WhatsApp & omnichannel AI assistants

One Conversation.
Across Your Channels.

Connect AI assistance across WhatsApp, website chat and approved messaging channels for enquiries, service updates and customer handoffs.

THE BUSINESS CONTEXT

Start with
What Matters.

Customers may discover a business on a website and continue the enquiry through messaging. Without a shared process, teams lose context and repeat questions. An integrated messaging workflow can collect the essentials and help staff respond with the right information.

We scope the channels around customer behaviour, account access and the actions you want to support. The conversation can begin with approved answers and move to a staffed inbox, while keeping customer preferences and business records consistent.

YOUR FIRST ENGAGEMENT

A Useful
Starting Point.

Focused Pilot

Connect one approved messaging channel to a website enquiry flow and a shared staff inbox.

Discuss This Pilot

What We Need from You

Business messaging access, approved answers, customer communication rules and a staffed escalation inbox.

What We Can Measure

  • Qualified enquiry completion
  • Handoff completion
  • Duplicate message rate
  • Response quality

Measures are agreed for your project. Results depend on the data, workflow and evaluation; they are not guaranteed improvements.

WHAT WE DO

The Detail Behind
the Capability.

01

Build a Channel-Appropriate Conversation

Use short messages, clear choices and structured collection of necessary enquiry details. Show a simple route to human help. Website chat and messaging do not need identical interfaces, but they should follow the same approved product facts, service policies and escalation rules.

02

Connect to an Approved Business Account

Assess the official messaging interfaces, account setup and available webhook events. Verify current platform rules for initiated messages, templates and customer permission during discovery. Channel approval, commercial terms and provider charges are dependencies of the project, rather than assumptions about what every account can do.

03

Maintain a Coherent Customer Record

Link conversations to CRM records only after suitable identity checks. Track message delivery, retries and duplicate events. Keep staff notes separate from customer-visible messages. Requests involving order details or personal information should use the appropriate verification and access controls for that channel.

04

Support People Behind the Inbox

Create routing, conversation summaries and a staff takeover state that pauses the assistant. Provide an unanswered-question queue to improve content. Confirm how opt-outs and channel preferences are honoured before enabling notifications. Campaign broadcasts and promotional outreach are separately scoped activities.

A DEFINED ENGAGEMENT

Know What
You’re Building.

Your proposal defines the exact scope, responsibilities, milestones, and exclusions. Depending on the engagement, the work can include:

  • Channel and account readiness review
  • Messaging assistant and website integration
  • CRM contact and conversation mapping
  • Human takeover and assignment rules
  • Delivery and exception monitoring
  • Content and channel operating guide

WHERE IT FITS

Built Around a Useful Task.

Retailers

Guide product enquiries and authorised order-status requests.

Travel Operators

Collect trip preferences and send staff a useful enquiry.

Local and International Services

Coordinate website and messaging leads in one process.

Understand Our Delivery Approach

WHO THIS CAN HELP

Find Your Industry Context.

Explore example workflows and the customer groups these services are designed to support.

All Industries & Client Types

A PRACTICAL FIRST STEP

Learn from a Focused Pilot.

Choose one useful task, agree how the result will be checked, and use the evidence to decide what should happen next.

Read the AI Pilot Guide

QUESTIONS, ANSWERED

A Few Useful Answers.

Do we need a WhatsApp business account?

The deployment needs access to the appropriate official business messaging setup. We check your existing account and provider before choosing an integration route.

Can we send unsolicited messages?

The solution is scoped around authorised communication and applicable channel rules. Customer permission, preferences and any template requirements are part of the messaging design.

Will a staff member be able to take over?

Yes. Assignment and takeover states are defined so the assistant stops responding while a person handles the conversation.

A CONVERSATION IS A GOOD PLACE TO START

Your Next Chapter.
Let’s Build It.

Talk to Plateau