How it works
Set it up once. Then a person still decides.
Two things worth separating: what you do to get started, and what happens every time a customer writes to you afterwards.
Four things, done once
None of it needs a developer, and you do not have to finish all of it before the first useful reply.
- 01
Connect your WhatsApp number
Your own business number, on Meta's official WhatsApp Cloud API. We take you through the verification with Meta. You keep the number and the account; ConnectFlow connects to it.
Usually the longest step, because Meta's review is Meta's timetable, not ours.
- 02
Teach it your business
Products or services, policies, delivery, hours, and the answers you already repeat every day. Start with what you know off the top of your head and add the rest as it comes up.
You can start useful with less than an afternoon of answers.
- 03
Set the voice and the rules
The languages you serve customers in, the tone you want, and the limits: what the AI must never promise, commit to, or decide on its own.
The rules are enforced on the draft, not left to good behaviour.
- 04
Add your team
Whoever answers customers gets access to the shared inbox. An agency can hold several businesses under one login, each kept to itself.
No shared phone, no forwarded screenshots.
What happens to a single message
Six steps, in order, every time. The fifth one is the one to read twice.
- 01
A customer messages you
On your WhatsApp number, the same way they already do. Nothing changes for them, and they are not talking to a different number or a different brand.
- 02
ConnectFlow reads what they want
Not keywords. The engine works out the intent behind the message, so a question about an order and a complaint about the same order are treated as the different things they are.
- 03
It drafts a reply from your knowledge
In your language and your tone, using what you taught it. If the answer is not in your knowledge, it says so rather than inventing one.
- 04
The rules are applied to the draft
Anything you have ruled out is stopped before a person ever sees it. A draft that would have promised a discount you did not authorise does not reach the inbox as an option.
- 05
A person on your team decides
The draft is waiting in the shared inbox. Approve it, edit it and approve it, or reject it. This is the step that does not get skipped.
- 06
It sends, and it is on the record
The approved reply goes to the customer on WhatsApp, and who approved it, when, and whether it was delivered is kept so the question can be answered later.
The AI drafts. A person sends.
We are asked often whether it can just reply on its own. It cannot, and that is the design rather than a stage we have not reached yet. The work an AI saves you is the reading, the looking up and the writing. The decision is still yours.