WhatsApp Integration
Sage + WhatsApp: Commerce Inside the Chat.
Stop using WhatsApp for shipping notifications only. Connect Sage and transform it into a full commerce channel that executes orders, handles returns, and drives revenue natively.
What Sage Executes on WhatsApp
Every capability is a live action inside the WhatsApp thread — no redirects, no portals.
In-Chat Shopping
Sage renders product carousels directly inside WhatsApp so customers browse, select sizes, and add to cart without leaving the app.
Direct Action Execution
Change delivery address, reorder last purchase, cancel an order — Sage executes the backend API call instantly inside the thread.
Voice-to-Commerce
Customers send a voice note describing what they want. Sage processes the intent, queries your catalog, and returns a checkout link in the same thread.
Proactive Outreach
Order updates, return confirmations, back-in-stock alerts, and personalized upsell offers sent proactively when relevant events trigger.
WISMO Resolution
"Where is my order?" queries resolved instantly with live tracking data and estimated delivery, without a human touching the keyboard.
Return Initiation via DM
Customers initiate returns inside WhatsApp. Sage validates eligibility, generates the return label, and sends the confirmation in the same conversation.
Cross-Channel Memory Continuity
A customer who browsed on the web picks up exactly where they left off on WhatsApp. Size, style, cart state, and history are all preserved.
One-Click Checkout Links
Sage delivers pre-populated checkout links inside WhatsApp with items, discounts, and shipping pre-filled for instant purchase.
Deep Integration via Universal Adapters.
Sage uses a proprietary Universal Adapter layer to connect to the WhatsApp Business API. This means zero technical debt for your team and a deployment time of under 48 hours.
WhatsApp API → Universal Adapter → Active AI Response
Setup Steps
- 1
Connect your WhatsApp Business API account to Sage from the integrations dashboard.
- 2
Sage links the phone number identity to your Shopify customer records via Profile Anchoring.
- 3
Configure proactive triggers, product card templates, and escalation rules in the no-code builder.
- 4
Deploy Sage on WhatsApp in under 48 hours — no custom development required.
- 5
Sage begins handling inbound queries, executing orders, and sending proactive messages automatically.
Better Together.
WISMO ("Where is my order?")
Without Sage
Customer sends a WhatsApp message. Team manually looks up the order and replies hours later.
With Sage
Sage retrieves live tracking data and responds in seconds with the carrier status and delivery estimate.
Return Request
Without Sage
Customer is told to email support or visit a returns portal. Multi-day resolution.
With Sage
Sage validates the return eligibility, generates the label, and sends it inside the WhatsApp thread in under a minute.
Product Discovery
Without Sage
Customer asks for a recommendation. No bot capability. Escalated to a human agent.
With Sage
Sage asks two questions, queries your Shopify catalog, and sends a product carousel with one-tap add-to-cart.
Secure and Compliant.
Your WhatsApp channel data is protected by Sage's Enterprise Guardrails. End-to-end encryption, role-based access, and SOC 2 Type II compliance ensure customer conversations stay private and secure.
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Shopify
SlackFrequently Asked Questions
Does Sage use the WhatsApp Business API?
Yes. Sage connects via the official WhatsApp Business API. You retain full control of your business phone number and messaging policies.
Can Sage send proactive messages on WhatsApp?
Yes. Sage sends proactive notifications for order updates, back-in-stock alerts, and personalized upsell sequences using approved WhatsApp message templates.
Does WhatsApp context carry over to the web?
Yes. Sage uses Profile Anchoring to link the WhatsApp phone number to your Shopify customer record and web session identity. The customer is recognized across every channel.
Can Sage process voice messages?
Yes. Sage processes WhatsApp voice notes using multimodal AI to extract purchase intent and respond with the appropriate product recommendation or action.
Ready to upgrade from chatbots to AI Agents?
Book a personalized demo to see Sage in action, or join our waitlist for early enterprise access.