AI WhatsApp Bot That Reads Your Files and Answers Leads — For Indian Businesses
Upload your product brochure or FAQ sheet. The bot (Gemini 2.5 Flash) reads it, answers every WhatsApp enquiry from it, follows up automatically if the lead goes quiet, and logs CRM actions mid-conversation. Available for eligible Indian businesses on 3Sigma CRM.
Why Indian SMBs Lose Leads on WhatsApp
WhatsApp is where Indian buyers ask their first question. Not email, not a web form — WhatsApp, at whatever hour the thought crosses their mind. A coaching enquiry at 9 pm. A solar subsidy question at midnight. A property carpet-area question on a Sunday.
Your sales rep can't be there every time. And a generic chatbot that only recognises keywords doesn't help when the question is "Can my 65-year-old father still enrol for the CA Foundation batch if he's already done a BCom?" — that's not a keyword, that's a real human question that needs a real answer.
The AI WhatsApp bot in 3Sigma CRM reads your actual business documents and answers real questions from them — without you writing a single decision tree.
How It Works in 4 Steps
1. Upload your business files
Drag in your product brochure, FAQ sheet, price list — PDF, DOCX, CSV, TXT or image. No coding. The bot uses these as its knowledge base, not a generic AI training database.
2. Build your system prompt
Prompt Builder asks two questions and drafts a full prompt from your business profile and files. Refine by chatting with the builder. Or write your own — every word is yours to control.
3. Test it before going live
Test Chat simulates a real conversation against your uploaded files — before any lead sees the bot. Catch gaps, upload a missing document, adjust the tone. Go live only when you're confident.
4. Let it self-improve nightly
Every night the bot reviews its conversations, grades each one 0–100, flags failures and surfaces accept/reject patch cards. Accept what helps; reject what doesn't. Revert any time.
What the AI Bot Can Do
Answer from your files
Upload up to 10 files (PDF/DOCX/CSV/TXT/images, 25 MB each). The bot answers questions from those files, not from generic internet knowledge.
Gemini 2.5 Flash model
Default model is Gemini 2.5 Flash. You can also pick Flash-Lite, 2.5 Pro or other Gemini models from the model picker — cost shown per model.
Auto follow-up with business-hours scheduling
If a lead goes quiet, the bot follows up on schedule — with tone (gentle/balanced/persistent) and business-hours restrictions you set.
AI Actions mid-conversation
The bot can add a note, change the lead status, create a task or move the lead in the pipeline — opt-in per action, per bot.
Nightly self-grading
Every night: score each conversation 0–100, flag failures, generate accept/reject Prompt Improve patches. The bot improves without manual prompt rewriting.
Test Chat before going live
Have a full conversation with the bot yourself against your uploaded files before any real lead sees it. Find gaps, refine, go live confidently.
Pay-per-message credits
Prepaid credit wallet — 1 credit = 1 AI message. Load credits via Razorpay. Full activity ledger. No monthly commitment to worry about.
Prompt Builder
Answer two questions about your business and the builder drafts a full system prompt. Refine by chat. Your bot, your voice, your rules.
Real Indian Business Scenarios
An AI WhatsApp bot isn't one-size-fits-all. Here's how it looks in four different Indian industries.
Admissions open. 400 enquiries arrive in 3 days from JustDial, Facebook and WhatsApp. The bot answers fee, batch timing and eligibility questions from the course brochure PDF — 24/7, without a counsellor opening WhatsApp.
A homeowner asks about PM Surya Ghar subsidy at 10 pm. The bot explains the 2 kW subsidy amount, DISCOM application steps and 3Sigma's site survey process from the uploaded government guide PDF — and books a call for the next morning.
A buyer from 99acres asks about carpet area, parking and possession date for a Thane project. The bot answers from the project brochure and sends the floor plan PDF — all before the sales rep gets back from a site visit.
A lead enquires about term vs ULIP at midnight. The bot explains the difference from the uploaded comparison sheet, asks for age and income to narrow down options, and changes the lead status to 'Qualified' in the CRM — ready for the agent in the morning.
What the AI Bot Is Not
Not a voice bot. The AI bot handles WhatsApp text messages only. It does not make or receive calls. Calling is handled by the SIM-based auto-dialer that your human agents use — the two tools work alongside each other, not instead of each other.
Not an inbox AI. There is no AI that drafts replies inside your human WhatsApp inbox. The AI bot auto-replies on its own — it's a separate bot, not a suggestion tool for agents.
