WhatsApp + AI Automation Playbook

"Hi {{1}}, this is the team at [Company Name]. We noticed you started your onboarding but we are missing a few small details to get your account fully active. Would you like our AI assistant to help you finish this right now via a quick chat or call?"

• If they reply via chat, the AI identifies exactly which documents are missing, requests them directly in the chat, and pushes the uploaded files straight into your CRM/GHL.
• If they prefer a call, a voice AI agent triggers an automated outbound call to guide them through the secure upload process.

"Urgent update regarding your trading account at [Company Name]: Your account is approaching a Margin Call level. To avoid automated position liquidations, please review your balance. Would you like us to send a direct deposit link or have an AI voice assistant call you with details?"

• This is treated as a high-priority trigger. If the client replies positively, the AI instantly provides a secure, direct link to the funding page and guides them on the required steps.
• Simultaneously, it can trigger an immediate outbound AI voice call to guarantee the client is fully aware of their market exposure.

"Happy Birthday, {{1}}! 🎈 The team at [Company Name] wishes you a fantastic year ahead. To celebrate your special day, we've added an exclusive reward to your account: {{2}}. Would you like us to activate it for you right now?"

• When the client replies with "Yes" or "Thanks!", the AI politely thanks them for the feedback, applies the promo code or bonus directly into their CRM profile, and explains how they can best utilize the reward.

"Happy Holidays from [Company Name]! 🌟 To celebrate the season, we want to offer you a special benefit to help you step up your game: {{1}}. This offer is available for a limited time. Would you like to receive the full details and eligibility terms?"

• The AI details the full terms and conditions of the campaign clearly. It handles frequently asked questions (e.g., fees, deadlines, trading rules) and guides the user smoothly toward making a deposit or taking action.

"Hi {{1}}, we noticed you haven't visited your account lately and wanted to check in. We recently launched some great new features that we think you'll love. Would you like us to send a quick overview, or have our AI agent tell you about it on a quick call?"

• The AI engages in an interactive conversation to identify why the user stopped using the platform (lack of time, technical difficulties, competitor usage). It then offers a tailored solution, such as a quick video tutorial or a customized incentive to win them back.

"Hi {{1}}, this is the team at [Company Name]. We noticed you started setting up your account/order but didn't get to finish. We saved all your progress so you don't have to start over. Would you like our AI assistant to help you finalize it in under two minutes?"

• The AI pulls data from the CRM to know exactly where the user stopped. It addresses any objections and can even offer a small, time-sensitive incentive ("Complete it now and get 10% off") along with a direct checkout/completion link.

"Hi {{1}}, we are excited for our upcoming session on {{2}}! 🚀 To ensure we have your materials and access ready, please confirm if this time still works for you. Would you like to receive your direct calendar invitation or stream link?"

• If they confirm, the AI sends the calendar file (.ics) or direct access link and builds excitement about the value of the event.
• If they cannot attend, the AI instantly offers alternative time slots, allows them to reschedule, and updates the CRM calendar automatically.

"Hi {{1}}, we hope you are enjoying your experience with [Company Name]! Did you know you can earn {{2}} for every friend who joins us through you? Would you like us to generate your personal sharing link right now?"

• Upon confirmation, the AI communicates with your backend/CRM via API to generate a unique referral link for the user. It explains the rewards clearly and encourages them to forward it directly to their WhatsApp contacts.

"Hi {{1}}, this is the team at [Company Name]. Your experience means everything to us! Could you spare 30 seconds to rate how satisfied you are with our service on a scale of 1 to 10?"

• Low Score (1–6): The AI responds instantly with empathy: "We are so sorry to hear that. What went wrong? Please let us know so we can fix it immediately." It logs the complaint and routes an urgent alert to human support.
• High Score (9–10): The AI thanks them warmly: "Awesome! Would you mind copying your feedback to our Google Review page? It helps us out immensely!" (Provides direct Google Review link).

"Hi {{1}}, we have some exciting news! We just launched our brand new {{2}} feature. As one of our valued clients, we want to give you early access before everyone else. Would you like our AI assistant to enable it on your account for a free trial?"

• The AI briefly highlights the business value of the new feature based on the client's current profile. It can either programmatically activate the feature via API or book a brief live demo with your sales team for high-ticket upsells.