Customer Support and Voice AI
AI receptionist for small business: calls, bookings and handoffs
What an AI receptionist does on a real call, the rules that apply, a sample greeting and a pass/fail checklist to launch one safely.
WhatsApp Agents
WhatsApp AI Sales Agent
Leads pitched, objections handled and orders closed or handed off, inside the WhatsApp chat they already opened.
Customers message you on WhatsApp ready to ask, compare and buy, but replies often arrive hours later. WhatsApp AI Sales Agent answers straight away on your own business number, qualifies interest, pitches from your materials, handles common objections and sends a payment or order link when they are ready. Larger deals go to a rep with the chat attached.
- Replies to WhatsApp leads the moment they message you
- Handles common objections using your own sales materials
- Closes with a payment link or hands off to a rep
$2,500
20–30 working days
Optional maintenance $249/mo
What it is
WhatsApp AI Sales Agent is an AI agent that sells inside your WhatsApp chats: it qualifies interest, pitches from your own materials, handles common objections, and either closes the sale or hands the chat to a rep. It runs on your WhatsApp Business number.
Why businesses buy it
A lead who messages on WhatsApp expects a reply in minutes, not after lunch. Slow replies send them to a competitor, and reps waste hours answering the same early questions. This agent handles the first part of every sales conversation consistently, using only your pitch and pricing, and passes serious buyers to your team at the right moment. You sell around the clock without hiring for it. The Scope Card fixes the number, the flows, the templates, the connected systems and the forty test conversations before you buy, so the agent sells only what you approved.
Problems this solves
WhatsApp sales chats wait hours for a reply
The WhatsApp AI Sales Agent replies on your WhatsApp Business number as soon as a chat opens. It qualifies interest and keeps the buyer engaged instead of leaving them on read.
Reps answer the same product questions in chat all day
Answers come from your own materials, up to 100 documents or a catalog of up to 500 products. Reps step in only for chats that need them.
Buyers stop replying after a price or delivery objection
Common objections are handled with responses you approve. The agent keeps the conversation moving toward a sale or a handover to a rep. Answers stay accurate because they come from your materials.
Ready buyers wait while a rep finishes another chat
When a buyer is ready, the agent closes the sale within your rules. Otherwise it hands the chat to a rep with the history attached. Nobody has to ask the same questions twice.
A good fit if
Customers already message your business on WhatsApp asking about price and availability.
You have a pitch and a set of common objections your reps already answer the same way each time.
You want a lead qualified and warmed up in chat before a rep ever joins the conversation.
You are comfortable with a sale closing inside WhatsApp, using a payment or order link, rather than only over the phone.
Not the right fit if
Most incoming messages are troubleshooting questions, not sales enquiries. See WhatsApp AI Support Agent, which answers from a knowledge base.
Customers mainly know what they want and just need to place it. See WhatsApp AI Order Agent, a narrower, transactional build.
You want customers to browse a full catalog and get recommendations, not just be pitched one thing. See WhatsApp AI Ecommerce Agent.
You are sending outbound messages to a list, not answering people who message first. See WhatsApp AI Campaign Agent.
How it works
- A customer messages your WhatsApp Business number first, which opens a session so the agent can reply freely for 24 hours.
- The agent asks a few qualifying questions, then pitches from the product information and pricing you approved, nothing invented.
- Common objections, on price, timing or fit, are answered using the talking points your reps already rely on.
- When the customer is ready, the agent sends a secure payment or order link, or moves the chat to a human closer if you prefer.
- Every message, the objections raised and the outcome are logged to your CRM, so no context is lost at handoff.
- Template messages, pre-approved by Meta, are used to restart a conversation once the 24-hour session window has closed.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- Your business information (company basics, hours and brand voice), shared during intake.
- Your WhatsApp Business Platform account, or help getting one set up if you do not have one yet.
- A verified Meta Business account, since Meta requires this before a number can send business messages.
- Your pitch, pricing, FAQs and the objections your reps answer most often.
- The phone number the agent should use, and wording for any message templates that need Meta's approval.
- The inbox or the person a chat should hand off to when a customer is ready to buy or needs a human.
- Admin access and API keys for every connected system, shared by adding our team as a user or creating a key you control, never by email.
- One decision-maker on your side who can approve the pitch and sign off on launch.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified and your pitch and objection handling agreed with you.
Weeks 1–2
Conversation flows, the pitch and template messages are built.
Week 3
Your CRM and ecommerce platform are connected, and templates go to Meta for approval.
Weeks 3–4
40 end-to-end test conversations run, with transcripts sent to you.
Week 4
Your review and two rounds of changes to the pitch.
Go-live
Live, with a recorded handoff session, and support starts.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $2,500 |
| Express | 15–25 working days | $2,950 |
| Rush | 10–20 working days | $3,400 |
What you receive at handover
- WhatsApp AI Sales Agent, configured and live on your WhatsApp Business number
- Workflow, prompt and guardrail configuration for up to five conversation flows
- Up to five message templates submitted for Meta approval
- Connection to up to two agreed systems, with answers from your documents or product catalog
- A test report from 40 end-to-end test conversations
- An admin guide, recorded 60-minute handoff session and 30 days of post-launch support
Expected benefits and how to measure them
- Buyers who message you can get an answer straight away.
