







WhatsApp Message Received
Customer sends a message via WhatsApp Business API, instantly captured in Dynamics 365.


Qualification & Engagement
AI auto-qualifies the lead, routes to the right agent, and triggers engagement flows.
Product Recommendation & Proposal
AI Copilot suggests relevant products or offers, and generates proposal drafts.


Order Confirmation & Conversion
Order confirmation is logged, with payment/fulfillment status updated in real time.