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 Retention Agent
Lapsing customers get a reorder reminder or win-back message on WhatsApp before they leave for good.
Most lost customers do not leave in anger. They simply forget to reorder. This agent watches your store or CRM for the signal you define, such as no order within a set period, then starts a reorder reminder or win-back conversation on WhatsApp. It handles the replies, answers common objections and passes anyone who needs a person to your team.
- Lapsing customers contacted before they drift to a competitor
- Reorder reminders sent on the cadence you set
- Replies and objections handled inside the same chat
$2,500
20–30 working days
Optional maintenance $249/mo
What it is
WhatsApp AI Retention Agent is an agent that watches for customers who have gone quiet or look likely to churn, then starts a reorder reminder or win-back conversation on WhatsApp before they drift away. It runs on your WhatsApp Business number, reading signals from your store or CRM.
Why businesses buy it
Winning back a customer who has drifted away costs far less than finding a new one, yet most businesses never follow up because nobody has time to watch order history. This agent does the watching and the outreach, on the channel customers actually read, and keeps the conversation going when they reply. The rules for who counts as lapsing, which offer they get and when a person steps in are written into the scope before you order, so nothing goes out that you have not approved.
Problems this solves
Customers quietly stop buying and nobody notices until they are gone
The agent reads purchase or activity signals from your store or CRM. When a customer goes quiet by the rules you set, it starts a win-back conversation on WhatsApp.
Regular buyers forget to reorder and buy elsewhere
Reorder reminders go out on WhatsApp when a customer is due, based on their history. The reminder is a conversation, so they can reply, ask questions and reorder.
Win-back emails get buried in crowded inboxes
Outreach happens on WhatsApp, the channel your customers already prefer. Messages use templates submitted for Meta approval, and replies are handled in the same thread.
Your team has no time to chase lapsed customers one by one
The agent runs retention conversations from your WhatsApp Business number using up to five flows. Staff only step in when a conversation needs a person.
A good fit if
Customers who used to order regularly have gone quiet, and you have no consistent way to reach back out.
You already have a reorder cadence or a win-back offer in mind, and just need it triggered and sent automatically.
Your customers open WhatsApp messages far more reliably than email, so a reminder there actually gets seen.
You want lapsing customers flagged from your store or CRM data, not chased manually by someone on your team.
Not the right fit if
Most of your WhatsApp volume is new prospects, not returning customers going quiet. See WhatsApp AI Sales Agent, which qualifies and pitches new leads.
You need general troubleshooting and FAQ answers, not win-back messaging. See WhatsApp AI Support Agent, which resolves questions from your knowledge base.
You want both voice notes and text handled on the same number. See WhatsApp Voice + Text Agent, which covers both channels.
The message is a plain transactional update, like a shipping notice, with no persuasion involved. See WhatsApp Notification Agent, which sends event-triggered updates and answers simple follow-up replies.
How it works
- We connect to your store or CRM, such as Shopify, WooCommerce, HubSpot or Zoho CRM, and agree the signal that marks a customer as lapsing, for example no order within an agreed number of weeks.
- When that signal fires, the agent starts a WhatsApp conversation with a reorder reminder or a win-back offer, in the wording and tone you approved.
- If the customer replies with a question, an objection, or asks to stop, the agent responds from the rules you set instead of repeating the same message.
- Replies that need a person, such as a complaint or a request outside the offer, hand off to your human agent inbox with the conversation history attached.
- Every message sent and every outcome, ordered again, opted out, or handed off, is logged back to your CRM or a Google Sheet automatically.
- Template messages, pre-approved by Meta, restart the conversation for a customer outside the 24-hour session window, so a lapsed reminder can still be sent.
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 a verified Meta Business account.
- The phone number the retention agent should send from.
- Your reorder cadence, win-back offer, and any FAQs, catalog or booking rules it should follow.
- Approved wording for the message templates Meta needs to review.
- The inbox or person a reply should reach when it needs a human.
- Admin access and API keys for every connected system, such as Shopify or your CRM, shared by adding our team as a user or creating a key you control, never by email.
- Your business information (company basics, hours and brand voice), shared during intake.