- Reps can spend their time on chats close to a sale.
- Objections can be answered the same approved way every time.
- First reply time
- Compare average first reply time in WhatsApp chats, from your inbox tool, before and after launch.
- Chats leading to a sale
- Count WhatsApp chats that end in an order or handover, compared with the month before.
- Rep chat load
- Track chats handled by reps each week from your WhatsApp inbox, before and after go-live.
Before you start: Export a month of WhatsApp chats with first-reply times and outcomes. Note how many reps cover the channel and when.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build price is one-time. Running it is paid in your own accounts: WhatsApp conversation fees charged by Meta, plus roughly $30 to $150 a month for AI model usage and hosting.
AI usage during the build and testing is also billed to your accounts, so you keep ownership of every provider relationship, including Meta's. Nothing runs through us.
Ask about running costsCustom requirements
If you need something outside the Scope Card, add a note at checkout. You get a written Change Quote, and that work only starts once you accept it. Larger or bespoke projects go through the Custom AI request form instead.
Request a custom versionKeep it running
We recommend monthly maintenance, which covers monitoring, fixes and monthly change hours for things such as an updated pitch or a new objection response. Maintenance starts after the 30 days of included support and can be cancelled any month.
$249/mo (the minimum fee, includes 2 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A WhatsApp chatbot platform charges monthly per agent seat | A custom build gets quoted after discovery calls | Ours is one fixed price, shown on this page before you buy |
| Scope | A WhatsApp chatbot platform ships generic sales flows you adapt | An agency agrees scope during the project | Ours is built on the pitch and objections you already use |
| Meta approval | A WhatsApp chatbot platform leaves template approval to you | An agency build depends on what was agreed | Ours submits up to five templates for Meta's approval as part of the build |
| Delivery | A WhatsApp chatbot platform needs weeks of flow building | An agency project usually runs several weeks, set per project | Ours has a fixed delivery time shown before you buy, with faster options |
| What it does | A WhatsApp chatbot platform rarely separates selling from support or ordering | An agency build depends on what was agreed | Ours is built to sell; support and ordering are separate products |
Questions about this product
How much does WhatsApp AI Sales Agent cost?
The fixed build price for each delivery speed is shown in the price and delivery panel on this page, and it covers everything on the Scope Card. That includes the build on your WhatsApp Business number, template submission to Meta, forty end-to-end test conversations, two rounds of changes and thirty days of support after launch.
Can WhatsApp AI Sales Agent actually close a sale inside the chat?
Yes, once a customer is ready, it can send a secure payment or order link directly in the conversation, or hand the chat to a human closer if that is how your team prefers to finish larger deals. You choose which path applies at checkout, and both are tested during the 40 end-to-end conversations before launch.
What does WhatsApp AI Sales Agent cost to run each month?
Running costs include WhatsApp conversation fees charged directly by Meta, plus roughly $30 to $150 a month for AI model usage and hosting. You pay those providers directly, in your own accounts, so you keep ownership of every relationship, including your Meta Business account. We charge nothing per conversation.
WhatsApp AI Sales Agent vs WhatsApp AI Order Agent: what's the real difference?
WhatsApp AI Sales Agent pitches, handles objections and works to close a sale; WhatsApp AI Order Agent is narrower, taking and confirming orders a customer has already decided on. Choose Sales Agent when persuasion is part of the job, Order Agent when it is not.
What do we need from you to build WhatsApp AI Sales Agent?
We need your WhatsApp Business Platform account and a verified Meta Business account in your name, the phone number to use, your pitch and pricing, and the objections your reps answer most. Tell us how a sale should finish, by payment link or a rep, and which inbox takes handoffs. Access is shared securely, never by email.
Will leads know they're chatting with an AI sales agent?
Yes, the conversation opens with a short disclosure in your own wording, so customers know before they engage. Meta's WhatsApp Business Platform expects clarity about automated messaging. You approve the exact wording during intake, and it can be changed later through monthly maintenance.
Can we add new products or objections to the pitch later?
Yes, updating pricing, adding a product or refining an objection response fits inside the monthly change hours of maintenance. A new conversation flow entirely, such as a separate pitch for a different product line, comes through the Additional Workflow add-on, quoted before it starts.
Guides on this topic
All guides Sell where the conversation already is.
Order WhatsApp AI Sales Agent today and it goes live on a fixed delivery date. The scope above is exactly what you get, in writing, before you pay.
Works well with
WhatsApp Agents
WhatsApp AI Ecommerce Agent
Browses catalog, answers product questions and completes orders on WhatsApp.
WhatsApp Agents
WhatsApp AI Lead Qualification
Qualifies inbound WhatsApp leads and routes them to sales.