WhatsApp Business API set-up, message templates, chatbots and system integration
WhatsApp Business API work covers number onboarding, template approval, opt-in records and a chatbot with human handover, all set up under the client’s own Meta account. It connects WhatsApp to a CRM, billing or booking system, so every message is sent from an existing record and every reply is written back. It suits businesses that already take orders, payments or bookings in chat.
- Set up under the client’s own Meta account.
- Opt-in records and templates are cleared before sending.
- Every chatbot flow includes a route to staff.
The work connects WhatsApp to systems that distributors, clinics, schools, showrooms, service companies and online brands already run, from accounting ledgers to clinic booking software. A raised invoice fires its own reminder. A booking confirms itself. Some projects are a single template. Others are a full conversation flow with a shared inbox, a CRM behind it, and a bot answering catalogue and order status questions all day.
Where WhatsApp Conversations Sit Apart From Business Records
Reminders Typed by Hand
Payment reminders are copied from an ageing list into WhatsApp Web, one customer at a time, with the invoice number retyped for each dealer. Page two of the list gets forgotten.
Orders Held in Chat Threads
A dealer sends a voice note listing several items, and someone must listen, write the items down and key them into billing hours later. Quantities get disputed later. The only proof is a voice note buried under months of chat that nobody can search, play back quickly or tie to an invoice.
A Business Number on One Phone
Enquiries reach a single handset. If the handset holder takes leave or quits, the chat history, the saved customer numbers and every open negotiation leave with the SIM and cannot be recovered.
Sending Limits and Quality Ratings
Promotions go to a purchased list. Recipients block and report the sender, delivery drops, the quality rating falls, and the daily cap on contacts messaged tightens until campaigns stall.
Menu Bots Without a Way Out
A menu asks the customer to press one option after another, and a customer with a complaint loops through the same screens, never finding a person. The complaint goes nowhere.
No Record of Consent
Numbers arrive from an exhibition register, a website form, a vendor list and an old spreadsheet, then get mixed into one broadcast. Then Meta asks how consent was taken. Nobody can show a date, a form or a source for any of those numbers, so the only safe answer is to stop sending.
Enquiries Without a Lead Record
Someone replies with a rate. No lead exists and no follow-up is due, so the same customer enquires again on a different number and is quoted another price.
These are not WhatsApp problems. Messages are typed by hand instead of being sent from the record that exists, and conversations are not written back into the customer history in billing or the CRM.
One Business Number Connected to the System That Holds the Data
The number moves onto the WhatsApp Business Platform. Meta reviews the display name and templates, while every opt-in is stored with its source, date and the form or counter where the customer agreed. WhatsApp then connects to the system holding the invoice, appointment or dispatch entry, so each message carries the amount, slot or consignment number read from that record.
Messages Sent From Records
A billing due date fires the reminder. A dispatch entry sends the consignment number. A booking confirms itself and sends a reminder before the appointment, with no value copied from one screen to another by hand.
A Bot With Defined Limits
The bot answers order status, catalogue, timings and payment questions from the business’s own data, so customers get a reply at midnight without a salesperson awake. Complaints go to a named person. Discounts and disputes go the same way.
Opt-In and Templates
Consent is stored with a date. Templates follow Meta’s rules and sit in the right template type, which decides whether a message can go out after the customer service window has closed.
What Changes When WhatsApp Is Connected to Business Systems
What the business gets, before any talk of technology.
Reminders Sent From the Record
Payment follow-ups, appointment reminders and delivery updates go out on the date the record states, even when the person who used to send them is on leave. Nobody has to remember.
A Number Owned by the Business
Conversations arrive in an inbox the whole team can open, with the customer’s history beside the chat and an assignee named on each thread. Whose phone got it stops mattering.
Routing to a Person
Routine questions are answered by the bot, while complaints, price discussions and unclear requests pass to staff with the earlier messages visible above the reply box. Nobody repeats the story.
Opt-In Records Per Number
Each number stores the form or counter where the opt-in came from, the date it was given and the way a customer can withdraw it later. Only people who agreed receive a message.
Enquiries Recorded in the CRM
A new WhatsApp enquiry creates a lead carrying its source, the first message, the quoted rate and an owner, who sees the follow-up due on a screen. The salesperson’s memory stops being the tracker.
Replies, Blocks and Opt-Outs
Reports show delivery, replies, opt-outs and the quality rating of the number, broken down by template and campaign, so a message that draws complaints can be spotted and stopped. Weak messages get pulled.
