How does the Linked Devices QR setup work?

You scan a QR code generated in your ConvortAI dashboard using the 'Linked Devices' feature in your mobile WhatsApp application.

Does my primary phone need to stay online indefinitely?

Your primary phone is required for initial QR setup and periodic session refreshes. While paired, the session remains active in Linked Devices.

What happens if a WhatsApp session disconnects?

If a session disconnects or is logged out from the mobile app, ConvortAI alerts your account dashboard so staff can re-scan the QR code.

How does ConvortAI process voice notes and product photos?

Incoming voice notes are transcribed and understood using Gemini audio models ($0.010 per voice note). Product photos are analyzed for item codes ($0.007 per image).

How do I train the AI to answer according to my business rules?

You configure business instructions, catalog items, shipping rates, refund rules, and FAQs in your Intelligence settings.

Can staff pause automated AI replies during a conversation?

Yes. Staff members can toggle 'Pause AI' per conversation in the chat interface to take over manually anytime.

How are reusable media templates and sequences billed?

Sequence template sends are billed at $0.0005 per item, and Media Group file sends are billed at $0.001 per file from your AI wallet.

How are customer orders captured in chat?

ConvortAI extracts items, quantities, and delivery address details into a structured order summary draft for staff review.

How does billing work for monthly plans and AI wallet usage?

Monthly plans cover your instance limits and platform features. AI response actions (text, voice, image, sequences) are billed pay-as-you-go from your wallet balance.

What are the rules for safe and compliant WhatsApp usage?

ConvortAI provides rate guidance and pause controls. Clients remain responsible for adhering to WhatsApp messaging policies and avoiding spam reports.

What business types are best suited for ConvortAI?

ConvortAI is built for e-commerce stores, local service contractors, clinics, and client agencies handling repeated customer inquiries.

WhatsApp Operations Platform for Growing Businesses

Automate WhatsApp Sales, Support, Orders, and Follow-Ups with AI

Connect a business WhatsApp number to an AI assistant that answers customers, understands text, images and voice notes, captures leads and orders, sends saved media and sequences, and hands conversations to the team when needed.

Start Free Trial See How It Works

Includes a 7-day trial and $1 AI test credit.

Connects via Linked Devices QR. Your team can step in and take over anytime.

ConvortAI Operations Dashboard

WhatsApp Connected

Connected WhatsApp Instance

Primary Store Instance

Paired via Linked Devices QR

Online

AI Response & Handoff Control

Automated AI RepliesACTIVE

Staff can pause automated replies per chat with 1 click to step in manually.

Customer 360 Detail

Record Logged

Customer: Sarah K. (+92 300 1234567)

City: Lahore • Order: #ORD-8492

Courier: PostEx (Pending dispatch confirmation)

Live WhatsApp Chat Stream

Inbox #104

Customer (Sarah)

Hi, I want to order 2 units of the Leather Tote Bag. What is the total price and delivery fee to Gulberg, Lahore?

ConvortAI Assistant

Hello Sarah! The Leather Tote Bag is Rs. 4,500 each. For 2 units, the total is Rs. 9,000 with Rs. 200 standard delivery to Gulberg, Lahore. Total: Rs. 9,200. Shall I confirm your Cash on Delivery order?

Customer

Yes please, confirm order! Here is my address: House 42, Block B, Gulberg III.

Order #ORD-8492 Logged1-Click Takeover Ready

2x Leather Tote Bag • Rs. 9,200 COD • Address captured

Engineered For Factual WhatsApp Operations

Built on Factual Product Principles

Linked Devices QR

Connect your WhatsApp number via QR scanner without Meta API verification requirements.

Business-Trained AI

Replies strictly based on your catalog, policies, instructions, and FAQs.

1-Click Human Control

Staff can pause automated replies per chat and step in anytime.

Transparent Usage Wallet

Pay only for what you use with itemized cost awareness.

Customer & Order Capture

Capture leads, delivery addresses, and order details into workspace records.

Media & Sequences

Send saved photos, PDF catalogs, voice notes, and follow-up updates.

Platform Capabilities

See ConvortAI in Action

Explore how ConvortAI connects your WhatsApp, follows your business instructions, handles customer requests, and keeps your team in control.

ConvortAI Operations • 1. Conversations

Sample workspace

Live Conversation Inbox & AI Replies

Automated AI replies with 1-click human pause and takeover control per chat.

AI Status: ACTIVE

Active Chat Stream

Customer

Do you have the Wireless ANC Headphones in Black? What is the delivery time to Karachi?

