A WhatsApp AI agent for marketing and creative agencies: qualify new-business leads, collect briefs, run a client service desk, and set the same thing up for your clients
Agencies have two inboxes that both leak: the new-business one, where a founder asks "how much for social media management" and gets an answer two days later, and the client one, where "has the post gone out" interrupts the designer for the fifth time. An agent closes both leaks, and agencies that run it well also sell it.
Quick answer
For new business, give a WhatsApp AI agent your services, starting prices or ranges, process, case-study summaries and a qualification script (business type, goals, budget range, timeline), and it answers enquiries in seconds, qualifies, collects the brief and books a discovery call. For client service, give it each client's status note and your request process, and it answers routine status questions and logs requests. For reselling, the Pro plan's unlimited agents let you run one agent per client on their own number. ReplyKit runs all three.
New business: qualify and brief
- Services as one line each with a starting price or range, and what is included.
- A qualification script: what they sell, what they want (leads, brand, launch), rough monthly budget range, timeline, who decides.
- The agent answers the enquiry, runs the script conversationally, and books a discovery call into a real slot.
- Briefs land in the CRM with budget and timeline, so the call starts on substance. The script is adapted from lead qualification questions.
- Leads below your minimum budget are told politely and offered a resource, which saves the call.
Client service desk
Each client gets a short status note you update weekly ("Campaign live since 3 Oct; next report 20 Oct; pending: client approval on video 2"), and the agent answers "what is the status" from it instead of the account manager. New requests ("can we add a story for the sale") are logged with the details and handed over; nothing is promised by the agent. Routine questions about process, invoices and timelines come from your client FAQ. For agencies with many clients, one agent with a section per client works up to about ten; beyond that, one agent per client on Pro keeps it clean. The service-desk pattern is in support tickets and escalations.
Setting it up for clients
- Who it suits. Clients with WhatsApp lead flow and slow replies: clinics, property, home services, retail.
- Pricing. Agencies typically charge a setup fee for the knowledge base and instructions, plus a monthly management fee on top of the plan cost, and bill the client for the ReplyKit plan directly or on their own invoice.
- Setup. One agent per client with the client's own number paired, their website crawled, instructions in their voice, and the client's staff given inbox access. The persona work is in persona and tone.
- Reporting. Conversations handled, handovers and bookings per month, exported from the dashboard into your client report.
- Ownership. Decide up front whether the account is the client's or the agency's; the client's is cleaner if they ever leave.
What the agency keeps
What stays with a person:
- Proposals, pricing beyond published ranges, and negotiation.
- Creative feedback and approvals.
- Client escalations and anything about results.
- Promising delivery dates.
- Reporting on performance.
Everything else the agent handles, and when it is unsure it says so and offers a human rather than guessing; see why the agent says it is not sure.
One honest note before the setup. ReplyKit connects to your number by QR pairing, the same linked-device mechanism as WhatsApp Web. It is live in minutes and needs no Meta approval, but Meta does not sanction automation this way, so a number can be restricted. We enforce limits of 30 replies an hour and 200 a day per number with a warm-up ramp for new numbers, reply to inbound messages only, and recommend a dedicated number rather than your main line. The full picture is in our ban guide.
Starter at $29 a month covers one number, one agent, one website assistant and 1,000 AI replies; Growth at $49 adds two more numbers, five agents and follow-up nudges; the 7-day free trial needs no card. Only the agent's own messages count; replies you receive and messages you send yourself are free. Pricing is in USD and the service works wherever WhatsApp does. What it costs in practice.
Frequently asked questions
Can the agent qualify new-business leads?
Yes. It runs your qualification script conversationally, collects the brief and budget range, and books a discovery call.
Can it answer client status questions?
From a status note per client you update weekly. It logs new requests and hands them over without promising anything.
Can an agency resell ReplyKit to clients?
Yes. The Pro plan allows unlimited agents, one per client on the client's number. Charge setup and management on top of the plan.
Does it handle several clients in one agent?
Up to about ten with a section per client. Beyond that, one agent per client keeps knowledge and inboxes separate.
Will it promise delivery dates?
No. It quotes your process and timelines in general terms and hands over specific commitments.
Qualify, brief, serve, and sell it to clients
New-business agent, client service desk, and one agent per client on Pro. 7-day free trial, no card.
Sources and further reading
- Harvard Business Review, The Short Life of Online Sales Leads (Oldroyd, McElheran, Elkington, 2011) · firms that responded within an hour were about seven times more likely to qualify the lead
- WhatsApp Business Messaging Policy · opt-in, opt-out and prohibited-use rules every business must follow
- ReplyKit, Will WhatsApp ban my number for automation? · our own account of the risk and the limits we enforce
ReplyKit is an independent product and is not affiliated with or endorsed by Meta or WhatsApp. This article is general guidance for running a small business, not legal, financial or regulatory advice.