Vizodigital

WhatsApp automation and AI chatbots: where to start?

A well-placed AI assistant saves time. A badly placed one annoys customers. Here is how to start well.

01

Spot the repetitive tasks

For one week, note the questions that keep coming back: opening hours, availability, base prices, order tracking, bookings. These are the best candidates for automation, because the answer is known and repeats.

02

What an assistant can do

Answer common questions, ask the right questions to qualify a request, suggest a time slot, send a reminder or pass the conversation to the right person with a summary. It can also update a tracking sheet so nothing gets lost.

03

What it should not do alone

Sensitive topics, complaints, price or deadline commitments and anything related to health, legal matters or money should keep human approval. Always provide an easy way to reach a person.

04

Personal data and platform rules

Phone numbers and messages are personal data. In Morocco, law 09-08 and the CNDP govern how they are processed: have your case checked by a legal adviser. Also follow WhatsApp Business rules on consent and message templates.

05

Start small, measure, improve

Begin with a single flow, such as common questions or bookings. Measure the time saved and the cases where the assistant gets it wrong, then adjust before adding more flows.

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