ConvortAI Assistant

Yes! The Wireless ANC Headphones in Black are in stock at Rs. 12,500. Delivery to Karachi takes 2–3 business days via PostEx COD. Would you like to place an order?

Human Control & Staff Takeover

Automated AI Replies

Staff can pause AI instantly per conversation

When paused, the conversation routes directly to the team queue for staff response. AI can be resumed anytime with 1 click.

Operational Transformation

The Shift From Manual Chats to ConvortAI

Compare traditional manual WhatsApp operations against a structured, business-trained AI workflow.

BEFORE: MANUAL OPERATIONSSlow & Unstructured

Unanswered messages during peak hours & late nights
Staff repeating identical prices, delivery fees, and FAQs
Customer addresses & order details buried in chat history
Follow-up messages forgotten or sent late
No clear handoff between AI and human staff

AFTER: CONVORTAI WORKFLOWAutomated & Controlled

Instant grounded AI replies based on your catalog & rules
Multimodal understanding of text, voice notes, and photos
Automated extraction of customer details & order records
Follow-up sequence updates for open inquiries
1-Click human pause & team queue takeover anytime

Four-Step Workflow

How ConvortAI Works

A connected, transparent operating concept designed to get your WhatsApp automation running smoothly without losing human control.

Step 01

Connect WhatsApp

Pair your business WhatsApp number via Linked Devices QR scanning.

Primary phone required for initial pairing & session renewals.

Step 02

Train the Assistant

Add your products, FAQs, store hours, delivery areas, and return policies.

Refine prompt rules anytime based on customer chat logs.

Step 03

Reply & Capture

AI answers customer inquiries, voice notes, and logs structured order details.

Extracts customer records, delivery notes, and item totals.

Step 04

Monitor & Take Over

Your team monitors live chats and can pause AI with 1 click per conversation.

Staff can resume AI or handle complex chats directly.

Business Knowledge & Multimodal AI

Source-to-Response Intelligence Architecture

The AI assistant reasons strictly over your business instructions, catalog, and policies to deliver grounded customer replies.

1. Business Knowledge Sources

Business Instructions

FAQs, store rules, opening hours, delivery terms, and refund policy.

Products & Services

Catalog specifications, pricing variants, stock status, and item details.

Website Knowledge

Indexed public pages and WordPress content where configured.

Image Understanding

Identifies product photos, styles, and payment receipts sent by customers.

Voice Notes

Transcribes and extracts intent from customer WhatsApp audio notes.

Documents & Specs

PDF price lists, brochures, and technical data sheets.

Language & Tone Rules

Matches store tone, formality level, and language preference.

2. ConvortAI Reasoning Layer

Matches incoming customer intent against business rules, policy bounds, and store catalog data.

3. Customer Reply & Business Action

Delivers grounded text or voice reply, extracts order records, and updates customer CRM status.

Text Replies

Grounded AI answers using configured prompt rules.

$0.003 / reply

Voice Note Understanding

Transcribes and understands WhatsApp audio messages.

$0.010 / voice note

Image Understanding

Processes product photos and payment screenshots sent in chat.

$0.007 / image

WhatsApp Content Library & Sequences

Media Groups, PDF Catalogs, and Sequence Workflows

Organize reusable text shortcuts, PDF documents, photo groups, and welcome sequences into automated triggers.

WELCOME SEQUENCETrigger: Customer First Inquiry

1. Automated Store Introduction

Sends greeting message, store hours, and current catalog link.

Immediate

$0.0005 / item

MEDIA GROUP BUNDLETrigger: Product Detail Request

2. Photo Bundle & Spec PDF

Delivers 4 high-res product photos + 2026 Catalog Brochure.pdf.

1 sec delay

$0.001 / file

KEYWORD SHORTCUTTrigger: Customer types 'pricing'

3. Itemized Price List & Options

Responds with exact itemized pricing breakdown & Cash on Delivery terms.

Instant

$0.003 / reply

SCHEDULED FOLLOW-UPTrigger: Unconfirmed Order

4. Follow-Up Update & Assistance

Checks if customer needs assistance completing their order.

2 hours later

Scheduled

Media Group Bundles

Group product images, demonstration videos, and spec sheets into reusable multi-media bundles ($0.001/file).

PDF Catalogs & Documents

Deliver PDF price lists, service menus, and booking terms directly in native WhatsApp format.

Sequence Timelines

Set automated delay timelines for welcome flows and follow-up updates ($0.0005/sequence item).

Structured Customer & Order Workflow

From WhatsApp Chat to Structured Operations

Automatically transform informal customer messages into organized CRM records, order summaries, and scheduled follow-ups.

