# WhatsApp AI Agent Connected to Your CRM

URL: https://baapcompany.com/ai-agents/whatsapp-ai-agent-with-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.

### How it works

1. **Customer messages**: A WhatsApp message starts a conversation with the agent.
2. **Agent answers**: It replies using your catalogue, policies and the customer's history in Baap CRM.
3. **Takes action**: Creates the lead or order, sends a payment link or schedules a follow-up.
4. **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.

Products: Baap CRM, Baap Commerce, AI Workflow Automation, BoardView

### FAQ

**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.

Source: https://baapcompany.com/ai-agents/whatsapp-ai-agent-with-crm/