Use Case

Campaigns Across WhatsApp, Website, and Ads

Rootel helps businesses turn campaigns into conversations. Customers see an offer, ask questions, and get guided toward purchase or booking by the same digital employee.

The Workflow

1

Launch campaign

Start with a product, service, event, offer, or seasonal promotion that should create customer conversations.

2

Reach customers

Use WhatsApp broadcasts, website campaign prompts, and Facebook or Instagram click-to-WhatsApp ads.

3

AI engages

The digital employee answers questions, recommends the right item or service, applies rules, and moves interested visitors forward.

4

Convert or hand off

Guide customers to cart, booking, payment, WhatsApp follow-up, or a human handoff when needed.

Existing customers

WhatsApp Broadcast

Send approved campaign messages to selected customers and let the digital employee handle replies, questions, recommendations, and next steps.

Website visitors

Website Campaign

Show a timely offer on the business website and let the digital employee engage visitors while they are browsing products or services.

New audiences

Facebook & Instagram Click-to-WhatsApp Ads

Run Meta ads that open WhatsApp conversations, then let the digital employee qualify interest and guide buyers toward purchase.

Connected capabilities

Campaign replies can use live business systems

Rootel does not only send a message. When the owner connects tools, the digital employee can use those capabilities during the customer conversation.

Shopify

Recommend products, check availability, and guide buyers toward cart or checkout.

Payment Gateway

Create payment links, confirm payment status, and answer payment questions.

Google Calendar

Check availability and help customers book appointments from campaign replies.

Google Drive

Use approved documents, price lists, brochures, and policies as campaign knowledge.

Google Sheets

Read lead lists, update campaign records, and keep follow-up status organized.

Meta WhatsApp Cloud API

Connect broadcasts and click-to-WhatsApp ads to the same business-trained employee.

Campaign flow

Facebook & Instagram ads to WhatsApp conversation

See how ad responses move into one WhatsApp conversation and continue toward conversion.

Ad ClickWhatsApp StartAI QualifiesOrder / Appointment

Facebook Ad

Festival Offer · Chat on WhatsApp

Primary text + CTA opens WhatsApp directly.

Send WhatsApp Message

Instagram Ad

New Launch · Click to WhatsApp

Story/feed placement connected to same AI employee.

Click to WhatsApp

Conversation after ad click

Hi, I came from your Instagram ad. Need pricing details.
Sure — sharing plans now. Want to book demo for tomorrow 11:00 AM?
Yes, please book it.
Done. Appointment booked and lead marked high intent.

Ad clicks

1,284

WhatsApp starts

642

Qualified leads

214

Booked demos

67

Turn campaigns into customer conversations