A founder-friendly guide to WhatsApp Business API in 2026: what changed, policy-safe automation, lead funnel design, and the best CRM architecture for Indian SMEs.
WhatsApp-first CRM and automation is exploding for Indian SMEs in 2026. The opportunity is real, but policy changes mean you must stay “support + sales automation” focused and avoid unsafe chatbot positioning. This guide shows what changed, how to build the funnel, and a stack that scales.
WhatsApp automation for support and sales remains allowed. What is being restricted is “AI chatbot as the product” positioning and broad, general-purpose automation without clear business context. Keep your flows focused on customer support, lead qualification, order updates, and task-specific automation.
Use WhatsApp as the core channel, not just a notification tool.
Examples that work well in 2026:
Keep it simple and reliable:
We can share a free WhatsApp Funnel Template that includes:
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Quick answers to the most common questions.
Start with a repetitive task like support summaries or invoice checks.
Use role-based access and human approval for risky steps.
Scale after the first workflow shows stable ROI.
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