A WhatsApp AI agent for SaaS and software companies: answer pricing and feature questions from your docs, book demos, and handle tier-one support on the channel your customers already use
A small software company's inbox is a mix of pre-sales (does it integrate with X, what does the Pro tier include, is my data safe) and support (how do I export, why was I charged twice, the login is not working). The answers to most are already in the docs and the help centre. The problem is that nobody reads them, and the team answers the same twenty questions by hand.
Quick answer
Crawl your website, docs and help centre into a WhatsApp AI agent and the same assistant on your site, add pricing, integration and security summaries in plain words, your demo calendar and your escalation rules, and it answers pre-sales and tier-one support questions in seconds in the customer's language, books demos into real slots, and hands over bugs, billing disputes, outages and enterprise conversations with the chat attached. ReplyKit runs this from $29 a month, with the website assistant included.
Pre-sales from the docs
- Features. From the docs crawl; the agent cites the page it used.
- Pricing. A plain note: tiers, what is in each, billing periods, currency, trial terms. Keep it the single source; the agent quotes it.
- Integrations. A list with one line each, and what "coming soon" means.
- Security and compliance. Hosting region, encryption, certifications you hold, data processing agreement availability. Customers ask early; write it once.
- Demo booking. The agent qualifies lightly (team size, use case) and books a demo into the sales calendar with a reminder; see booking sales demos through WhatsApp.
Tier-one support
- How-to questions answered from the help centre, with the article link.
- Account basics: password reset flow, changing email, seats, roles, from your instructions.
- Billing basics: where invoices are, how to change a card, what the charge on the statement is called. Refunds and disputes handed over.
- Status: if you keep a status note ("Known issue: exports delayed since 10:00 UTC, fix in progress"), the agent answers from it instead of generating fifty tickets.
- Bugs: the agent collects steps, browser or app version, account email and a screenshot, then hands over; the support engineer starts with a complete report. The routine is in support tickets and escalations.
Why WhatsApp for software
Outside North America, WhatsApp is where business customers already are, and a company that answers there in seconds looks more responsive than one with a ticket form. The same assistant on the website catches visitors who would never open a chat app. Both feed one inbox with the customer's history. The adoption picture by region is in how WhatsApp adoption differs by region. One limit to state plainly: the agent is not an API integration into your product; it cannot look up a customer's account state unless you put it in a note or hand over.
What the team keeps
What stays with a person:
- Bugs and anything needing a look at the account.
- Billing disputes and refunds.
- Enterprise and custom-pricing conversations.
- Outage communication, though the agent relays your status note.
- Security questionnaires beyond the summary.
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 answer from our documentation?
Yes. Crawl your docs and help centre; it answers from them and cites the page.
Can it look up a customer's account?
No. It has no access to your product's data. It collects the details and hands over, or answers from a status note you keep.
Does it book demos?
Yes, into real slots on your sales calendar, with light qualification and a reminder.
Does the website assistant use the same knowledge?
Yes. One knowledge base, one inbox, on WhatsApp and your site.
What about outages?
Keep a status note in the knowledge base and the agent answers from it, which prevents a flood of identical tickets.
Support that starts at tier two
Docs on WhatsApp and your site, demos booked, bug reports complete. 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.