WhatsApp Systems
The conversation on WhatsApp. The context with your team.
Illustration: a WhatsApp meeting reminder, the customer confirmation updates the CRM, and a change request is handed to a person.
A good conversation needs a next step.
A customer asks, a colleague replies, a meeting is booked. When the details stay on one phone, the rest of the team cannot easily pick up where things left off. I connect conversations to the business workflow: reminders, confirmations, information collection and handoff with context. New integrations prioritise the official WhatsApp Business Platform. Chat history, phone-app coexistence, groups and outbound volume are checked for each account against platform rules and required approvals.
Example workflows
Reminders and confirmations
- A meeting or appointment is created in the CRM or calendar
- The customer receives an approved template message at the agreed time
- A confirmation, change or cancellation updates the record
- No reply by the deadline is flagged to the owner
Qualifying a new inquiry
- A new contact writes in or is contacted after a form
- A short guided flow collects what the team needs to know
- Answers are written to the CRM and the lead is routed
- The right person continues the conversation with the context in hand
Handoff to a person
- The customer asks for a person, or an escalation rule is met
- The conversation and a summary are passed to a named team member
- The customer is told who is taking over
- The exchange is logged in the CRM
What an engagement can include
- Integration through the official WhatsApp Business Platform
- Message templates and the approval process that goes with them
- Reminder and confirmation flows connected to your calendar and CRM
- Guided qualification flows with escalation rules you define
- Handoff to a named person with the conversation context
- Conversation logging in the CRM
- Verification of platform and account limits for your case
Connected tools
WhatsApp Business Platform, Fireberry, Google Calendar, Make, Webhooks and custom APIs
Tool names identify compatible tools and do not imply endorsement.