What WhatsApp Business API and Chatbot Work Covers
Everything from the first discovery session to production and long-term upkeep.
Business Verification and Number Onboarding
The business completes Meta Business verification with its tax registration or incorporation papers, then registers the number on the WhatsApp Business Platform under that verified account. The display name goes up for approval. Two-step verification is set on the account.
Direct Cloud API or Provider Selection
Meta’s Cloud API can be used directly or through a provider, and the choice changes the monthly cost, who holds the account and how much must be built. Both routes get priced against expected volume. The better fit is then set up.
Message Template Writing and Approval
Templates are drafted in the right category, with variables for the invoice number, amount or appointment slot, and each one is submitted for Meta’s review before customers see it. Rejected ones are reworded and sent again.
Opt-In Capture and Consent Records
Opt-in is added to website forms, order confirmations, counter billing software and missed-call or QR flows, and each entry is saved with its source and timestamp. A working opt-out sits beside every one.
Chatbot and Conversation Flow Design
Flows are written around the questions staff answer every day, such as order status, delivery timing and the payment link, in short turns rather than long menus. Every step offers a human exit.
AI Replies From Your Own Documents
Where a menu is too rigid, an assistant answers in plain language from the approved price list, policy and catalogue. If the answer is missing, it says so.
Human Handover and Shared Team Inbox
Chats route to accounts, sales or support by topic or language, so a billing query in a customer’s own language lands on the right desk and not a general queue. The inbox supports assignment, internal notes, working hours shown to customers and the customer record beside the chat, so a handover loses no context from earlier messages.
CRM, Billing and ERP Integration
WhatsApp connects to the system of record. Leads are created, invoices read, payments confirmed, appointments booked and tickets raised, with every action written back to the billing or CRM system.
Catalogue, Payment Links and Interactive Messages
Product lists, quick-reply buttons, call-to-action links and bank transfer, card or wallet payment links are sent inside the conversation, so a customer can pick, confirm and pay in one thread.
Broadcast and Campaign Set-Up
Sends go only to opted-in numbers. Category, frequency caps and opt-out handling are set before launch, and each segment is built from recent buyers or active patients, so the quality rating survives the campaign.
Reporting, Quality and Cost Monitoring
Dashboards show delivery, read, reply and opt-out rates. They also show the number’s quality rating and messaging limit, and the monthly Meta charge split by template, so a costly campaign is visible before the next invoice.
Migration From an Existing Provider
A number already on another platform is moved, and the templates, display name and opt-in register are carried across, with old flows kept running until new ones pass testing. No message falls into the gap.
Where WhatsApp Automation Is Used
The processes this service is most often asked to set up and automate.
Distributor Payment Follow-Up
Reminders are sent on the due date and again after it, each showing that dealer’s outstanding amount with the invoice copy attached. A dealer asks for a statement and receives the ledger for that account alone, nothing from any other dealer’s file. Credit requests reach the sales manager. The ageing is shown beside them.
Clinic Confirmations and Reminders
Confirmations name the doctor, time and branch. A reminder goes out before the appointment with a reschedule link, and cancellations appear in the shared inbox for the front desk instead of on one receptionist’s phone.
Showroom Enquiries After Closing
After hours, a customer messages about a sofa seen on social media, and the bot shares fabric options and delivery information while recording the name and model. It creates a lead. A salesperson picks it up next morning.
School Fee and Attendance Notices
Term fee notices, receipts and absence messages go to the parent number on record, in the language the family uses, whether that is the local language or English. Replies about a concession reach the office. Discipline goes by phone, never by template.
Service Company Contract Renewals
Before a service contract expires, the contract record sends a renewal message naming the equipment and site, and a reply of yes raises a renewal task for the coordinator. A completed job card sends the customer a photo and a service report, so the proof of work reaches them before the invoice does.
Online Brand Order Updates
Confirmation, dispatch with a tracking link, out for delivery and delivered messages are each triggered by the order status in the store or warehouse system. Returns start in the chat. They open a ticket. Marketing reaches only opted-in customers. Opt-outs drop off every list.
Is this the right service for you?
It suits businesses that have outgrown manual processes and want a system they can rely on.
Businesses That Already Take Orders on WhatsApp
Where most enquiries, orders and follow-ups already happen in chat, customers do not need persuading, and the only gap is that billing and the CRM never see it. The work closes that gap.
Teams Sending the Same Message Repeatedly
Payment reminders, booking confirmations, dispatch updates and receipts share one wording, and only the invoice number, amount, slot or tracking link changes between customers. Typing them is wasted effort.
