WhatsApp Business API AI Chatbot Live Agent

Customer sends a WhatsApp.
AI replies instantly.
Agent steps in when needed.

iCRM connects your WhatsApp Business number to an intelligent AI chatbot — trained on your own knowledge base. When complex questions arise, a live agent takes over seamlessly with full chat history.

Try live demo — +603-2780 3801 Book a demo →
Your Business
● AI Online — replies instantly
Hi! What are your business hours? 👋
10:02
🤖 AI Bot
We're open Mon–Fri 9AM–6PM and Sat 9AM–1PM. How can I help you today?
10:02 · instant
I have a complicated complaint about my order
10:03
Agent Sarah is joining the chat
👤 Sarah (Agent)
Hi! I'm Sarah, I can help you personally. Can you share your order number?
10:03
It's #ORD-2847
10:04

The complete WhatsApp AI + Agent flow

From the moment a customer sends a message to final resolution — here's exactly what happens at every step.

Customer sends any message

Customer texts your WhatsApp Business number — a question, complaint, booking request, or just "Hello". No app download. No registration. Just WhatsApp.

Step 1
Step 2

Message enters iCRM inbox

The message arrives in your iCRM WhatsApp inbox. All conversations are logged and linked to contact records automatically. Full history retained.

Step 3 — AI checks your knowledge base

iCRM's AI instantly scans your Q&A database. If a matching answer exists, AI replies in under 1 second. If the question is complex or out of scope, it flags for agent takeover.

AI answers automatically

Question matches your knowledge base. AI sends the correct answer instantly — 24/7, no staff required. Customer gets help immediately.

Business hours & holidays
Pricing & packages
Location & directions
Service policies & FAQs
Product specifications
Appointment booking steps
Agent takes over

Question is complex, sensitive, or needs human judgment. AI flags the conversation. A live agent is notified and joins the chat with full context.

Complaints & escalations
Custom pricing negotiation
Account-specific queries
Technical troubleshooting
Sensitive customer issues
Order modifications

Agent notified on BizCloud App

Agent receives a push notification on their iOS/Android phone via BizCloud App. They see the full conversation — including what AI already said — and can reply immediately from their phone.

Step 4
Step 5

Seamless agent handover

Agent replies directly in the same WhatsApp thread. The customer sees a smooth continuation — no need to start over, no repeating themselves. Agent has complete history.

Resolved & recorded

Conversation is marked resolved. iCRM logs it to the customer's contact record and links it to any open service case. Follow-up task created if needed.

Step 6

AI chatbot vs Live agent — same chat thread

Both happen inside the customer's existing WhatsApp. No new app, no new account — just a natural, seamless conversation.

AI handles routine questions
iCRM Business
● AI Online
Do you open on public holidays?
9:14
🤖 AI
We're closed on Malaysian public holidays. For the complete holiday schedule, visit our website or WhatsApp us at +6016 450 2380.
9:14 · instant
What's the price for the Gold plan?
9:15
🤖 AI
Business plan is RM 150/month. It includes WhatsApp Business API, AI auto-reply (2,000 credits/mo), BizCloud App, and e-learning. Free trial available — shall I connect you with our team?
9:15 · instant
Yes please!
9:16
🤖 AI
Great! Please fill in our trial form at icrm.com.my/free_trial or I'll connect you with our team now. Which do you prefer?
9:16 · instant

All answered instantly, 24/7 — zero staff needed

Agent handles complex cases
iCRM Business
● Sarah (Agent) joined
I was charged twice for my membership last month
2:31
🤖 AI
I'm sorry to hear that. This needs account-level access. Let me connect you with our team right away.
2:31 · instant
Sarah (Agent) has joined
👤 Sarah
Hi! I can see your account. I found the duplicate charge — it was a system error. I'll process a refund to your card within 3 working days.
2:33
Thank you Sarah! That's fast 🙏
2:34
👤 Sarah
You're welcome! Is there anything else I can help with?
2:34

Agent sees full history — customer never repeats themselves

Three ways your team can respond

Mix and match all three modes based on your business hours, staffing, and customer type.