Step 01

Customer Message

Inquiry received on WhatsApp

Step 02

Details Captured

Name, city & address extracted

Step 03

Customer Record

Profile logged in CRM 360

Step 04

Order / Lead Logged

Structured item & total recorded

Step 05

Team Review

Staff review or 1-click takeover

Step 06

Follow-Up

Scheduled update or confirmation

Operations Control Panel • Customer Record & Order Details

Sample workspace

Customer Profile Record

Name:Ayesha Khan

Phone:+92 321 9876543

City:Lahore

Address Status:Captured (DHA Ph 5)

Order Summary Log

Product:Organic Serum 50ml

Quantity:2 Bottles

Preferred Time:Morning Delivery

Order Status:Pending Verification

Team Review & Follow-Up

Team Review:Assigned to Staff #2

AI Reply State:Active (1-Click Pause)

Next Follow-Up:Today at 5:00 PM

Courier Status:PostEx COD Ready

Human Takeover & Safety

Human Control and WhatsApp Safety

Keep full control over customer interactions with easy pause toggles and clear compliance guidelines.

Manual Staff Handoff

Pause automated replies and continue the conversation manually when staff intervention is needed.

Toggle AI replies on or off per customer conversation.
Staff messages take immediate priority when typed in chat.
Resume AI automation anytime with a single click.

Client Responsibility Notice: Clients remain responsible for safe, relevant and compliant WhatsApp usage.

Conversation Control • Active Conversation

Automated AI Replies

Status: Responding to routine inquiries

AI ACTIVE

↓ Staff toggles conversation state ↓

AI Replies Paused

Human staff member actively typing in chat

STAFF TAKEOVER

Integrations & Connectors

Connect WooCommerce, Courier APIs, and Custom Webhooks

Use configured WooCommerce catalog data, connect PostEx and Leopards courier tracking where supported, or configure webhooks for custom backend notifications.

Courier & LogisticsWhere Configured

PostEx Courier API

Format shipping details and check PostEx order tracking status where API credentials are configured.

Requires active credentials configured. Staff should verify product, order and delivery information before fulfillment.

Courier & LogisticsWhere Configured

Leopards Courier API

Check Leopards tracking updates and courier booking details where API credentials are provided.

Requires active credentials configured. Staff should verify product, order and delivery information before fulfillment.

Developer IntegrationAPI Connector

Public API & Webhooks

Connect custom backends via webhooks and ConvortAI API endpoints.

Requires active credentials configured. Staff should verify product, order and delivery information before fulfillment.

E-Commerce CatalogCatalog Grounding

WooCommerce Catalog Grounding

Format configured or imported WooCommerce catalog data into AI grounding context.

Requires active credentials configured. Staff should verify product, order and delivery information before fulfillment.

Industry Workflows

Tailored WhatsApp Workflows for Every Business Type

Discover practical, scenario-based applications designed to solve customer response friction across diverse industries.

E-Commerce & Retail

Scenario-based operational workflow

Automate product availability questions, catalog PDF delivery, order detail capture, and restock notifications.

Answers customer questions about size options, colors, and stock levels.

Delivers PDF product catalogs or image bundles automatically upon request.

Captures shipping address and item details for staff verification.

Schedules restock alerts when out-of-stock items become available.

Transparent Pricing

Transparent Monthly Plans & Itemized Wallet Rates

Every plan includes a 7-day trial and $1 AI test credit. Choose a plan tier that fits your store capacity.

Starter Plan

$9/month

1 WhatsApp instance
5 products/services
1,000 customers
Up to 300 orders/mo
Standard support

Choose Starter

Growth Plan

$29/month

3 WhatsApp instances
30 products/services
10,000 customers
Courier integration where available
Up to 2,000 orders/mo
Priority support

Choose Growth

Pro Plan

$89/month

10 WhatsApp instances
100 products/services
50,000 customers
Higher usage capacity
Up to 10,000 orders/mo
Priority support

Choose Pro

Itemized Pay-As-You-Go AI Wallet Rates

AI response actions are billed transparently per usage from your credit wallet balance:

AI Text Response

$0.003 / reply

Image Understanding

$0.007 / image

Voice Note Understanding

$0.010 / voice note

Generated Voice Reply

from $0.020 / reply

Sequence / Template Send

$0.0005 / item

Media Group File Send

$0.001 / file

Frequently Asked Questions

Clear, fact-checked answers about setup, operation, billing, and WhatsApp compliance.

Yes. ConvortAI connects with supported standard WhatsApp or WhatsApp Business numbers through Linked Devices QR pairing.