Companies Outgrowing the WhatsApp Business App
The free app suits one phone. It stops being enough when several people share a number, when software must trigger messages or when volume goes past what two people can type by hand.
Businesses With a Restricted Number
Delivery drops after a bulk send. Recovery depends on consent, message categories and frequency, which is why swapping to a new SIM card changes nothing and repeats the same restriction.
Owners Who Want Conversations Kept in the Company
When a salesperson resigns, the chat history, customer numbers and open negotiations should stay in a business inbox where the next salesperson can read the thread. A personal handset is the wrong place.
When the Free App Is Still the Right Choice
A counter sending a few messages a day can use quick replies, labels and the catalogue in the free WhatsApp Business app. The platform adds nothing there. Where orders exist only in chat threads, with no billing or booking record, there is nothing for automation to read, so a ledger or booking sheet must exist first.
What it can do, in plain terms.
Cloud API on Your Own Number
The platform account, phone number and message history sit under the client’s business, so changing agency or provider later never means losing the chat history.
Template Library by Type
Utility, marketing and authentication templates are drafted, submitted and versioned, so an edit to one reminder never overwrites the approved text that is already live. Each variable maps to a real billing field.
Opt-In Register With Source
Each number records when consent was given, through which form, QR code or counter, and whether it has since been withdrawn, so a complaint gets a dated answer.
Customer Service Window Handling
The software tracks whether each conversation is still open for free-form replies, and once the window closes it blocks anything except an approved template.
Shared Inbox With Assignment
Staff claim conversations from a shared queue and reassign them by topic or language when the first person cannot help, and every internal note stays hidden from the customer.
Bot to Human Handover
Every step offers a human exit. Words such as complaint, refund or legal trigger escalation, and so do two failed answers in a row, with the whole thread passed to the right desk.
Two-Way System Integration
The integration reads the invoice, booking or order status from the source system, then writes the reply, lead or ticket back into that same system.
Interactive Buttons and Lists
Quick replies, list menus, catalogue messages and call-to-action links let customers tap instead of typing, which matters on a phone held in one hand.
Payment Links in the Conversation
Payment links travel with the invoice, and the payment confirmation from the payment gateway is written back against that same invoice in billing.
Regional Language Messages
Templates and bot replies can be written in any language Meta supports, and the bot detects which one a customer has written in.
Quality Rating and Limit Monitoring
Alerts flag a drop in the number’s rating or a change in its messaging limit, so a campaign can be paused before Meta applies a restriction.
Conversation and Cost Reporting
Reports cover delivery, replies, opt-outs, handover volume and Meta’s charges, broken down by template and campaign so the costly or unwelcome messages are easy to spot.
How the work runs, step by step.
From the first conversation to a release your team uses every day. Each step says what you provide and what you get back.
- 01
Message Audit and Use Case Shortlist
The team reviews the chats staff currently send and lists every message that repeats, from payment nudges to dispatch updates and appointment slots. Two staff handsets are needed for an hour. Triggers must be traceable too.
- 02
Account, Number and Verification
The Meta Business account is set up under the client’s name, business verification is completed against the tax registration certificate or incorporation papers, and the number is registered. It cannot be active on the app. The client also decides whether to migrate a number customers already know or start a new one. That choice shapes the rollout.
- 03
Opt-In, Templates and Approval
Consent capture is added where customers already reach the business, and templates are drafted in the correct type, so each lands in utility or marketing as Meta expects. The client supplies the wording customers should see. A decision-maker must approve every promise.
- 04
Integration and Bot Build
WhatsApp is connected to the billing, CRM or booking system, and the conversation flows and handover rules are built and tested against a sandbox copy of invoices and appointments. API keys or database credentials are needed. A test company keeps live books untouched.
- 05
Pilot on a Small Group
The flows run with a small group of real customers and one team, while replies, blocks and poor bot answers are read by the owner of the number. The inbox staff take part. The pilot runs long enough to learn from.
- 06
Rollout, Training and Monitoring
The full launch adds training for the inbox team, written escalation rules and live reporting, so the staff answering customers know exactly when to pass a chat on. The client names the number’s owner. Volume waits for the review.
What you receive when the work is done.
Everything needed to run, maintain and extend the software without depending on us.
It connects to the systems you already use.
Tools that work stay. The new system is joined to them rather than replacing them.
