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Platform
AI agents
WhatsApp AI agentAnswers product questions from your catalogue, even at 2 amInstagram auto-replyComments and DMs get the price and a link in a private replyShared inboxYour team picks up any chat the AI hands over
Marketing
WhatsApp campaignsOffers sent with approved templates to the list you pickJourneysThe next message depends on what the customer repliedCustomer segmentationLists built from what customers asked about and bought
Sales
WhatsApp CRMLeads and stages update from the chat itselfLead captureEvery new inquiry becomes a lead with an ownerFollow-up remindersA nudge before a promised quote goes cold
Operations
Workflow automationPhotos and voice notes from staff become rows in your sheetScheduled reportsA summary of yesterday's chats on your WhatsApp each morningAlertsA message to you when a buyer is ready or a customer complains
Runs onWhatsAppInstagramWebsite chatSee the whole platform →
Use cases
SalesAI sales agentMarketingInstagram comment-to-DMMarketingWhatsApp broadcast campaignsMarketingAbandoned cart recoverySalesInstant lead follow-upSalesClick-to-WhatsApp ad leadsOperationsExpense tracking
Each one started as a chat someone used to handle by hand.See all 16 use cases →
Pricing
Resources
BlogGuides to automating WhatsApp and InstagramFree toolsTranscribe audio, scan business cards and moreUser guideHow to set up each part of QuerygenThe Wrapping Store storyHow a gift-wrap store runs Instagram and WhatsApp sales with no extra staffFree AI auditSend us your chats and we'll list what to automate firstSecurity and privacyHow we handle your messages and data
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Platform
AI agentsAnswers customers on WhatsApp and Instagram, day and night.MarketingOffers and follow-ups sent to the customers who asked.SalesEvery inquiry becomes a lead with an owner and a next step.OperationsStaff updates on WhatsApp become sheet rows and reports.WhatsAppInstagramWebsite chatSee the whole platform →
Use cases
SalesAI sales agentMarketingInstagram comment-to-DMMarketingWhatsApp broadcast campaignsMarketingAbandoned cart recoverySalesInstant lead follow-upSalesClick-to-WhatsApp ad leadsOperationsExpense trackingSee all 16 use cases →
Resources
BlogFree toolsUser guideThe Wrapping Store storyFree AI auditSecurity and privacy
PricingLogin
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LatestWhatsApp

WhatsApp Business Automation Setup Guide (2026)

What to automate on WhatsApp first, what to leave to people, and the order to set it up: numbers, replies, lead capture, follow-ups, campaigns, and payments.

Sep 28, 2026Querygen Team6 min read
Q

Querygen field notes

Practical lessons from building automation for real customer conversations.

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More from the journal

All stories

39 articles

WhatsApp01

WhatsApp Chatbot for Business in India

Button bots or AI agents? How WhatsApp chatbots work, what each type is good at, examples for Indian businesses, what Meta allows, and what one costs.

Sep 28, 20266 min read
Instagram02

Instagram vs WhatsApp for Selling in India

Instagram gets you found. WhatsApp brings customers back. What each channel allows, where each one wins, and how to sell on both without doubling the work.

Sep 28, 20266 min read
Instagram03

How to Convert Instagram Enquiries Into Sales

'Price?' comments, DMs about a Reel, story replies at midnight. Answer each one fast, capture the lead, and follow up before Instagram's 24-hour window closes.

Sep 28, 20267 min read
Instagram04

Instagram DM Automation: Auto-Reply to Comments

Set up comment-to-DM, DM auto-replies, and story replies on Instagram: what Meta allows, how each automation works, and comment triggers you can copy.

Sep 28, 20266 min read
WhatsApp05

WhatsApp CRM for Small Businesses in India

A WhatsApp CRM should fill itself in from your chats, not add typing. What to look for, how to set one up in a day, and what it costs a small team in India.

Sep 28, 20267 min read
WhatsApp06

WhatsApp Broadcast vs Targeted Campaigns

When one message to everyone makes sense, when it quietly hurts delivery, and how to turn a WhatsApp broadcast into a targeted campaign in three steps.

Sep 28, 20266 min read
Comparison07

Best WhatsApp Automation Tools in India (2026)

Querygen, Interakt, AiSensy, WATI, Gallabox, and Periskope compared on the numbers they support, what they automate, and how their pricing works in India.

Sep 28, 20267 min read
WhatsApp08

How to Send Personalized WhatsApp Campaigns in India

Use what customers told you in chat (the product they asked about, their city, their budget) to choose who gets each WhatsApp campaign and what it says.

Sep 28, 20269 min read
WhatsApp09

How to Automate Lead Follow-Up on WhatsApp

Most WhatsApp leads don't say no. They go quiet after the price. Catch every enquiry, nudge the ones who stop replying, and stop the moment they answer.

