OUTBOUND
Proposal follow-through → PandaDoc + WhatsApp ping
Draft a one-page proposal for the scope in this thread, create it in PandaDoc ready to send, and ping me on WhatsApp when the draft link is ready.
PandaDocWhatsApp
AI agents for WhatsApp.
WhatsApp is where customers actually reply; the agents treat it with matching care - context read, messages drafted in your voice, and nothing sent without approval.
In many markets WhatsApp is the business channel, and it is also the easiest one to get wrong at scale. Connected, missions help without hijacking: conversation context read where your account allows, responses and outreach drafted for human review, and campaign messages staged with the audience visible. The channel’s intimacy is the asset; the gating protects it.
Operationally it joins the same fabric as everything else: WhatsApp outcomes read beside CRM records and campaign data, so the channel stops being a silo the reporting never sees.
What the agents do with WhatsApp
Drafts for the human channel
Replies and outreach written in your register, staged for review before anything sends.
Campaign staging
Broadcast messages prepared with audience and content visible, approval-gated end to end.
Conversation-context reads
Threads read as mission context where permitted, so advice respects what was actually said.
Channel-in-the-funnel reporting
WhatsApp outcomes joined with CRM and campaign reads in one brief.
Pre-built playbooks that use WhatsApp
Real missions from the playbook library - run them as-is from the console, or read the full article behind each.
ADVERTISING
Ad spend anomaly watch → WhatsApp
Check my ad accounts for anomalies - CPA spikes, delivery drops, budget overruns - explain anything unusual, and send the alert summary to me on WhatsApp.
Google AdsMeta AdsWhatsApp
Connecting WhatsApp
- 01Settings, then Integrations - Connect on the WhatsApp card.
- 02Authorize through the business-account flow.
- 03Drafting and reads run immediately; every send waits for approval.
Connections are scoped to one workspace, every card has a disconnect button, and outbound actions honor your approval policy.
WhatsApp, answered.
Can agents message customers directly?
Only through the approval gate: every send stages with recipient and content shown. On a channel this personal, most teams keep the gate permanently - the drafting is where the time savings live.
Does this respect WhatsApp’s messaging rules?
The connection works through the sanctioned business surface, and missions are built around review-first sending - which incidentally is also how you keep response rates high.
What is the practical first mission?
Usually drafting: point the agent at the inquiries pile and get reviewable replies in your voice. Teams graduate to staged campaigns once the tone consistently lands.
Connect WhatsApp once. Every agent inherits it.
One connection, eight specialist agents, one budget ledger - and your approval policy on everything outbound.