Lead processing system from WhatsApp with automation and transfer to the manager

Good day.
I am ready to take your project into work.
I can implement such a system for you using low-code tools.
Write to me privately, we will discuss all the details with you and choose the best solution for you.

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Good day, Nikita.

For international traffic — only the official WhatsApp Business API (Meta Cloud API or Twilio), otherwise the account will be blocked. This is critical.

How I will implement it:
— WhatsApp: Meta WABA / Twilio — stable, scalable for any volume
— AI qualification: Claude API — responds to standard requests, recognizes when a manager is needed (function calling for precise routing)
— Dialogue transfer: the manager receives a notification + full context of the correspondence
— Manager interface: Telegram bot or web panel of choice
…
Question before starting: do you already have a verified WhatsApp Business account? If not — Meta verification will take 1-2 weeks, better to start in advance.

Ready to discuss the details.

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Good day! I have reviewed your request regarding WhatsApp automation for international traffic.

I am creating a solution based on Planfix — this is an operational system for business, where the AI assistant not only "responds in chat," but is part of your CRM. This allows eliminating the chaos of a "zoo" of separate services and ensures a seamless transfer of the client from the bot to the manager.

How we will implement your request:

AI filtering and first line: We will connect OpenAI directly to your WhatsApp through Planfix. The assistant will instantly respond to typical requests, removing 70-80% of routine tasks from the team.

Smart context transfer: When the AI understands that a human is needed (or the client requests an operator), it automatically creates a message for the manager. The main advantage: the manager sees the entire previous dialogue between the AI and the client in a convenient feed in Planfix and simply continues the conversation.
…
Notifications and interface: Managers receive instant push notifications (in the mobile app or desktop version). The AI can be configured to prepare a short summary of the client's request for the manager before connecting.

Stability and scalability: Since we use a direct connection Planfix ↔ OpenAI without unnecessary intermediaries, the system reliably withstands any increase in traffic. You can easily add new languages or new channels (Instagram, Telegram) without losing the overall logic.

Result: you get not just a bot, but a smart assistant that works 24/7, qualifies leads, and structures the work of your sales department.

I have experience implementing similar high-load cases. I am ready to discuss technical details and demonstrate the logic of the assistant's work in the system.

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Hello! I have carefully reviewed your project and am ready to start working. I guarantee quality and timely execution.

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Hello! I am ready to complete your task, I have experience working with similar projects.

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Hello.

It is better not to create something from scratch, but to assemble a proper solution based on ready-made services with the integration of WhatsApp API. This will be more stable and easier to scale.

You can set up auto-responses to typical questions, basic logic (who is looking for what), and at the right moment, transfer the dialogue to a manager with context. Plus, create a convenient interface where the manager can see all dialogues and quickly connect.

I have done similar things — setting up chat logic, auto-responses, and transferring to managers.

In terms of time — about 5 days.
…
In terms of price — $180 (excluding services and API).

If that's okay, let's discuss what the current flow is and what typical questions are coming in — it's better to build the logic around that right away.

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Hello!

The task is clear — to build a pipeline for processing a large stream of WhatsApp leads from international traffic: AI responds to typical inquiries, complex cases are automatically escalated to a manager with the full context of the dialogue.

I have production experience with similar systems — I have built AI agents with GPT/Claude integration, dialogue state machines, context transfer between AI and humans, and integrations with messaging platforms.

How I plan to implement it:
1. WhatsApp integration: through the official WhatsApp Business API (Twilio, 360dialog, or Meta Cloud API depending on the volume). This is critical — for international traffic and scaling, official integration is needed, not gray solutions that get blocked.
2. AI layer for first contact: Claude or GPT-4 with a system prompt tailored to your specifics. Request classification: typical question → AI responds, complex case → escalation to the manager. Intent recognition through function calling, not just a generic chatbot.
… 3. Handoff to the manager: when AI determines that a human is needed — the dialogue automatically transitions to the CRM/Telegram/web interface of the manager with full context (message history, summary from AI, reason for escalation). The manager sees what was discussed and can immediately engage.
4. Architecture for scaling: task queue (Celery/Redis), asynchronous processing, ability for horizontal scaling when the flow increases.
5. Optionally: knowledge base (RAG) so that AI can answer questions about your products/terms from your documentation, rather than making things up.

A few questions for accurate estimation:
1. Estimated volume of inquiries per day/month? This determines the choice of WhatsApp API provider and architecture.
2. Where do managers currently connect — is there a CRM/Telegram, or does an interface need to be built from scratch?
3. What typical inquiries make up 80% of the flow? This is critical for designing AI logic.
4. How many languages need to be supported?

Approximately: $800–1400 for a basic MVP, 7–10 working days. More precise after responses. Ready for long-term support, scaling, and to discuss details.

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