Built for how your industry sells
Eleven industry playbooks for your WhatsApp CRM — from real estate site visits to COD confirmation, fee reminders and dealer order booking.
Almost nobody buys “WhatsApp automation”. They buy one of three things.
The eleven playbooks below look different on the surface — a broker chasing a ₹1.2 Cr site visit and a QSR confirming a ₹340 order are not the same business. But the reason WhatsApp gets bought is nearly always one of three, and which one you are in decides what you should build first, which message category you will actually be billed for, and what number you should hold the project to.
Lead speed
Real estate · Education · BFSI · Visa services · SaaS
The product is expensive, the buyer is comparing three vendors, and the deal usually goes to whoever replies first. The work here is instant acknowledgement, qualification that happens before a human spends a call on it, and routing to the right person while intent is still warm.
Support volume
E-commerce · Healthcare · Travel · Agriculture
Enquiries arrive faster than the team can type, and most are the same handful of questions — where is my order, what documents do I need, is the report ready. The work here is deflection: answer the repeating majority correctly, hand the rest to a human with the context attached. Because the customer messaged first, Meta’s 24-hour service window makes those conversations free.
Confirmation & repeat orders
Restaurants · B2B distribution · COD e-commerce · Clinics
The conversation is not a sale, it is an operational message that has to land: an order confirmed, a slot held, a dispatch tracked, an instalment due. These run on utility templates — the cheapest category Meta sells — and the return shows up as fewer no-shows, fewer RTOs and fewer phone calls.
Most businesses sit mainly in one and partly in a second — a clinic books appointments (confirmation) but also fields report queries all day (support volume). Pick the page closest to how you actually make money. The workflows, integrations and numbers on each one are specific to that industry, not the same page with a swapped noun.
The eleven industry playbooks
Each one names the tools it replaces, the workflows it ships with, and the questions buyers in that industry actually ask.
Never lose another 99acres or MagicBricks lead in a chaotic WhatsApp group.
- Instant brochure PDF & floor plan auto-dispatch on 99acres/FB ad lead capture
- AI qualifications for budget (₹75L - ₹2.5 Cr), possession timeline, & 2BHK/3BHK preference
Recover 35%+ of dropped checkouts with pre-filled COD confirmations and 1-tap UPI discounts.
- Automated COD confirmation with address verification to cut RTO losses by 42%
- Dynamic Shopify/WooCommerce catalog broadcasts with customer-level pricing
Qualify student prospects 24/7 and book high-intent counselling calls.
- Automated syllabus, fee structure & prospectus PDF delivery
- AI student qualification (Target exam, city, current class/degree, budget)
Reduce no-shows with automated WhatsApp patient reminders.
- Doctor slot availability check and instant calendar booking
- Automated lab test report PDF delivery with secure phone OTP
Convert free trials into paid plans with WhatsApp nudges that actually get opened.
- Automated onboarding checklists and setup guides sent right after signup
- AI qualification of trial users by team size, use case, and budget
Cut no-shows and support tickets with proactive WhatsApp updates at every trip stage.
- Instant booking confirmation with e-tickets, vouchers, and itinerary PDFs
- Automated check-in reminders, room/seat preferences, and upsell offers
Collect KYC documents and chase EMI or premium renewals on the channel customers actually open.
- AI lead qualification by loan/policy type, ticket size, and eligibility
- Secure KYC document collection with OTP-verified upload links
Confirm reservations and orders instantly, and turn one-time diners into repeat customers.
- Instant table reservation and order confirmations with live status updates
- Real-time delivery tracking and rider ETA notifications
Cut call-center hold times with instant slot booking and real-time application status on WhatsApp.
- Instant biometric and visa appointment slot booking & rescheduling
- Automated document checklist tailored to visa type and destination country
Take repeat retailer orders and chase outstanding ledger balances on the number your retailers already trust.
- Retailer order booking via WhatsApp catalog with live stock & rate lists
- Automated outstanding ledger balance and payment due reminders with UPI links
Reach farmers on the number they already trust — no app install, no login, works over voice notes too.
- Day-wise crop calendar & advisory broadcasts in the farmer's own language
- Text and voice-note query intake, routed to agronomists or AI-answered instantly