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Maor KertsmanMaor Kertsman
Talk about your workflow

WhatsApp Systems

Messaging that follows your process and hands over in time.

Illustration: a WhatsApp meeting reminder, the customer confirmation updates the CRM, and a change request is handed to a person.

The conversation that lives on one phone

For most Israeli customers, WhatsApp is where the business relationship actually happens. That's a strength until the conversation lives on one person's phone, promises aren't recorded and reminders depend on memory. For new integrations I prioritise the official WhatsApp Business Platform. Some capabilities depend on platform rules and account approval, including importing chat history, running the app alongside automation, group access and outbound message volume. I verify what applies to your account before promising any of them. The automation itself follows your agreed process and escalation rules, never the other way round.

Example workflows

Reminders and confirmations

  1. A meeting or appointment is created in the CRM or calendar
  2. The customer receives an approved template message at the agreed time
  3. A confirmation, change or cancellation updates the record
  4. No reply by the deadline is flagged to the owner

Qualifying a new inquiry

  1. A new contact writes in or is contacted after a form
  2. A short guided flow collects what the team needs to know
  3. Answers are written to the CRM and the lead is routed
  4. The right person continues the conversation with the context in hand

Handoff to a person

  1. The customer asks for a person, or an escalation rule is met
  2. The conversation and a summary are passed to a named team member
  3. The customer is told who is taking over
  4. 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.

Tell me how customers reach you today

Describe the messages your team sends and receives most. We'll work out what should be automated, what shouldn't, and what the platform allows for your account.

Talk about your workflow