Integrations
WhatsApp Integration
Track potential leads and conversations from WhatsApp to OutCallerAI in real-time.
OutCallerAI provides a powerful, direct integration with WhatsApp, enabling you to capture incoming leads, run messaging campaigns, and coordinate calls directly from WhatsApp chats.
Key Capabilities
- Real-Time Capture: Synchronize leads from WhatsApp conversations directly to active CRM campaigns.
- Automated Messaging: Send documents, follow-ups, and message templates automatically before or after outbound calls.
- Interactive Routing: Trigger live, human-like voice calls when a customer expresses high intent over chat.
Setup Instructions
- Navigate to Integrations: Go to the Integrations Page inside the OutCallerAI dashboard and locate the WhatsApp card.
- Connect Account: Click Connect and authenticate your WhatsApp Business credentials or scan the provided QR code to link your phone number.
- Configure Routing: Select the target OutCallerAI Campaign where new incoming WhatsApp contacts should be imported as leads.
- Choose Voice Persona: Assign an AI Agent (e.g. Sarah or Michael) to handle instant callbacks when high-intent actions are triggered.
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