Messaging Platform
- WhatsApp Cloud API from Meta
- On-premises and provider hosting
- Business Solution Providers
- Meta Business Manager
Business Systems
- QuickBooks and Xero
- Zoho CRM and Zoho Books
- Custom ERP and billing software
- Salesforce and HubSpot
- Google Sheets
Payments and Commerce
- Stripe
- PayPal
- Adyen
- Bank transfer and wallet payment links
- Shopify and WooCommerce
Bookings and Support
- Google Calendar
- Clinic and appointment software
- Freshdesk and Zoho Desk
- Ticketing and helpdesk tools
Other Channels
- SMS and registered sender IDs
- Instagram and Facebook Messenger
- IVR and missed-call services
Chosen for reliability and a long life.
Picked to match your scale and to stay maintainable for years.
Platform and APIs
Application
Conversation and AI
Integration Layer
Hosting and Monitoring
Why owners choose GullySystem.
Work Starts With Existing Records
A reminder needs a real due date. Before any message is planned, the work checks whether the invoice, booking or dispatch is recorded in your accounting software, a CRM or a sheet, since no template invents a date.
The Account Stays With the Client
Meta Business Manager, the number, the templates and the conversation history are registered under the client’s business, with GullySystem added only as a user who can be removed. If the engagement ends, the client keeps everything.
Broadcasts Are Reviewed for Risk
Purchased lists can cost you the number. Where a planned campaign puts the number at risk through a bought list, heavy frequency or a marketing message filed as utility, that is raised before anything is sent.
Handover Is Designed First
The first agreement is which conversations a bot must never touch, such as complaints, refunds, credit and price negotiation, all of which go to a person. The earlier messages stay in view.
Language Checked by Speakers
Templates and bot answers are written in the languages customers use, in the plain register a counter staff member would speak aloud. A speaker of the language reviews each one. Machine translation alone is not trusted.
Reporting Focused on Replies
Reports track payments received after a reminder, no-shows after a confirmation and opt-outs after a broadcast, which together show whether messages helped or irritated recipients.
How the engagement can be shaped.
Each model says what it suits and how the work is scoped. Pick the one that fits, or ask which one we would suggest.
Setup and Template Pack
A business that wants reminders and notices going out through one system soon can start with verification, number onboarding, opt-in capture and templates, under a defined scope. An integration engineer does the work, and your accounts or operations contact approves each template. An extra use case is quoted separately before it joins. The account and numbers are yours.
Full Integration Build
Meant for a business wanting WhatsApp tied to its CRM, billing or booking software, charged per phase with a pilot before rollout. Developers, a conversation designer and a QA analyst assemble the flows, inbox and consent register, and your operations lead approves them and trains the agents. A new flow is a note with a price. Code and accounts are handed over.
Chatbot and AI Assistant
It suits a business whose staff answer the same questions repeatedly, such as price lists, timings and order status, scoped by topic. A conversation designer and an AI engineer build the assistant, and your contact supplies source documents and reviews missed answers. A new topic is priced first, after the source content is read. Flows and content are handed over.
Managed WhatsApp Operations
For a business already live on WhatsApp that wants someone watching it, a named team is retained on a monthly basis. The team that built the flows submits templates, watches quality ratings and Meta’s message charges, and adjusts flows, while your contact reports failed messages. Small template changes are absorbed; a new integration gets its own note. Notice ends it.
Define what a successful engagement must prove.
Use these checks to agree the evidence, responsibilities and acceptance criteria for the work you commission.
Two-Way System Integration
What happens if the same event arrives twice or arrives late?
For “Two-Way System Integration”, request a duplicate and delayed-message test using harmless data. Compare the final record with the source before the connector is allowed to post live entries.
Background reading: Stripe: webhook delivery behaviour
Opt-In Register With Source
How does a stop request affect messages already waiting to be sent?
For “Opt-In Register With Source”, check the intended recipient and permission before sending a test message. Agree how staff record a withdrawal and prevent a queued follow-up from going out.
Background reading: WhatsApp: permission and opt-outs
Checks to run on your own records.
Acceptance is something you can test, not a feeling. Run these with your own data before the work is called done.
Opt out while a reminder is queued
Have a test customer withdraw consent while a payment reminder waits to send. The pending message should stop, not only the next campaign. A pass means the register shows the withdrawal with its date and source. Consent is a live record.
Send each template to a test handset
Trigger every approved template from a real invoice, booking or dispatch record to a staff phone. Check that the variables show the right amount, slot or consignment number, and that the wording reads naturally in each language. Odd phrasing shows up here.
