WhatsApp is where customer workflows become operational.
If you automate it without consent controls, you will lose trust. The right model is draft-first by default with explicit governance.
See:
The safe automation model
- Draft: AI drafts replies and next steps (no automatic sends)
- Review: humans approve, correct, or reject
- Execute: approved follow-ups send only when consent is present
- Audit: every action stays traceable and reviewable
Related product workflows:
Consent gating must fail closed
Rule: no consent, no send.
When consent is missing:
- block sending
- log the denial reason
- route the exception to the owner
This is how you keep automation scalable and defensible.
Escalate money and commitments
If a conversation involves:
- payment instructions
- contractual commitments
- disputes
Then it should route to human approval. AI can prepare drafts, but humans own the final decision.
What to do next
- Deploy the agent: WhatsApp + CRM Agent
- Implement the foundation: WhatsApp inbox
- Roll out safely: Trust and governance