Today
Is there a WhatsApp support bot that answers like a person?
The supervisor recognized an existing customer and routed the chat to the support agent
Yes. I answer from your business information and documents, check the customer's details in the CRM, and anything I can't close goes to your team with a summary.
The customer service agent answers on WhatsApp at any hour: opening times, prices, return policy, the status of an open request. It answers from the documents you upload, logs every conversation in the CRM, and hands over to a person when a question goes beyond what you've defined. Want several agents on one number? AI supervisor
A simple question, then a complaint. The agent knows when to stop.
Hi, are you open on Friday? And how do I return something I bought online?
Hi! On Fridays our stores are open 08:00 to 13:00. You can return items within 14 days of purchase, with the receipt, at any store. Want the address of the nearest one?
It arrived broken. I'm not paying to ship it back
The agent handed the chat to Noa in customer service, with a summary · CRM task created
Hi, Noa here. Sorry about that. We'll collect it at no cost. Could you send me a photo of the damage?
What the support agent does
- Answers from your documentsUpload policies, price lists and FAQs as PDF, Word or Excel files, and the agent searches them before it answers.
- Knows the customerThe agent sees the customer's CRM record: pipeline stage, open tasks and recent notes.
- Opens tasks for your teamA request that needs handling becomes a CRM task with a due date, assigned to whoever owns the customer.
- Hands off to a personWhen a question is out of scope, or the customer asks for a human, the chat goes to your team and the people you chose are notified.
- Understands voice notesVoice messages are transcribed and handled like text.
- Buttons and listsWhen there are several options, the agent sends WhatsApp buttons or a list instead of a wall of text.
You stay in control
- A summary for every chatAt the end of a conversation the agent writes a summary to the customer's timeline, so the next person knows what was said.
- What it may and may not sayYour instructions set what the agent answers, what it never promises, and when it must hand over.
- Who gets the agentTurn the agent on only for contacts with certain tags, or exclude customers who should always reach a person.
- Tests before every changeRun sample conversations and check the answers before the agent talks to customers. Agent evaluations
Set up a support agent in four steps
1Connect a number
Connect your business number through the WhatsApp Business API.
2Give it the knowledge
Upload documents, price lists and FAQs, and write in the instructions what it does and what it does not.
3Connect a CRM and pick your team
Connect the built-in CRM or HubSpot, and choose who receives handed-off chats. Integrations
4Test and go live
Run tests on sample conversations, then switch it on. Smart agents
Questions about the customer service agent
How is an AI agent different from a WhatsApp customer service bot?
A regular bot sends a button menu and fixed replies. An AI agent understands a free-text question, finds the answer in your business information, and opens a task or hands off when the answer isn't there.
Where does the agent get its answers?
From the instructions you write and the documents you upload, such as policies, price lists and FAQs. When it's connected to the CRM, it also sees the details of the customer it's talking to.
What happens when the agent doesn't know the answer?
It hands the chat to a person with a summary of what was said, and the people you chose are notified. AI supervisor
Can the customer ask for a human?
Yes. Asking for a person moves the chat to your team in the same thread, without the customer starting over.
Does it work with HubSpot?
Yes. The agent searches, creates and updates HubSpot contacts, opens tasks and logs calls. You can also use the built-in CRM. Built-in CRM
How much does a customer service agent cost?
It depends on your package and conversation volume. See pricing
Let's talk
Hi, this is the RealOffice.AI agent. Leave your details and we'll get back to you with a demo built around your business.
Prefer to talk now? 053-5908627 · sales@realoffice.ai