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 Support Agent for Retail
Shoppers get the same stock, store, collection and loyalty answers on WhatsApp, whichever branch or channel they use.
Shoppers ask the same things in every branch: is it in stock, what time do you close, is my order ready, how many points do I have. When each store answers differently, trust slips. This agent replies on WhatsApp from one approved set of information and your own stock and order data, so every shopper gets the same answer. Disputes and complaints still go to your team.
- Store-level stock answers from your latest inventory export
- Click-and-collect and loyalty questions handled without staff time
- One approved set of answers for every branch
$3,500
20–30 working days
Optional maintenance $249/mo
What it is
WhatsApp AI Support Agent for Retail gives shoppers consistent answers on WhatsApp across your stores and online: stock and store questions from inventory exports, click-and-collect status, loyalty balance questions from your CRM, and feedback captured for your team. Refunds, complaints and anything unusual go to a person.
Why businesses buy it
Retail teams spend hours on messages that are really the same handful of questions, and the answers drift from store to store. A shopper told one thing in a branch and another online stops trusting both. This agent answers stock, collection, hours and loyalty questions consistently, around the clock, and passes anything sensitive to a person. Because the scope is fixed and written, you know which stores, systems and flows are covered before you buy, and changing a policy later means updating one document rather than retraining every branch.
Problems this solves
Shoppers get different answers depending on which store they ask
Stock and store questions are answered from your inventory exports. Every shopper gets the same information on WhatsApp, whether they shop in a branch or online.
Click-and-collect customers keep asking whether their order is ready
The agent checks click-and-collect status and replies in the chat. Store teams spend less time on the phone and more time with customers in the shop.
Loyalty balance questions need staff to look up accounts
Loyalty balance questions are answered from your CRM, when it is one of the two connected systems. Customers see their balance without queuing at the till.
Refunds and complaints need a person, not an automated reply
Refunds, complaints and anything unusual go to a person on your team. Feedback is captured along the way, so you can see what customers are saying across all stores.
A good fit if
Shoppers message to ask whether an item is in stock at a particular store, and staff have to check the system or call the branch.
Different stores give different answers on returns, opening hours or loyalty, and you want one consistent version.
You offer click-and-collect, and customers keep asking whether their order is ready to pick up.
Stock and sales data come from POS or inventory exports, alongside an ecommerce platform and a customer CRM.
Not the right fit if
You want shoppers to browse and buy inside WhatsApp. See WhatsApp AI Ecommerce Agent.
The goal is promoting products and driving sales through WhatsApp. See WhatsApp AI Sales Agent for Retail.
You need customer feedback analyzed into themes across stores. See AI Customer Feedback Intelligence for Retail.
Complaints need logging, tracking and resolving end to end. See AI Customer Complaint Agent for Retail.
How it works
- A shopper messages your WhatsApp Business number, and the agent answers in your brand's tone with a short note that it is automated.
- Stock questions are answered from your POS or inventory exports, by product and store, with a clear note of when the data was last refreshed.
- Store questions, such as opening hours, services and returns policy, come from one approved set of documents, so every branch gives the same answer.
- Click-and-collect customers give their order number, and the agent reads the status from your ecommerce platform and confirms the pick-up store.
- Loyalty questions, such as how points work or a member's balance, are answered from your scheme rules and, with the CRM connected, the member's record.
- Feedback is captured and passed to the right store or team, and approved templates send messages such as a collection-ready notice.
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, and the number to use.
- POS or inventory exports, plus access to your ecommerce platform or CRM, shared securely and never by email.
- Store list with hours and services, your returns policy and loyalty scheme rules.
- Wording for collection-ready and other templates for Meta approval.
- Who receives feedback and handed-over chats, by store or centrally.
- Retail examples, such as past shopper messages, and one decision-maker for sign-off.
- 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; store list, stock exports and routing agreed.
Weeks 1–2
Stock, store, collection and loyalty flows built from the Retail template.
Week 3
Inventory exports and ecommerce platform connected; templates sent to Meta.
Weeks 3–4
Forty end-to-end shopper conversations tested across several stores.
