Answers from your business
Handle common enquiries using approved information and collect details needed for the next step.
WhatsApp CRM Automation
Keep the conversation moving.
Connect WhatsApp Business conversations with customer records, approved replies, and a clear handoff to your team.
Built for Customer-facing businesses, online stores, and sales teams.
WORKFLOW BLUEPRINT/07
01Receive a message
02Respond with context
03Sync and hand over
Human review where it matters.
Illustrative flow · configured around your business
CONNECT YOUR TOOLSWhatsApp BusinessHubSpotGoogle Calendarn8n
Final integrations depend on account access and supported APIs.
WHAT IT DOESUseful by design.
Useful by design.
Connected by Zentra.
A shared customer record
Save relevant conversation details and next actions in the CRM so your team can pick up the thread.
Messaging with clear boundaries
Use supported business messaging capabilities, approved templates where required, and customer preferences.
AN EVERYDAY EXAMPLEFrom incoming
From incoming
to taken care of.
A sample scenario to explain the workflow. This preview does not place calls, send messages, or update your systems.
THE REQUEST
“A customer asks about pricing and wants to talk to sales.”THE WORKFLOW
Share approved service information → collect enquiry details → offer a meeting link → assign a sales owner.
Measure what matters
Track response times, qualified enquiries, and completed handoffs.
FROM IDEA TO EVERYDAYA clear process.
A clear process.
A useful outcome.
We build with your team, test against real scenarios, and make sure you know what happens next.
01
Find the friction
We map your current workflow, agree on one useful outcome, and define what success looks like.
02
Build the connections
We connect your tools, configure the rules, and add approvals where human judgment matters.
03
Test, launch, improve
We test typical and edge cases, hand over documentation, and agree on monitoring and support.
Built with boundaries. Scoped access, clear escalation paths, and human approval for sensitive actions are part of the project design.
SCOPE & PRICINGClear expectations.
Clear expectations.
From day one.
We quote after understanding your workflow, integrations, volume, and approval requirements.
Get a tailored quoteYour proposal covers
- Workflow design and agreed integrations
- Testing, exception handling, and handover
- Ownership, access, and documentation
- Optional monitoring and ongoing support
Running costs are separate.
Hosting, AI usage, phone minutes, messages, and software subscriptions may recur. We identify these before you commit.
BEFORE WE BEGINA few
A few
useful details.
What do you need from us?
Your current process, approved source material, integration access, and a team contact to review the workflow. We agree on exactly what is needed during discovery.
What happens when something needs a person?
Exceptions and uncertain results follow an agreed escalation path. Sensitive updates can require a human approval step before the workflow continues.
Can we start with a small pilot?
Yes. Start with one defined workflow and a sample set of scenarios. Validate the outcome before extending the automation.
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