Running Andy as a service, AI Chatbots

Andy Agency Implementation, WhatsApp Lead Capture and Support Automation

Learn how to deploy Andy as a 24/7 WhatsApp and Instagram automation layer for your clients, from QR code setup through lead qualification and Google Calendar scheduling. This course covers retainer pricing models, multi-channel configuration, and how to position Andy as a lead-capture and support solution that runs without human intervention.

Open the decision record for Andy

What does running Andy for clients commit you to?

Published figures for this service. Blank fields are not published.

Monthly tool cost
US$9 per month (lowest paid tier, as vendor cost)
Time to first value
Setup complexity is low; time to value is days, but no explicit duration is published
Payback
Not modeled

Is Andy worth running as a client service?

Andy provides a low-cost, low-complexity AI agent for WhatsApp and Instagram automation, well-suited for SMBs in Latin America. However, the agency must supply client pricing, labor costs, and volume assumptions to model ROI, and Andy cannot be rebranded.

An agency-fit judgement for reselling this service. It is separate from the tool description on the decision record.

Before you start

What has to be in place before the first client engagement.

Tools and subscriptions

  • Andy subscription (tiered pricing starting at US$9 per month as a vendor cost)
  • Client WhatsApp number (connect via QR code or Meta API)
  • Instagram professional account (optional for DM automation)
  • Google Calendar account (for appointment scheduling)
  • Slack workspace or email address for team notifications

People and inputs

  • Client website pages and business information for the knowledge base
  • Documentation on Andy's API, MCP, and CLI access for advanced configuration
  • Access to Google Drive and Bsale if the client requires document or inventory queries

Estimated investment: Vendor costs start at US$9 per month for the entry tier; higher tiers include monthly insights reports and API access. No setup costs are published.

Lessons in this course

7 lessons on running Andy for clients.

  1. 01Why Andy Turns WhatsApp Volume Into Agency Retainer RevenueStrategy
  2. 02Andy Channel Concentration RuleConcept
  3. 03When to Adopt Andy: WhatsApp-First Clients Under 7,500 Monthly MessagesEvaluation Rule
  4. 04Andy: Buy vs Skip (WhatsApp-Heavy SMB Clients in Latin America)Decision Framework
  5. 05Why Agencies Fail With Andy in WhatsApp-Heavy SMB AccountsFailure Pattern
  6. 06Andy WhatsApp Lead Capture Retainer (5-7 days)Implementation Blueprint
  7. 07Andy WhatsApp Channel Connection and Knowledge Base Setup (Onboarding)Operating Procedure

Included with the course

7 working documents for delivering this service.

  • Andy Deployment Checklist for Multi-Channel Setupchecklist
  • WhatsApp QR Code and Meta API Connection SOPsop
  • Lead Qualification Prompt Template for Retail and E-Commercetemplate
  • Google Calendar Integration Worksheetworksheet
  • Andy Retainer Pricing and Upsell Guideguide
  • Client Onboarding Knowledge Base Upload Checklistchecklist
  • Lead Export and CRM Handoff Workflow Templatetemplate

Listed by name. These documents are not yet published as individual downloads.