WhatsApp automation with a clear human handover

AI Chat Assistant

Connect iSMS WhatsApp Business API, enable AI-assisted replies, route conversations and notifications to BizCloud agents, and improve service with a shared inbox, complete history and measurable response KPIs.

OneShared WhatsApp inbox
AI + HumanReply ownership
SLAPerformance visibility
AI Chat Assistant interface in iCRM
What you can do

Everything your team needs, connected.

Connect iSMS WhatsApp Business API, enable AI-assisted replies, route conversations and notifications to BizCloud agents, and improve service with a shared inbox, complete history and measurable response KPIs.

01

iSMS WhatsApp Business API

Connect the WABA channel with the issued App ID, App Secret, username, password and sending phone number.

02

Company-wide activation

Mark the WhatsApp account active and make the approved WABA connection available for whole-company use.

03

AI Chat activation

Enable automatically generated AI responses for incoming WhatsApp messages.

04

BizCloud App forwarding

Forward incoming chat notifications to the BizCloud companion app so mobile agents can stay informed.

05

AI response forwarding

Send AI-generated response notifications to BizCloud App for operational visibility.

06

Business-hours work pattern

Apply an AI work pattern and forward work-pattern information to BizCloud App.

07

Named push-notification users

Select which employees receive BizCloud push notifications and optionally include after-hours coverage.

08

Agent command

Define the words customers can type to request a human agent, such as /agent or /support.

09

Exit command

Define the command a customer uses to leave or reset the AI conversation.

10

Leave-a-message command

Let customers leave a message for the team when a live handover is not immediately available.

11

Working-hours response

Set the message customers receive when an agent is expected to take over during business hours.

12

After-hours response

Set a different response that explains when the team will return.

13

Shared incoming-message inbox

Review WhatsApp conversations from one workspace where either AI or an agent can reply.

14

Contact queue

Search contacts and separate all, unread and needs-agent conversations.

15

Live intake visibility

See new-record counts, message identifiers, last update time and live status.

16

Inbox AI controls

Enable AI Chat, BizCloud forwarding and AI-response forwarding directly in the incoming-message workspace.

17

Customer linking

Identify a new sender and link the WhatsApp conversation to an existing CRM customer when appropriate.

18

Agent reply tools

Reply from the conversation view, add an attachment or emoji, and use approved WhatsApp templates.

19

Conversation history

Review message time, type, direction, responder, escalation level and available actions in sequence.

20

Acknowledgement control

Mark reviewed conversation records as acknowledged to support operational follow-through.

21

Analytics overview

Measure incoming messages, agent replies, unique customers, average response time, reply rate and unanswered volume.

22

SLA measurement

Choose an SLA target and track compliance across a date range, agent or WhatsApp number.

23

AI-versus-human insight

See how much conversation handling was completed by AI compared with human agents.

24

Agent KPI and advanced analytics

Move from the overview into agent performance, SLA, AI and waiting-time analysis.

25

Volume and message-type trends

Review daily message volume, unique contacts, reply activity and the mix of text, image, reaction, video or unsupported content.

26

Report and export options

Print performance results, open the message log and export incoming-message lists to CSV.

Connected inbound WhatsApp service

Let AI handle the routine. Keep a person within reach.

iCRM combines a company WABA connection, automated responses, explicit handover commands, BizCloud mobile notifications, a shared conversation workspace and service-performance reporting. Automation increases coverage while the team keeps control of customer context and reply ownership.

THIS PAGE

AI Chat Assistant

Incoming WhatsApp conversations, automated replies, agent handover, conversation history, acknowledgement and response KPIs.

RELATED MODULE

Omnichannel Messenger

Outbound email, SMS, WhatsApp and BizCloud campaigns, recipient selection, campaign records and scheduled reminders.

Explore Omnichannel Messenger →
01ConnectActivate company WABA
02ConfigureAI, commands and hours
03ReceiveLive incoming queue
04ResolveAI or agent response
05RecordHistory and acknowledgement
06ImproveSLA and KPI insight
01 / WABA AND ROUTING SETUP

Define how AI, BizCloud and human agents work together.

