Product qualification
Capture requirements and assign the right sales owner.
IT Services & SaaS
Connect sales and support conversations to accountable owners.
Use one WhatsApp workspace to qualify enquiries, triage support, coordinate handoffs, and track customer follow-ups.
Live operating journey
IT Services & SaaS customer journey
WhatsApp enquiry
Just now
I need help. Can someone guide me through the next step?
Routing enquiry
Product qualification
Cleaner pipeline entry
Support triage
Reliable response workflow
Human handoff
Better escalation
Renewal follow-ups
Reduced follow-up gaps
Operational reality
Where the customer journey breaks
01
Sales and support context lives in separate tools
02
Urgent requests lack prioritization
03
Renewal follow-ups depend on individuals
Industry-wise WhatsApp use cases
What Kshana API helps your team operate
These are deployable operating patterns, not generic examples. Configure them around your team, consent policy, and connected WhatsApp number.
Cleaner pipeline entry
Support triage
Prioritize, assign, and resolve inbound service conversations.
Human handoff
Transfer automated journeys to agents with context intact.
Renewal follow-ups
Schedule owner tasks and approved reminders.
Connected capabilities
The Kshana API building blocks used
Shared team inbox and conversation assignment
Approved WhatsApp templates and broadcasts
Contacts, tags, attributes, and saved segments
Automations with human handoff
Follow-ups, ownership, and delivery reporting
Responsible messaging
Compliance note
Never collect customer passwords or secrets in chat; move sensitive troubleshooting to approved secure channels.
Review compliance guidanceExplore more
Related industry playbooks
Map this playbook to your customer journey.
Start with the inbox, campaign, contact, automation, and follow-up capabilities already available in Kshana API.