FORMATION IA
Claude sur WhatsApp pour les TPE et PME
Automatisez vos réponses client sur WhatsApp avec Claude, sans écrire une ligne de code.
Ce qu'elle couvre
Cet atelier pratique guide les dirigeants de petites structures pour connecter Claude à l'API WhatsApp Business via des outils no-code comme Make ou Zapier. Les participants apprennent à rédiger des garde-fous de réponse, à configurer des règles de transfert vers un humain, à gérer des conversations multilingues et à respecter les politiques de messages modèles WhatsApp. Le format alterne courtes séquences théoriques et sessions de construction en direct, afin que chaque participant reparte avec une automatisation fonctionnelle.
À l'issue, vous saurez
- Build a working Make or Zapier flow that routes incoming WhatsApp messages to Claude and returns replies automatically
- Write a system prompt with guardrails that keeps Claude on-topic and on-brand for a customer service context
- Configure a handover rule that transfers a conversation to a human agent when Claude reaches its confidence threshold
- Set up at least one approved WhatsApp template message and understand the compliance constraints around proactive messaging
- Enable multilingual auto-detection so Claude replies in the customer's language without manual intervention
Sujets abordés
- WhatsApp Business API setup and key concepts
- Connecting Claude to WhatsApp via Make or Zapier
- Writing system prompts and response guardrails for customer-facing AI
- Designing human handover triggers and escalation flows
- Handling multilingual customer replies automatically
- WhatsApp template message compliance and approval process
- Testing, monitoring, and iterating your automation
Modalité
Delivered in-person or live-online (full-day). Participants need a laptop and a WhatsApp Business API-enabled account (Meta or BSP). The session is approximately 30% concept and 70% hands-on build time. A shared Make/Zapier sandbox template is provided so teams without an existing account can still complete every exercise. Recordings and a step-by-step written playbook are shared after the session.
Ce qui fait que ça marche
- Define a clear list of FAQs and escalation triggers before the workshop so the system prompt has real content to work with
- Appoint one person as the automation owner responsible for reviewing Claude's replies weekly and iterating the prompt
- Start with a single conversation flow (e.g. booking confirmations) before expanding to full customer support
- Get WhatsApp template messages submitted for approval at least a week before go-live to avoid delays
Erreurs fréquentes
- Skipping human handover logic entirely, leaving customers stuck when Claude cannot resolve an issue
- Using free-form messages where WhatsApp requires pre-approved templates, causing delivery failures
- Writing overly broad system prompts that let Claude go off-topic or make commitments the business cannot honour
- Ignoring GDPR obligations around storing WhatsApp conversation data processed through third-party AI APIs
Quand NE PAS suivre cette formation
A business that already uses a dedicated CRM helpdesk (e.g. Zendesk or Freshdesk) with built-in AI features — integrating Claude via WhatsApp API adds complexity without clear added value in that context.
Fournisseurs à considérer
Sources
Cette formation fait partie d'un catalogue Data & IA construit pour les leaders sérieux sur l'exécution. Lancez le diagnostic gratuit pour voir quelles formations sont prioritaires pour votre équipe.