Sales via WhatsApp: Campaigns, Workflows, and Customer Service That Drive Conversions

Data4Sales turns WhatsApp into a measurable sales channel. It sends campaigns featuring photos, videos, and AI-powered carousels; automates abandoned carts and repeat purchases; responds using Orbis Support with each customer’s history; and attributes every sale, whether online or in-store.

Schedule a demo See how it works

WhatsApp · Your BrandOnline

AI-Powered Carousel Campaign
Lucía's products, based on what she bought

Shipping

Lucia replied
“Do you have the trail shoes in size 39?”

Chat

Orbis Support
Check inventory and send them the link to their shopping cart

Purchased
Trail X Running Shoes · $129

For Sale

USD 129allocated to the campaign

20xaverage return

Illustrative example

CampaignAI CarouselYour Products

AnswerConversationIn the same chat

AttentionOrbis SupportWith your history

For SalePurchaseFrom chat to checkout

ResultAttributedOnline and in-store

The problem

WhatsApp is the most frequently opened app, but few brands use it to sell

For answering questions onlyWhatsApp is used solely for customer service and is not used for marketing campaigns or buybacks.

Messages without dataMass messages that are identical for everyone, leading to unsubscribes and blocks.

Sales That Aren't TrackedYou don't know how much each message sold or whether you recouped your investment in mailings.

How Data4Sales Solves It

WhatsApp as a Sales Channel, End-to-End

Reachable Audiences

Customers who use WhatsApp and have given their consent, segmented by purchases, value, and predictions.

Orbis Audiences

Shoe Insoles That Sell

Text with buttons, photos, videos, and manual, dynamic, or AI-powered carousels, as approved by Meta.

Using each customer's data

Automatic Workflows

Abandoned shopping cart, abandoned browsing session, repeat purchase, restocking, and reactivation.

WhatsApp, email, and text messages

Attention That Sells

Orbis Support responds with the order history, sends product links, and provides shopping carts ready for checkout.

Attributed sales

Strategies for this goal

Top-Selling WhatsApp Strategies

With Orbis Pulse, you choose this objective, and the AI combines these tactics for each client, within the parameters you set.

Recovery

Shopping Carts That Come Back

Take anyone who left items behind back to the checkout.

Retention

The Perfect Companion

A carousel showing items that go well with your purchase.

Retention

Just as he's running out of it

Restocking tailored to each customer's needs.

Customer Loyalty

First, your VIPs

Pre-sales and exclusive releases.

Calendar

Every big game, at our best

Hot Sale, CyberDay, or Buen Fin.

Calendar

Quotas that sell

Bank promotions for those who take advantage of them.

Fashion · Uruguay

+46%

billing

Success Story · Forus

WhatsApp as a Sales Channel

Forus integrated WhatsApp campaigns and message flows with each customer's data and turned the channel into a source of measurable sales.

Read the Forus case study

Integrations

Data4Sales integrates with the tools you already use

More than 50 native connectors for the Latin American retail sector. Your data comes in from e-commerce, physical stores, and ERP systems, is consolidated into a single customer profile, and is then sent to your channels, digital advertising campaigns, and your AI assistant.

Home

eCommerce

Customers, orders, shopping carts, and the catalog—all synchronized every day.

VTEXShopifyTiendanubeWooCommerceMagento (Adobe Commerce)PrestaShopFenicio

Home

Brick-and-mortar store, ERP, and CRM

In-store sales follow the same pattern as online purchases.

SAPOracleMicrosoft Dynamics 365SalesforceHubSpotOdooLightspeedBsaleZeta SoftwareYour POS

Home

Website, Customer Loyalty, and First-Party Data

Performance on your site, reviews, and any other sources you already have.

Data4Sales PixelYotpoBigQueryAmazon S3DatabasesAPICSV and Excel

Departure

Messaging Channels

Campaigns, workflows, and customer service tailored to each client's context.

WhatsApp Business APIEmailSMSInstagramFacebook Messenger

Departure

Digital Guidelines

Natively synchronized audiences and lookalikes of your best customers.

Meta AdsGoogle AdsTikTok Ads

Departure

AI Assistants with MCP

View and activate your Data4Sales data from the assistant you already use.

ChatGPTClaudeGeminiGrokPerplexity

Daily synchronization, no manual uploads
Identity resolution: one unique profile per customer
Setup with support from our team
Can't find your system? We can connect to it via API, database, or files.

View all integrations

Features You'll Use

Everything you need, all in one place

MarketingWhatsApp MarketingCampaigns, Templates, and Carousels

AttentionOrbis SupportThe agent who responds and makes the sale

MarketingWorkflowsAutomated Workflows via WhatsApp

MarketingOrbis CreativeMessages in Your Own Voice

MarketingOrbis AudiencesAudiences Reachable via WhatsApp

SolutionsAttribution and ROIHow Much Did Each Ad Generate in Sales?

Other objectives

Solutions by Objective

Looking for your industry? View solutions by industry

Customer Retention and Repeat PurchasesMake sure every buyer chooses you again Customer ReactivationWin back customers who stopped buying Unified retailIn-store and online—one customer 1:1 hyper-personalizationA different message for each customer Sales recoveryShopping carts and visitors returning to checkout AI-powered after-sales supportRespond based on purchase history and drive repeat sales Satisfaction and NPSMeasure every experience and take timely action Attribution and ROIHow much each campaign actually sold

Frequently Asked Questions

Sales via WhatsApp with Data4Sales

Questions that marketing, e-commerce, and CRM teams often ask us about this goal.

How to Sell on WhatsApp with Data4Sales?

With campaigns targeting segmented audiences, photo and video templates, AI-powered carousels, automated workflows such as abandoned cart or repeat purchase, and Orbis Support to respond to customers and close the sale right in the chat. Each sale is attributed to the campaign or workflow that generated it.

Do you use the official WhatsApp API?

Yes. Data4Sales uses the WhatsApp Business API and Meta-approved templates, and shows you the credit usage for each campaign.

What kinds of messages can I send?

Text with buttons, photos, videos, image carousels, and product carousels—whether manual, dynamic, or AI-powered—featuring customer-specific variables such as their name, favorite store, or a link to their shopping cart.

How can I prevent people from blocking me or unsubscribing?

Sending relevant messages to those who have agreed to receive them and maintaining a reasonable frequency. With personalized audiences and carousels, the content is tailored to each customer: in a campaign featuring an AI-powered carousel, a retailer in Uruguay had a 0% unsubscribe rate.

Sales via WhatsApp: Campaigns, Workflows, and Customer Service That Drive Conversions

WhatsApp is the most frequently opened app, but few brands use it to sell

WhatsApp as a Sales Channel, End-to-End

Reachable Audiences

Shoe Insoles That Sell

Automatic Workflows

Attention That Sells

Top-Selling WhatsApp Strategies

Shopping Carts That Come Back

The Perfect Companion

Just as he's running out of it

First, your VIPs

Every big game, at our best

Quotas that sell

WhatsApp as a Sales Channel

Data4Sales integrates with the tools you already use

eCommerce

Brick-and-mortar store, ERP, and CRM

Website, Customer Loyalty, and First-Party Data

Messaging Channels

Digital Guidelines

AI Assistants with MCP

Everything you need, all in one place

Solutions by Objective

Sales via WhatsApp with Data4Sales

How to Sell on WhatsApp with Data4Sales?

Do you use the official WhatsApp API?

What kinds of messages can I send?

How can I prevent people from blocking me or unsubscribing?

Make WhatsApp Generate Sales Every Day