WhatsApp

Keep the relationship beyond the WhatsApp reply.

Bring a direct customer inquiry into a shared relationship view, with a responsible teammate and a useful next step.

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A customer moment worth connecting.

A prospective customer asks about a plan in a direct message. Your sales teammate learns the team size, records the request and prepares a follow-up. When another colleague takes over, the customer’s needs should remain attached to the relationship instead of living in someone’s personal memory.

Sarah Miller
  1. 1Recognize the inquiry and check customer context
  2. 2Assign a teammate and clarify the need
  3. 3Record the next action and follow up with permission

Sample data · Illustrative customer journey

How the relationship moves forward.

Unified Inbox

Use channel, ownership and unread filters to focus on the right queue. Search for a customer before starting a new reply.

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Customer 360° & SCRM

Bring contact details, language, source, tags and lifecycle stage into a profile your team can use. Keep notes specific enough to guide the next interaction.

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Automation

Use a new message as the beginning of a workflow. Define what should happen and which customer context should be checked first.

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Before you connect

WhatsApp and WhatsApp Business API connection methods are distinct. Account eligibility, message rules, provider fees and supported actions require confirmation before use. No official partner or provider status is claimed.

FAQ

A little more context

Is this a live integration or a confirmed product capability?

This page describes a product scenario. Live features, connection methods and commercial terms must be confirmed before use. The interactive website uses sample data only.

How can the team keep the next step visible?

Associate the inquiry with the customer record, name the responsible teammate and record a clear follow-up. The profile and timeline keep that context available when the conversation changes hands.

What should we clarify before rollout?

WhatsApp and WhatsApp Business API connection methods are distinct. Account eligibility, message rules, provider fees and supported actions require confirmation before use. No official partner or provider status is claimed.

CONVERSATIONS ARE JUST THE BEGINNING

Let your next conversation open the door to growth.

Bring your channels and customer relationships together, from the first inquiry to a loyal customer.

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Every Conversation Drives Growth.

Interactive product preview

Start with a closer look.

Explore the interactive workspace without creating an account. Public registration and trial terms have not yet been published.

Product experience preview. Channel and feature availability will be confirmed at launch.
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