WhatsApp sales agent

Turn a WhatsApp number into a seller that never sleeps: it answers product questions with real stock, captures the lead, and keeps the pipeline board honest.

The pattern

WhatsApp Input → LLM Agent ⇄ CRM (leads)
                          ⇄ Inventory (stock & prices)
                          ⇄ Kanban (deal pipeline)
                 LLM Agent → WhatsApp Output

Step by step

1. Connect your number in Dashboard → WhatsApp Config (QR session) — see the WhatsApp guide.
2. WhatsApp Input (Applications) — starts the flow on every incoming message.
3. LLM Agent — objective: "You are the sales agent for ACME. Answer with real prices and stock from Inventory only — never promise stock without checking. Register every interested customer as a CRM lead and create/advance their card in the Kanban (Interested → Quoted → Closing)."
4. HiveApp → Inventory, HiveApp → CRM, HiveApp → Kanban (Tools) — all three wired into the LLM node with function calling enabled.
5. WhatsApp Output — sends the reply back over the same conversation.

Set the flow Active and message the number to test the whole loop.

Variations

• Add Human in the Loop before confirming orders above a threshold.
• Mirror the same agent on a web widget by adding Chat Input/Output branches.
• Nightly scheduled report summarizing new leads and pipeline movement.

Genius prompt: "Create a WhatsApp sales flow: an AI agent connected to my Inventory, CRM and a deal Kanban that quotes, registers leads and updates the pipeline."