WhatsApp AI chatbot + automation · sales teams of 5+
Your WhatsApp AI should do more than reply.
Answer from your business knowledge, qualify leads, complete configured actions, and involve the right salesperson when needed.
Meta messaging and AI usage charges apply
Full SalesMax CRM included
- WhatsApp AI
- Team inbox
- Calling
- Lead ownership
- Next actions
- Sales pipeline
- Manager view
The conversation qualifies. The next step gets booked.
Real SalesMax product · WhatsApp AI in action
- 700+businesses using SalesMax
- 6,000+paid users
- 2.5 lakhcalls logged daily
- 1 lakhnew leads added daily
WhatsApp automation · every source
Leads come at any hour. Engage them in seconds.
- Meta Ads
- Click-to-WhatsApp Ads
- Google Ads
- IndiaMART
- JustDial
- Website forms
- Lead captured
- Welcome sent
- AI qualifies
- Next action completed
- Owner takes over
Connected source availability depends on setup. See all SalesMax integrations.
AI chatbot for WhatsApp Business
Knowledge. Guidelines. Actions. CRM context.
Configure it like a new employee: what it knows, how it behaves, what it may do, and when a salesperson should take over.
Knowledge
What should it know?
- Products and pricing
- Brochures and FAQs
- Policies
- Business documents
Guidelines
How should it behave?
- Tone and style
- Qualification logic
- What to avoid
- When to involve a person
Actions
What can it do?
- Capture lead details
- Notify a salesperson
- Create a task
- Send or schedule the next step
A useful AI assistant needs more than answers. It needs context, rules, and permission to act.
Beyond auto replies
One WhatsApp conversation can become completed work.
Qualify and capture
- CRM-linked forms
- Structured addresses
- External onboarding links
- Labels and tags
Involve your team
- Notify selected teammates
- Create follow-up tasks
- Open a support ticket
- Update lead context
Move the buyer forward
- Answer product questions
- Send brochures or documents
- Share meeting links
- Send approved templates
Connect other systems
- Fetch configured live information
- Push data through APIs
- Register callbacks or orders
- Use connected tools
Actions require the relevant forms, documents, templates, products, or integrations to be configured.
Human hand-off
AI should know when to bring in a salesperson.
The right teammate receives the lead with qualification answers, conversation context, and the next action already attached.
- AI conversation
- Lead qualified
- Owner notified
- Context and next action attached
- Rep calls or continues on WhatsApp
The owner, customer context, and pending work move with the conversation.
Controlled activation
Build. Test. Refine. Then switch it on.
- 01
Create
Use guided AI setup or configure it manually.
- 02
Teach
Add approved knowledge, guidelines, and actions.
- 03
Test
Run sample chats. Inspect answers and completed actions.
- 04
Activate
Enable it on your WhatsApp channel when ready.
You should not discover how your AI behaves for the first time when a customer messages it.
WhatsApp chatbot pricing
One sales system. No separate third-party bot tool.
The chatbot runs inside SalesMax, so the conversation, owner, and follow-up remain inside the CRM. Platform and usage charges stay explicit.
- SalesMax CRM
- ₹599/user/month + GST
- WhatsApp API / Coexistence Platform
- Rs 12,000/year/number
- AI Chatbot
- Rs 12,000/year
Annual billing · 5-user minimum · Meta messaging and usage-based (wallet) charges apply
A clear fit
Built for businesses where a WhatsApp enquiry becomes sales work.
Strong fit
- Teams receiving significant WhatsApp enquiries
- Sales teams that need a fast first response
- Businesses qualifying prospects before a rep steps in
- Teams losing leads between chat and follow-up
- Businesses that need company-specific answers tied to CRM ownership
Probably not for you if
- A solo user needing only simple auto-replies
- Bulk-message blasting without a managed sales workflow
- A basic keyword or menu bot with no CRM hand-off
Bring one real WhatsApp enquiry
See how it answers, qualifies, and takes the next action.
We will map the enquiry to your knowledge, qualification rules, CRM ownership, and human hand-off.
WhatsApp conversation → owned sales workSee the complete WhatsApp CRM