A WhatsApp AI agent that already knows your CRM.
Customers expect answers on WhatsApp in seconds. The Baap WhatsApp Agent replies around the clock, captures and qualifies leads straight into Baap CRM, sends order and payment updates from Commerce and Invoicing, and hands the chat to a person when it needs one.
- CustomerHi, is the blue office chair in stock?
- WhatsApp AgentYes, it's in stock with delivery in 2 to 3 days. Would you like me to reserve one?
- CustomerYes. Do you deliver to Pune?
- WhatsApp AgentWe do. I've created your order and sent a payment link. You'll get tracking here once it ships.
- CustomerPerfect, thanks.
Lead created in CRM · order placed · payment link sent
Example conversation
How it works
Customer messages
A WhatsApp message starts a conversation with the agent.
Agent answers
It replies using your catalogue, policies and the customer's history in Baap CRM.
Takes action
Creates the lead or order, sends a payment link or schedules a follow-up.
Keeps them updated
Order, delivery and payment updates go out automatically from Commerce and Invoicing.
What the agent handles
24/7 replies
Answers product, pricing, stock and policy questions instantly.
Lead capture
Creates and qualifies leads in Baap CRM from every new chat.
Orders
Checks stock and places orders in Baap Commerce.
Payment reminders
Sends invoice and overdue-payment reminders from Invoicing.
Delivery updates
Shares order, dispatch and delivery status automatically.
Human handover
Passes complex or sensitive chats to your team with full context.
Frequently asked questions
Do I need to set up API keys or integrations?
No. Baap CRM, Commerce, Invoicing and BoardView are native nodes in AI Workflow Automation, so the WhatsApp Agent can read and update them without API keys or field mapping.
What does WhatsApp messaging cost?
WhatsApp Bots are included in BoardView Business. Meta's conversation fees are passed through at cost, with no markup.
Can a person take over the chat?
Yes. The agent hands complex, sensitive or high-value conversations to your team with the full chat history.
Can it send updates proactively?
Yes. Order, delivery, appointment and payment updates can be sent automatically using approved WhatsApp templates.
Does it work with other channels?
Yes. Baap also includes Calling, Email and Chat agents, so the same customer history follows them across phone, email, website chat and WhatsApp.
