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 for Retail
Shoppers asking on WhatsApp whether an item is in stock, and where, get one consistent answer and a way to buy.
Shoppers want to know whether an item is in stock, which store has it and how click-and-collect works, and each store tends to answer differently. WhatsApp AI Sales Agent for Retail gives them one consistent answer on WhatsApp, from your inventory exports and store details, recommends products and points them to your online shop. Account questions go to a person.
- Tells shoppers which stores showed the item in stock
- Points shoppers to click-and-collect on your online shop
- Gives one consistent answer across every store
$3,500
20–30 working days
Optional maintenance $249/mo
What it is
WhatsApp AI Sales Agent for Retail gives every store and your online shop one voice on WhatsApp. It answers stock and store questions from your inventory exports, points shoppers to click-and-collect through your ecommerce platform, explains your loyalty scheme from its published rules, and gathers feedback after a purchase.
Why businesses buy it
Retail customers ask the same stock and store questions all day, and each unanswered message is a sale that may go to a competitor. Store staff are busy on the floor, and answers vary from branch to branch. This edition replies on WhatsApp straight away, with one voice across every store, using your stock exports, store details and published rules. Shoppers get a clear answer and a link to buy. The Scope Card fixes the number, the flows, the templates, the connected systems and the test conversations before you buy, so every store knows what it handles.
Problems this solves
Each store gives a different answer to the same stock question
The agent answers stock and store questions from your inventory exports. Every shopper gets the same answer whichever branch or channel they had in mind.
Shoppers do not know they can reserve online and collect in store
The agent points shoppers to click-and-collect through your ecommerce platform. A browsing question can turn into a reserved item ready at their nearest store. Store teams see fewer calls asking them to hold stock.
Loyalty scheme rules confuse customers and frustrate staff
Loyalty questions are answered from your published scheme rules. Store staff no longer field the same explanations at the till, and answers stay consistent. Shoppers get the same explanation in every store.
Feedback after a purchase is rarely collected
An approved template asks for feedback after a purchase. Responses are gathered in one place, so you can compare stores and spot recurring issues. Complaints are routed to a person.
A good fit if
Shoppers message to ask whether a product is in stock at a particular store, and each store answers differently.
Click-and-collect exists, but shoppers on WhatsApp are not told how to use it.
Loyalty scheme questions reach store staff who are serving customers at the till.
You can export stock from your POS or inventory system and run an ecommerce platform alongside your stores.
Not the right fit if
You want shoppers to browse your catalog and complete orders inside WhatsApp. See WhatsApp AI Ecommerce Agent.
Most messages are about returns, faults and existing orders. See WhatsApp AI Support Agent for Retail.
You want feedback from surveys, tickets and calls grouped into clear themes. See AI Customer Feedback Intelligence for Retail.
You want lapsed shoppers re-engaged and reminded to reorder. See WhatsApp AI Retention Agent.
How it works
- A shopper messages your retail WhatsApp Business number with a product or store question, and gets an answer straight away.
- Stock questions are answered from your latest POS or inventory export, naming the stores that showed the item, with a clear note that stock can change.
- Store hours, locations and services come from the documents you supply, the same answer for every branch.
- If the shopper wants to buy, the agent explains click-and-collect and shares the product link from your ecommerce platform.
- Loyalty questions are answered from your published scheme rules, and anything account-specific goes to a person.
- After a purchase, an approved template asks for feedback, which is logged in your CRM.
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.
- Admin access to your WhatsApp Business Platform account and verified Meta Business account, or a request for help with setup.
- The number shoppers will message.
- Regular POS or inventory exports, store details, and your click-and-collect and loyalty rules.
- Access to your ecommerce platform and CRM, shared securely during intake rather than by email.
- Approved wording for feedback request templates.
- Who takes handoffs from each store or the central team, and one decision-maker.
- 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; stores, stock export and rules confirmed.
Weeks 1–2
Stock, store, collection and loyalty flows built.
Week 3
Ecommerce platform and CRM connected; templates to Meta.
Weeks 3–4
40 test conversations across several stores.
Week 4
Two rounds of changes from retail operations.
