.
Joined to your systems
Because Otis works inside your CRM and ERP, WhatsApp is not a silo.
Otis also works as a WhatsApp CRM. See the full product on the OptiFlow WhatsApp Agent page.
See Otis handle a live WhatsApp chat
Prefer to talk it through first? Send us a message and we will come back to you.
Common questions
What is WhatsApp automation?
It is software that handles customer WhatsApp messages for you. OptiFlow uses an AI agent, Otis, that answers and acts, working inside your CRM and ERP.
Is it just auto replies?
No. Otis holds a real conversation and completes tasks, looking up orders, updating records and booking, rather than sending canned replies.
Does it connect to my systems?
Yes. Otis reads and writes to your CRM and ERP, so WhatsApp is joined up with the rest of your business.
Does it use the WhatsApp Business platform?
Yes. Otis runs on the official WhatsApp Business platform, set up as part of onboarding.
How much is it?
OptiFlow WhatsApp Agent starts at 1,500 pounds a month, scoped to your setup.