Picky Assist

Picky Assist

Paid

WhatsApp-first automation platform combining AI chatbots, no-code CRM, and omnichannel messaging for business growth.

AI Chatbot Builder ToolsAI Customer SupportAI SalesSmall BusinessMarketerSolopreneur
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What is Picky Assist?

Picky Assist is a WhatsApp-first business communication and automation platform that combines AI chatbots, a fully customisable no-code CRM, and omnichannel messaging into a single operational hub. It supports both AI-driven smart replies and rule-based flow logic, allowing businesses to build hybrid bots that handle complex queries intelligently and switch to structured flows for predictable outcomes. Used by enterprises including Religare Broking, PCS Securities, and PWC TaxAid, Picky Assist is especially strong in the Indian market and other WhatsApp-centric regions. The platform includes 2-way Zapier integration, built-in connector APIs, and support for Instagram, Facebook Messenger, and email alongside WhatsApp. Its Kanban-view CRM with 360-degree customer profiles is a standout feature that helps sales and support teams manage relationships without a separate CRM tool.

Key Features

WhatsApp Business API IntegrationAI Smart Replies + Rule-Based Flow HybridNo-Code Visual Flow BuilderBuilt-In Kanban CRM with 360-Degree ViewOmnichannel Inbox (WhatsApp, Instagram, Messenger, Email)2-Way Zapier IntegrationBroadcast Messaging & Drip CampaignsRich Media Support (Images, Video, Buttons)Human Handoff with Full ContextLead Capture & Auto-AssignmentWhatsApp Product Catalog IntegrationConnector API for Custom IntegrationsMulti-Language Chatbot SupportAdvanced Analytics & Conversation ReportsCRM Pipeline & Deal Management

Integrations

Communication
WhatsAppFacebook MessengerTwilio
Social Media
Instagram
Automation
ZapierMakePabbly Connect
Data & Spreadsheets
Google Sheets
Webhooks & API
Webhooks

How to Use Picky Assist

1Sign up and connect your WhatsApp Business API number
2Build your chatbot flow or enable AI Smart Replies
3Configure CRM pipelines and lead assignment rules
4Connect Instagram, Messenger, or email channels
5Launch and manage all conversations in the unified omnichannel inbox

✅ Best For

  • Indian and Southeast Asian businesses operating primarily on WhatsApp who need a single platform covering AI chatbot automation, broadcast campaigns, and CRM pipeline management without subscribing to separate tools.
  • Financial services firms, broking companies, and professional services businesses that handle high volumes of client queries on WhatsApp and need a compliant, structured system for routing, logging, and following up on every interaction.

❌ Not For

  • Businesses whose customer base primarily uses website live chat rather than WhatsApp as Picky Assist's strongest capabilities and deepest integrations are built around WhatsApp-first communication workflows.
  • Teams looking for a simple plug-and-play FAQ bot with minimal setup as Picky Assist's full feature set including CRM, flow builder, and omnichannel inbox has a steeper learning curve than simpler alternatives.

Reviews

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Pricing

Starter$19/mo
  • ✓1 WhatsApp number
  • ✓basic flows
  • ✓1 agent
Growth$49/mo
  • ✓Advanced AI flows
  • ✓CRM
  • ✓3 agents
  • ✓broadcast campaigns
Pro$99/mo
  • ✓Unlimited flows
  • ✓10 agents
  • ✓all channels
  • ✓API access
EnterpriseCustom
  • ✓Dedicated support
  • ✓custom integrations
  • ✓SLAs

Prompts to Try

Check my portfolio balance

I want to book an appointment

Track my delivery status

Subscribe me to weekly updates

Connect me to my account manager

Use Cases

Religare Broking deploys Picky Assist on WhatsApp to let over 1 million clients check their trading balance, portfolio, and ledger through a conversational interface, eliminating the need to log in to the app for routine queries.
A hotel chain uses Picky Assist to send pre-arrival upsell messages via WhatsApp, driving 20% more room upgrades and dining reservations by reaching guests in the channel they check most frequently.
An online tax filing platform uses Picky Assist's AI Smart Replies to resolve 50% of customer queries automatically on their website and WhatsApp, with the remaining cases handed to agents with full conversation history.
A real estate developer uses Picky Assist's CRM and WhatsApp broadcast to send project updates and follow-up reminders to a pipeline of 5,000 prospects, converting 12% more leads into site visits compared to email outreach.
A news media company automates a WhatsApp subscription service with Picky Assist, allowing readers to request content from specific categories and receive auto-delivered articles, growing their WhatsApp subscriber base to 50,000.

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Frequently Asked Questions