Templistic lets you 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
Platform features
Deploy intelligent bots on WhatsApp Business that qualify leads, answer questions, book appointments, and close deals — all in real time.
Embed a smart chat widget on any page. Engage visitors the moment they land, capture contact details, and route hot leads to your team.
Design conversation flows with a drag-and-drop canvas. No code required — just map your logic and go live in minutes.
Send targeted WhatsApp broadcasts to segmented audiences. Personalise messages at scale and track delivery, open, and reply rates.
Automatically follow up with prospects, send reminders, share proposals, and nudge deals forward — without manual effort.
Track conversation volume, agent performance, conversion funnels, and message quota usage from a unified dashboard.
Escalate complex conversations to human agents with full context. Assign, comment, and resolve from a shared inbox.
Row-level data isolation per tenant, encrypted API keys, audit logs, and role-based access control built in from day one.
Your agents never sleep, take leave, or forget to follow up. Every lead gets an instant, consistent response — day or night.
Getting started
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 while you focus on what matters.
Use cases
Automatically ask qualifying questions, score leads, and route high-intent prospects to your sales reps in real time.
Let your bot handle scheduling — integrate with your calendar and send confirmations and reminders automatically.
Showcase products, answer questions, and take orders directly inside WhatsApp — no app download required.
Win back dormant leads with personalised WhatsApp messages. Track who opens, replies, or converts.
Platform integrations
Templistic is built from the ground up to integrate natively with cPass platforms and leading CRMs. Whether you're managing contacts in HubSpot, Salesforce, Zoho, or a custom cPass implementation, Templistic slots in without friction — enriching every conversation with the data you already have.
When a prospect replies on WhatsApp or chats on your website, Templistic automatically looks them up in your CRM and surfaces the right context to the bot — deal stage, previous interactions, assigned rep, and custom fields. Every conversation outcome writes back: contact created, deal progressed, note logged, task assigned.
cPass platform users get an additional layer: Templistic maps its AI conversation flows directly to cPass journeys, meaning your existing customer journey logic is respected and extended — not replaced. Leads that enter via WhatsApp or web chat are seamlessly enrolled into the correct cPass workflow, keeping automation consistent across every channel.
For operations teams this means zero double-entry. For sales teams it means full pipeline visibility whether a lead first touched your brand on WhatsApp at 11pm or filled a form on your website at noon. The handoff is invisible — the data is always there.
Conversation outcomes — contacts, deals, notes, and tasks — write back to your CRM in real time. No manual entry, ever.
Before the bot responds, it pulls the contact record and personalises every message with your CRM data and custom fields.
Conversations started in Templistic enrol contacts into the correct cPass workflow automatically, based on intent signals.
Track which WhatsApp campaign or website chat session originated each deal — full funnel attribution from first touch to close.
Every bot interaction is logged as an activity on the CRM contact record, giving your reps complete conversation history.
When a lead is ready to talk to a human, Templistic triggers an alert in your CRM, Slack, or email — with full conversation context attached.
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 — ERP, data warehouse, custom cPass instance — in hours, not sprints. Webhooks fire on every conversation event: message received, lead qualified, bot handed off, conversation closed.
Briefer integration
Templistic is fully compatible with Briefer — the collaborative data notebook built for business teams. Connect your Templistic data to Briefer and transform raw conversation metrics into live dashboards, automated reports, and decision-ready insights — without writing SQL or waiting for a data analyst.
Briefer connects directly to your Templistic database or webhook stream. Query message volumes, bot performance, lead qualification rates, and conversion funnels in real time — and share results with your team in a single notebook.
Combine Templistic's WhatsApp and website engagement data with your CRM pipeline, marketing attribution, and revenue figures inside one Briefer notebook. See the full customer journey — from first bot message to closed deal — in a single view.
Schedule Briefer notebooks to run on a cadence and push results to Slack, email, or your internal portal. Daily bot performance summaries, weekly lead quality reports, and monthly ROI breakdowns — delivered automatically, no manual work.
No more BI bottlenecks
Marketing and ops teams can build their own Templistic analytics in Briefer using plain English queries — no data engineering ticket required.
Bot performance at a glance
Track which conversation flows convert, where users drop off, which messages drive replies, and how bot-assisted leads compare to manually worked ones.
Revenue attribution
Map every closed deal back to the WhatsApp message or website chat session that started it. Prove ROI with numbers your CFO will believe.
Cross-channel cohort analysis
Segment leads by entry point — WhatsApp campaign, website chat, cPass journey — and compare conversion rates, deal sizes, and time-to-close across cohorts.
Alerting & anomaly detection
Briefer can monitor Templistic metrics and fire alerts when bot response rates dip, quota usage spikes, or a campaign is underperforming — before it becomes a problem.
# 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)
Top performing flows
Join businesses already using Templistic to convert more leads, reduce support load, and grow revenue on autopilot.
Review within 24 hours · No credit card required