AI5 PROFESSIONAL CERTIFICATE · BY TGC INDIA · UPDATED AUGUST 2026

WhatsApp AI Automation

Build compliant WhatsApp lead, service and notification workflows.

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Online + OfflineWeekdays + WeekendsRegular + Fast Track
The connected engine69

Triggers and decisions move work without losing control.

TRIGGERLOGICDONE
Duration8 weeks
Learning modeClassroom + Live Online
ScheduleWeekdays + Weekends
TrackRegular + Fast Track*
Entry levelIntermediate
Projects6 substantial practical builds
22+years in training
20,000+learners across TGC
5classroom locations
Live onlinejoin from anywhere

NEXT START OPTIONS

Choose a live batch.

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COURSE OVERVIEW

What this course
is built to do.

Build official, supervised WhatsApp workflows for leads, support and notifications with templates, AI assistance, CRM hand-offs and policy controls.

Each module combines a live trainer demonstration, guided lab, assignment and review before the next stage.

WHO SHOULD JOINAutomation professionalsCRM and sales teamsSupport managersDevelopers and business owners
PREREQUISITE

Basic workflow knowledge. API or n8n experience is helpful for technical labs.

CONNECTED CAREER DIRECTIONS

WhatsApp Automation SpecialistConversational Workflow BuilderCRM Automation AssociateMessaging Solutions Consultant

IS THIS COURSE RIGHT FOR YOU?

Choose it for the right reason.

01

You need official WhatsApp business workflows

02

You want AI assistance with human escalation

03

You need CRM-connected lead or support handling

YOUR LEARNING ARC

From guided foundation to finished work.

01

Comply

Platform, opt-in, template and messaging rules.

02

Build

Webhooks, templates and conversation flow.

03

Assist

AI classification, knowledge and escalation.

04

Operate

CRM hand-offs, monitoring, opt-outs and reporting.

INDUSTRY TASKS

Practise the work, not only the tool.

  1. Prepare a compliant template and consent map
  2. Build a supervised AI response workflow
  3. Connect WhatsApp activity to a lead or support record
PRO
LED

YOUR TRAINING TEAM

Learn from experienced working professionals.

Live demonstrations, guided practice and direct project feedback are part of the course. Trainers update examples and tool coverage as professional practice changes.

Meet our trainers ↗

WHAT YOU WILL BE ABLE TO DO

Course outcomes

01

Design compliant WhatsApp automation

An opt-in, template and policy-aligned flow specification.

02

Build supervised AI message handling

Intent, confidence and escalation rules in a working workflow.

03

Connect conversations with CRM action

Lead or support records with tracked hand-offs and follow-up.

04

Operate and measure a pilot

Alerts, opt-out handling, documentation and performance reporting.

TAKE THE NEXT STEP

Need fees, syllabus or the right batch?

An AI5 Academy advisor can help you compare mode, schedule and starting level.

DETAILED COURSE FLOW

5 learning modules

Build compliant WhatsApp lead, support and notification workflows connected to approved AI processing, CRM records and human teams.

MODULE 01

WhatsApp Business Platform foundations

Understand the official API, roles, consent and message rules before designing automation.

CORE TOPICS
  • Business accounts, numbers and providers
  • Opt-in, templates and conversation categories
  • Quality, limits and policy compliance
  • Use cases, ownership and escalation
GUIDED PRACTICE

Prepare a compliant message and consent map for a selected business use case.

MODULE DELIVERABLE

WhatsApp automation compliance plan

MODULE 02

Templates, webhooks and message flows

Create reliable inbound and outbound messaging with clear state and fallback.

CORE TOPICS
  • Template creation and variables
  • Webhook events and delivery status
  • Menus, replies and conversation state
  • Media messages and validation
GUIDED PRACTICE

Build a test flow from inbound message through classification to approved response.

