AI Whatsapp Business Automation

@shayankhan333

Hi, I will build the SurgyCare POC on the official WhatsApp Business/Meta API, with AI reading hospital messages, extracting policy and surgery details, flagging missing info, creating a Case ID, and routing to the Eligibility team and CEO dashboard. I have delivered similar WhatsApp and AI automation work, happy to share in chat. I will share the fixed POC cost in chat once we align on scope. Questions: 1) Is the hospital group a standard WhatsApp group, or can we move to a Business API broadcast/1:1 flow? Looking forward to discussing further. Regards, Shayan.

@sarimshoaib1425

100% doable. Just deployed 4 AI agents for a law firm handling intake and follow-ups end to end, plus done WhatsApp and CRM automation for a real estate client, so a case-extraction and routing POC like this fits well. I'd build it on the official WhatsApp Business API, with an AI layer that reads incoming policy documents and messages, extracts the patient, policy, and cost details, flags missing info, and auto-replies asking for what's needed. Cases get a unique ID and route to your eligibility team, with a simple dashboard showing status, pending action, and case age. AI only extracts and flags, no final eligibility calls, exactly as you specified. Can have a working POC ready within the week. Feel free to DM me for case studies. Or check the projects on my profile. Let's do it.

@TeraByte26

Hi Gangaprasad, I will deliver a POC for SurgyCare's WhatsApp AI Automation System with a Hospital WhatsApp to CEO Dashboard workflow. I commit to a fixed price within your budget of 12500-37500 INR. Can I start with a free sample? Waiting for your response in chat! Best Regards.

@Geetam00

As a seasoned AI and automation specialist with a deep appreciation for the transformative power of technology, I am keen to embark on the development of SurgyCare's WhatsApp AI Automation System. Having successfully completed several projects with similar requirements, I understand perfectly well the importance of this proof of concept phase to demonstrate a robust and satisfactory system workflow. Using cutting-edge technologies like AI, OCR and NLP intertwined in LangChain, LangGraph, CrewAI, FastAPI among others, I’m confident we can swiftly turn your lofty vision into a tangible reality. My architecturally aligned approach guarantees seamless utilization of the WhatsApp Business/Meta API necessary for this project. By leveraging my ability to develop intuitive multi-agent workflows that integrate intelligently with each other, your team can be assured of swift and accurate insurance case processing. What sets me apart is my experience not only in building but also deploying SaaS platforms where required data security is maintained without compromising performance. SurgyCare's accessibility to project artifacts like API accounts, database and SaaS source codes will always be guaranteed under my watch. I consider quality assurance as crucial as functionality; thus, you’re assured of a system that meets all requirements and is easy to use.

@Abror86

Hi-Abror Here From Uzbekistan. "WHATSAPP AI INSURANCE CASE AUTOMATION POC" - "You want this POC to turn WhatsApp case information into structured insurance cases, identify missing details, route cases to eligibility staff, and provide CEO-level tracking." The first challenge is extracting reliable information from policy documents and hospital messages without allowing AI to make unauthorized insurance decisions. I will design the AI as an extraction and workflow assistant that identifies policy type, patient details, coverage conditions, missing information, and case requirements while keeping final eligibility decisions with authorized SurgyCare staff. The second challenge is connecting WhatsApp communication with case creation and real-time responsibility tracking while staying within the supported Meta WhatsApp Business architecture. I will structure the POC around compliant WhatsApp integration, case IDs, eligibility workflows, dashboard status tracking, reminders, escalation, and documented APIs so the system can later expand into Phase 2. Do you already have access to the official Meta WhatsApp Business API? Looking forward to working with you.

@smarketicsinc

Your goal is a zero-friction intake system where insurance cases move from a WhatsApp message to a CEO dashboard without a single manual data entry step. I will implement the logic to automatically distinguish between Retail and Corporate policies and trigger immediate follow-up requests if the policy copy or member ID is missing, ensuring your Eligibility Team only receives complete files. I'll handle the entire setup: 1. Meta API integration for official, compliant WhatsApp communication. 2. LLM-powered OCR pipeline to extract policy validity, co-pay, and capping details. 3. A lean Case Management dashboard for the CEO and Eligibility team to track bottlenecks. Within the first 72 hours, you will have a working bot that extracts data from a policy document and identifies missing fields. I specialize in building AI-driven automation pipelines that turn unstructured chat data into structured business records. You won't need to manage API tokens or prompt tuning; I'll handle the technical architecture entirely. Ready to start? Let's align on the specific policy documents you use most.

