WhatsApp AI customer service that finishes the job, not just the reply

WhatsApp AI customer service only earns its keep if it can act. Hay.chat reads the message, pulls what it needs from your stack, and gets the job done. Often before the customer types again.

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Customers want WhatsApp to feel like WhatsApp.

When a customer messages you on WhatsApp, they expect the same experience they get messaging anyone else. Fast, conversational, done. Most AI tools don't deliver that. They answer a question, push a knowledge base article, or collect details and promise a follow-up.

Underneath, it's still just a form with a chat bubble on top.

Hay.chat treats WhatsApp as a place where things get done. Orders get tracked. Refunds happen inside the chat. The customer never has to leave WhatsApp to get a result.

2B+

WhatsApp users worldwide

177

Actions Hay.chat can take across your stack

9

Deep integrations powering them

How Hay.chat handles a WhatsApp thread, step by step

Step 1: Understand

WhatsApp messages are short, informal, and often arrive three in a row. Hay.chat reads the whole thread, works out what the customer actually wants, and picks up details like an order number or an email even when they're buried mid-sentence.

Integration Hay.chat NLU

Your customers are already on WhatsApp. Meet them there properly.

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WhatsApp is where they message. Hay.chat acts in the systems behind it.

The integrations you've connected don't care which channel the question came from. If Hay.chat can refund from your web chat, it can refund from a WhatsApp message.

Shopify Shopify
Stripe Stripe
Zendesk Zendesk
WooCommerce Magento HubSpot
Shopify · 9 automated actions
Stripe · 27 actions
Zendesk · 51 actions

View all integrations →

Teach Hay.chat what to say on WhatsApp

Upload your docs

Drag and drop your return policy, shipping times, and product guides. Hay.chat accepts PDF, DOCX, and HTML, or crawls your help centre directly.

Return policy Shipping times Product guides Tone of voice

Control what Hay.chat knows

Categorise documents, set visibility, and toggle which ones your AI agent can access. Internal margin sheets stay internal.

Keep it current

Update documents anytime. Hay.chat always uses the latest version, so a policy change reaches WhatsApp the moment you save it.

See what Hay.chat learns from every WhatsApp thread

The dashboard below is filled with sample data so you can see the shape of the reporting. These are not customer results.

Sample data
74% auto-resolved
Auto-resolved 74% Handed to a human 26%

Escalation reasons

Customer sent a photo or voice note 41%
Customer requested human agent 34%
Below confidence threshold 25%

Hay hands a conversation to a person below its confidence threshold, which defaults to 75% and is yours to move. Every decision it made on the way is in the log.

See how the WhatsApp playbook works

One playbook, written in plain English, deciding what Hay.chat does with a WhatsApp thread from first message to handoff.

Back to list Playbooks Save Playbook

WhatsApp · orders & refunds

Playbook body @ for Actions/Documents / for blocks

1 This is WhatsApp, so keep it to a line or two. Ask one question at a time. People are typing with a thumb.

2 If they're asking about an order, get the email or order number, then look it up with Shopify · Get Order and reply with the carrier and the tracking link.

3 For a return, check it against Returns policy and refund with Stripe · Refund Payment up to £100. Anything larger goes to a person.

If they send a photo or a voice note, say plainly that you can only read text right now, and ask them to describe it. Don't pretend you looked at it.

4 When you hand over, stay in this thread. Open Zendesk · Create Ticket with the whole conversation attached, and tell the customer a person is picking it up.

  • Trigger

    Channel-specific by design. The same trigger can run a different playbook on WhatsApp than on email. Shorter replies, different tone, same underlying logic.

  • 1

    Written for the medium. WhatsApp is a phone keyboard. The playbook says so, and Hay.chat keeps its replies to a couple of lines instead of pasting a policy page.

  • 2

    Type @ to reach your stack. The body is a document, not a flowchart. Type @ and pick Get Order, and Hay pulls the order straight from Shopify.

  • 3

    Guardrails, not guesswork. A refund cap you set, checked against the policy document, before any money moves. Above the cap it goes to a person.

  • 4

    Handoff stays in WhatsApp. Escalation is a line you write. The customer keeps the same thread, and your agent arrives with everything already looked up.

“But what if the AI makes a mistake?”

AI handles a lot of WhatsApp support. It doesn't have to handle all of it. Hay.chat routes the conversations that need a human to a human, with the full chat and customer context already loaded. You decide where the line sits.

  • Escalation rules you control. Set the conditions for handoff yourself. A refund above your threshold. Sentiment going sour. A customer asking for a human. The rules sit in your playbooks, where you can read and edit them in plain language.

  • Handoff keeps the chat. When Hay.chat escalates, the conversation continues in WhatsApp with a human picking up where the AI left off. The customer doesn't have to start again on email or in a portal.

  • Action guardrails. Refund caps, eligibility checks, scopes on write access. Hay.chat only takes the actions you've authorised, and only when the policy says it can.

  • Audit trail. Every action Hay.chat takes gets logged. The reasoning behind each decision is reviewable. If something goes sideways, you can see exactly what happened and why.

  • EU data hosting. Conversation data sits in the EU on DigitalOcean. GDPR-aligned by default.

The aim is to clear the repetitive tickets off your team's plate. Honestly, that's the whole point. They get more time for the conversations that need a person.

Ready to automate WhatsApp support?

Connect WhatsApp through Twilio, point Hay.chat at your store and your helpdesk, and let it start closing threads instead of opening tickets.

Frequently Asked Questions

You'll need a WhatsApp Business account, access to Meta Business Manager, and a Twilio account (Twilio is Meta's BSP for the WhatsApp Business API). Connect the credentials in Hay.chat's dashboard, register your sender, and switch the channel on. The Hay.chat side is a few minutes. Twilio number provisioning and Meta Business verification can take a day or a week, depending on how clean your paperwork is. We'll walk you through it if anything's missing.