ProductAppointments, quotes and invoices on WhatsApp

Book, quote and get paid, right in the chat.

Appointments booked in the chat, and quotes or invoices sent as PDFs with a payment link.

Your own WhatsApp numberOfficial Meta APIWe set it up with you

From 'any slots Saturday?' to paid, in one chat.

The AI offers the free times from your calendar, books the one they pick, and sends the invoice with a Pay now button.

  • Only free slots are ever offered
  • Quotes and invoices as PDFs
  • Your own payment link
Smile DentalWhatsApp · replies in secondsAI agent on

Can I get a cleaning appointment on Saturday?

Yes. Saturday has these slots free, pick one:

10:00 am11:30 am4:00 pm

11:30 please

Booked: Saturday 11:30 am, scaling and polishing. Here is your invoice.

PDFINV-0042.pdfScaling & polishing · ₹1,800
Pay now
Example data

Sound familiar?

The chat goes well. Then the booking stalls.

Booking a slot takes five messages back and forth.

Quotes are typed by hand in a document and sent hours later.

Customers ask 'how do I pay?' and the answer comes the next day.

Nobody follows up after the appointment is booked.

What it does

Bookings and payments without leaving WhatsApp.

01

Books from your calendar

Set your hours and slot length. The AI offers free slots in the chat and books the one the customer picks.

Sat 10:00 amSat 11:30 amSat 4:00 pm
02

Moves the lead when booked

A confirmed booking moves the lead to the stage you choose and reminds your team to follow up.

PriyaBooked Sat 11:30 am · moved to BookedReminder set
03

Quotes and invoices as PDFs

Fill in a quote or invoice and send it as a PDF on WhatsApp or by email.

Scaling & polishing₹1,800
IGST (18%)₹324
Total₹2,124
04

A 'Pay now' button

Add your payment link and it appears as a 'Pay now' button under the invoice on WhatsApp.

INV-0042 · Smile Dental₹2,124Pay now · opens your UPI or payment link
05

Clean invoice numbers

A number is given only when an invoice is sent, so unsent drafts never leave gaps.

INV-0041INV-0042Draft (no number yet)

The difference

Same chats. More of them booked.

Today

Five messages to agree on a time.

With bananaleaf

The AI offers free slots and books the one they tap.

Today

Quotes typed by hand and sent the next day.

With bananaleaf

A PDF quote or invoice goes out in the chat in minutes.

Today

'How do I pay?' waits until someone is free.

With bananaleaf

A Pay now button sits right under the invoice.

Getting started

Live in three steps. We set it up with you.

  1. Connect your number

    Link the WhatsApp number you already use (the WhatsApp Business app keeps working) and, if you like, Instagram.

  2. Teach it your business

    Upload your price sheet and documents, check what the AI read, and set your pipeline stages.

  3. Rehearse, then go live

    Try it in a test chat until the answers are right. We do all of this with you on a call.

Questions

Questions buyers ask

Still unsure? Ask us on WhatsApp — a person replies.

Can the AI book appointments by itself?

Yes. You set your hours and slot length; the AI offers the free slots in the chat and books the one the customer picks. It cannot book a time your calendar does not have free.

Can customers reschedule or cancel on WhatsApp?

Yes. They ask in the chat, and the change is made against the same calendar.

Can I send a quotation or invoice on WhatsApp?

Yes. You fill in the quote or invoice, and it goes to the customer as a PDF on WhatsApp or by email.

Can the customer pay from the chat?

Yes, if you add your payment link (UPI, Razorpay or any link). It appears as a 'Pay now' button under the invoice on WhatsApp.

Can my team book by hand too?

Yes. Your team can book from the contact on the web or the phone app, even with the AI switched off.

See Bookings & Invoices working on your own business.

Tell us what you sell. We'll show it on your own price sheet, then set it up with you.

BananaLeaf AI (bananaleaf.ai) is the WhatsApp AI sales agent and CRM for Indian businesses, built by Krishav Technologies Pvt. Ltd., Hyderabad.© 2026 bananaleaf.aiPrivacy PolicyTerms & ConditionsRefund Policy