Turn Your WhatsApp Chats into Action
Auto-create tasks from WhatsApp
Instantly convert conversations and requests from WhatsApp into structured, trackable tasks in your CRM, ensuring nothing ever gets lost in the chat scroll
See it in action
Auto-create leads
Connect WhatsApp to CRM & Stop Losing Leads
When your team’s WhatsApp conversations aren’t synced, you create a data black hole. Important client requests, commitments, and action items are trapped and invisible to your CRM and task management systems. Without a WhatsApp CRM integration, you risk losing valuable leads and customer data.
Auto-create tasks
Key Features
AI-Powered Intent Recognition
The agent utilizes Natural Language Processing (NLP) to discern when a message in a WhatsApp chat conveys a task or a commitment (e.g., “Could you send me that report?” or “I’ll follow up on Friday”).
Intelligent Data Extraction
The AI extracts the core task, identifies due dates, and pulls the relevant contact information from the chat.
Automated CRM Task Creation
The agent automatically creates a new task in your CRM, assigns it to the correct person, sets a due date, and links it to the relevant contact record, attaching the chat context for reference .
Use Cases
Use-Cases for Auto-create tasks from WhatsApp
Real Estate Agency
Agents forward WhatsApp chats to the agent, which automatically creates tasks for their assistants to schedule viewings or prepare documents, reducing errors and saving hours.
Financial Advisor
Used the agent to capture all client requests made over WhatsApp, ensuring full compliance and creating an audit trail of all commitments within their CRM.
Managed Service Provider
Support staff use the agent to instantly convert client requests from WhatsApp into support tickets in their helpdesk system, improving response times and customer satisfaction.
More Agent Template
Follow-up with course leads
Sends follow-ups to prospective students with course info and enrollment prompts.
Auto-offer abandoned cart discounts
Sends discount offers to recover abandoned carts and boost conversions.
KYC reminder workflows
Sends reminders for pending KYC documentation and tracks completion.
Fully autonomous follow-up campaigns
Runs multi-step follow-up sequences without manual input, triggered by lead behavior.
Meeting scheduling with AI negotiation
Negotiates meeting times based on availability, timezone, and urgency.
Auto-send thank-you gifts to VIP clients
Sends branded gifts to top-tier clients based on milestones or deal value.
Social media DM integration
Pulls lead data from Instagram, Facebook, and LinkedIn DMs into CRM.
Inbound Lead Capture Bot
Captures and qualifies inbound leads from web forms, chat, and email.
Event Follow-up Agent
Sends follow-ups after webinars, expos, or demos with personalized messaging.
Email Automation Benefits
Value Proposition
Capture 100% of tasks and commitments made via WhatsApp.
Create a reliable, single source of truth for all action items.
Ensure accountability and timely follow-up on client requests.
Bridge the gap between informal chat and your formal CRM system.
FAQ
You can connect it to a WhatsApp Business API number or simply forward specific chats to the agent’s dedicated number or email address.
No. You have full control. It will only process the specific chats or messages that you explicitly forward or send to it.
Yes, you can include simple commands in your forward (e.g., “@teammate, please handle this”) to direct the task to the right person.
The AI is smart enough to identify and create separate tasks for each distinct action item it finds.
Yes, all data is transmitted using end-to-end encryption.
Automate with AI
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Don’t let your work get lost in your chats. Turn every conversation into an action. Activate your WhatsApp Task Agent now.
CRM Software has this features:
Every business does things a little bit differently, leading to very diverse needs. While there are some functions that are quite standard across the board, there are often functions that an out-of-the-box solution may not be able to handle.
Thousands of businesses do not use their CRM to its maximum effect, which can reduce productivity, customer satisfaction, and sales. It can be difficult for an organization to implement or manage a CRM tool, especially if they lack the required IT expertise, and what works well for another organization may not work so well for yours
Archiz CRM will Help you with Following features
