Bridging the technology gap

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Initializing systems
WhatsApp Business API · automation

WhatsApp Business automation in India. Chat that does the work.

We build WhatsApp chatbots and message flows that answer customers, capture leads, send reminders and update your CRM, using the official WhatsApp Business Platform and a clean handover to your team.

  • Your systemsCRM, orders, payments and calendars connected, so messages act on real data
  • Flows and rulesMenus, questions, forms and hand-over rules designed around your customers
  • WhatsApp Business PlatformOfficial API access, approved message templates and opt-in handling
  • Customers on WhatsAppPeople get answers in the app they already use all day

Your systems. CRM, orders, payments and calendars connected, so messages act on real data

430+Clients served
16+Countries
3 cloudsAWS, Azure, Google Cloud
CertifiedAWS, Azure, RHCSA, CEH
At a glance

MOUNTSMY builds WhatsApp Business API automation from Ahmedabad, India: chatbots for questions and orders, lead capture and follow-up, appointment and payment reminders, broadcast campaigns with approved templates, and connections to your CRM, website and internal tools. Conversations can hand over to a person at any point, and the setup stays in your own accounts.

Covers
Chatbots, lead flows, reminders, broadcasts
Platform
Official WhatsApp Business Platform
First step
A free call and a flow sketch
You own
Accounts, flows and data
Before and after

From a busy phone to a chat that runs itself

Most small teams answer the same ten questions all day. Automation takes those and leaves the real conversations to people.

Your path to WhatsApp automation

Example
Questions
The same answers, typed by handReplies depend on who is free
Instant answers, any hourCommon questions handled automatically
Leads
Leads lost in chat historyNobody follows up
Captured and followed upDetails land in your CRM, with reminders
Reminders
Missed appointments and paymentsCalls and manual messages
Automatic remindersSent from approved templates
  • A person can take over any chat
  • Official WhatsApp API only
  • Opt-in and templates handled properly

An example path, drawn by us. Your call shows yours.

The reality

Six reasons WhatsApp automation goes wrong

Most failures are about rules and design, not code.

01

Using an unofficial tool

Cheap tools that bypass the official API can get a number blocked.

What we doUse the official WhatsApp Business Platform, with a proper business account.
02

Messaging people who did not opt in

Unwanted broadcasts lead to blocks and a poor quality rating.

What we doCollect and record opt-in, and message only people who agreed.
03

Templates rejected

Business-started messages need approved templates, and vague ones get rejected.

What we doWrite clear templates for each use, and submit them early.
04

A bot that traps people

Customers loop through menus and cannot reach a person.

What we doOffer a hand-over to a person at every step, with the chat history attached.
05

Chats disconnected from your data

The bot cannot see orders, bookings or customer records.

What we doConnect it to your CRM and systems, so answers come from real data.
06

No view of what works

You cannot tell which flows help.

What we doReport on conversations, hand-overs and outcomes, and improve every month.
A conversation, step by step

How a WhatsApp flow works

Every flow follows the same path, and a person can step in at any point.

  1. Customer messagesOr taps a link or QR code
  2. Bot answersMenus, questions, forms
  3. Checks your dataOrder, booking, customer
  4. Does the taskQuote, booking, reminder
  5. Hands overTo a person, with history
  6. You see resultsReports and follow-ups
What you gain

What changes once WhatsApp works for you

Automation does not replace people. It removes the repetitive part of their day.

Faster replies

Customers get an answer straight away, at any hour.

Fewer missed leads

Every enquiry is captured and followed up.

Fewer no-shows

Reminders for bookings, payments and deliveries go out on time.

A single customer record

Chats update your CRM, so nothing lives only in a phone.

Compliant by design

Official API, recorded opt-in and approved templates.

Clear reporting

See volumes, hand-overs and outcomes, and improve.

Terms explained

WhatsApp Business app, API and chatbot: what is the difference?

People mix these up, and it changes what you can automate.

OptionWhat it isGood for
WhatsApp Business appA free app on one phone, with labels and quick repliesA very small business answering by hand
WhatsApp Business Platform (API)Official access for software to send and receive messages, with templates and several usersAutomation, reminders, CRM links and many agents
Chatbot on the APIA flow or AI assistant that answers inside the chatHandling common questions and tasks automatically
What we cover

Five areas of WhatsApp automation

We choose the simplest setup that fits your volume, and add AI only where it helps.

Chatbots and menus

Answer common questions and guide customers to the right place.

  • Menus, buttons and quick replies
  • Forms that collect details
  • Hand-over to a person
  • English, Hindi, Gujarati or other languages

Platform

WhatsApp Business PlatformCloud API

Build

Node.jsPythonn8n
How we work

Five stages from first call to steady running

You see a working flow early, and nothing goes live without your approval.

