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WhatsApp & AI Workflows

Keep WhatsApp customer conversations close to the lead record, team ownership, and the next commercial action.

WhatsApp conversationsLead follow-upsTeam assignmentAI assistant
What changes in daily work

Move from disconnected activity to a clear operating view.

Keep WhatsApp customer conversations close to the lead record, team ownership, and the next commercial action.

Customer context beside the conversation

Keep this part of the workflow visible to the right person, with the right next action.

Follow-up ownership and reminders

Keep this part of the workflow visible to the right person, with the right next action.

AI-assisted workspace support where enabled

Keep this part of the workflow visible to the right person, with the right next action.

A connected operating flow

Built around how work actually moves.

From first step to review

One record. Clear ownership.

Each stage stays connected to customer context, team responsibility, and the next useful action.

01

Receive or identify the customer

Keep the handoff and the outcome visible without relying on scattered conversations or spreadsheets.

02

Link the conversation to a lead

Keep the handoff and the outcome visible without relying on scattered conversations or spreadsheets.

03

Assign the next action

Keep the handoff and the outcome visible without relying on scattered conversations or spreadsheets.

04

Move to quotation or invoice when ready

Keep the handoff and the outcome visible without relying on scattered conversations or spreadsheets.

The workflow in one view

See the work stay connected from start to finish.

Customer context, team ownership, and the next action remain visible in one focused flow.

WhatsApp & AI Workflows workflow
Connected by design

The surrounding work stays close.

Use this capability as part of one company workspace rather than another disconnected tool.

WhatsApp conversationsLead follow-upsTeam assignmentAI assistant
One workspaceLead, sale, payment, and operations data stays connected.
India readyGST, Indian currency, bank collections, and local workflows.
Built to adaptCompany controls, role access, plans, and configurable fields.