Whappy is a WhatsApp-based AI automation platform designed to help organizations screen prospects, convert leads and automatically book meetings. The tool replaces the initial stages of human communication by interacting with customers 24/7 through intelligent conversations. At the core of the platform is the use of artificial intelligence to understand the context of the conversation and simulate natural and fluid communication with human sales. Users can design conversation flows through a visual drag-and-drop builder that creates complex sales funnels. These funnels can be used to answer common questions and guide prospects through conversions. Whappy can be integrated with an organization's existing technology tools (e.g., calendar apps, Zapier) to enable seamless workflows and track key metrics such as conversation effectiveness, conversion rates, etc. through detailed analytics dashboards.
Function List
- AI-driven conversations: Use advanced AI technology to understand the context of conversations and respond as naturally as a real person.
- Visualizing the Sales Funnel: Users create complex conversational flows for screening leads and answering frequently asked questions through a drag-and-drop interface with no coding required.
- Automated meeting scheduling: Synchronize with the user's calendar (e.g. Calendly) to automatically book meetings for eligible prospects based on availability.
- Conversion analysis: Provide detailed data analytics to track conversation performance, conversion rates and customer satisfaction to help optimize marketing strategies.
- seamless integration: Supports connectivity with tools such as WhatsApp Business, Zapier and other calendar apps to automate workflows.
- Bulk Messages and Templates: Supports sending bulk messages and allows the creation and use of WhatsApp-approved message templates to initiate conversations.
- Multi-language support:: The platform supports multiple languages to help internationalized companies easily expand their global customer support teams.
Using Help
Whappy, as a powerful WhatsApp automation tool, has a very intuitive setup and usage process.
Step 1: Connect your WhatsApp account
To get started, you'll need a WhatsApp Business account and access to Meta Business Manager.
- Prepare the necessary information:
WhatsApp Number ID
: Your business phone number ID can be found in the Meta Business Platform.Business Account ID
: Your Meta business account ID.API Token
:: API tokens for authentication, also from the Meta business platform.
- Connecting in the Whappy backend:
- Log in to Whappy.ai's dashboard and find the
Integrations
(Integration) section, then select theWhatsApp
The - exist
Basic Settings
(Basic Settings) tab, enter the three credentials you have prepared. - strike (on the keyboard)
Test Connection
(test connection) to verify that the information is correct. - After the validation has passed, click
Save Settings
(Save Settings) to complete the connection. Be sure to keep yourAPI Token
, as it is authorized to send messages from your WhatsApp business account.
- Log in to Whappy.ai's dashboard and find the
Step 2: Design Your Conversation Funnel
After connecting your account, you can start designing how the AI will interact with your customers. This is a core feature of Whappy.ai and is done through a visual drag-and-drop builder.
- Creating Message Templates: WhatsApp requires merchants to use pre-approved templates when initiating conversations.
- In the Whappy back office, go to
Message Templates
(Message Templates) tab, clickAdd Template
(Add template). - Fill in the name of the template (only use underscores, no spaces, for example)
welcome_message
), select language and category (usuallyUtility
maybeMarketing
). - Submit the template pending WhatsApp approval.
- In the Whappy back office, go to
- construct a funnel:
- go into
Campaign
(Marketing activities) ->Funnel
(funnel). - You will see a visual canvas. The funnel consists of multiple "nodes" representing different steps of the conversation.
- Start Node: This is the starting point of the dialog. Click on this node and select an approved message template as a welcome message from the drop-down menu.
- Information Collection Node (Get Information): Add this node to ask users questions, such as about their budget, needs, or industry.
- Condition:: Set up branches based on the information provided by the user. For example, if the user's budget is greater than $5,000, it will go to the "Sales Follow-Up" process; otherwise, it will go to the "General Questions and Answers" process.
- You can drag and drop and connect these nodes to design a complete dialog flow that fits your business logic.
- go into
Step 3: Launch and monitor
Once you've designed the funnel, you can apply it to actual customer interactions.
- Add Prospects:: Add your prospect list to a marketing campaign.
- AI automated execution: Whappy's AI will automatically start a conversation with your customers based on the funnel you design, filter them, and flag eligible customers or book a meeting directly.
- Monitoring and Analysis: On Whappy's dashboard, you can monitor the effectiveness of your marketing campaigns in real time. View
Conversion Analytics
(Conversion Analytics) section to get detailed reports on the number of conversations, conversions, and customer satisfaction so you can continually optimize your funnel and strategy.
Advanced Usage: Integration with other tools
For more advanced automation, you can integrate Whappy with other tools.
- calendar integration: Connect your Calendly or Cal.com account in the integration settings, and AI can book meetings for qualified prospects right in the middle of a conversation, without human intervention.
- Zapier Integration: With Zapier, you can connect Whappy to thousands of other applications. For example, when Whappy screens a qualified lead, it can automatically create a new record in your CRM system.
application scenario
- Sales & Marketing
Prospects are screened through automated WhatsApp conversations and only those who are truly qualified are referred to the sales team. This dramatically increases the efficiency of the sales team, allowing them to focus on closing deals rather than tedious initial communication. - e-commerce
E-commerce businesses can use Whappy to send order confirmations, shipping notifications, and even perform abandoned cart recovery. With personalized product recommendations and promotions, it can effectively boost customer interaction and conversion rates. - Customer Support
Setting up an AI chatbot to answer frequently asked questions 24/7 allows for an instant response to customer queries, freeing up manual customer service from repetitive tasks and focusing on more complex issues, thus increasing customer satisfaction. - Schedule an Appointment
For clinics, consultants or service-oriented businesses, Whappy automates the processing of appointments and reminders. The system reduces client "no-show" rates and simplifies the process of rescheduling appointments.
QA
- What's Whappy?
Whappy is a WhatsApp automation platform that uses AI to help businesses screen leads, book meetings, and answer FAQs through intelligent conversations. - Will prospects know they're talking to AI?
Whappy's AI is designed to have natural, human-like conversations. Although it is an AI, its smooth communication style is designed to provide a seamless experience for customers. - Do I need to have programming knowledge to use Whappy?
No need.Whappy provides an intuitive drag-and-drop funnel builder that allows users to create complex dialog flows without writing any code. - What integrations does Whappy support?
Whappy integrates with WhatsApp Business, calendar apps such as Calendly and Cal.com, and thousands of third-party apps connected through Zapier.