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How to Automate 50% of Your Customer Service with WhatsApp

By Jane Doe · October 15, 2024

How to Automate 50% of Your Customer Service with WhatsApp

Customer service teams are often overwhelmed by a high volume of repetitive questions. "What are your hours?", "Where is my order?", "What's your return policy?". Answering these manually, day after day, is a significant drain on your team's time and resources.

By using simple automations on WhatsApp, you can deflect a huge percentage of these queries, allowing your agents to focus on complex problems where they can provide the most value. Here’s how.

1. The 24/7 Front Desk: Welcome & Away Messages

First, ensure every customer gets an instant acknowledgment, no matter when they message you.

  • Welcome Message: This fires for every new customer. Use it to set expectations. "Hi! Thanks for contacting us. We'll be with you within 30 minutes."
  • Away Message: This fires outside your business hours. It manages expectations and prevents customer frustration. "Hi, you've reached us after hours. Our team is available from 9 AM to 5 PM and will reply to you first thing in the morning."

Impact: Provides instant reassurance and prevents follow-up "are you there?" messages.

2. The Instant FAQ: Keyword Automation Rules

This is your most powerful tool for deflecting common questions.

  1. Identify Your Top 5 FAQs: Look at your chat history. What are the 5 questions your team answers most often?
  2. Create a Rule for Each: Go to Automations > Keyword Rules in LeadClose.
    • Rule for "Pricing": Keywords price, cost, pricing. Action: Reply with a link to your pricing page.
    • Rule for "Shipping": Keywords shipping, delivery. Action: Reply with your shipping policy and typical timelines.
    • Rule for "Returns": Keywords return, refund. Action: Reply with a link to your returns policy.
    • And so on...

Impact: Answers a huge volume of common questions instantly, without any human intervention.

3. The Interactive Menu: A Template-Based Chatbot

For a slightly more advanced approach, you can create a simple menu-based bot using a message template.

  1. Create a "Menu" Template:
    • Category: Utility
    • Body: "Hi {{1}}, thanks for your message! How can we help you today?"
    • Buttons (Quick Reply):
      • "Track My Order"
      • "Speak to an Agent"
      • "Our Products"
  2. Set it as your Welcome Message: In the Auto-Replies section, choose to use this template as your Welcome Message.
  3. Create Keyword Rules: Set up keyword rules for "Track My Order" and "Our Products" to provide the relevant links or information.

Impact: This guides the user and allows them to self-serve, only routing the conversation to a human agent when they explicitly ask to speak to one.

By combining these three simple automation strategies, you can easily handle up to 50% or more of your inbound query volume automatically, leading to lower costs, faster response times, and a more efficient support team.

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