- One decision-maker on your side who can approve the messaging 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 lapsing signal, reorder cadence and win-back offer agreed.
Weeks 1–2
Conversation flows, win-back messaging and template wording are built.
Week 3
Your store or CRM is 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 messaging.
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
- A WhatsApp retention agent on your WhatsApp Business number, reading signals from up to two connected systems
- Workflow, prompt and guardrail configuration, including your rules for quiet customers and reorder timing
- Up to five conversation flows and five message templates, submitted for Meta approval
- A test report covering the agreed retention scenarios
- An admin guide and a recorded handoff session
- 30 days of post-launch support
Expected benefits and how to measure them
- Lapsing customers can be reached before they settle with a competitor.
- Repeat orders may arrive more regularly.
- Retention outreach can run without anyone keeping a manual list.
- Repeat purchase rate
- From your store or CRM, compare customers buying again within your usual cycle for a quarter before and after launch.
- Win-back orders
- Match the agent's conversation logs with orders to count lapsed customers who bought again.
- Reminder reply rate
- Divide replies by delivered reminders from WhatsApp delivery data, and review it monthly.
Before you start: Agree what counts as a lapsed customer for your business and count how many fit today. Also record your current repeat purchase rate.
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 offer or a new template. 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 win-back email tool charges monthly per contact list size | A custom build gets quoted after discovery calls | Ours is one fixed price, shown on this page before you buy |
| Scope | A win-back tool ships one generic drip sequence | An agency agrees scope during the project | Ours only sends the reorder and win-back messaging you approved |
| Delivery | A win-back tool can start within days but rules are yours to build | An agency project usually runs several weeks, set per project | Ours has a fixed delivery time shown before you buy, with faster options |
| Handoff | A win-back tool rarely knows when to stop and hand off | An agency build depends on what was agreed | Ours hands a reply to a person with the full conversation attached |
Questions about this product
How much does WhatsApp AI Retention Agent cost?
You can see the fixed build price for each delivery speed in the price and delivery panel on this page. It covers everything on the Scope Card: your lapse rules, reorder and win-back flows, one WhatsApp number, up to two connected systems such as your store or CRM, 40 test conversations and 30 days of support.
What counts as a lapsing customer for WhatsApp AI Retention Agent?
That is a rule you set during intake, not something the agent decides alone, for example no order within an agreed number of weeks, or a subscription approaching renewal without action. The agent watches your store or CRM for that signal and starts the reorder reminder or win-back conversation once it fires.
What does WhatsApp AI Retention 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.
Where does WhatsApp AI Retention Agent stop and WhatsApp Notification Agent start?
WhatsApp AI Retention Agent starts a conversation meant to bring a lapsing customer back, with replies and objections handled in the chat. WhatsApp Notification Agent sends a plain transactional update, such as an order status or appointment reminder, with no persuasion involved. Choose Retention when the message needs to win someone back, and Notification when it only needs to inform.
What do we need to provide before WhatsApp AI Retention Agent can launch?
We need admin access to your WhatsApp Business Platform account, a verified Meta Business account, the rule that defines a lapsing customer, your reorder cadence or win-back offer, access to the store or CRM that holds order history, and the inbox a reply should reach when it needs a person.
Will customers know a bot is sending the win-back message?
Yes, the conversation opens with a short disclosure in your own wording, so customers know before they read the offer. 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.
Do WhatsApp win-back messages reach customers with US phone numbers?
Only in part. Since April 2025, Meta has paused marketing template messages to US (+1) numbers, and most win-back offers count as marketing. Utility messages, replies inside the customer service window and click-to-WhatsApp ad conversations still work. We recheck Meta's status every quarter, so ask us before ordering for a mainly US customer base.
Can we add a new win-back offer later?
Yes, updating the offer or the reorder cadence within the existing conversation flows fits inside the monthly change hours of maintenance. A brand-new flow beyond the five included, or a new connected system, comes through an add-on, quoted before it starts.
Guides on this topic
All guides Win customers back before they forget why they chose you.
Order WhatsApp AI Retention Agent today and it goes live on a fixed delivery date. The scope above is exactly what you get, in writing, before you pay.
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