Sales Teams
Give every sales enquiry a clear next step.
Collect a prospect's needs, assign a sales rep, and keep the demo, proposal, and follow-up connected to the WhatsApp conversation.
A good first workflow
One enquiry-to-demo workflow
Teams and use cases
Find the workflow that fits your team's work.
Choose the job you need to make clearer, from a new sales enquiry to an order update. Explore who it is for, how the journey works, and what you need to start.
Find your use case
Choose by the job to be done
What does your team need to handle?
Each guide includes a focused workflow, a customer example, setup requirements, and straightforward answers.
Explore sales teams
Marketing Teams
Plan the campaign. Be ready for the replies.
Build an opted-in audience, prepare approved templates, schedule your campaign, and connect customer interest to the team that can respond.
A good first workflow
One audience and one campaign objective
Support Teams
Resolve the question without losing the conversation.
Give support agents shared customer history, clear ownership, and internal notes so a handoff does not mean starting again.
A good first workflow
One request-to-resolution workflow
Operations Teams
Keep service updates and next actions in sync.
Coordinate customer confirmations, reminders, and service follow-ups with a visible owner and a record of what still needs to happen.
A good first workflow
One confirmation or service-reminder journey
Agencies
Give each client a clearer messaging workflow.
Help clients prepare templates, campaigns, and response processes while keeping workspace access, business numbers, and responsibility explicit.
A good first workflow
One client workspace and one documented use case
E-commerce
Turn an order question into a clear customer update.
Keep order enquiries, customer details, and follow-ups connected. Help your team verify the reference, find the right information, and reply with context.
A good first workflow
One order-enquiry or post-purchase workflow
Not sure where to start?
Start with one request your team handles every day.
You do not need to automate the whole business at once. Pick a repeatable conversation and agree what a useful next step looks like.
- 1
Identify the request: a demo, support question, service update, or order enquiry.
- 2
Name the person who should own the response and the next action.
- 3
Check the customer information, templates, and source systems the journey needs.
Your next step
Let's make your first workflow clear.
Tell us where the conversation starts, who should respond, and what should happen next.