Sep 28, 20268 min read
WhatsApp10

How to Automate WhatsApp Business Replies

WhatsApp's greeting and away messages can't answer 'Is the blue one available in XL?' Set up replies by keyword, by meaning, and from your own catalog.

Sep 28, 20267 min read
WhatsApp11

WhatsApp Business API Setup in India: Step by Step

What you need, how Meta's signup works, and what comes after: templates, the 24-hour window, messaging limits, and how Meta charges for each message.

Sep 28, 20268 min read
Comparison12

Querygen vs Interakt: Which WhatsApp Tool Fits You?

Querygen vs Interakt on price, WhatsApp number options, Instagram, AI replies, and CRM, including the cases where Interakt is the better, cheaper choice.

Sep 28, 20267 min read
Instagram13

How The Wrapping Store Closes Sales Inside Instagram DMs

The Wrapping Store redirected every Instagram DM to WhatsApp and lost buyers at the switch. Now Querygen handles catalog lookups, reel questions, and price checks inside Instagram DMs without asking customers to change apps.

May 27, 20267 min read
Instagram14

Instagram DMs Are Now a First-Class Channel in Querygen

Querygen now supports Instagram DMs as a sales channel alongside WhatsApp. Handle catalog lookups, reel inquiries, and team conversations directly inside Instagram without ever asking customers to switch apps.

May 27, 20265 min read
WhatsApp15

How Vishnu Enterprises Tracks Inventory From Challan Photos

Vishnu Enterprises uses Querygen Flows to turn challan photos from staff into live inventory records, customer history, and stock movement reports.

May 11, 20267 min read
WhatsApp16

How The Wrapping Store Moves WhatsApp Buyers Faster

The Wrapping Store uses Querygen Autopilot to answer product-code, price, size, and catalog questions on WhatsApp so a customization-heavy sales process can move faster.

May 11, 20267 min read
WhatsApp17

How Happy Eaters Answers Parenting Questions in WhatsApp Groups

Happy Eaters uses Querygen Autopilot to answer parenting questions inside WhatsApp groups, build trust in public, and turn helpful community moments into a growth flywheel.

May 11, 20267 min read
WhatsApp18

OpenClaw Is Brilliant for Builders. Querygen Is Better for Teams.

OpenClaw is an impressive self-hosted AI agent project. But for most MSMEs, it needs too much setup, supervision, and safety work. Querygen is ready to go for real WhatsApp teams.

Apr 2, 20269 min read
WhatsApp19

How Wedding Planners Use Querygen to Run Flawless Events on WhatsApp

Wedding planners juggle 30+ vendor threads, guest lists, and last-minute changes on WhatsApp. Learn how Querygen Broadcasts, Summaries, and Flows turn wedding chaos into a coordinated operation.

Mar 13, 202610 min read
WhatsApp20

7 Best WATI Alternatives for WhatsApp Business in 2026

Looking for a WATI alternative? We compare 7 WhatsApp CRM platforms on pricing, user limits, features, and hidden costs. Honest pros and cons for each.

Feb 23, 202612 min read
WhatsApp21

7 Best Respond.io Alternatives for WhatsApp Teams in 2026

Looking for a Respond.io alternative? We compare 7 WhatsApp CRM platforms on pricing, automation, channels, and scalability. Honest pros and cons.

Feb 23, 202612 min read
WhatsApp22

How a 17-Vehicle Fleet Stopped Scrolling WhatsApp to Track Fuel

Charu Construction ran 50+ daily trips across 17 vehicles. The owner verified every fuel request by scrolling WhatsApp. Querygen Flows now extracts trip data and fuel receipts automatically into a live dashboard.

Feb 17, 20268 min read
WhatsApp23

How to Track Team Expenses With WhatsApp Photos and Google Sheets

Send a receipt photo to your WhatsApp group. Querygen Flows extracts the amount, category, and payment method, then logs it in Google Sheets. No app downloads. No manual entry.

Feb 17, 20269 min read
WhatsApp24

8 Industries That Run on WhatsApp Groups (And How They Finally Get Visibility)

Delivery drivers, valet teams, field technicians — they all report via WhatsApp. Here's how 8 industries are turning group chat chaos into real-time dashboards and structured data.

Feb 11, 202610 min read
Valet Parking25

How Valet Companies Track Every Car With Just a WhatsApp Photo

No new app. No training. Valets snap a photo, share it to the group, and every vehicle gets logged automatically with timestamps, duration, and payment records.

