Messaging Automation
Messaging Automation | WhatsApp, SMS & Email AI Support That Runs 24/7
Messaging automation connects the channels your customers already use — WhatsApp Business API, SMS, email, and website chat — to an AI assistant that answers routine questions, books appointments, captures leads, and syncs every conversation to your CRM. TriloAI builds it on n8n with OpenAI or Gemini models, trained on your own knowledge base, and hands off to a person whenever the conversation needs one.
What Is Messaging Automation?
Messaging automation connects the channels your customers already use — WhatsApp Business API, SMS, email, and website chat — to an AI assistant that answers routine questions, books appointments, captures leads, and syncs every conversation to your CRM. TriloAI builds it on n8n with OpenAI or Gemini models, trained on your own knowledge base, and hands off to a person whenever the conversation needs one.
Core Capabilities
WhatsApp Business API
Verified sender, template message approval, and two-way AI conversations. Setup typically takes 1–2 weeks including Meta business verification.
SMS Campaigns and Replies
Two-way SMS for reminders, confirmations, and follow-ups. US outbound SMS requires A2P 10DLC brand and campaign registration, which takes roughly 2–4 weeks and we handle for you.
Email and Web Chat
Shared inbox triage, AI drafted replies, and an embedded web chat widget that shares the same knowledge base as your other channels.
Booking and Scheduling
Customers book inside the conversation. Appointments sync to Google Calendar, Outlook, or your scheduling system, with automatic reminders.
CRM Records and Routing
Contacts and full transcripts sync to HubSpot, Salesforce, Notion, or Google Sheets, with automatic owner assignment and follow-up tasks.
Human Handoff and Reporting
Refunds, complaints, and high-risk topics route to a person with full context. Monthly reporting covers volume, top questions, automation rate, and handoff rate.
Industries We Serve
Implementation Process
Free 30-Minute Assessment
We map your current channels, message volume, and the repetitive question types AI can take over, then estimate the workload it removes.
Channel and Compliance Setup
WhatsApp Business API verification, A2P 10DLC registration for SMS, and email authentication. For healthcare use cases we require HIPAA-compliant handling and a signed BAA before any patient data flows.
Knowledge Base and Build
We structure your FAQs, service policies, and pricing, then build the workflows in n8n with your CRM and calendar connected.
Sandbox Testing and Launch
We run 30 or more conversation scenarios on a test number before switching your live channels over.
Monitoring and Optimization
Daily quality review in month one, then monthly reporting and knowledge base updates as your products and promotions change.
💳 Payment methods: Credit card (Visa/MC/AMEX) | International wire | Wise transfer
📄 Quotes are issued in USD; we also accept TWD, HKD, EUR, GBP, JPY and more · Work starts within 48 hours of payment
🔗 See full payment details →Frequently Asked Questions
Which channels do you support?
WhatsApp Business API, SMS, email, and website chat are the primary channels for US clients. Facebook Messenger and Instagram DM are supported through the Meta API. LINE is also supported for Asian markets, where it is the dominant channel.
What is A2P 10DLC and do we need it?
A2P 10DLC is the US carrier registration required to send application-to-person SMS from a standard 10-digit number. Brand and campaign registration typically takes 2–4 weeks, and carriers filter unregistered traffic. TriloAI handles the registration as part of the build.
How long does a messaging automation project take?
A standard build takes 2–4 weeks: week one for requirements and knowledge base prep, weeks two and three for build and testing, week four for sign-off and launch. WhatsApp verification or 10DLC registration can run in parallel.
Can AI fully replace our support team?
We do not recommend it. TriloAI uses an AI-first, human-backup model: AI handles the repetitive questions such as hours, pricing, availability, and booking, while your team focuses on sales conversations, complaints, and VIP accounts.
What happens when the AI is unsure or wrong?
High-risk topics such as refunds, contracts, and medical advice are configured for mandatory human handoff. Every conversation is logged, and we review automation rate and handoff rate monthly to expand the knowledge base.
Can you work with clinics and other regulated businesses?
Yes, with the right prerequisites. Healthcare deployments require HIPAA-compliant infrastructure and a signed Business Associate Agreement before any protected health information is processed. We scope this in the assessment call.
What systems can it integrate with?
Common integrations include HubSpot, Salesforce, Pipedrive, Notion, Google Workspace, Outlook, Shopify, Stripe, and internal booking systems. If a system exposes an API or webhook, n8n can usually connect to it.
How is it priced?
Pricing has three parts: a one-time build fee starting at USD 1,200, channel and AI model usage billed by volume, and an optional monthly retainer for ongoing support. We give you a transparent quote after the free assessment.
Ready to Put Your Messaging on Autopilot?
Book a free 30-minute assessment. We will review your channels and message volume and give you a clear estimate of what AI can take over.
Book Your Free Consultation