@kishank499

You're looking for a POC to demonstrate SurgyCare's WhatsApp AI Automation, specifically the "Hospital WhatsApp → AI → Case Creation → Eligibility Team → CEO Dashboard" workflow. I understand the core need is to prove how AI can accurately extract critical insurance information from documents sent via WhatsApp, flag missing details, and automatically route cases for your Eligibility Team, all while providing an oversight dashboard. I will set up the official WhatsApp Business API to receive policy documents and surgery details. The AI will then read and extract all required information, such as patient name, policy number, and costs, automatically identifying missing data and sending clear replies to the hospital. It will also highlight relevant policy conditions like co-pay. The system will create a unique SurgyCare Case ID, route it to your Eligibility Team with update options, and display its status, pending actions, and case age on a CEO/Admin dashboard. Basic reminders for stuck cases will also be shown. I've built a similar Invoice Processing & Data Extraction system that uses AI to pull specific details from various document formats, achieving high accuracy. Considering the initial input from "Hospital WhatsApp," how will the system manage multiple incoming requests from different hospitals simultaneously? I'm available for a quick chat to discuss this further.

@aakaashberi

You asked me to explain the WhatsApp architecture before development, so here is the part that decides your whole design: the official Meta Cloud API cannot read or post in WhatsApp groups. It only does 1-to-1 business conversations. Any vendor promising group automation on the official API is either using an unofficial library that gets numbers banned, or has not told you yet. The compliant version you asked for: each hospital messages a single SurgyCare business number directly instead of a group. Same staff, same phones, one number to save. That keeps you on official infrastructure, keeps the audit trail clean, and for insurance documents that matters more than convenience. POC fixed price, this bid: Meta Cloud API on your number, document intake, AI extraction of all 7 fields with retail/corporate classification, missing-info auto-reply, Case ID generation, eligibility team update screen, CEO dashboard with case age and stuck-owner, and one reminder rule. Python/FastAPI, Postgres, your Meta and model accounts so everything is SurgyCare-owned from day one. 3 days. NOT included: Meta verification fees, per-conversation WhatsApp charges, AI token cost and hosting - all billed by the vendors straight to your accounts, never marked up by me. I will send the full 10-point breakdown with real monthly running numbers on request. Awarding this bid starts the POC; I will not ask for more before you see it work.

@srdank001

Hi. SurgyCare is a strong use case for AI because it reduces case delays without allowing AI to make final insurance decisions. I have experience with WhatsApp automation, document extraction, LLM workflows, dashboards and case routing. I can build the POC using Meta WhatsApp API, FastAPI, PostgreSQL and AI extraction, including Case IDs, missing data replies, eligibility workflow, reminders and CEO tracking. I can provide a fixed POC price after confirming Meta group messaging feasibility and expected document volume. Thanks, Srdan.

@amit210279

Hi there, I understand you’re looking to build **WhatsApp Business automation** to streamline customer communication, automate repetitive queries, capture leads, and improve response times. The system should be reliable, user-friendly, and tailored to your business workflow. **My Solution:** I’ll set up automated WhatsApp workflows for enquiries, FAQs, lead capture, follow-ups, notifications, and customer support. Where required, I can integrate AI to understand customer messages and provide relevant responses. I’ll also implement lead organization, automated follow-ups, and smooth escalation to human support when needed. I have **12 years of experience working with US and UK markets**, giving me a strong understanding of professional communication, customer expectations, and business workflows. **A few questions:** 1. What processes do you want to automate—support, lead generation, follow-ups, bookings, or sales? 2. Are you already using the WhatsApp Business API/Meta Business account? 3. Which CRM or other tools need to be integrated with WhatsApp? Please **chat with me in the Freelancer chat** so we can discuss your workflow, automation requirements, integrations, timeline, and deliverables. I’m ready to get started. Warm Regards, Amit

