An enquiry arrives
Customer messages enter your connected WhatsApp workspace. Other lead data uses your configured source connection.
SHARED TEAM INBOX
One inbox for your whole team.
Give your team a shared view of customer messages, so the next reply starts with context.
Shared message historyContact detailsRule-based assignment
ENQUIRY & LABELASSIGNMENT
AM
AaravCourse enquiry
AdmissionsRK
RiyaOrder support
SupportNS
NehaProduct interest
SalesA DISTRIBUTION RULE
When the lead matchesCourse enquiry↓Assign it toAdmissions team
LESS HANDOVER CONFUSION
The next reply should start with context.
A practical view of how your team can use the platform.
Give it a clear owner
Use team assignment, labels and the distribution rules you set for your business.
Continue the conversation
The person handling the enquiry can see customer details and the existing messages.
THE TOOLS BEHIND THE WORKFLOWUseful details.
Useful details.
Clear reasons to use them.
01
Give every enquiry a place
Bring incoming WhatsApp messages into the workspace, alongside the conversation history your team needs.
02
Lead distribution, your way
Set rules to distribute leads to your team. Use customer context and labels to help the right person take the next step.
03
Keep the essentials close
See customer details alongside the chat. Reply and use approved templates from the same workflow.
04
Follow message status
Review sent, delivered, read and failed statuses when supplied by WhatsApp, including available failure information.
Start with the setup your team actually needs.
We’ll review your WhatsApp account, data sources, team and messaging workflow in a demo. Plan limits, messaging usage and any custom setup are discussed separately.
A LITTLE MORE CLARITYGood questions.
Good questions.
Clear answers.
Still deciding? We’re here to help.
Talk to the teamHow do enquiries reach the right teammate?+
Set the distribution rules and team assignment you need. Use customer interests and labels to organise the people responsible for follow-up.
Can different teams use one workspace?+
Yes. Add the people who manage sales, support or enquiries, within your plan’s team limits.
Can we bring assignment data from our CRM?+
Supported contact assignment information can be passed through a configured webhook connection. We’ll review your CRM or source system and the workflow you need.
LET’S TALK ABOUT YOUR BUSINESSMake WhatsApp work
Make WhatsApp work
for your business.
See the right workflow for your team.