Retail & ecommerce
Announce a collection to interested customers, answer product questions and collect order requirements. Keep campaign responses connected to the customer’s record.
Querygen for WhatsApp
WhatsApp campaigns, AI replies and lead management.
Send targeted campaigns, automate customer replies and qualify sales enquiries on WhatsApp. Track leads, schedule follow-ups and transfer conversations to your team from one platform.
WhatsApp Business Platform · Tech Provider · Embedded Signup
WhatsApp
LL
Loom & LineBusiness account
Today, 10:24
The linen collectionInstagram · loom.and.line
Hi! What’s the price of the linen shirt in this post?
That’s our Everyday Linen Shirt, ₹1,890. It comes in sizes S–XL. Which size do you need?
Medium. Do you ship to Mumbai?
Yes, we ship to Mumbai. Would you like the size guide before ordering?
Shared Instagram post · Product questions answeredIllustrative WhatsApp screen · Example messages
The customer experience
From a WhatsApp campaign to a sales enquiry.
See what your customer sees.
Querygen handles the replies and captures the details.
01Customer receives your campaign
WhatsApp
SL
Sunday LivingBusiness account
Today, 10:24
A little light for your reading corner
Hi Riya, our new table lamps are here. Explore the collection, starting at ₹1,890.
Explore lamps ↗Is this a plug-in lamp?
WhatsApp messaging
Product questions.
Answered in the chat.
02Querygen qualifies the enquiry
WhatsApp
SL
Sunday LivingBusiness account
Illustrative WhatsApp screens · Fictional businesses and sample messages · Stock photography
Used by The Wrapping Store across five Instagram accounts and one WhatsApp account.
Read their storyFeatures
Manage WhatsApp marketing, sales and customer support.
Campaigns
Send targeted WhatsApp marketing campaigns.
Promote products and offers to opted-in customers using approved message templates. Select an audience, schedule your campaign and monitor message delivery and responses.
- Create campaigns for opted-in customers using approved message templates.
- Schedule sends around your launch, promotion or follow-up plan.
- Track message delivery, read status and customer replies.
WhatsApp
EF
Everyday FootwearBusiness account
Today, 10:24
Your weekend offer: 15% off
Hi Karan, take 15% off our everyday sneakers with code WEEKEND15. Offer ends Sunday.
Shop the offer ↗Can I use it on size 9?
Retail · Limited-time offer sent to opted-in shoppers
Illustrative promotional campaign
AI replies
Automate customer replies with your catalog and FAQs.
Answer product questions and campaign responses using your business knowledge. Collect purchase requirements, qualify leads and escalate enquiries that need your sales or support team.
- Use catalog information, FAQs and documents to answer common questions.
- Qualify enquiries by asking about quantity, requirements and delivery location.
- Capture requirements and customer details from campaign responses.
WhatsApp
TT
Trail & TideBusiness account
Travel agency · Package FAQs and trip requirements
Illustrative conversation
Audience targeting
Segment audiences by customer attributes and events.
Use product interests, lead stages and recorded events to define campaign audiences. Combine conditions to target relevant customers and exclude those who do not match.
- Segment customers by saved interests, profile attributes and events.
- Combine conditions to define the audience for a particular campaign.
- Respect opt-in and opt-out preferences when preparing your sends.
Fitness studio · Campaign segment
InterestPilates
AND
Trial attendedYes
AND
Membership purchasedNo
AND
WhatsApp opt-inYes
Send the introductory membership offer to trial attendees who haven’t joined.
Message templates
Create message templates with media and buttons.
Build WhatsApp message templates with product images, personalised variables and supported buttons. Submit them for approval before using them in business-initiated campaigns.
- Prepare templates with the content and variables your campaign needs.
- Use supported media headers and call-to-action or quick-reply buttons.
- Plan for template approval and WhatsApp’s messaging requirements before sending.
WhatsApp
FF
Founders ForumBusiness account
Events · Personalised reminder with registration details and a venue button
Illustrative WhatsApp template
Posts as catalog
Answer product questions from shared Instagram links.
Customers often discover something on Instagram and ask about it on WhatsApp. Turn your posts into a product catalog in Querygen, add prices and product details, and answer questions about the item behind a shared post or Reel link.
- Bring Instagram posts into your knowledge base with captions, previews and permalinks.
- Enrich saved items with product codes, prices and availability.
- Match a shared Instagram permalink to the saved item instead of asking the customer to describe it again.
Instagram catalog import
Illustrative workflowImport the post. Add product details. Answer the question.
- From Instagram
- Caption, preview & permalink
- Added by your team
- Price, code & availability
Customer records
Update customer profiles directly from WhatsApp chats.
Extract contact details, product interests and buying requirements from conversations. Save them in your CRM so your team can review customer information and lead status before replying.
- Capture contact details, product interests and qualifying information.
- Track lead stages as customers move from enquiry towards an order.
- Keep returning-customer context available to the assistant and your team.
NP
Neha Patel
WhatsApp enquiry · Qualification complete
- Project
- 3 BHK interiors
- Location
- Thane
- Budget
- ₹12–15 lakh
- Possession
- November
Requirements extracted from chat
Lead stage: Qualified
Task: Schedule a design consultation
Follow-ups
Schedule sales follow-ups and track pending enquiries.
Create customer-linked tasks for pending quotes, missing requirements and sales follow-ups. Configure follow-up workflows using the customer’s lead stage and conversation details.
- Create tasks for quotes, requirements and other next actions.
- Schedule follow-up workflows around the customer’s stage and context.
- Use approved templates where required outside the customer service window.
