A WhatsApp AI Bot with a Model Picker Built In
3Sigma's WhatsApp AI bot runs on a fast, balanced AI model by default. Upload your business files — the bot reads them and qualifies leads on WhatsApp in natural conversation. Switch between a balanced, economy or advanced model per bot. Auto-migration keeps bots running when models are updated.
Why an AI model beats a keyword chatbot for WhatsApp lead qualification
Deepak runs a recruitment agency in Bengaluru. He set up a rule-based WhatsApp chatbot — it answers 'yes', 'no' and fixed menus. A candidate asks: "I have 4 years of experience in logistics operations in Mumbai — do you have any roles in Pune?" The bot replies: "Please enter 1 for Jobs, 2 for Status."
An AI model understands that question in context, checks Deepak's uploaded job-brief PDF, and replies: "We have two open logistics roles in Pune right now — both require 3+ years in operations. Want me to share the JDs?" That is the gap between keyword triggers and a language model reading your documents.
3Sigma's default model balances speed, context length and cost well for Indian SMB use cases — where bots handle product FAQ, lead qualification and follow-up across WhatsApp threads that sometimes run 20–30 messages long.
Multi-turn context
The bot tracks the full conversation thread — no need for leads to repeat themselves. The bot remembers what was said three messages ago.
Reads long documents
A 40-page product catalogue or a detailed insurance policy brochure — the bot reads it end to end and answers questions from anywhere in the document.
Natural qualification
The bot can ask follow-up questions ('What's your budget range?' or 'Are you salaried or self-employed?') and interpret free-text answers, not just menu taps.
Model picker — choose the right AI model per bot
Different bots have different needs. A bot that answers "What are your timings?" needs less horsepower than one that compares five insurance plans. 3Sigma shows the credit cost per model — you decide the right trade-off for each bot you set up.
Balanced model
DefaultBest balance of speed and accuracy for most Indian SMB use cases — product FAQ, lead qualification, follow-up. Fast responses, strong contextual understanding.
Economy model
Lower costA lighter, lower-cost model for high-volume bots handling simple FAQs — 'What are your working hours?', 'Do you deliver to Delhi?' Saves credits on routine questions.
Advanced model
Complex reasoningFor bots that need deeper reasoning — multi-product comparisons, lengthy document analysis, complex B2B qualification. Uses more credits per message.
Earlier versions
LegacyEarlier model versions still available for bots that were built on them. Auto-migrated when retired so bots never break silently.
Retired model IDs are auto-migrated — your bot keeps working when models are updated. No manual reconfiguration.
Everything the AI bot can do
The model is just the engine. Here is the full stack built around it.
Reads your files as its knowledge base
Upload your product brochure, price list, FAQ sheet or service catalogue — PDF, DOCX, CSV, TXT or images (up to 10 files, 25 MB each). The bot reads them and uses them to answer lead questions accurately from your actual content.
Model picker — cost shown per model
Each bot shows the credit cost per model before you select. Choose the model that matches your budget and complexity — from the economy model for simple FAQ bots to the advanced model for detailed B2B qualification.
Auto-migration when models update
When a model is retired, 3Sigma updates the mapping automatically. Your bot keeps running on the nearest equivalent model — no rebuild, no downtime.
Multi-turn WhatsApp conversations
The bot maintains conversation context across multiple messages — so if a lead asks 'Tell me more about the second option', the bot knows what 'second option' refers to. Natural back-and-forth, not isolated keyword replies.
Prompt Builder drafts your system prompt
A 2-question wizard (your business type + what you want the bot to do) auto-generates a full bot prompt. You can refine it by chatting. No prompt-engineering experience needed.
Auto follow-up with business-hours scheduling
If a lead goes quiet, the bot follows up automatically — but only during the business hours and working days you set. A full activity log shows every follow-up: scheduled, sent, skipped, stopped or failed with reasons.
AI Actions (opt-in CRM tool use)
Choose which CRM actions the AI bot can take mid-chat: add note, change lead status, create task, move lead. When the bot qualifies a lead as interested, it can update the CRM automatically — no human touch needed.
Nightly 0–100 grading + Prompt Improve
Every night, the bot scores each conversation against your goal (0–100). Prompt Improve turns failed conversations into accept/reject patch cards — Current-vs-Updated diff, revertible. The bot improves without a rebuild.
Test Chat before going live
Have a real conversation with the bot against your uploaded files before any lead sees it. Catch gaps in the knowledge base, test edge-case questions, refine the prompt. Go live only when the bot handles your scenarios correctly.
