# Features: sales, statements, bookings on WhatsApp | Meta Reva > Book appointments, take orders, send balances and statements and answer questions on WhatsApp, with a daily summary for the owner. All from your own software. Source: https://metareva.com/en/features/ One WhatsApp number # One number, six core jobs. _All with your own software._ Sales, account statements, appointments, customer service, field service and an owner’s summary. Your customer writes on WhatsApp; the answer comes from up-to-date information in your software, and the result is saved back into it. [Sales & orders](#sales) [Customer accounts & statements](#statements) [Appointments & reservations](#appointments) [Customer service](#support) [Service & delivery](#service) [Owner’s assistant](#owner) All workflows, one screen ## Pick a scenario, _see how the system works live._ Choose a task on the left; follow, side by side, the message your customer sees on WhatsApp and how your system responds behind the scenes. ### Sales & orders Customers ask for a product by text, photo or voice message, see the price and order on WhatsApp. - Stock and prices come from your software - Customer-specific prices and discounts - Approved orders arrive in your software as sales orders - Products asked by photo or barcode are matched against your catalogue; if there is no exact match, similar items are suggested - Voice messages are transcribed and answered like any other question - Understands misspelled product names too What happens in your software Photo **Matched with catalogue image** Voice message **Transcribed and processed** Stock & price **Read live from your software** Order **Posted as a sales order** ### Customer accounts & statements Customers ask what they owe, and their account statement arrives on WhatsApp as a PDF. - Balance, due dates and recent payments - PDF account statement for the selected period - Payment reminders - Seen only by authorised people What happens in your software Identity **Verified by phone number** Balance **Read from the customer account** Statement **PDF for the chosen period** ### Appointments & reservations A suitable day and time is chosen, and the booking goes into your calendar. - Doctor, specialist, table or room availability - Automatic reminders - Easy cancellation and rescheduling - Cancelled slots become available again What happens in your software Availability **Read from your calendar** Booking **Saved to the calendar** Reminder **Sent the day before** ### Customer service Recurring questions are answered automatically; the rest go to your team. - WhatsApp, Instagram, Telegram on one screen - Conversations are passed to your team with their history - Working hours and holiday settings - Ready-made message templates What happens in your software Shipping **Order status read** Return **Passed to the team with history** Channels **WhatsApp, Instagram, Telegram in one place** ### Service & delivery Fault reports, team assignment, shipping and delivery information. - Tickets with photo and location - Team assignment by area - On the way / delivered notifications - Job-completed confirmation What happens in your software Ticket **Work order S-4471 opened** Assignment **Given to the local team** Updates **On the way and job done** ### Owner’s assistant A daily summary of sales, collections and stock arrives on your phone. - Ask “What did we sell today?” - List of overdue collections - Critical stock alerts - Each employee sees only what they are authorised to see What happens in your software Sales **Live from your software** Collections **Overdue accounts listed** Access **Managers only** One day, one number ## From morning to night, _answers stay current._ An ordinary day on the same WhatsApp number. Times are examples. 1. 08:00 Owner’s assistant ### The owner’s summary arrives Yesterday’s sales, collections and critical stock on the phone. [How?](#owner) 2. 09:12 Sales & orders ### A dealer places their own order Sees their own price, confirms; the order lands in your software. [How?](#sales) 3. 10:30 Appointments & reservations ### A customer picks their own time Available times are shown and the booking goes into the calendar. [How?](#appointments) 4. 13:45 Customer accounts & statements ### A statement is requested, the PDF arrives No need to call accounts. [How?](#statements) 5. 15:20 Service & delivery ### A fault is logged and a technician assigned Logged with photo and location, with on-the-way updates. [How?](#service) 6. 22:40 Customer service ### After hours, questions still get answered Shipping and common questions; the rest goes to the team in the morning. [How?](#support) Who gains what? ## Everyone handles their part _on WhatsApp._ Each person sees only what they are allowed to see. ### Customers Ask about products, place orders and track deliveries. ### Dealers See their own prices and balance, and order even at night. ### Sales reps Check stock and prices on WhatsApp while on the road. ### Accounts Statements and payment reminders go out automatically. ### Field teams Get work orders and addresses on WhatsApp and sign off when done. ### Owners Get the daily summary and ask whatever they want to know. The difference ## Not a canned-answer bot: _a live link to your business software._ Topic Canned-answer bot Meta Reva **Where do answers come from?** Pre-written text Up-to-date information in your software **Photos and voice messages** Ignored, left unanswered Photos matched with your catalogue, voice transcribed **Orders and bookings** Sends a form or a link Takes them in the chat and saves them to your software **Personal information** The same answer for everyone Recognises the number; prices and balances are personal **When unsure** May give an irrelevant answer Passes the conversation to your team with its history **Record keeping** Conversations get scattered Every action recorded: who, when, what FAQ ## Questions on your mind, _in brief._ The most common questions about setup, software and security. **Can’t find your answer?**Write to us and we will reply the same day. [Contact us](#apply) 01 What happens when a customer sends a product photo or a voice message? The photo is compared with the product images in your catalogue; an exact match is sent with stock and price, otherwise similar products are suggested. Barcode photos are read as well. Voice messages are transcribed and answered like written questions. Uncertain cases are handed to your team. 02 Which channels does it work on? WhatsApp first, and Instagram messages, Telegram and e-mail can be gathered on the same screen. Whatever channel the customer writes on, the answer comes from your software. 03 What if a customer misspells a product name? Close spellings and abbreviations are understood; if more than one product fits, the customer is offered the options. If nothing fits, the question goes to your team. 04 What happens outside working hours? Stock, prices, orders and frequent questions are answered 24/7. Anything your team needs to look at lands with them in the morning, with its history. 05 Do we have to start all jobs at once? No. Most businesses start with one job (for example stock and price enquiries); the others are added to the same number step by step. 06 Can my staff use it too? Yes. Sales reps, accounting, field teams and managers use the same number and see only what their role allows. Let’s start ## Let’s bring your business _to WhatsApp together._ Tell us which software you use and what customers ask most. We will map out the right flow for free. [WhatsApp **Contact us**](https://wa.me/905325498861) [Phone **+90 532 549 88 61**](tel:+905325498861) [Email **info@metareva.com**](mailto:info@metareva.com) - **Same-day reply**Usually the same day, during working hours. - **20 minutes is enough**We listen to your software and your most common question. - **No commitment**The first call is free; what follows is up to you.