Go-live
Live on the retail number; 60-minute handoff recorded.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $3,500 |
| Express | 15–25 working days | $4,100 |
| Rush | 10–20 working days | $4,750 |
What you receive at handover
- The Retail WhatsApp sales agent, live on your WhatsApp Business number
- The Retail intent library and workflow templates for stock, click-and-collect, loyalty and feedback
- Up to five message templates submitted for Meta approval
- Connection to up to two agreed systems, such as inventory exports and your ecommerce platform
- A test report from 40 end-to-end retail test conversations
- An admin guide, recorded 60-minute handoff session and 30 days of post-launch support
Expected benefits and how to measure them
- Shoppers can get one consistent answer across stores and online.
- Questions can turn into click-and-collect orders.
- Post-purchase feedback can be gathered from every channel.
- Click-and-collect orders after a chat
- Tag orders that follow a WhatsApp chat in your ecommerce platform, and compare monthly totals.
- Store calls about stock
- Ask stores to tally stock enquiry calls for two weeks before launch and two weeks after.
- Feedback responses
- Count feedback replies per month from the agent's log, against your current feedback method.
Before you start: Record how many stock and loyalty questions stores take each week. Note click-and-collect volume and current feedback numbers.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
You pay for the build once. Ongoing costs sit in your own accounts: WhatsApp conversation fees charged by Meta plus roughly $30 to $150 a month for AI usage and hosting. POS, ecommerce and CRM subscriptions stay as they are.
Build and test usage is billed to the retailer's accounts too.
Ask about running costsCustom requirements
Separate numbers per store, more than 500 products, live stock lookups beyond your exports, or a second language sits outside this Scope Card. Describe the need in a checkout note for a written Change Quote.
Request a custom versionKeep it running
After launch, monthly maintenance keeps WhatsApp AI Sales Agent for Retail accurate as your business changes. We recommend it for this build: monitoring, fixes and monthly hours for small changes. Maintenance starts after the post-launch support period, bills monthly and can be cancelled any month. Unused hours do not roll over.
$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 retail messaging platform charges per store, monthly | A contact center charges per conversation | Ours is one fixed price, shown on this page before you buy |
| Consistency | Each store may run its own WhatsApp account | Answers depend on the operator | Ours gives every store the same answer from your data |
| Stock questions | A generic bot cannot see store stock | Operators phone the store to check | Ours answers from your latest inventory export |
| Delivery | Accounts open fast, flows take weeks | Usually weeks of onboarding | Ours has a fixed delivery time shown before you buy, with faster options |
Questions about this product
Can WhatsApp AI Sales Agent for Retail tell shoppers what is in stock?
Yes, from your most recent POS or inventory export. It names the stores that showed the item and reminds the shopper that stock can change. It does not query tills in real time; live stock lookups would be extra scope, quoted through a Change Quote before any work starts.
Does it handle click-and-collect orders?
It explains how click-and-collect works and shares the product link from your ecommerce platform, where the shopper places the order and picks a store. The order itself runs through your existing system, so stock, payment and collection rules stay as they are. Questions about an order already placed go to your team with the chat attached.
Can shoppers check their loyalty points?
Not in the standard build. The agent answers questions about how your loyalty scheme works from its published rules, and passes account-specific questions, such as a points balance, to a person. Looking up individual balances in your CRM can be scoped through a Change Quote.
What does the retail WhatsApp sales agent cost?
Each delivery speed has a fixed price and timeline, both shown in the price and delivery panel on this page. Faster speeds keep the same scope: one WhatsApp number, two connected systems such as your POS export and ecommerce platform, five flows, five templates, forty test conversations, two rounds of changes and thirty days of support.
Can one agent cover all our stores?
Yes. One WhatsApp number can answer for every store, using the store details and stock exports you supply, and route handoffs to the right branch or central team. The Multi-Location Setup add-on, $2,500, adds branch-level configuration if each store needs its own rules or contacts.
What are the monthly running costs for a retailer?
Meta's WhatsApp conversation fees, plus roughly $30 to $150 a month for AI usage and hosting, all paid from your own accounts. We charge nothing per shopper or message. Monthly maintenance is optional and covers updates such as new stores or loyalty changes.
Guides on this topic
All guides Give every store the same answer on WhatsApp.
Order WhatsApp AI Sales Agent for Retail 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 Support Agent
Resolves customer questions on WhatsApp with human handoff.
WhatsApp Agents
WhatsApp AI Retention Agent
Runs reorder reminders and win-back conversations on WhatsApp.
WhatsApp Agents
WhatsApp AI Ecommerce Agent
Browses catalog, answers product questions and completes orders on WhatsApp.