WhatsApp Business Automation

Your customers are already on WhatsApp. codeX sets up the official WhatsApp Business Platform with AI replies, a shared team inbox, broadcast campaigns and CRM integration, so no message goes unanswered.

Why automate WhatsApp?

In Lebanon and across the Gulf, WhatsApp is where customers ask questions, request prices and confirm bookings. Most businesses still answer from one or two phones, which means slow replies after hours, lost conversations when staff change, and no record of who asked what.

The WhatsApp Business Platform (the official API from Meta) solves this. Several team members can work from one shared number, an AI assistant can answer instantly, approved message templates let you send reminders and campaigns, and every chat can be saved to your CRM.

codeX handles the full setup: Meta business verification, the API connection, message templates, the AI assistant, a team inbox and integration with your CRM or ERP. We also build the automations around it — order and payment confirmations, appointment reminders and follow-ups for leads that went quiet.

What we set up

Everything you need to run sales and support on WhatsApp at scale.

Official WhatsApp API Setup

Official WhatsApp API Setup

Business verification, number registration, display name and message templates through Meta's WhatsApp Business Platform.

AI Auto-Replies

AI Auto-Replies

An AI assistant answers common questions instantly in English and Arabic and qualifies new leads.

Shared Team Inbox

Shared Team Inbox

Your whole team works from one number, with assignment, notes and full chat history.

Broadcasts & Campaigns

Broadcasts & Campaigns

Send approved offers, announcements and updates to opted-in customer lists, and track replies.

Reminders & Notifications

Reminders & Notifications

Automatic order confirmations, payment links, appointment reminders and delivery updates.

CRM & ERP Integration

CRM & ERP Integration

Every conversation and lead is saved to your CRM or ERPNext against the right customer.

How we get you live on WhatsApp

A clear setup path, from Meta verification to automated conversations.

Plan
STEP 1

Plan

We agree your use cases: support, sales, reminders, campaigns or all of them.

Verify & connect
STEP 2

Verify & connect

We complete Meta business verification and connect your number to the WhatsApp Business Platform.

Automate
STEP 3

Automate

We build AI replies, message templates, reminders and routing rules.

Integrate
STEP 4

Integrate

We connect WhatsApp to your CRM, ERP, store or booking system.

Train & support
STEP 5

Train & support

We train your team on the inbox and keep improving replies after launch.

Who it's for

  • Sales teams

    Teams that get most of their leads through WhatsApp and need faster replies and follow-up.

  • Online stores

    Order confirmations, payment links, delivery updates and abandoned-cart reminders.

  • Clinics, schools and service providers

    Bookings, reminders and registrations handled without phone tag.

  • Businesses with several branches

    One number and one inbox for every branch, with chats routed to the right team.

Real project

Nakhal Group

WhatsApp is one of the core channels in the omnichannel AI assistant codeX is building for Nakhal Group: customers can ask questions and start bookings on WhatsApp, and every conversation is saved to the group's unified CRM.

Frequently asked questions

What is the difference between the WhatsApp Business app and the WhatsApp Business API?

The free WhatsApp Business app works on one or a few phones and suits very small businesses. The WhatsApp Business Platform (API) lets a whole team share one number, adds AI and automation, sends approved templates and campaigns, and connects to your CRM. codeX sets up the API.

Can we keep our current WhatsApp number?

Usually yes. The number can be moved to the WhatsApp Business Platform; chat history on the phone app is not transferred, so we plan the switch-over with you to avoid disruption.

Can we send bulk messages on WhatsApp?

Yes, to customers who have opted in, using message templates approved by Meta. This keeps your number in good standing and avoids blocks. Meta charges per conversation according to its published rates.

Can the WhatsApp chatbot reply in Arabic?

Yes. The AI assistant replies in English, Arabic and common Lebanese and Gulf dialects, and hands over to your team when needed.

Does it connect to our CRM?

Yes. codeX connects WhatsApp to HubSpot, ERPNext and other CRMs, so every chat and lead is saved against the right customer.

How long does setup take?

The technical setup can be done within days once Meta verification is approved; verification timing depends on Meta. AI replies and integrations are then added in the following weeks.

Talk to codeX about whatsapp automation

Book a free 30-minute consultation. We review your needs and send you a short written proposal.