Tool Whatsapp Handoff

WhatsApp Handoff

What it does

This tool generates a WhatsApp Business deep-link that carries the current conversation summary into a WhatsApp thread, enabling a seamless channel handoff. The user clicks "Continue on WhatsApp" and lands in a pre-seeded WhatsApp conversation that summarizes what was discussed, what documents were reviewed, and what the next steps are.

Why this matters in MENA

WhatsApp is the dominant professional and personal communication channel across the MENA region:

• In Lebanon, UAE, KSA, Egypt, and most GCC states, business communication heavily relies on WhatsApp
• Lawyers, clients, and counterparties exchange draft contracts, comments, and signing instructions on WhatsApp
• Many MENA users access Louis on mobile and expect WhatsApp-level friction for follow-ups
• A web-app session that ends without a handoff record creates context loss when the user returns via WhatsApp

The handoff bridges the gap between the AI session and the user's natural working environment.

When to offer this

Offer the WhatsApp handoff in the following situations:

1. Session close — user says "I'll continue later" or shows signs of ending the session
2. Lawyer handoff — user needs to share a draft or summary with their attorney for review
3. Counterparty communication — user needs to forward a negotiated position summary to the other party
4. Document receipt — user wants a reminder link to upload a document they've promised to send
5. Explicit request — user says "Send this to WhatsApp" or "Can I get this on WhatsApp?"

Do not offer when:

• The conversation contains highly confidential matter details that should not leave the platform
• The user is in a jurisdiction or firm with a WhatsApp communication policy that prohibits business use
• The user has indicated they don't use WhatsApp

Setup / auth

If deepLinkOnly is true, the tool generates a wa.me link with a URL-encoded pre-filled message. No WhatsApp API credentials needed for this mode. The user clicks the link which opens their WhatsApp app with the message pre-typed.

Deep-link format (no API required)

https://wa.me/<phone_number>?text=<url_encoded_summary>

Example: https://wa.me/96171234567?text=Session+summary:+Reviewed+NDA+draft...

API-triggered message (requires WhatsApp Business API)

Sends the summary as a template message to the user's WhatsApp number. Requires pre-approved message template with Meta.

Summary generation

Before generating the handoff, the tool compiles a session summary:

Session Summary — [Date] [Time]

What we worked on: [1-2 sentence description]
Document reviewed: [document name if applicable]
Key findings:
- [bullet 1]
- [bullet 2]
Next steps:
- [action 1 for user]
- [action 2 for user]

Continue on Louis: [session link]

The summary is trimmed to fit within WhatsApp's message length limits (4096 chars). If the session was very long, the summary prioritizes next steps and key findings over detail.

Privacy considerations

Before generating the handoff:

1. Check document sensitivity: if the session involved documents marked confidential or containing client PII, warn the user that forwarding a summary to WhatsApp may carry the information outside the secure platform.
2. Strip PII from summary: by default, remove specific party names, amounts, and identifying details from the WhatsApp summary — replace with [Party A], [Amount] — unless the user explicitly approves full detail.
3. No document attachments: the handoff sends a text summary only, never the actual documents. Users who want to share documents should use the platform's secure sharing features.
4. Data retention: WhatsApp messages are stored by Meta and may not comply with the firm's data retention and confidentiality policies. Note this in the handoff UI.

Deep-link generation example

import urllib.parse

summary = """
Louis Session Summary — 14 May 2026

Reviewed: NDA draft from Acme Corp
Key findings:
- IP assignment clause missing
- Governing law should be DIFC, not UAE onshore
Next steps:
- Request revised draft from counterparty
- Confirm governing law preference

Continue: https://louis.app/session/abc123
"""

phone = "+96171234567"
link = f"https://wa.me/{phone.replace('+','')}?text={urllib.parse.quote(summary)}"

UI behavior

When this tool is invoked:

1. Generate the session summary
2. Show the user a preview of what will be sent
3. Ask for their WhatsApp number if not already on file (or offer "send to my number" if registered)
4. Display a "Continue on WhatsApp" button
5. On click: open the wa.me deep-link (or trigger API send if configured)
6. Confirm: "Summary sent to WhatsApp"

Failure modes

Related skills

• [[tool-web-search-orchestrator]] — if the handoff needs to include a live link to a search result
• [[conversation-empathy-b2c]] — tone calibration for the summary message (warm, not robotic)
• [[onboarding-welcome]] — the onboarding flow that captures the user's WhatsApp number for later handoff