Start from the iSMS WhatsApp Business API account. Beyond the connection credentials, administrators can activate AI replies, route notifications and AI responses to BizCloud App, select a business-hours work pattern and nominate employees for push notifications.

  • App ID, secret, user credentials and sender number
  • Active and whole-company-use controls
  • AI Chat and BizCloud forwarding switches
  • Exit, agent and leave-a-message commands
  • Different working-hours and after-hours replies
  • Named BizCloud notification users
iCRM iSMS WhatsApp Business API and AI Chat Assistant configuration
WABA & AI CONFIGURATIONConnect the channel, set the handover language and decide who is notified.
02 / SHARED INCOMING INBOX

See which conversations need AI, an agent or a customer link.

The incoming-message workspace combines a searchable contact queue with live conversation records. Teams can filter all, unread and needs-agent chats, update AI and forwarding settings, send an approved template, review history and link a new WhatsApp sender to the right CRM customer.

  • Contact and phone-number search
  • Unread and needs-agent queues
  • Live new-record counter and last-update time
  • AI or human reply identification
  • New-customer and linked-customer status
  • CSV export, refresh and template actions
iCRM WhatsApp incoming-message inbox showing contacts, AI settings and conversations
INCOMING WHATSAPP MESSAGESA shared operational view for intake, automation, escalation and customer context.
03 / ANALYTICS AND KPI

Measure the customer experience—not just message volume.

The performance report turns conversation records into response KPIs. Filter by period, agent, SLA target and WhatsApp number, then compare workload, reply behaviour, unanswered demand, service-level performance and the contribution made by AI.

  • Incoming, replies and unique-customer totals
  • Average response time and trend
  • Reply rate and unanswered count
  • SLA compliance against a chosen target
  • AI-versus-human handling ratio
  • Agent KPI and advanced waiting-time analysis
iCRM WhatsApp analytics and KPI report with response metrics and charts
WHATSAPP ANALYTICS & KPIFollow demand, service speed, agent contribution and AI coverage from one report.
04 / COMPLETE CHAT HISTORY

Preserve the full reply trail for context and accountability.

The conversation detail keeps every message in sequence with its time, type, direction, responder and escalation level. An agent can reply from the same screen, attach a file, link the sender to a customer and acknowledge reviewed records.

  • Chronological conversation record
  • Incoming and outgoing direction
  • AI and human reply ownership
  • Reply composer with attachment and emoji
  • Customer linking from the history view
  • Mark-as-acknowledged control
iCRM WhatsApp conversation history and agent reply workspace
CHAT HISTORYKeep the evidence behind every answer, escalation and follow-up action.
Human control throughout

Automation with clear operating boundaries.

Define how customers enter and leave the automated flow, when agents should respond and how the team stays informed.

ACTIVATION

AI on or off

Enable automated replies only for the WABA account and workflow where they are wanted.

HANDOVER

Agent command

Give customers a clear phrase for requesting live assistance.

CONTROL

Exit command

Let customers leave or reset the AI conversation intentionally.

CONTINUITY

Leave a message

Capture a message when a live agent is unavailable.

WORK HOURS

Contextual replies

Use different handover messages during and after working hours.

MOBILE TEAM

BizCloud forwarding

Forward notifications and AI-response information to selected mobile users.

TRIAGE

Needs-agent queue

Separate conversations that require human attention from the wider inbox.

ACCOUNTABILITY

Acknowledgement

Mark reviewed records so operational follow-through is visible.

How to introduce AI Chat

A practical route from WABA connection to measurable service.

Configure the boundaries first, then let the team improve automation and human response with real conversation evidence.

STEP 01

Connect WABA

Enter the iSMS credentials and sending number, then activate the approved company account.

STEP 02

Enable AI

Turn on AI Chat Assistant for incoming WhatsApp messages.

