WhatsApp Business Onboardingpowered by AI
Reduce activation drop-off with an AI voice assistant that guides customers step by step, from Facebook connection to the first WhatsApp campaign.
The Problem
Spoki is a powerful WhatsApp Business messaging platform. But the onboarding process — Meta connection, contract, number selection — is technical and can block new customers before they discover the real value.
Without AI Onboarding
- Customer buys Spoki and faces a complex technical process
- Must connect Meta Business Manager, accept contracts, configure the number
- Gets lost between screens and abandons before sending the first message
- Support team receives dozens of tickets for setup issues
With AI Onboarding
- AI voice activates automatically and accompanies the customer from the very first second
- Explains each step clearly, answers questions in real time
- Guides navigation in the dashboard, showing key features
- Customer activates the number and sends the first message in minutes
How It Works
A complete onboarding flow from purchase to the first WhatsApp campaign
Facebook Connection
AI guides the customer through Meta Business Manager connection and WhatsApp number selection.
Contract Acceptance
Simplified digital signing with OTP verification. AI answers questions about terms in real time.
Dashboard Setup
Guided tour of the platform: templates, automations, campaigns. AI shows where to click.
First Campaign
Customer creates and sends the first WhatsApp campaign with active AI assistant support.
Post-Onboarding Automation
After activation, the AI continues to support the customer with intelligent automations
Fast Activation
Customers who complete onboarding within 24h receive an automatic upsell for the higher plan
Proactive Support
AI detects stuck customers and automatically contacts them via WhatsApp to unblock activation
CRM Data Sync
Every customer interaction is logged in the CRM with automatic segmentation for the sales team
Why this project for Spoki
Every aspect of this demo demonstrates skills directly relevant to a RevOps role at Spoki
Deep understanding of Spoki's product
Faithfully replicated Spoki's real onboarding flow, from Meta screens to the contract, to the dashboard with all features.
AI applied to sales processes
Integration of ElevenLabs for a voice assistant that guides onboarding, reducing drop-off and increasing activation.
Conversion funnel optimization
Identified critical points in the WhatsApp Business activation process and designed AI solutions for every bottleneck.
Automation and system integration
Scalable architecture with Next.js, ElevenLabs API, client tools for contextual navigation and potential CRM integration.
WhatsApp Business API expertise
Deep knowledge of the Meta process: Business Manager, WhatsApp Business accounts, number types, templates and policies.
Data-driven thinking
Demo design based on real funnel data: where customers drop off, which steps require more support.
Tech Stack
ElevenLabs
AI Voice Assistant
Next.js
React Frontend
WhatsApp API
Meta Business Platform
Ready to see AI in action?
Enter the demo and let the AI voice assistant guide you through the entire Spoki onboarding process.
Launch Demo
About me
I'm Salvatore Marzolla, with experience in Revenue Operations, AI automation and B2B SaaS growth. I created this demo to show how AI can transform Spoki's onboarding by reducing drop-off and accelerating time-to-value.
This project demonstrates practical skills in: conversational AI, activation funnel optimization, RevOps automation and deep knowledge of the Spoki platform and WhatsApp Business APIs.