  1. 1

    Map

    Find the conversations worth automating.

    What happens
    • List common questions and tasks
    • Decide what stays with people
    • Sketch the flow
    You get
    • A flow sketch
    • A scope
    • A fixed-scope quote
    Your part

    Share real questions and how you answer today.

    Safety net

    We build nothing until you approve the sketch.

  2. 2

    Set up

    Get the WhatsApp account and templates ready.

    What happens
    • Business account and number set up
    • Message templates written and submitted
    • Opt-in method agreed
    You get
    • A verified account
    • Approved templates
    • An opt-in record
    Your part

    Provide business details for verification.

    Safety net

    The account stays in your name.

  3. 3

    Build

    Create the flows and connect your systems.

    What happens
    • Build the bot and forms
    • Connect CRM and tools
    • Add hand-over to people
    You get
    • Working flows
    • Connected systems
    • A test number
    Your part

    Try the flows and give feedback.

    Safety net

    Tested on a test number before customers see it.

  4. 4

    Launch

    Go live carefully.

    What happens
    • Start with a small group
    • Watch the first conversations
    • Fix what we find
    You get
    • A live bot
    • A launch checklist
    • Runbooks
    Your part

    Approve go-live.

    Safety net

    A person can take over at any point.

  5. 5

    Improve

    Learn from real conversations.

    What happens
    • Review chats and hand-overs
    • Add and tune flows
    • Report monthly
    You get
    • A monthly report
    • A backlog of improvements
    • Optional monthly support
    Your part

    Keep it yourselves, or keep us on monthly support.

    Safety net

    Everything is documented and in your accounts.

Why MOUNTSMY

A typical WhatsApp tool vendor and MOUNTSMY

We build around your process, on the official platform, and you keep what we build.

A typical vendorMOUNTSMY
PlatformOften unofficial shortcutsThe official WhatsApp Business Platform
FlowsA fixed template for everyoneDesigned around your customers and your data
IntegrationLimited to what the tool offersConnected to your CRM and systems through APIs
Hand-overBots that trap peopleA person can take over, with the chat history
OwnershipLocked into the vendor's panelAccounts, flows and data in your name
After launchA subscription and little helpMonthly reviews and support if you want them
What can go wrong

Six WhatsApp risks, and how we prevent them

Most problems come from skipping the rules.

Number blocked or limitedUse the official API, collect opt-in and keep message quality high.
Templates rejectedWrite clear templates early and test wording before launch.
Customers stuck with a botOffer a person at every step and watch hand-over rates.
Wrong answers from AIGround answers in your content, add guardrails and a safe fallback.
Personal data mishandledLimit what is stored, protect access and agree retention with you.
A flow nobody can changeDocument it and keep it in your own repository and accounts.

A person can always take over, and nothing is sent without opt-in.

Ways to work with us

Four ways to start

Most clients begin with a short mapping call.

Flow mapping call

A short call and a written sketch of the flows worth automating. Yours to keep.

Good for: Knowing where to start

Fixed-scope project

A clear scope, timeline and price for a defined piece of work.

Good for: A specific goal

Hourly

Fixes, audits and short tasks, billed by the hour.

Good for: Small or urgent jobs

Dedicated engineer or team

Part-time or full-time engineers working inside your tools, by the month.

Good for: Ongoing work and support
Where this fits

WhatsApp automation in the wider picture

It connects your customers with your AI and your systems.

FAQ

WhatsApp automation: common questions

Something else on your mind? Ask us directly.

Ask a question
What is the WhatsApp Business API?

Official access for software to send and receive WhatsApp messages for a business. It allows automation, message templates, several agents and links to your CRM, unlike the single-phone Business app.

Can a WhatsApp chatbot work for my business?

Yes, for common questions, bookings, reminders and lead capture. We design what the bot handles and what goes to a person.

Do customers have to opt in?

Yes. You should message only people who agreed to receive messages, and we record the opt-in.

What are message templates?

Pre-approved messages a business uses to start a conversation, such as reminders and updates. They are submitted for approval before use.

Can the chatbot hand over to a person?

Yes. We build a hand-over at every step, with the chat history attached.

Can it connect to my CRM or website?

Yes. We connect to common CRMs and to custom systems through APIs, so chats update real records.

Can it use AI?

Yes. When a fixed menu is not enough, an AI assistant can answer from your own documents, with guardrails and a safe fallback.

Which languages can it handle?

English, Hindi, Gujarati and other languages, depending on the flow and the model used.

Who owns the account and the flows?

You do. The business account, flows and data stay in your name.

How do I start?

Book a free call. You get a written sketch of the flows and a quote before any work starts.

Related

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Ready to put WhatsApp to work?

Book a free 30-minute call with an engineer. We’ll send a written plan and quote after.