STEP 03

Set boundaries

Define agent, exit and leave-a-message commands plus working-hours responses.

STEP 04

Configure BizCloud

Choose notification and AI-response forwarding, work pattern and receiving employees.

STEP 05

Triage the inbox

Monitor unread and needs-agent queues and link known senders to CRM customers.

STEP 06

Handle escalations

Let agents reply, attach supporting material, send templates and acknowledge completed review.

STEP 07

Review history

Use the chronological record to understand what the customer asked and who responded.

STEP 08

Improve with KPIs

Track response time, reply rate, unanswered demand, SLA, agent results and AI-versus-human handling.

Detailed capability map

More than a feature list. A complete working process.

Explore how the screens and functions in AI Chat Assistant support setup, daily operations and continuous improvement.

01

Configure the foundation

iSMS WhatsApp Business API

Connect the WABA channel with the issued App ID, App Secret, username, password and sending phone number.

Company-wide activation

Mark the WhatsApp account active and make the approved WABA connection available for whole-company use.

AI Chat activation

Enable automatically generated AI responses for incoming WhatsApp messages.

BizCloud App forwarding

Forward incoming chat notifications to the BizCloud companion app so mobile agents can stay informed.

AI response forwarding

Send AI-generated response notifications to BizCloud App for operational visibility.

Business-hours work pattern

Apply an AI work pattern and forward work-pattern information to BizCloud App.

Named push-notification users

Select which employees receive BizCloud push notifications and optionally include after-hours coverage.

Agent command

Define the words customers can type to request a human agent, such as /agent or /support.

Exit command

Define the command a customer uses to leave or reset the AI conversation.

02

Run day-to-day work

Leave-a-message command

Let customers leave a message for the team when a live handover is not immediately available.

Working-hours response

Set the message customers receive when an agent is expected to take over during business hours.

After-hours response

Set a different response that explains when the team will return.

Shared incoming-message inbox

Review WhatsApp conversations from one workspace where either AI or an agent can reply.

Contact queue

Search contacts and separate all, unread and needs-agent conversations.

Live intake visibility

See new-record counts, message identifiers, last update time and live status.

Inbox AI controls

Enable AI Chat, BizCloud forwarding and AI-response forwarding directly in the incoming-message workspace.

Customer linking

Identify a new sender and link the WhatsApp conversation to an existing CRM customer when appropriate.

Agent reply tools

Reply from the conversation view, add an attachment or emoji, and use approved WhatsApp templates.

03

Control, report and improve

Conversation history

Review message time, type, direction, responder, escalation level and available actions in sequence.

Acknowledgement control

Mark reviewed conversation records as acknowledged to support operational follow-through.

Analytics overview

Measure incoming messages, agent replies, unique customers, average response time, reply rate and unanswered volume.

SLA measurement

Choose an SLA target and track compliance across a date range, agent or WhatsApp number.

AI-versus-human insight

See how much conversation handling was completed by AI compared with human agents.

Agent KPI and advanced analytics

Move from the overview into agent performance, SLA, AI and waiting-time analysis.

Volume and message-type trends

Review daily message volume, unique contacts, reply activity and the mix of text, image, reaction, video or unsupported content.

Report and export options

Print performance results, open the message log and export incoming-message lists to CSV.

How it works

A clear workflow from setup to insight.

STEP 01

Connect

Configure and activate the company iSMS WABA account.

STEP 02

Define

Enable AI, routing, work patterns, commands and agent messages.

STEP 03

Receive & identify

Collect inbound WhatsApp conversations and link senders to CRM customers.

STEP 04

Respond or hand over

Let AI answer routine questions while agents take over requested or flagged chats.

STEP 05

Review & improve

Use history, acknowledgement, SLA and KPI reports to improve response quality.

See AI Chat Assistant in action

Let’s map iCRM to your real workflow.

Tell us how your team works today. We’ll demonstrate the modules that matter most.

Book your personalised demo