Customers
Ask about products, place orders and track deliveries.
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.
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.
Customers ask for a product by text, photo or voice message, see the price and order on WhatsApp.
What happens in your software
Customers ask what they owe, and their account statement arrives on WhatsApp as a PDF.
What happens in your software
A suitable day and time is chosen, and the booking goes into your calendar.
What happens in your software
Recurring questions are answered automatically; the rest go to your team.
What happens in your software
Fault reports, team assignment, shipping and delivery information.
What happens in your software
A daily summary of sales, collections and stock arrives on your phone.
What happens in your software
An ordinary day on the same WhatsApp number. Times are examples.
Yesterday’s sales, collections and critical stock on the phone.
How?Sees their own price, confirms; the order lands in your software.
How?Available times are shown and the booking goes into the calendar.
How?No need to call accounts.
How?Logged with photo and location, with on-the-way updates.
How?Shipping and common questions; the rest goes to the team in the morning.
How?Each person sees only what they are allowed to see.
Ask about products, place orders and track deliveries.
See their own prices and balance, and order even at night.
Check stock and prices on WhatsApp while on the road.
Statements and payment reminders go out automatically.
Get work orders and addresses on WhatsApp and sign off when done.
Get the daily summary and ask whatever they want to know.
The most common questions about setup, software and security.
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.
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.
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.
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.
No. Most businesses start with one job (for example stock and price enquiries); the others are added to the same number step by step.
Yes. Sales reps, accounting, field teams and managers use the same number and see only what their role allows.
Tell us which software you use and what customers ask most. We will map out the right flow for free.
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