Feb 11, 20269 min read
WhatsApp26

Why WhatsApp Numbers Get Banned: 10 Mistakes That Kill Your Business Line

You bought a new SIM, loaded your contacts, and started sending. Three days later, your number is banned. Here are the 10 most common reasons it happens and how to prevent it.

Feb 7, 202610 min read
Free Tools27

Free Image to Text Converter: Extract Text from Any Image with AI OCR

Need to extract text from screenshots, receipts, documents, or photos? Our free AI-powered OCR tool converts any image to editable text in seconds. No sign-up required.

Jan 27, 20268 min read
Free Tools28

Free Audio to Text Converter: Transcribe Audio Files in 50+ Languages

Convert audio recordings to accurate text transcriptions with AI speech recognition. Supports MP3, WAV, M4A, and more. Automatic language detection for 50+ languages.

Jan 27, 20269 min read
Free Tools29

Free PDF to Text Converter: Extract Text from Any PDF Document

Need to copy text from a PDF? Our free tool extracts all text from PDF files instantly. Works with multi-page documents, scanned PDFs, and protected files.

Jan 27, 20267 min read
Free Tools30

Free Business Card Scanner: Extract Contact Info to Excel in Seconds

Turn stacks of business cards into organized contact lists with AI. Scan cards, extract names, emails, phone numbers, and company details, then export to Excel or CSV.

Jan 27, 20268 min read
WhatsApp31

Close More Deals from WhatsApp: Summaries for High-Velocity Sales Teams

Turn WhatsApp chaos into clean, actionable sales summaries. Reps reclaim 60-90 minutes per day and uncover more real opportunities by acting on flagged follow-ups.

Jul 1, 20258 min read
Real Estate32

Turn WhatsApp Chaos Into Your Hottest Lead Pipeline

Real estate agents waste hours digging through WhatsApp messages for buyer signals. Learn how top teams automatically extract and search thousands of leads daily.

Jun 24, 20257 min read
Lead Management33

The Hidden Cost of Manual Lead Tracking: Why Teams Lose 40% of Prospects

Every missed follow-up, delayed response, and lost contact represents revenue walking out the door. The real cost of manual lead management goes far beyond wasted time.

Jun 17, 20259 min read
CRM Integration34

From Chaos to CRM: Building a Lead Pipeline That Actually Works on WhatsApp

Your WhatsApp is drowning in leads, but your CRM is practically empty. Here's how smart teams bridge that gap and turn messaging chaos into organized, actionable pipelines.

Jun 10, 20258 min read
AI35

The AI Revolution in Sales: How Machine Learning Reads Between the Lines

While you've been manually categorizing leads and guessing at intent, AI has been quietly learning to read customer signals better than most sales veterans.

Jun 3, 202510 min read
WhatsApp API36

WhatsApp Business API vs Manual Messaging: ROI Analysis for Growing Teams

Your team is growing, WhatsApp inquiries are multiplying, and everyone's asking: 'Should we invest in the Business API?' Here's the math behind that decision.

May 27, 20259 min read
Multilingual37

Regional Language Processing: Handling Hindi, Arabic, and Mixed Conversations

Your customers switch between languages mid-sentence, mix scripts, and use regional slang that confuses most translation tools. Here's how modern systems handle multilingual sales conversations.

May 20, 20258 min read
Productivity38

The 20-Minute Sales Day: How Automation Transforms Real Estate Workflows

Priya used to spend 6 hours daily managing WhatsApp leads, updating spreadsheets, and chasing follow-ups. Now she does it all in 20 minutes. Here's exactly how her day changed.

May 13, 20257 min read
Team Collaboration39

Team Handoffs That Actually Work: WhatsApp Lead Transfer Best Practices

'Who's handling the Sharma inquiry?' 'Did anyone follow up on the Dubai property lead?' Sound familiar? Here's how to fix handoff chaos once and for all.

May 6, 20258 min read

If it happens on WhatsApp, we automate it.

AI replies, campaigns, lead follow-up and the photos your team sends, on WhatsApp and Instagram.

Start 7-day trialSee what people automate
QQuerygen

If it happens on WhatsApp, we automate it.

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Product

Platform overviewAI agentsMarketingSalesOperationsPricing

Channels

WhatsAppInstagramWebsite chat

Use cases

AI sales agentInstagram comment-to-DMWhatsApp broadcast campaignsAbandoned cart recoveryInstant lead follow-upClick-to-WhatsApp ad leadsExpense trackingPost-purchase journeysWin-back campaignsReturning customer memoryCustomer segmentationLead capture from WhatsApp groupsBusiness card scannerFleet trackingInventory trackingAttendance trackingSee all use cases

Resources

BlogFree toolsUser guideThe Wrapping Store storyFree AI auditSecurity and privacyWhatsApp automation guideMeet us at IMC 2026

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