@mirajkhan25

Hello, I understand the requirement for a focused POC: WhatsApp → AI → Case Creation → Eligibility Team → CEO Dashboard. I can build it using Python, FastAPI, PostgreSQL, SQLAlchemy, Meta WhatsApp Business Cloud API, LLM/OCR, JWT and Docker. Fixed Price: ₹32,500 Delivery: 12–14 days Included: • Official Meta WhatsApp API integration • Policy/document intake and AI extraction • Retail/Corporate classification • Patient, policyholder, insurer, policy ID, validity, surgery and cost extraction • Missing-information detection with automated replies • Waiting period, co-pay, capping/sub-limit and identifiable exclusions • Unique Case ID generation • Eligibility team workflow and status updates • CEO/Admin dashboard with case age, responsible person and pending action • Basic reminders/escalations AI will only extract/highlight information. Final eligibility decisions remain with authorized staff. Additional costs: Meta/WhatsApp and AI usage charges. Hosting/database: approximately ₹1,500–₹3,000/month. Not included: Full production system, advanced analytics, HIS/ERP integrations and Phase 2. Support: 7 days bug-fix support. Phase 2: Quoted separately after POC validation. I have hands-on experience with FastAPI, PostgreSQL, authentication, AI/RAG and automation workflows. I will explain the official Meta WhatsApp architecture and limitations before development. All accounts, source code and data will remain under SurgyCare ownership. Available to start immediately.

@VBmedic757

Proposal strategy: Position as POC-specialist with cost-effective n8n + OpenAI integration stack. Deliverables: (1) WhatsApp Business API auth & message routing, (2) OCR + policy extraction pipeline using Google Document AI or Tesseract, (3) AI intent/field validation logic, (4) Backend case-creation API integration, (5) Live test with 10–15 sample policy images, (6) Short demo video + documentation. Emphasize POC scope (not full production system), realistic testing plan, and willingness to iterate on accuracy thresholds. Request sample policy document and backend API spec upfront to clarify integration requirements.

@mikhailivanovai

For a cashless support flow the risk is not the bot, it is what happens when the bot is unsure. An insurance query answered confidently and wrongly costs the hospital a rejected claim, so a POC should prove the handoff to a human as clearly as it proves the automation. POC scope: WhatsApp Cloud API connected, intent handling for the common cashless queries, retrieval over your policy and process documents so answers cite a source rather than being generated freely, a confidence threshold that routes to your team with the conversation attached, and a log of every exchange for review. Price 32000 INR for the POC, 15 working days. Which queries make up most of the volume today, and are the policy documents in a form I can index or scattered across formats?

@focusframedev

I can build your SurgyCare WhatsApp AI automation POC using Meta WhatsApp Business API + n8n + Gemini Vision API + Supabase (Database & Admin Dashboard). ⚙️ Technical Architecture WhatsApp Inbound: Meta Webhook triggers n8n when a hospital submits policy docs/surgery details. AI Extraction Engine (Gemini): Extracts patient details, distinguishes Retail vs. Corporate, detects missing info, and evaluates waiting periods/co-pays. Auto-Reply Loop: If data is missing, n8n sends an immediate WhatsApp reply requesting the exact missing fields. Case Creation & Routing: Assigns a unique Case ID, logs it to Supabase, and updates the Eligibility Team & CEO Admin Dashboard in real time with status tracking & escalation timers. I have built custom n8n AI agent pipelines with vector search, API webhooks, and automated document parsing. Check out my profile portfolio for architecture blueprints. Ready to start immediately!

@Ahsanayaz0021

Hi, I appreciate your detailed specifications for the SurgyCare WhatsApp AI Automation System. I understand you need a Proof of Concept (POC) that effectively processes hospital communications through WhatsApp, extracts essential data, and facilitates smooth case handling. With my background in AI chatbot and workflow automation, I have developed similar projects that involved WhatsApp integration and AI data extraction. For your POC, I propose the following approach: - Set up the WhatsApp Business API to ensure secure and compliant communication. - Develop an AI model to read and analyze incoming messages, identifying key policy information and potential gaps. - Create a user-friendly dashboard for case tracking and updates accessible to the eligibility team and CEO. I can deliver this POC within three weeks, ensuring it meets all outlined requirements. My fixed price for this project is INR 30,000, including all development and initial WhatsApp setup costs. I would love to know your thoughts on this proposal. What features are most critical for your team to see in the POC?