MODULE DELIVERABLE

Working WhatsApp message workflow

MODULE 03

AI classification and response assistance

Use AI for intent, extraction and drafting while preventing uncontrolled replies.

CORE TOPICS
  • Intent and entity extraction
  • Knowledge-grounded response drafting
  • Confidence thresholds and restricted topics
  • Human review and escalation
GUIDED PRACTICE

Create a supervised assistant that routes uncertain or sensitive messages to a person.

MODULE DELIVERABLE

Controlled AI response layer

MODULE 04

CRM, lead and service integration

Keep conversations connected to customer records and team action.

CORE TOPICS
  • Lead creation and deduplication
  • Assignment, follow-up and reminders
  • Support tickets and status updates
  • Tags, source tracking and reporting
GUIDED PRACTICE

Connect WhatsApp messages with a lead or service workflow and track every hand-off.

MODULE DELIVERABLE

CRM-connected messaging automation

MODULE 05

Monitoring, testing and business capstone

Prepare the workflow for volume, failures, opt-outs and changing business rules.

CORE TOPICS
  • Delivery errors, retries and alerts
  • Opt-out and preference handling
  • Response, conversion and service metrics
  • Documentation, ownership and improvement
GUIDED PRACTICE

Deploy a controlled pilot and present policy, workflow, exceptions and measurable results.

MODULE DELIVERABLE

WhatsApp AI automation capstone

HOW THE TRAINING WORKS

Learn it. Apply it. Get it reviewed. Improve it.

Every important skill moves through explanation, demonstration, guided use and independent application. Trainer feedback is used to revise the work before it becomes part of the final portfolio.

01

Concept briefing

The trainer explains the principle, use case, limitations and the quality standard expected.

02

Live demonstration

A complete task is demonstrated while the trainer explains decisions, checks and common mistakes.

03

Guided lab

Learners repeat the method with support, ask questions and correct problems during the session.

04

Applied assignment

The same method is used on a different brief so the learner must make independent decisions.

05

Review and revision

Work is checked against a rubric, revised after feedback and prepared for project presentation.

PROGRESS IS CHECKED THROUGHClass exercisesModule deliverablesProject reviewsFinal capstone presentation

PORTFOLIO WORK

Projects you can show

01

Guided practice brief

Plan, produce, test and present a finished piece with trainer feedback.

02

Individual application

Plan, produce, test and present a finished piece with trainer feedback.

03

Workflow build

Plan, produce, test and present a finished piece with trainer feedback.

04

Industry-style assignment

Plan, produce, test and present a finished piece with trainer feedback.

05

Quality review

Plan, produce, test and present a finished piece with trainer feedback.

06

Final capstone

Plan, produce, test and present a finished piece with trainer feedback.

TAKE THE NEXT STEP

Need fees, syllabus or the right batch?

An AI5 Academy advisor can help you compare mode, schedule and starting level.

TOOLS COVERED

WhatsApp APIn8nCRMOpenAI
Tool coverage may be updated when the industry changes. Core methods remain part of the course.

COMMON QUESTIONS

Before you apply

Is this based on the official API?

Yes. The course focuses on official WhatsApp Business Platform patterns and approved providers.

Will the AI reply without control?

Important and low-confidence messages are routed through defined human review or escalation.

Can it connect to a CRM?

Yes. Lead creation, assignment, follow-up and reporting are covered through common integration patterns.

Do I need coding experience?

No, unless the course level says otherwise. Your advisor will check the right starting level.

Are classes live or recorded?

Classes are trainer-led in the classroom or live online. Recordings may support revision but do not replace class.

Will I receive a certificate?

Yes. Course completion requires attendance, assignments and the final project.

Can working professionals join?

Yes. Weekday, weekend and selected fast-track schedules are available.

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NEXT BATCH

Choose your course.
Choose your schedule.

Online or offline. Weekdays or weekends. Regular or fast track. Speak with an AI5 Academy advisor about the right starting level.

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