Week 4
Your review and two rounds of changes.
Go-live
Live on WhatsApp, recorded handoff session for store and central teams, support starts.
| 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 support agent, live on your WhatsApp Business number
- The Retail intent library and workflow templates for stock, click-and-collect, loyalty, feedback and handoff
- Up to five message templates submitted for Meta approval
- Connection to up to two agreed systems, such as inventory exports and your CRM
- A test report from 40 end-to-end retail support conversations
- An admin guide, recorded 60-minute handoff session and 30 days of post-launch support
Expected benefits and how to measure them
- Customers can get the same answer across every store and online.
- Store teams can take fewer status and stock calls.
- Feedback can be gathered and compared across locations.
- Store calls about orders and stock
- Ask stores to tally these calls for two weeks before launch and two weeks after.
- Chats resolved without staff
- Count chats closed by the agent each week, from its log.
- Feedback captured
- Track feedback entries per store per month, compared with your current method.
Before you start: Record how many order, stock and loyalty questions stores handle each week. Note how feedback is collected now and how much comes in.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build is a single payment. Running it costs Meta's WhatsApp conversation fees in your own account, plus roughly $30 to $150 a month for AI model usage and hosting. Your POS, ecommerce and CRM subscriptions stay the same.
AI usage during the build and testing is billed to your accounts as well, so the retailer keeps every provider relationship.
Ask about running costsCustom requirements
A third connected system or more than five flows comes as a written Change Quote of your checkout note.
Request a custom versionKeep it running
Monthly maintenance is recommended: monitoring, fixes and monthly change hours for things such as a new store, seasonal hours or a changed returns policy. It begins after the 30 days of support.
$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 tool bills monthly per store or seat | A contact center bills per contact | Ours is one fixed price, shown on this page before you buy |
| Stock answers | Rarely sees store-level stock | An agent checks or calls the branch | Ours answers from your inventory exports by store |
| Consistency | Depends on how each flow was written | Depends on who answers | Ours answers every store from one approved source |
| Delivery | Days to install, weeks to configure | Usually several weeks, set per project | Ours has a fixed delivery time shown before you buy, with faster options |
Questions about this product
Can WhatsApp AI Support Agent for Retail check stock at a specific store?
Yes, from your POS or inventory exports, by product and store. The agent tells the shopper what the latest export shows and when it was refreshed, so nobody is promised an item that has since sold. It does not reserve or hold items unless a Change Quote adds that.
How does the retail edition keep answers the same across stores?
Every answer about hours, services, returns and loyalty comes from one approved set of documents, rather than from whoever picks up the message. Store-specific details, such as opening hours, sit in that set too. When a policy changes, it is updated once and every store's answers change together.
Can shoppers check a click-and-collect order?
Yes, when your ecommerce platform is one of the two connected systems. The shopper gives an order number, and the agent reads whether it is ready and at which store. Approved templates can also send a collection-ready message when your rules allow.
Can members ask about their loyalty points?
Yes. General questions about how the scheme works are answered from your rules. With your CRM connected, a member can ask about their own balance after confirming who they are using the checks you set. Disputes about points go to your customer team.
What is the price of the Retail edition, and how soon can it launch?
The panel on this page lists the fixed price for each delivery speed before you check out. Every speed includes the same retail build: the Retail template, your inventory and ecommerce or CRM connections, one approved document set for every branch, 40 test conversations with shopper scenarios, two rounds of changes and 30 days of support.
What does a retailer pay each month to run it?
Meta's WhatsApp conversation fees in your own account, plus roughly $30 to $150 a month for AI model usage and hosting. There is no fee per store, shopper or message from us. Monthly maintenance is optional and covers seasonal hours and policy changes.
Guides on this topic
All guides Give every store the same right answer.
Order WhatsApp AI Support 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
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WhatsApp AI Ecommerce Agent
Browses catalog, answers product questions and completes orders on WhatsApp.
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WhatsApp AI Retention Agent
Runs reorder reminders and win-back conversations on WhatsApp.
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WhatsApp Notification Agent
Sends transactional notifications and answers follow-up questions.