SMS & WhatsApp Automation
Engage customers where they actually respond — via SMS and WhatsApp — with automated sequences, two-way AI conversations, and real-time triggered messaging.
Email open rates average 20%. SMS open rates exceed 98%, with 90% of messages read within 3 minutes. WhatsApp messages see similar engagement, especially in markets where it's the dominant communication platform. Our SMS and WhatsApp automations let you leverage these high-engagement channels for appointment reminders, order updates, lead follow-up, promotional campaigns, two-way customer support, and transactional notifications — all triggered automatically by events in your business systems.
We build messaging workflows on Twilio for SMS, the WhatsApp Business API (via Twilio, Meta, or 360dialog), and GoHighLevel's built-in SMS/messaging capabilities. Each workflow type has specific architecture: transactional messages (appointment reminders, order confirmations, shipping updates) are triggered by system events and delivered with sub-second latency. Marketing sequences (drip campaigns, promotions, re-engagement) are orchestrated through scheduled workflows with A/B testing, send-time optimization, and opt-out management. Conversational flows (lead qualification, support, feedback collection) use AI-powered two-way messaging that maintains conversation context across multiple exchanges.
Compliance is engineered into every workflow. For SMS, we implement TCPA-compliant opt-in collection (express written consent for marketing, implied consent for transactional), opt-out processing (instant STOP keyword handling), and quiet hours enforcement. For WhatsApp, we manage message template approvals, 24-hour session window rules, and opt-in requirements per Meta's business messaging policies. Phone number verification, carrier filtering, and deliverability monitoring ensure messages actually reach recipients. We build audit trails that document consent collection, message delivery, and opt-out processing for regulatory compliance.
The conversational AI layer transforms SMS and WhatsApp from broadcast channels into intelligent two-way communication. When a customer replies to a message, an LLM-powered agent interprets their intent and responds appropriately — answering questions, collecting information, scheduling appointments, or escalating to a human. The AI maintains conversation state across multiple message exchanges and can hand off to your team with full context when needed. Integration with your CRM ensures every SMS and WhatsApp conversation is logged to the contact record, and customer responses can trigger workflow actions like deal stage changes, task creation, or tag assignment.
Key Benefits
98% Open Rates
SMS and WhatsApp messages are read almost instantly, achieving engagement rates that email, social media, and other channels simply cannot match.
Two-Way AI Conversations
AI-powered responses turn broadcast messaging into intelligent conversations that qualify leads, answer questions, and collect information automatically.
Full Compliance Built In
TCPA opt-in management, STOP keyword processing, quiet hours, and WhatsApp template policies are enforced automatically — no compliance risk from human error.
Multi-System Integration
Messages triggered by CRM events, booking systems, ecommerce platforms, and custom APIs ensure timely, contextual communication at every customer touchpoint.
Conversation Logging
Every SMS and WhatsApp exchange is logged to the CRM contact record, giving your team complete visibility into the conversation history across all channels.
Industries That Benefit
Related Services
Chatbot Development
We build AI chatbots that actually work. Custom conversational agents for support, lead capture, and booking that integrate directly into your existing systems.
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We build custom AI-powered workflows that eliminate repetitive manual processes. From data extraction to decision routing, your operations run on autopilot.
Lead Gen Automation
We build automated systems that capture, validate, score, and route your leads instantly. Paired with email and SMS follow-up sequences that convert while you sleep.
Frequently Asked Questions
We implement TCPA-compliant opt-in flows with explicit consent collection, maintain opt-in records with timestamps, process STOP/UNSUBSCRIBE keywords instantly, enforce quiet hours, and build audit trails. Marketing messages only go to contacts with documented express written consent.
SMS works with any phone number and is dominant in the US/Canada. WhatsApp requires the customer to have the app and is dominant internationally. WhatsApp supports richer media (images, documents, buttons) but has stricter template rules. We often deploy both with intelligent channel selection per customer.
Yes. Our AI agents maintain conversation state across multiple message exchanges, understand context and intent, and can handle multi-step interactions like lead qualification, appointment booking, and basic support inquiries. Complex issues are escalated to your team with full conversation context.
We use registered business numbers (A2P 10DLC for US SMS), manage sending rates to stay within carrier limits, maintain high opt-in quality, process opt-outs instantly, and monitor deliverability metrics. For WhatsApp, we use verified business accounts with approved message templates.
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