@AizmaTech

Hi, we understand the requirement and can build this WhatsApp + AI + workflow POC with official Meta WhatsApp API architecture. We have matching AI projects and can show live examples if you reach out. We can provide a fixed-price quotation, clear cost breakdown, delivery timeline, tech stack, scope, support, and Phase 2 estimate. Let’s connect to discuss the POC.

@Erlanproject

I’ve already mapped out the core POC: Hospital WhatsApp → AI Extraction → Validation → Case ID → Eligibility Workflow → CEO Dashboard → Reminder What stands out to me is that AI should not make the final insurance decision. I would keep AI responsible for extracting information, detecting missing data, and highlighting policy conditions, while your authorized team makes the final decision. Fixed POC: ₹25,000 Delivery: 7 days Included: WhatsApp Business/API intake AI extraction of patient, policy, surgery & cost data Retail/Corporate classification Missing-information detection + automated replies Policy condition extraction where identifiable Automatic Case ID Eligibility status workflow Basic CEO/Admin dashboard Reminder/escalation logic Testing, documentation and handover Suggested stack: n8n + WhatsApp Business API/compliant provider + LLM + PostgreSQL/Supabase. I recommend n8n as the orchestration layer because it keeps WhatsApp, AI processing, validation, routing, reminders, and database updates modular and maintainable. I have experience with WhatsApp Business API, webhooks, n8n, AI workflows, REST APIs, and human-in-the-loop automation. WhatsApp/API, AI, and hosting costs would remain under SurgyCare ownership and be handled separately based on actual usage. Best, Bagus

@mahads31

As an experienced technology partner specializing in AI automation, I am well-equipped to develop SurgyCare's WhatsApp AI Automation System. My expertise lies in building intelligent, reliable solutions that facilitate efficient workflows - a perfect fit for your requirement of a POC to prove the WhatsApp + AI + workflow system. My proficiencies span technologies like PHP, Laravel, JavaScript, React.js, Node.js, Python - all crucial to designing the robust architecture your system needs. With respect to your desire for WhatsApp Business/Meta API compliance, I understand the nuances and can provide a technically sound solution. What sets me apart is my emphasis on lasting success. In addition to delivering a functioning POC within your timelines and budgetary constraints, I am equally focused on ensuring smooth post-delivery support and potentially leading into Phase 2 for SurgyCare. Trusting me with this project will mean obtaining a thorough deliverable that accounts for the entirety of your requirements while maintaining complete ownership of the assets by SurgyCare. A glimpse into the relevance and quality of my work can be seen through my work on n8n and creating successful solutions with AI automation. Let’s automate that healthcare insurance process and steer growth for small hospitals together!

@prathamd58

Hi, this maps well to work I already do: I build structured-extraction LLM pipelines (extracting KPI/data objects from unstructured documents, with human-in-the-loop review, not autonomous decisioning) and multi-document retrieval systems for regulated financial documents — the same discipline applies to parsing policy documents and flagging missing fields without the AI making final calls. Proposed architecture: WhatsApp Business API (official Meta Cloud API), not an unofficial wrapper — compliant, webhook-based ingestion of docs/messages. Extraction layer: LLM (vision+text, e.g. Claude/GPT-4o) parses policy PDFs/images → structured JSON (patient, policyholder, insurer, policy #, cost, etc.), with confidence flags for missing fields. Rules engine: Retail vs Corporate logic, waiting period/co-pay/capping checks — deterministic rules layered over LLM extraction for auditability. Case management + dashboard: Postgres-backed case store, simple admin UI for Eligibility team + CEO view, case-age/escalation logic. On fixed pricing: I'd rather give you an accurate number after a 20-min scoping call than a padded guess — I'll break it down exactly per your 10 points (dev/WhatsApp setup/AI cost/server/monthly/support/Phase 2). All code, accounts, and data would be handed over to SurgyCare from day one. Happy to start with a short call this week.