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Business Workflows Completed on WhatsApp

From sales and appointments to applications and field service, every solution starts with the same question: what work should actually be completed after the customer writes?

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Four examples, one channel

The need changes. WhatsApp stays the same.

Orders, appointments, service requests and account workflows follow different rules. For the customer, the experience stays simple: send a message, confirm and receive the outcome on WhatsApp.

03 · SERVICE

Turn the request into a job for the right team.

Photos, location and fault details are collected in one conversation. Region, expertise and schedule are checked before the right service team is assigned.

  • Photo and document intake
  • Region and team matching
  • Status updates and closure
Ozgur TechnicalThrough WhatsApp
The cold storage unit is showing an alarm again. I sent a photo.10:12
I read the alarm code. Could you share the unit location?11:16
It is at the Atasehir branch. I have shared the location.12:20
A refrigeration team for your area can visit tomorrow between 10:00 and 12:00. Shall I confirm?13:24
Service requestSR-992 · Priority: High
Meta RevaAssign the team →
Type a message
Through WhatsApp
Each page explains the data source, critical check, resulting record and point of human handoff.

Choose the Workflow, Not a Buzzword

01

Intelligent Business & Executive Copilot

While traditional BI only displays what happened, Intelligent Business analyzes data, understands causes, predicts future demand, and recommends automated operational decisions over WhatsApp.

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02

Field Sales Copilot & Account Management

Field sales reps query customer risk limits, overdue balance, and maximum authorized discount right in front of the client, then log orders directly into ERP.

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03

Carry the Sales Conversation Through to Order

The customer describes what they need, reviews options and checks authorised pricing and stock. They can confirm an order, while bespoke quotations pass to sales without losing context.

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04

WhatsApp CRM: conversations, customers and operations in one place

Bring a shared WhatsApp inbox together with customer records, team ownership, follow-up steps and authorised ERP data. Customers stay on WhatsApp while your team sees the next step, source and audit trail in one workspace.

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05

Create the order in WhatsApp and post it to your system

Units, cases, packs, metres or kilograms: the customer speaks in their terms, the system checks the commercial equivalent and turns the approved summary into an order record.

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06

Use ERP Data Safely on WhatsApp

Inventory, customer-specific pricing, orders and account data remain in the system of record. Meta Reva uses only authorised data in the correct customer and transaction context.

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07

Share the right account information with the right customer

When a customer asks for a balance or statement, identity and account matching happen first. The authorised period and document are then shared on WhatsApp with a clear explanation.

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08

Complete Appointments and Reservations on WhatsApp

The customer sends a preferred date, branch, practitioner, room or table. Availability is checked live, and the confirmed record can be created, changed or cancelled in the same conversation.

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09

Capture every customer request and route it to the right team

Information, document, complaint, support and status requests arrive through WhatsApp. The system handles what it can and hands judgement-dependent work to the team with history and a concise summary.

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10

Turn a Message into a Traceable Application

Required details and documents are collected step by step on WhatsApp. The application is recorded in the relevant system, while its reference and authorised status remain available in the same channel.

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11

Turn a Field Request into a Complete Work Order

The customer describes the fault, sends a photo and location, and shares a preferred time. The request is recorded in the service system with the right asset, address and team context.

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