Core pick
My AI Front Desk
AI receptionist that answers and books calls
Best for: Clinics, trades, real estate offices
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Phone, WhatsApp & voice agents
WATI
WhatsApp Business API inbox and campaigns.
Best for: GCC and India SMBs
Group playbook
The Accounting Doc
our CPA firm in Pickering, Ontario
How WATI fits at The Accounting Doc
Tax season at a CPA firm means the phone rings while every accountant is in a file. Missed calls were costing new clients.
- WATI (whatsApp Business API inbox and campaigns) answers the line, takes the name, the question and the best time to call back.
- Each message lands in the firm's CRM as a contact with a task for the right person.
- Existing clients are recognised and routed to their accountant's queue; new enquiries get a quote link straight away.
What changed: Nobody waits on hold during tax season, and no enquiry disappears into a voicemail.
Lesson: Decide what the agent must never say (tax advice) before you decide what it can say.
Group playbook: how this job is set up across the Adnan Feroz Group companies. The method, not measured results.
Where it fits (30 industries)
Wealth managers and IFAs: WhatsApp client service
A shared WhatsApp inbox with templates and history.
Watch out: Keep advice conversations on approved channels.
Real estate investors and landlords: Tenant and agent messages
WhatsApp history with tenants and agents in one inbox.
Watch out: Template messages need approval first.
Commodity and agri traders: WhatsApp desk
One shared WhatsApp number for the whole desk.
Watch out: Do not share bank details over chat.
Mortgage brokers: WhatsApp follow-up
Shared WhatsApp inbox with templates for document reminders.
Watch out: Never collect documents in personal chats.
Insurance brokers: WhatsApp service
Renewal reminders and claims updates on WhatsApp.
Watch out: Template messages need Meta approval.
Business setup and PRO firms: WhatsApp client updates
Status updates and document reminders on WhatsApp.
Watch out: Use approved templates for outbound messages.
Translation and typing centres: WhatsApp orders
Take orders and send updates on WhatsApp.
Watch out: Use approved templates for outbound messages.
Doctors and specialist clinics: WhatsApp reminders
Appointment reminders and follow-ups on WhatsApp.
Watch out: Do not send results over chat.
Dental clinics: Reminders on WhatsApp
Reminders and recall messages on WhatsApp.
Watch out: Use approved templates.
Aesthetic and wellness clinics: WhatsApp follow-up
Aftercare and rebooking messages on WhatsApp.
Watch out: Use approved templates.
Physiotherapy and rehab clinics: WhatsApp check-ins
Programme reminders between visits.
Watch out: Keep clinical details off chat.
Pharmacies: WhatsApp orders
Order and refill requests on WhatsApp.
Watch out: Prescription rules still apply to every order.
Real estate brokerages: WhatsApp follow-up
Shared WhatsApp inbox and campaigns, the channel buyers use.
Watch out: Template messages need Meta approval.
Developer sales teams: Broker WhatsApp updates
Launch updates to broker networks on WhatsApp.
Watch out: Approved templates only.
Property and facilities management: Tenant WhatsApp
One WhatsApp number for all tenant requests.
Watch out: Approved templates for outbound messages.
Holiday home operators: Guest WhatsApp
WhatsApp check-in instructions and support.
Watch out: Approved templates only.
Interior design and fit-out firms: Client updates on WhatsApp
Progress updates to clients.
Watch out: Approved templates for outbound messages.
E-commerce brands: WhatsApp commerce
Order updates and abandoned-cart messages on WhatsApp.
Watch out: Opt-in required for marketing messages.
Retail chains: Customer WhatsApp
Order and loyalty messages on WhatsApp.
Watch out: Opt-in for marketing.
Restaurants and cafes: WhatsApp marketing
Offers and booking reminders on WhatsApp.
Watch out: Opt-in only.
Trading and import-export companies: WhatsApp desk
One shared WhatsApp number for the sales team.
Watch out: Never confirm bank details by chat.
Logistics and freight forwarders: Customer WhatsApp updates
Shipment updates and documents on WhatsApp.
Watch out: Approved templates for updates.
Car dealers and rental companies: WhatsApp sales
Shared WhatsApp inbox for the sales team.
Watch out: Approved templates for campaigns.
Hotels and serviced apartments: Guest WhatsApp
Pre-arrival and in-stay messages on WhatsApp.
Watch out: Approved templates only.
Travel agencies and DMCs: WhatsApp desk
Enquiries and itineraries on WhatsApp.
Watch out: Approved templates for outbound messages.
Events and exhibition organisers: Attendee WhatsApp
Reminders and updates on WhatsApp.
Watch out: Opt-in for marketing.
Salons and spas: WhatsApp reminders
Reminders and rebooking messages.
Watch out: Approved templates only.
Training centres and schools: Learner WhatsApp
Reminders and updates on WhatsApp.
Watch out: Parental consent for minors.
Education consultants: WhatsApp updates
Updates to students and parents on WhatsApp.
Watch out: Approved templates only.
Charities and foundations: Donor updates on WhatsApp
Updates to donors and volunteers.
Watch out: Opt-in for campaigns.
Compare: WATI or My AI Front Desk, WATI or KrispCall
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