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Use cases

AI sales agent for WhatsApp and Instagram.

A shopper asks "EU 39 in black?" at 2 am, sometimes as a voice note or a screenshot. The AI agent answers from your catalog, asks what your best salesperson would ask, and hands ready buyers to your team.

Voice note on WhatsApp

0:09

“hey, do you have the EU 39 in black? need it by friday”

AI agent answers

Yes, EU 39 in black · $89
Ready to buy

To Lisa

Browsing

Nudge tomorrow

New lead in your CRM

Megan · EU 39, blackReady to buy · needs it FridayLisa
Lisa only gets the buyers who are ready

How it works

  1. 01 · When

    A shopper asks "is this available in blue?"

  2. 02 · Querygen

    Autopilot answers from your catalogue

  3. 03 · Then

    The order is placed or handed to your team

What your customer sees

A normal WhatsApp chat with your business. They never see the automation behind it.

Your businessonline

11:48 pm

hi, do you have these in EU 39? need them by friday
Yes, EU 39 is in stock in black and white, $89. Which colour would you like?
black. can you get them to Austin by friday?
Yes, if you order by noon tomorrow. Lisa from our team will confirm your order in the morning.

What else the AI sales agent does

Answers from everything you already have

Add your website and Querygen crawls the pages. Connect a Google Sheet price list, upload PDFs, CSVs and text files, and import your Instagram posts. Websites, sheets and posts refresh daily or weekly, so the answers stay current, and you can test any question before going live.

Knowledge base · Store answers

  • atelierobjects.com48 pages crawledDaily
  • Price list312 rows from Google SheetsDaily
  • Returns policy.pdf, Size guide.csv2 documentsOn upload
  • @atelier_objects120 posts with captions and linksWeekly

Test

do you ship to Austin?

Best match · Shipping policy, atelierobjects.com

“We ship across the US in 3 to 5 business days.”

Voice notes are fine

Shoppers who'd rather talk send a voice note. Querygen transcribes it, and the agent answers the question in it like any other message.

Voice note on WhatsApp

0:09

“hey, do you have the EU 39 in black? need it by friday”

AI agent replies

Yes! EU 39 in black is in stock, $89. Order by noon tomorrow and it reaches you Friday.

So are screenshots

A screenshot of a product post is often the whole question. Querygen reads the product code or Instagram link in the image and answers about the right item.

DM from jess.makes

Screenshot of a product post the customer sentAO-018

do you have this one?

Product code read from the image: AO-018

Indigo Vase, 18 cmFrom your catalog$38

Yes! The Indigo Vase is $38. Want the link?

A person takes over when it matters

Custom requests, big orders and anything your rules flag go to your team with the conversation and the details already collected.

Team inbox · Custom orderIllustrative

Can you add our company logo to 20 pieces?

I’ll bring in our team to help with the customization. They have your requirements.

Ready for your team

Product: Indigo Vase
Quantity: 20 pieces
Delivery: Mumbai
Needs: Custom company branding

It remembers returning customers

The agent sees each customer's profile and a running memory of earlier chats, so a returning shopper doesn't start from zero.

Conversation memory · Megan Lee

  • Bought the linen shirt in size M (July)
  • Asked for it in navy; we said we'd tell her when it's back
  • Prefers delivery after 6 pm

Updated as the conversation goes on, and read by the AI agent before it replies.

Rahul Jhunjhunwala, owner of Sportomic

“When a court opens up at the last minute, Querygen helps us sell it. More courts stay busy, and the team sends fewer updates by hand.”

Rahul Jhunjhunwala, owner of Sportomic

See more use cases

Set it up

  1. 1

    Connect your channels

    Connect WhatsApp through Meta's Embedded Signup and Instagram through Instagram Business Login. Use one or both.

  2. 2

    Build its knowledge base

    Add your website, a Google Sheet price list, PDFs, CSVs and text files, and your Instagram posts. Sources refresh on a schedule you choose.

  3. 3

    Write the rules

    Tell it what to ask before a sale, like size, quantity and delivery date, and when to bring a person in.

  4. 4

    Test, then go live

    Try a few sample chats. Go live once the answers and the handoff look right.

Make it your own

Add a chat on your website

Put the same agent on your website as a chat widget, so visitors get the same answers.

Nudge the ones still browsing

Shoppers who stop replying get one follow-up the next day, and a reply cancels it.

Bring a person in sooner for big orders

Set a rule like “orders over $500 go to Lisa”, and the agent hands those over with the details collected.

Plans start at $99 a month

That includes 9,900 credits. Try it free for 7 days on your own messages first.

  • Every feature and unlimited teammates on every plan
  • One credit per completed automation
  • Incoming messages and replies your team writes are free
  • WhatsApp's own message charges are billed separately
See pricing

Built on Meta's official platforms

  • Meta Tech Provider
  • WhatsApp Business Platform
  • Instagram API

WhatsApp accounts connect through Meta's Embedded Signup and Instagram accounts through Instagram Business Login. You grant the access yourself.

Questions

Where does the agent get its answers?+

From its knowledge base: your website (Querygen crawls the pages), Google Sheets, uploaded PDFs, CSVs and text files, and your Instagram posts. Websites, sheets and posts refresh daily or weekly, and you can test questions before going live.

Can it understand voice notes and screenshots?+

Yes. Voice notes are transcribed, and the text in images is read, including product codes and Instagram links, so the agent finds the right item.

What happens when a shopper is ready to buy?+

The agent hands the chat to your team, following your rules, with what the shopper wants already collected. Your team replies from the shared inbox.

Does our team still see the conversations?+

Yes. Your team sees every conversation and can take over at any point. Once someone on the team replies, the agent steps back from that chat.

Do we need both WhatsApp and Instagram?+

No. Use either one or both. Chats from both land in the same shared inbox.

Who is this best for?+

Brands whose customers want help before buying: visual, custom or higher-value products. If almost everyone buys straight from the product page, you may not need it.