AI systems and automation
WhatsApp AI Automation Services
Luminous builds WhatsApp AI chatbots that qualify leads, book appointments, route requests to branches and update your CRM. See the scope and process.
Discuss Your Project
Turn a WhatsApp conversation into a request your team can act on. Luminous builds WhatsApp AI chatbots that qualify sales leads, book appointments and update your CRM, with the questions, branch routing and handover rules built around the way your business serves customers.
This is a custom implementation service. We assess your existing inbox, CRM and calendar, then scope the configuration or integration work needed. Start with one journey, such as qualifying an inquiry and assigning it to the right branch.
For related delivery work, explore the Freshly Folded booking experience and Pindrop, our internal business research tool.
Choose the workflow you need to complete
| Customer task | What we build and check |
|---|---|
| Request service from a nearby branch | Collect the service and location, check which branches can handle the work, assign an owner and keep unmatched requests visible. |
| Ask questions and book an appointment | Use approved answers, collect the required details, check available slots and record a booking only when the calendar confirms it. |
| Provide details for an estimate | Structure the request, apply your approved pricing rules and send exceptions to a person before an estimate is issued. |
| Answer qualifying questions | Ask the questions your sales team agrees on, score the answers against your rules and put the strongest prospects at the top of the follow-up list. |
| Reply with updated information | Match the contact, update agreed CRM fields and show failed or conflicting changes for review. |
| Receive reminders and service updates | Connect messages to booking or completion events, including completion confirmations and review requests, with permission checks and rules for cancellations, replies and opt-outs. |
| Hear about an offer or announcement | Send broadcasts to segments built from CRM fields, using approved templates and only to contacts who opted in. |
Example: from service request to branch assignment
A proposed workflow for a business with several branches:
- Collect the request. Ask which service the customer needs and where it will take place.
- Check the match. Compare coverage, service capability and the capacity information available in your systems. Distance alone does not decide the assignment.
- Create the handoff. Save the request in the CRM and assign the responsible branch or staff member.
- Confirm the next step. Offer booking where supported, or tell the customer that a person will review the request.
- Follow the actual status. Send agreed updates when the booking or service record changes. Stop the sequence when an operator takes over or the customer opts out.
This illustrates a workflow we can design with you.
What your first engagement includes
We start by mapping the chosen conversation and checking what your tools can actually read or change. The proposal identifies the workflow, integrations, dependencies and review responsibilities before the build begins.
- A workflow map: the questions, decisions, staff handoffs and stopping rules.
- The agreed implementation: inbox configuration, CRM field mapping, calendar connections and any custom integration in scope.
- A demonstration with your team: representative conversations, including missing details, duplicate requests and an unavailable calendar.
- Operating instructions: account access, alerts, pause controls and the support responsibilities agreed for handover.
Keep your team in control
Customers change plans, integrations fail and some questions need judgment. We design those paths alongside the successful conversation. Staff should be able to find the request, see its owner, correct a record and take over without losing the context.
AI can help interpret a message or prepare an answer. Your approved information, business rules and connected systems determine service eligibility, prices and confirmed appointments. For AI steps outside WhatsApp, such as reading documents or drafting reports, see AI automation and workflow integration.
Before you choose an implementation partner
Not necessarily. We first check whether your current tools expose the required data and actions. Configuration may solve the problem; custom integration is scoped where the existing workflow falls short.
The number of workflows, branches and integrations affects the work, along with account access, data quality and approvals. Software subscriptions and messaging usage are separate items to identify in the proposal. Share your current tools and a few anonymized conversations so we can scope the actual requirement.
We scope the languages, services, business hours and staff ownership for each market, then check whether the selected platform and account support those requirements.
Booking changes, replies, staff takeover and opt-outs can stop or change the next action. We review the applicable permissions, templates and escalation paths against WhatsApp's messaging policy when scoping the workflow.
Yes. The chatbot asks the questions your team would ask, records the answers in the CRM and offers a time only when the calendar confirms the slot is free. Leads that do not fit your criteria get a polite next step instead of a booking.
Volume is rarely the limit; the handover rules are. We agree which cases go to a person, such as pricing exceptions, complaints, unusual requests or a customer who asks for someone. The person who takes over sees the whole conversation and the answers already collected.
Yes, where the CRM accepts updates through its API or a supported connector. Agreed answers such as location, budget range and timing fill named fields, the score sets priority, and the CRM creates the follow-up task for the right owner.
Often. SMS and Instagram messages can share the qualification rules and CRM updates when the chosen inbox or messaging provider supports both channels. We confirm the channel support during scoping, before anything is built.
Yes, where the tools support the required connections. Our AI revenue systems service covers the wider journey across inquiry channels, CRM ownership and follow-up.
For planning detail, read the WhatsApp implementation guide and CRM integration checklist.
Discuss Your Project. Tell us which conversation needs to lead to a booking, assignment or staff review, and which tools you use today.