WhatsApp Business Automation
Structure WhatsApp as a real service channel with templates, routing, response standards and consent.
- Division
- AI, Automation & CRM
- Format
- Advisory & implementation
- Updated
- 2026-10-28
We configure the business account, organize quick replies and templates, route conversations to the right owner and connect the channel to the CRM where the plan supports it. Opt-in and messaging rules are documented before launch.
The problem it addresses
Important customer conversations disappear when an employee leaves or changes device.
Who it is for
Businesses receiving a high volume of WhatsApp messages on personal phones with no record or ownership.
What the engagement produces
- A configured business channel with assigned owners
- Approved templates, quick replies and routing rules
- A consent, retention and escalation policy
How the work runs
- 01
Scope
Confirm the situation, the decision to be made, responsibilities, fees and what is explicitly out of scope. Third-party costs are identified before work begins.
- 02
Work
Interview the people closest to the work, review the records that exist, build the change and test it against real exceptions rather than a demo.
- 03
Handoff
Document what was built, train the owner, record open items and define whether ongoing support is needed. The business should not depend on Nexus to operate the result.
What it does not do
Stated before the engagement so the scope is honest. Additional requirements are scoped and confirmed in writing.
- Third-party platforms may change features, limits or pricing; those costs are separate from Nexus services.
- AI outputs can be incomplete or incorrect and require defined human review for consequential decisions.
Related services
AI & Automation · 12 services- 01AI for Business ConsultingIdentify where AI can improve a real workflow, where it cannot, and what governance the business needs before adopting it.
- 02AI Business SystemsImplement an AI-assisted system inside a defined process, with source data, permissions and escalation paths.
- 03Workflow AutomationReplace repetitive handoffs with reliable automations that have explicit triggers, exceptions and owners.
- 04CRM ImplementationSet up a CRM around the real sales process, with clean data, clear stages and adoption from the first week.
Send the situation, the constraint and what you have already tried. We will confirm whether this scope fits before proposing next steps.