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How to Automate WhatsApp Business in India — Step by Step (2026)

By Spettro AI  •  New Delhi, India  •  2026

WhatsApp Business automation sounds technical but for most Indian businesses it comes down to a simple choice: do you want a rule-based system that follows scripts, or an AI system that understands natural language? Here is how each works and how to get started.

Step 1 — Understand What You Want to Automate

Before choosing any tool, list the top 10 messages your WhatsApp receives every day. Typically these are pricing queries, availability checks, appointment requests, location enquiries and basic FAQ. These are the ideal starting point for automation.

Step 2 — Choose Your Automation Type

Rule-based: Menus and buttons that guide the customer through fixed options. Good for simple, predictable queries. Cheaper to build and run. Breaks when customers ask something unexpected.

AI-powered: Understands natural language. Handles any question, qualifies leads intelligently and has real conversations. More expensive but significantly more effective.

Step 3 — Set Up WhatsApp Business API

Regular WhatsApp Business (the free app) has very limited automation capabilities. For real automation you need the WhatsApp Business API, which requires an approved business account. At Spettro AI, we handle this entire setup for you as part of onboarding.

Step 4 — Train the System on Your Business

We collect your FAQ, pricing, services, timings and any specific business rules. The AI is trained on this information so it answers as if it knows your business completely.

Step 5 — Test and Go Live

We run internal testing for 2 to 3 days, then go live. You get a dashboard showing all conversations and leads captured.

How Long Does It Take?

From first call to live automation: 5 to 7 working days. Plans start at Rs.9,999 per month.

Start your WhatsApp automation today.

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