Pending quotes · Follow-up tasks
Aditi Menon
Follow up on the 80-person lunch proposal
Today, 11:00 AM
Kabir Sethi
Confirm dietary requirements for the offsite
Today, 2:30 PM
Rohan Das
Send the revised weekly office menu
Tomorrow
Each task links to the customer record and original enquiry.
Human handoff
Transfer conversations to your team with full chat history.
Escalate custom quotes, complex support requests and enquiries that require a human response. Your team can review the conversation and captured customer details before replying.
- Configure escalation rules for sales and support enquiries.
- Let your team take over and reply directly to the customer.
- Keep the conversation and collected details together at handoff.
Human handoff
Illustrative workflowOrder support · Damaged delivery
My order arrived with a broken handle. Order number MK-1024.
Assigned to customer support
Priya: I can see your order number and the damage report. Could you send a photo so I can review the replacement request?
Integrations
Connect WhatsApp conversations to your business tools.
Send customer fields to Google Sheets, update connected customer profiles and trigger external workflows through webhooks. Configure each integration around the records your team uses.
- Send collected fields to Google Sheets or your systems through webhooks.
- Use customer profile integrations such as WebEngage and CleverTap where configured.
- Trigger external workflows using conversation data.
“I’m interested in the weekend data analytics course. I’m in Pune and have two years of experience.”
New row in Google Sheets
| Course | City | Experience | Batch |
|---|---|---|---|
| Analytics | Pune | 2 years | Weekend |
Fields extracted and sent to the connected spreadsheet
The Wrapping Store · Customer story
Customer story
Instagram and WhatsApp automation at The Wrapping Store.
“Querygen handles both our Instagram accounts and WhatsApp, from the first reply to lead tracking and invoices. We serve more buyers without adding more people.”
Shreya B Bhootra · Owner, The Wrapping Store
See the complete workflow1,160
Instagram comment-to-DM replies
Main account campaign · since Aug 18
202
Responses to price follow-ups
From 1,035 messages · since Jul 24
2,683
Leads tracked
Across enquiry, sales and order stages
Customer snapshot: September 5, 2026. These are activity counts, not a guarantee of results.
Use cases
Automate product enquiries,
consultations and bulk orders.
Services & consultative sales
Explain your offering, qualify the enquiry and pass the relevant details to your team. Follow up on the next action rather than starting the conversation over.
Repeat & bulk enquiries
Use saved customer details for repeat enquiries. Collect quantities, delivery requirements and custom requests, then hand the quote request to your sales team.
Connect your account.
Configure your automations.
Connect WhatsApp, add your catalog and FAQs, then configure automated replies, lead capture and escalation rules. Test sample enquiries before enabling automation.
WhatsApp Business Platform · Tech Provider · Embedded Signup
- 01
Connect through Meta
Use Embedded Signup to connect your WhatsApp Business Account and grant access. Querygen is a Tech Provider using the WhatsApp Cloud API.
- 02
Configure replies & templates
Add product information and FAQs. Configure conversation instructions, customer fields and handoff rules. Prepare and submit any message templates your campaigns need.
- 03
Test & launch
Check answers, capture and handoff with sample enquiries. Build an opted-in audience, confirm template status and account readiness, then launch your campaign.
Before you get started
Frequently asked questions.
Does Querygen use the official WhatsApp platform?
Yes. This integration uses the WhatsApp Business Platform through the WhatsApp Cloud API. Querygen is a Tech Provider, and onboarding uses Meta’s Embedded Signup with customer-granted access.
Does this give my business a Meta Verified badge?
No. Querygen’s Tech Provider status and app permissions are not a Meta Verified subscription or an account verification badge for your business. We do not promise a badge as part of connecting to Querygen.
Can I send marketing messages to any phone number?
No. You need the appropriate customer opt-in and an approved message template. Sending and delivery remain subject to WhatsApp’s policies, quality controls and account limits. An imported contact list does not by itself establish permission to message those customers.
What happens when someone replies to a campaign?
With an automation configured, Querygen can answer from your knowledge base, collect requirements, update customer details and bring in your team. You control the instructions and workflow; a campaign does not have to end at message delivery.
When do I need a message template?
Approved templates are required for business-initiated messages outside WhatsApp’s customer service window. Within the applicable window after a customer messages you, free-form replies can be used under WhatsApp’s rules. Your workflow must respect those requirements.
Can I schedule campaigns and track them?
Yes. Querygen supports campaign scheduling and message delivery, read and reply tracking. Read status depends on the signals WhatsApp makes available; delivery is not a guarantee that a customer read or acted on a message.
Does the AI know my catalog automatically?
It needs your business knowledge. Add catalog items, FAQs or documents, and keep the information current. Instagram imports bring in media metadata; product fields such as price and availability need to be supplied. The knowledge base is not automatically a live inventory system.
Can my team reply instead of the AI?
Yes. Your team can take over conversations, and you can configure escalation instructions for enquiries that need a person. The conversation and collected customer details provide context for that handoff.
Do I need to connect Instagram too?
No. WhatsApp can work on its own. Connect Instagram if you also want to handle comments and DMs or import your posts as knowledge. A saved Instagram permalink can help identify a product shared in a WhatsApp conversation.
Are WhatsApp charges included in the subscription?
Querygen’s plans and usage credits are described on the pricing page. WhatsApp Business Platform messaging charges are separate where applicable. Review both before planning campaign volume; this is not an unlimited-messaging offer.
Start your trial
Start automating
WhatsApp conversations.
Set up automated replies, capture leads and manage follow-ups using your catalog and customer data.
Start 7-day trial