AI WhatsApp bot in action — Indian SMB scenarios
What changes when a language model reads your files vs a keyword bot that waits for specific words.
Coaching institute — Ahmedabad
Keyword chatbot
Lead asks: 'What is the fee for the CA Foundation correspondence batch?' Bot says: 'Please choose: 1. Classroom 2. Online 3. Correspondence'
AI bot (3Sigma)
AI bot reads the course PDF, finds the correspondence batch fee and EMI option, and replies directly: 'The CA Foundation correspondence batch is available at ₹X/year. EMI option available — want me to send the EMI breakdown?'
Real estate broker — Pune
Keyword chatbot
Lead asks: 'Do you have 3 BHK under 80 lakhs in Wakad?' Bot: 'Thank you for your enquiry. Our team will contact you.'
AI bot (3Sigma)
AI bot reads the project inventory sheet, finds matching listings, and replies: 'Yes, we have two 3 BHK options in Wakad under ₹80 L — ready possession. Want me to share floor plans?' Bot moves lead to 'Project Shared' status automatically.
Loan DSA — Mumbai
Keyword chatbot
Lead asks: 'I want a home loan. What documents do I need?' Bot: 'Please enter your name.'
AI bot (3Sigma)
AI bot reads the home loan checklist PDF, lists the exact documents for salaried applicants, and asks: 'Are you salaried or self-employed? That changes the document list slightly.' Bot creates a follow-up task for the DSA agent once the lead confirms.
What the AI bot cannot do — honest limits
Voice calls
The AI bot works on WhatsApp text only. It cannot call leads, leave voice messages or handle audio. Calling is done by your human agents via the SIM-based auto-dialer.
All accounts
The AI bot is org-gated — available on eligible accounts, not switched on by default for everyone. Speak to the sales team about availability.
Reply drafts in human inbox
The bot auto-replies on its own turn, but there is no 'suggest a reply for the human agent to send' feature inside the shared inbox.
Real-time internet
The bot answers from your uploaded files. It does not browse the web live. If your price changes, re-upload the price sheet.
AI WhatsApp bot — FAQs
What is the AI WhatsApp bot by 3Sigma?
It is 3Sigma CRM's WhatsApp AI bot — powered by a fast, balanced AI model by default, with a model picker for other models. The bot reads files you upload (PDF, DOCX, CSV, TXT, images) and uses them as its knowledge base to answer lead questions on WhatsApp automatically. It also follows up when leads go quiet, takes CRM actions mid-chat, and grades its own conversations nightly. Available on eligible 3Sigma accounts.
Which AI model does 3Sigma's WhatsApp bot use?
By default it uses a balanced model built for speed and accuracy. The model picker also lets you choose an economy model (lower cost per message) or an advanced model (for more complex reasoning). Each model shows its cost per message so you can control credit spend.
Can I switch between AI models for different bots?
Yes — each bot has its own model setting. A bot handling simple FAQ queries can run on the economy model to use fewer credits, while a bot for complex B2B qualification can run on the advanced model. You set the model per bot and can change it anytime.
What happens when an AI model is updated or retired?
3Sigma auto-migrates retired model IDs so your bot never breaks due to a model change. If a model you're using is retired, the platform moves your bot to the nearest equivalent automatically — no manual reconfiguration needed.
Can the AI bot make voice calls to leads?
No. The AI bot works on WhatsApp text messages only — it reads incoming WhatsApp texts and replies with text. Calling is handled separately by the SIM-based auto-dialer, which your human sales agents use. There is no AI voice calling.
Is the AI bot available on all 3Sigma plans?
The WhatsApp AI Bot (including the AI model picker) is available on eligible 3Sigma accounts, controlled by an org-level setting. Not every account has it on by default — speak to the sales team to check availability for your organisation.
How does the AI bot help with lead qualification on WhatsApp?
Because the AI model can understand context across a multi-turn conversation, the bot can ask qualifying questions (budget, timeline, location, intent), interpret answers in natural language, and take CRM actions based on those answers — such as changing the lead's status or creating a follow-up task for the sales agent. All of this happens in WhatsApp text, automatically.
Explore more
Give your leads a AI-powered conversation — not a keyword menu
Upload your product files and let the AI bot handle qualification, follow-up and CRM updates on WhatsApp — while your sales team focuses on closing the leads that are ready.
Or explore the full WhatsApp CRM · see pricing