Turn conversations
into customers
Deploy intelligent AI agents on WhatsApp and your website — automating sales, support, and marketing 24/7 without writing a single line of code.
98%
Open rate on WhatsApp
3×
More leads converted
24/7
Always-on agents
Built for growing teams
Platform features
Everything you need to sell on autopilot
WhatsApp AI Agents
Deploy intelligent bots on WhatsApp Business that qualify leads, answer questions, book appointments, and close deals — all in real time.
Website Chat Agents
Embed a smart chat widget on any page. Engage visitors the moment they land, capture contact details, and route hot leads to your team.
Visual Flow Builder
Design conversation flows with a drag-and-drop canvas. No code required — just map your logic and go live in minutes.
Broadcast Campaigns
Send targeted WhatsApp broadcasts to segmented audiences. Personalise messages at scale and track delivery, open, and reply rates.
Sales Pipeline Automation
Automatically follow up with prospects, send reminders, share proposals, and nudge deals forward — without manual effort.
Analytics & Reporting
Track conversation volume, agent performance, conversion funnels, and message quota usage from a unified dashboard.
Team Inbox
Escalate complex conversations to human agents with full context. Assign, comment, and resolve from a shared inbox.
Enterprise Security
Row-level data isolation per tenant, encrypted API keys, audit logs, and role-based access control built in from day one.
24/7 Availability
Your agents never sleep, take leave, or forget to follow up. Every lead gets an instant, consistent response — day or night.
Getting started
Up and running in under an hour
Connect your WhatsApp number
Link your existing WhatsApp Business number or get a new one through our partner network — no Meta API experience needed.
Build your conversation flow
Use the visual builder to design your bot's logic — greetings, qualification questions, product info, CTA buttons, and handoff rules.
Go live & watch it work
Publish your bot, embed the website widget, and start capturing and converting leads around the clock.
Use cases
Built for sales and marketing teams
Lead qualification
Automatically ask qualifying questions, score leads, and route high-intent prospects to your sales reps in real time.
Appointment booking
Let your bot handle scheduling — integrate with your calendar and send confirmations and reminders automatically.
Product catalogue & ordering
Showcase products, answer questions, and take orders directly inside WhatsApp — no app download required.
Re-engagement campaigns
Win back dormant leads with personalised WhatsApp messages. Track who opens, replies, or converts.
Platform integrations
Ready to plug into your cPass & CRM stack
Templistic integrates natively with cPass platforms and leading CRMs — enriching every conversation with the data you already have.
Your CRM is the source of truth. Templistic keeps it that way.
When a prospect replies on WhatsApp or chats on your website, Templistic automatically looks them up in your CRM and surfaces the right context — deal stage, previous interactions, assigned rep, and custom fields.
cPass platform users get an additional layer: conversation flows map directly to cPass journeys, meaning existing automation logic is respected and extended — not replaced.
Bi-directional sync
Conversation outcomes write back to your CRM in real time. No manual entry, ever.
Live contact enrichment
Before the bot responds, it pulls the contact record and personalises every message.
cPass journey handoff
Conversations enrol contacts into the correct cPass workflow automatically based on intent.
Pipeline attribution
Track which campaign originated each deal — full funnel attribution from first touch.
Activity logging
Every bot interaction is logged as an activity on the CRM contact record.
Rep handoff alerts
When a lead is ready, Templistic triggers an alert in your CRM, Slack, or email.
One API to rule them all
Templistic exposes a clean REST API and webhook system so your engineering team can wire up any internal system in hours, not sprints. Webhooks fire on every conversation event.
Briefer integration
Briefer-ready. Analysis meets action.
Connect your Templistic data to Briefer and transform raw conversation metrics into live dashboards and automated reports — without writing SQL.
Live conversation data
Query message volumes, bot performance, and conversion funnels in real time. Share results with your team in a single notebook.
Cross-platform analysis
Combine Templistic's engagement data with your CRM pipeline inside one Briefer notebook. See the full customer journey in a single view.
Automated reporting
Schedule notebooks to push daily summaries and monthly ROI breakdowns to Slack or email — delivered automatically, zero manual work.
# WhatsApp Bot Performance — Last 30 days
Conversations
4,821
+18% vs prev
Leads qualified
1,203
+31% vs prev
Deals attributed
£94k
+22% vs prev
Daily conversations (7d)
Ready to automate your growth?
Join businesses already using Templistic to convert more leads, reduce support load, and grow revenue on autopilot.
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