Handoff with a conversation summary
This capability is configured around your organisation’s ERP data, access permissions and operating rules.
Live Agent Handoff
Uncertain, critical or human-review conversations are handed to an authorised agent with context and a concise summary preserved.
Direct definition
What is Live Agent Handoff?
Uncertain, critical or human-review conversations are handed to an authorised agent with context and a concise summary preserved.
Primary source: Meta Reva product and integration documentation.
Capabilities
What this workflow covers
Route to sales, accounting or support
This capability is configured around your organisation’s ERP data, access permissions and operating rules.
Adaptable to Chatwoot webhook workflows
This capability is configured around your organisation’s ERP data, access permissions and operating rules.
Controlled delivery
Implementation approach
Data sources and permissions are defined first. WhatsApp conversation steps are then mapped to ERP rules, tested with operational scenarios and released through a controlled go-live.
- ScopeDefine data sources, users and permissions.
- ConfigureMap WhatsApp steps to ERP and operating rules.
- ValidateTest normal, uncertain and failure scenarios.
- Go liveRelease with monitoring and agent handoff controls.
FAQ
Clear answers to common questions
What is WhatsApp ERP integration?
WhatsApp ERP integration is a governed connection that lets authorised product, inventory, customer-specific pricing, order and account data from an ERP system be used inside WhatsApp workflows.
Does Meta Reva replace an ERP or accounting system?
No. Meta Reva operates as an integration and workflow layer around the existing ERP or accounting system. The system of record remains the organisation’s authorised business software.
Can customers place B2B orders through WhatsApp?
Yes. Customers can search products, review authorised inventory and account-specific pricing, build a cart and confirm an order in WhatsApp when those steps are included in the configured workflow.
Plan the right scope for your operation.