Discovery, implementation, training, and integration from one local team.
Your customers message on WhatsApp.Your CRM should already know what happens next.
Put WhatsApp conversations, customer context, and the next approved action on the monday.com CRM item. Give sales and service teams one place to work, with an AI Agent that moves the process forward.
Book the free workflow assessmentSee how it worksA tailored live demo based on your workflow, in 30 minutes.
AI WhatsApp Agent for monday.com CRM
Turn every WhatsApp conversation into CRM action
Sales and service teams live on WhatsApp. The outcome often stays on a personal phone, while the CRM waits for someone to type it again.
entrypoint connects WhatsApp to Emails & Activities in monday.com CRM. The AI Agent uses the conversation to update the process, start approved follow-ups, and hand the right moment to a person.
Book the free workflow assessmentWorks with monday.com CRM and the boards your teams already run.
01
The gap inside the CRM
Reps finish a conversation, move to the next one, and plan to update the item later. Forecasts and queues lose the live picture.
Message from the item
Open the lead, write the message, and send. The team can work without personal numbers or app switching.
Emails & Activities
Send the updated quote. We will sign this week.Today · 09:42
Reply on WhatsApp from this item…Today · 09:42
Reply on WhatsApp from this item…Send
Northwind Retail · Renewal 2026WhatsApp · Noa Ben-David
Today · 09:42Send the updated quote. We will sign this week.
AI
AI Agent · Next step
09:43Deal status updated. Quote task assigned to Dana for today.
@
Email · Dana → Noa
YesterdayRenewal proposal v3, pricing attached
✓
Agent actionSend the updated quote. We will sign this week.
One conversation. One process.
From incoming message to the next approved action
The agent works inside the process your team already runs. Its permissions, triggers, and human approval points are defined before launch.
Agent observing workflow
- 0101
Capture the conversation
WhatsApp messages appear on the right lead, deal, account, or service item in Emails & Activities.
- 0202
Read the business context
The AI Agent uses the message and approved monday.com data to identify intent, urgency, and the next task.
- 0303
Move the process
It updates approved fields, creates follow-ups, changes status, or routes the item to the right owner.
- 0404
Bring in a person
Sensitive, unusual, or high-value actions stop at the approval point your team sets.
✓
Every project starts with permissions, agent boundaries, and an audit trail. The agent begins with recommendations and expands only after the team validates its decisions.
Free workflow assessment
See what the agent would do on your real process
Bring one WhatsApp-heavy sales or service workflow. We will map the leak, show the agent on a tailored scenario, and give you a practical starting point.
30 minutes · No obligationBook my assessmentIf monday.com or WhatsApp needs groundwork first, we will say so on the call.01
Workflow map
We mark where conversations leave monday.com CRM and where the team repeats work.
02
Tailored live demo
See the customer message, CRM context, agent action, and human handoff in one flow.
03
Rollout recommendation
Leave with the first use case, required connections, approval points, and a realistic implementation path.
How entrypoint delivers
Assess. Build. Launch.
The same team maps the process, connects the systems, trains the users, and stays through production.
- 01Assess
Define the first valuable workflow
We map the conversation, data sources, owners, approval points, and the number that will prove value.
- 02Build
Connect monday.com, WhatsApp, and your stack
We configure the boards, agent instructions, automations, and required integrations. Your team reviews real scenarios each week.
- 03Launch
Train the team and transfer control
Users work on the live process. Your internal owner receives the documentation and knowledge to manage it.
A focused first workflow can be live within one month. Final scope depends on systems, approvals, and data readiness.
Built by a monday.com partner that integrates the whole stack
Enterprise process experience behind the agent
Pelephone moved scattered work across teams and tools into one monday.com system.
Rimon moved procurement and budget control into one live operational picture.
entrypoint won the monday.com AI Hackathon in London with a production app.
Why entrypoint
The agent has to work beyond the demoA WhatsApp workflow touches CRM design, data, permissions, integration, and daily behavior. Our implementation team owns that full path.
01
Integration team since 2004
When the workflow needs ERP, email, telephony, or an internal system, we connect it without adding another supplier.
02
Local delivery in Hebrew or English
Workshops, training, documentation, and support come from a team that can sit with your sales, service, IT, and security owners.
03
Governance from day one
Permissions, action limits, human approvals, and decision logs are part of the process design.
04
Knowledge stays with your team
You receive the workflow documentation, agent instructions, and training to operate and extend the process.
Questions
What teams ask before the first demo
They appear in Emails & Activities on the relevant lead, deal, account, or service item. The team sees WhatsApp beside email, calls, and notes on one timeline.
Free 30-minute assessment
Bring one WhatsApp workflow. Leave with a clear next step.
Tell us where customer conversations leave the CRM. We will prepare a tailored scenario for the call.
- ✓ Map the highest-value workflow
- ✓ See a tailored live demo
- ✓ Get an implementation recommendation
Book the workflow assessment
We will contact you to schedule the 30-minute session.
Takes less than 30 seconds