Best for: After-hours

Mode 1 — AI Only

Fully automated, 24/7

AI answers all questions from your knowledge base. No staff involvement. Best for after-hours, public holidays, or high-volume routine enquiries.

  • Zero staff cost
  • Instant — under 1 second
  • Consistent answers always
  • Scales to unlimited messages
Most popular

Mode 2 — AI + Forward

AI first, agent reviews

AI answers first, then forwards the entire conversation to agent's BizCloud App. Agent can step in, add to, or override the AI reply from their phone.

  • AI handles volume
  • Agent monitors quality
  • Override any AI reply
  • Seamless to customer
Best for: VIP clients

Mode 3 — Agent Only

Full human control

All messages go directly to agent via BizCloud App. AI is on standby — agent can trigger AI suggestions manually. Best for high-value accounts.

  • 100% human touch
  • Agent sees all messages first
  • AI suggestions on demand
  • Best for VIP customers
Toggle anytime Switch between modes in one click from iCRM or BizCloud App. Set business hours mode (AI only) and after-hours mode (AI + forward) on a schedule — or toggle manually whenever needed.

Set up your AI in minutes — no coding

Enter questions and answers directly in iCRM. AI only replies from your approved data — no hallucinations, no off-brand answers.

1
Go to AI Database in iCRM menu

Find the AI Database section in your iCRM admin panel. No technical setup needed.

2
Enter your Q&A pairs

Type a question your customers commonly ask, then the answer you want AI to give. As simple as filling a form.

3
Save — AI goes live instantly

Your AI knowledge base updates immediately. New questions are answered within seconds of saving.

4
Connect your WhatsApp number

Our team connects your WhatsApp Business API. Usually done within 24 hours of signup.

5
Test with the live demo

Send a message to our demo number +603-2780 3801 on WhatsApp. See exactly how AI will respond.

// Example Q&A entries in iCRM AI Database
Q: What are your opening hours?
A: Mon–Fri 9AM–6PM, Sat 9AM–1PM. Closed Sunday and public holidays.
Q: How much is the monthly subscription?
A: Essential CRM is RM100/mo. Business + WhatsApp AI is RM150/mo. WABA & AI credits billed separately by usage.
Q: Where are you located?
A: Our main office is in KL. Penang and Johor offices available too. Visit icrm.com.my/about for addresses.
Q: How do I start a free trial?
A: Visit icrm.com.my/free_trial or WhatsApp us at +6016 450 2380 to get started.
// AI replies ONLY from your approved answers
// No hallucinations. No off-brand replies.
100% controlled AI Your AI will never make up answers. If a question doesn't match your knowledge base, AI says it doesn't know and offers to connect the customer with your team.

Everything your agents need to respond fast

Full chat history

Agent sees every message — including AI replies — before joining. Never needs to ask "what did we discuss?"

Reply from phone

Respond from BizCloud App on iOS or Android. No VPN, no desk required. Reply from anywhere.

See AI's replies

Agent can review what AI said and add to it, correct it, or take over — all transparent.

Contact profile linked

Agent sees customer's full CRM profile — membership tier, service history, past cases — right in the chat.

Create service cases

Agent can open a service case directly from the chat. Conversation is attached as evidence.

Toggle forwarding

Turn agent forwarding on/off with one tap. Office hours: AI only. After hours: forward to phone.

Multi-agent support

Multiple agents can monitor different queues. Assign conversations to specific team members.

Response analytics

Track response times, AI resolution rate, agent performance, and customer satisfaction over time.

Try it now — live

Send "Hello" to our AI demo.
Then ask it anything.

Experience the full AI chatbot + agent handover flow on your own phone right now. No sign-up. Just open WhatsApp and send a message.

+603-2780 3801 Book a full demo →