WhatsApp for Smarter Sales & Stronger Customer Connections
WhatsApp for Smarter Sales &
Stronger Customer Connections
Monitor lead engagement and behavior to identify high intent prospects showing real buying interest.
- Multiple WhatsApp
Numbers - Shared
Team Inbox - Official WhatsApp
Business API - CRM + Meta Ads +
Google Ads Integration


WhatsApp Team Inbox
Give your entire team one shared inbox to manage customer chats from one or multiple WhatsApp numbers. Assign conversations, add internal notes, track response times, and ensure every inquiry gets the right response from the right team member.
With multi-sender access, admins can connect multiple WhatsApp numbers and assign specific numbers to specific users or teams. Team members can only view and use the numbers and chats assigned to them, keeping conversations private and controlled.
This helps businesses manage sales, support, marketing, partnerships, branches, and other department chats without mixing conversations or exposing private customer communication.
What’s Included
Shared team inbox
Multiple agents on one WhatsApp number
Multiple WhatsApp sender numbers
User-wise number assignment
Chat-specific access control
Private chat access
Department-wise visibility
Conversation assignment
Internal team notes
Response tracking
Complete conversation history
Admin-level access across all numbers
Manage Multiple
WhatsApp Numbers
Use separate WhatsApp numbers for sales, support, marketing, admin teams, branches, bookings, and payments. Manage every number from one CRM, route chats to the right department, and maintain complete visibility across all conversations.
What’s Included
Multiple business WhatsApp numbers
Department-wise chat management
Team-wise conversation routing
Chat transfers between teams
Centralized visibility across all numbers


WhatsApp AI Agent Integration
Automate Replies, Solve Inquiries, And Qualify Leads On WhatsApp. Turn your WhatsApp number into an AI-powered customer engagement channel. Our AI Agent responds to incoming WhatsApp chats, answers customer questions, collects details, qualifies leads, and supports your team in real time.
Train the AI Agent with your company’s business knowledge using PDFs, documents, website pages, and other knowledge content. It can understand your information and provide more accurate, relevant answers to customer inquiries.
What The AI Agent Can Do
Send automated WhatsApp replies
Answer customer inquiries in real time
Collect lead and customer information
Ask qualification questions
Mark leads as qualified or unqualified
Handle common sales and support queries
Share pricing or service-related information
Allow human agents to take over anytime
What You Can Set Up
AI Agent tone and communication style
Welcome message
Callback message
Pricing-related responses
Sales agent behavior
Signature settings
Business knowledge source
Website activation
WhatsApp number connection
Smart WhatsApp Chat Management
Keep every customer conversation organized and easy to act on.
Filter chats by status, assigned agent, tags, department, or lead stage. Search previous conversations, prioritize follow-ups, and view customer information without switching screens.
Manage Chats With
Smart filters
Customer tags and labels
Lead status tracking
Priority follow-ups
Searchable chat history
Customer profile and timeline


WhatsApp Broadcast Campaigns
Send personalized WhatsApp campaigns to thousands of customers and prospects
at scale.
Promote products, share offers, announce services, invite customers to events, and send relevant updates.
Send Campaigns With
Images and videos
PDFs and documents
Product catalogs
CTA buttons
Approved templates
Personalized customer data
One-to-One Customer Messaging
Chat personally with every lead and customer from one screen. View their CRM profile, past chats, calls, emails, quotations, deals, notes, and follow-up activity while responding.
What Your Team Can Do
Send WhatsApp messages
Make calls
Send emails
Update lead stages
Add notes and tasks
View complete customer history


WhatsApp Automation
Automate customer engagement without manual follow-ups.
Create automated journeys that send the right message when a customer submits an enquiry, books a meeting, receives a quotation, makes a purchase, or needs a reminder.
Automate Messages For
New lead inquiries
Birthday wishes
Proposal follow-ups
Feedback requests
Booking confirmations
Purchase thank-you messages
Payment reminders
Re-engagement campaigns
WhatsApp Forms, Flow & Lead Qualification
Guide customers through simple self-service journeys directly inside WhatsApp. Ask the right questions before a sales call, collect requirements, schedule appointments, and route customers to the right team.
With WhatsApp Forms, customers can submit their details directly inside WhatsApp without going to an external landing page. Every form submission is automatically saved in AiEngage CRM for follow-up and tracking.
Use WhatsApp Flows For
Lead qualification
Appointment booking
Product selection
Service requests
Support requests
Event registrations
Enquiry forms
Customer feedback
Callback requests
Capture Details
Name and phone number
Email address
Budget
Location
Requirement
Product or service interest
Preferred time
Appointment preference
Custom questions


Customer Segmentation
Send the right WhatsApp message to the right customer.
Create targeted customer segments based on purchase history, customer behavior, location, tags, interests, lead stage, and custom attributes.
Target Customers
Customers interested in a specific product
High-value customers
Customers inactive for 90 days
Customers with pending quotations
Event attendees
Customers celebrating birthdays
Complete CRM Integration
Connect Meta and Google Lead Ads with AiEngage CRM to capture every lead as soon as a form is submitted.
Sync lead submissions in real time, configure each lead form individually, map form fields to the right CRM fields, and route leads to the appropriate sales team. Track connection status, sync activity, delivery time, and failed submissions from one dashboard.
What You Can Manage
Real-Time Lead Sync
Lead Routing
Form-Level Configuration
Sync Status
Field Mapping
Event Monitoring


Manage Dashboard & Analytics
Track WhatsApp performance with real-time dashboards and reports. Know how quickly your team is responding, which campaigns are performing, and where leads need attention.
Target Customers
Response time
Campaign performance
Pending chats
Customer responses
Agent performance
Lead conversion rates
Messages sent
Revenue attribution
Delivery and read rates
Follow-Up status
Turn Every WhatsApp Chat Into a Business Opportunity
- Multiple WhatsApp Numbers
- Shared Team Inbox
- One-to-One Messaging
- Broadcast Campaigns
- WhatsApp Automation
- WhatsApp Flows & Forms
- Customer Segmentation
- CRM Integration
- Team Collaboration
- Real-Time Reporting
- Mobile & Web Access
- Private Chat Access
Trusted Across Industries
No matter your industry, AiEngage helps you automate, engage and grow.