WhatsApp + Instagram Automation Stack

Leads now arrive through multiple channels simultaneously. If your team treats each channel separately, response quality becomes inconsistent and conversion drops. A centralized AI workforce stack solves this with role-based routing.

Channel Behavior Differences

• WhatsApp: short, direct, quick qualification.
• Instagram DM: conversational but still CTA-focused.

Same business logic, different response style.

Architecture Blueprint

Inbound Layer

• Capture message payload
• Identify customer channel
• Normalize lead context

Routing Layer

• Route to Sales AI or Support AI
• Apply channel behavior rules
• Trigger escalation logic if needed

Data Layer

• Store conversation
• Update analytics
• Track lead stage progression

Required Integrations

• WhatsApp Cloud API token + phone number ID
• Instagram Graph API OAuth
• Webhook verification for both

Lead Routing Rules

Use deterministic routing:

• "pricing", "demo", "trial" => Sales AI
• "issue", "support", "problem" => Support AI
• Ambiguous query => qualification question first

Conversion Safeguards

• Never drop lead without next step
• Always log lead identifier
• Auto-escalate high-intent leads to human closer

Reporting Dashboard

Track channel-level metrics:

• Response time by channel
• Conversion by channel
• Drop-off after first response
• Escalation rate by channel

Combine this with AI Sales Employee Playbook for improved close rates.

Final Recommendation

Do not automate channels in isolation. Build one orchestration layer with role-based AI employees and channel-specific behavior rules. That is how you scale consistency and conversion together.