Not available to every account by default. The WhatsApp AI Bot is available on eligible 3Sigma accounts (org-gated). Contact the sales team to check if it's available for your business and plan.
AI Bot vs No-Code Chatbot: Which Do You Need?
| Scenario | No-code Bot | AI Bot (Gemini) |
|---|---|---|
| Fixed menu / button flow (e.g. 'Press 1 for price') | ✓ | ✓ |
| Keyword trigger ('hello' → welcome message) | ✓ | ✓ |
| Open-ended questions from your product brochure | ✗ | ✓ |
| Questions not on a pre-built decision tree | ✗ | ✓ |
| Nightly self-improvement from conversation grading | ✗ | ✓ |
| CRM actions mid-conversation (note / status / task) | ✗ | ✓ |
| Auto follow-up with business-hours scheduling | ✗ | ✓ |
You don't have to choose — 3Sigma has both. See the no-code chatbot builder if you want button/keyword flows.
Everything in One CRM
The AI bot lives inside 3Sigma CRM — not a standalone tool you have to connect separately. Every conversation is attached to the lead's timeline, CRM actions update instantly, and your human agents can take over at any point.
The full CRM the bot lives in
Button & keyword flows, no AI needed
See plan options & AI bot availability
Frequently Asked Questions
What is an AI WhatsApp bot?
An AI WhatsApp bot is a software bot connected to your WhatsApp Business number that reads incoming messages and replies automatically using AI — not fixed keywords or buttons, but a real language model that understands what the customer is asking. 3Sigma's AI WhatsApp bot is powered by Gemini 2.5 Flash and reads the business documents you upload (product brochure, price list, FAQ sheet) to give accurate answers in the customer's language.
Is the AI WhatsApp bot available to all 3Sigma accounts?
The WhatsApp AI Bot is available on eligible 3Sigma accounts — it is controlled by an org-level setting. Not every plan includes it by default. Contact the 3Sigma sales team to check availability for your account.
What kind of businesses in India use an AI WhatsApp bot?
Coaching institutes in Pune that get 200+ enquiries during admission season. Solar installers in Rajasthan who need to explain DISCOM processes at midnight. EdTech companies in Bengaluru handling questions across three courses simultaneously. Real estate agents in Mumbai who can't answer every property brochure question. Any Indian business where leads ask the same 20 questions and a human sales rep is occupied elsewhere.
What files can I upload to the bot's knowledge base?
PDF, TXT, CSV, DOCX files and images — up to 10 files, 25 MB each. The bot treats these files as its memory. A D2C brand in Delhi uploads their product catalogue PDF; a coaching centre uploads their course brochure; a solar company uploads their PM Surya Ghar eligibility guide. The bot answers questions directly from those files.
Does the AI bot work on voice calls or only text?
Text only. The AI bot reads and replies to WhatsApp text messages. It does not handle voice calls. Calling is handled by the SIM-based auto-dialer that your human sales agents use — they call leads and the AI handles the WhatsApp side simultaneously.
How does the bot improve automatically?
Every night, the bot grades every conversation it had against its goal — a score from 0 to 100, with PASS/FAIL and a list of what went wrong. Prompt Improve converts those failures into patch cards: you see the current prompt vs the suggested update side by side, accept or reject each one, and revert any change later. The bot gets better without you rewriting prompts from scratch.
How does auto follow-up work?
If a lead stops replying, the bot sends follow-up messages on a schedule you set — gentle, balanced or persistent tone, with business-hours and working-days restrictions so it never pings someone at 11 pm on a Sunday. A full log shows every follow-up as scheduled / sent / skipped / stopped, with the reason.
Can the bot take CRM actions mid-conversation?
Yes, with your permission. You can opt in specific actions per bot: add a note, change the lead status, create a task, or move the lead to another pipeline stage. The bot takes these actions mid-chat based on what the customer says — no human needs to do it manually.
How does credit billing work?
The AI bot runs on a prepaid credit wallet — 1 credit = 1 AI message. You load credits via Razorpay (fixed packs or custom top-up). An activity ledger shows exactly when credits were used and for what. Speak to the sales team for current pack pricing.
See the AI WhatsApp Bot in Action
Upload your brochure. Watch the bot answer a real lead question from it. No integration required — it's inside 3Sigma CRM already. Book a demo to see availability for your account.