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Sales

Consultation Appointment Booking

Allow clients to book appointments with financial advisors directly via WhatsApp.

Consultation Appointment Booking

The Challenge

Coordinating appointments by phone requires time for both clients and administrative staff.

How It Works on WhatsApp

Request
The client requests an appointment indicating needs and preferences.
Availability
The system shows the availability of the appropriate consultant.
Confirmation
The client confirms the time and receives an automatic reminder.
Reminder
Send reminder 24h and 1h before the appointment.

Example Conversation

Business Impact

+35%
Appointments
-60%
Admin calls
-25%
No-shows
24/7
Bookings

Customization Options

Adapt this solution to your organization:

  • Investment consulting
  • Financial planning
  • Mortgages and loans
  • Insurance
  • Supplementary pension
  • Wealth management

Ready to Simplify Appointments?

Automate 24/7 booking.

Frequently Asked Questions

What is Spoki?

Spoki is a comprehensive WhatsApp Business API platform that enables businesses to transform WhatsApp into a powerful channel for marketing, sales, and customer support.

With Spoki, you can:

Automate communications: Send automated messages, create chatbots, and set up intelligent workflows

Manage customer support: Multi-operator team management with ticketing system and conversation routing

Increase sales: Recover abandoned carts, send payment requests, and manage your product catalog directly on WhatsApp

Marketing campaigns: Send bulk messages to thousands of contacts with personalized templates

AI-powered features: Leverage artificial intelligence to automate responses and qualify leads 24/7

Integrate with your tools: Connect with over 4,000 platforms including CRM, e-commerce, and marketing tools

Spoki is an official Meta Tech Partner, guaranteeing reliability, security, and access to all official WhatsApp Business API features.

How does the WhatsApp Business API work?

The WhatsApp Business App and the WhatsApp Business API (used by Spoki) are two completely different solutions designed for different business needs:

WhatsApp Business App: • Designed for small businesses and sole proprietors • Manual message management • Limited to 5 devices simultaneously • Maximum 256 contacts per broadcast • No automation capabilities • Free but with significant limitations • No CRM or integration support

WhatsApp Business API (Spoki): • Designed for medium to large businesses • Unlimited operators: Your entire team can manage conversations simultaneously • Unlimited broadcasts: Send messages to thousands of contacts • Advanced automation: Chatbots, automatic responses, intelligent workflows • CRM integration: Connect with your existing tools (HubSpot, Salesforce, etc.) • Analytics & reporting: Detailed statistics on your communications • No ban risk: Official API approved by Meta for bulk messaging • Cloud-based: No need to keep a phone connected • Multi-channel: Integrate WhatsApp with SMS, Voice, and other channels

How much does a Spoki subscription cost?

Spoki offers three pricing tiers: a Free plan at €0/month for basic WhatsApp support and live chat, a Service plan starting at €19/month with AI-powered customer support and unlimited automations, and a Marketing plan starting at €49/month with bulk campaigns and advanced analytics. All plans include unlimited operators at no extra cost. WhatsApp conversation fees are charged separately by Meta based on usage volume.

Is there a free trial?

Yes, Spoki offers a permanent Free plan at €0/month that includes live chat with unlimited operators, basic automations, and a ticketing system. This allows businesses to test core WhatsApp Business API features before upgrading. Paid plans start at €19/month for the Service tier and €49/month for the Marketing tier, with no long-term contracts required.

Can I integrate Spoki with other tools?

Spoki integrates with thousands of platforms through native integrations, Zapier, Make (Integromat), and Webhooks.

Native Integrations:

E-commerce: Shopify, WooCommerce, PrestaShop, Magento

CRM: HubSpot, Salesforce, Pipedrive, Zoho, ActiveCampaign

Marketing: Mailchimp, Google Sheets

Payment: Stripe, PayPal

Support: Zendesk

Via Zapier/Make:

Connect to 4,000+ platforms including: • Google Workspace (Sheets, Calendar, Drive) • Microsoft Office 365 • Slack, Trello, Asana • WordPress, Webflow • Custom apps via API

Webhooks & API:

Full REST API for developers to build custom integrations.

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Consultation Appointment Booking – WhatsApp automat | Spoki