Hand a chat over to a person
Message the bot with a question it should not take, then ask for a person. A staff member in the shared inbox should receive the chat with its history. The customer should not repeat anything.
Match a reply to the right record
Reply to a reminder from a phone number that appears under two ledger entries. Check the message lands on the correct customer and is written back into billing or the CRM. A pass means no chat stays unlinked.
What is in, what is out, and what stays with you.
Official API onboarding, not a workaround
The scope covers registering the number on the WhatsApp Business Platform under the client’s Meta account. It also covers templates, opt-in capture, flows, the system integration and the shared inbox. This is the official route. No workaround app is involved.
Extra templates and flows are quoted
Templates for new use cases, new flows, further bot topics and a move from another provider are priced in a note first. Bulk campaigns are reviewed for risk. Delivery of any message is not promised.
Meta charges, review and consent stay yours
Meta’s review decisions, message charges and the quality rating on the number sit outside GullySystem’s control. The client holds proof of customer consent and pays Meta or the provider. Legal advice on messaging rules comes from your adviser. Budget for them separately.
Account ownership and transcript records
The Meta Business and WhatsApp accounts, number, templates and consent register belong to the client, and GullySystem joins only as a user. The client decides how long chat transcripts are kept, and credentials stay in the client’s accounts. Staff turnover cannot strand the number.
When something simpler is the better choice. A counter sending a few messages a day can use quick replies, labels and the catalogue in the free WhatsApp Business app. Choose the platform only when several people share a number or software must trigger messages. If unsure, start with one template and one flow. Upgrade when it hurts.
Questions owners ask first.
Plain answers to the questions asked before work starts.
Do I need the WhatsApp Business API, or is the free app enough?
It depends on how the number is used. The free WhatsApp Business app offers a greeting message, an away message, quick replies, labels and a catalogue from a single phone, which is enough for a small counter. The platform is needed when several people answer one number, when billing or booking software must trigger messages, or when volume exceeds manual sending. Moving earlier only adds a monthly cost.
Can we send promotional messages on WhatsApp?
Yes, but only to people who agreed to receive them, and only through an approved template filed as marketing rather than as a utility message. Consent is the deciding factor. Blocks and reports from people who never opted in lower the quality rating, and Meta limits numbers whose rating stays low, which stalls the next campaign. Keep a record of every opt-in. Make opt-out work and cap frequency.
What is the 24-hour window, and why does it decide what we can send?
When a customer messages the business, a customer service window opens, and for that period staff can reply in free-form text without a template. Outside it, only a template goes. That is why a payment reminder or a dispatch update is built as a template with variables for the amount, the date and the consignment number. Flows are designed around that boundary.
How long does template approval take, and what gets rejected?
That depends on Meta’s review. Rejections do happen. The usual causes are the wrong template type, a marketing message written as a utility one, and placeholders that do not read as sentences. Others are promises the business cannot keep and requests for information that Meta does not allow in chat, such as card numbers or identity documents. Templates are drafted to those rules. Rejected ones are reworded and resubmitted.
Can WhatsApp send invoices and reminders from our accounting software?
Yes. An integration reads the invoice and outstanding amount from the accounting or billing software and sends them as a document with an approved template. The difficult part is matching the right phone number to the right ledger, since customer records hold old numbers, blanks and landlines. That data is cleaned first. Then a small test group tries it.
Will a chatbot annoy our customers?
A menu with no exit will. Bots that work answer the few things people ask repeatedly, in one or two turns, and offer a person at every step. The client and GullySystem agree in advance which conversations a bot does not take, such as complaints, refunds, credit, price negotiation and upset customers.
Can it answer in my customers’ language?
Yes. Templates can be approved per language, and the bot can detect which one a customer is writing in. The wording is checked by someone who speaks the language, since a stiff or incorrect sentence in a customer’s own language reads worse than plain English.
Who owns the WhatsApp number and the account?
The client does. Meta Business Manager and the WhatsApp Business account are set up under the client’s business, using the client’s documents and admin login. GullySystem joins as a user, never the owner. Templates, number and conversation history belong to the client, who can move to another provider or bring the work in-house without asking permission from GullySystem.
What does WhatsApp itself cost, and what does the integration cost?
They are two separate costs. Meta charges for messages, and the amount depends on the message type, the country and the current pricing model, which Meta changes from time to time. That bill goes to Meta or the provider. The set-up and integration work is quoted after scoping, based on the use cases and the systems involved, so a single reminder and a three-system bot are quoted differently. A monthly message estimate comes before commitment.
Our number was restricted after a bulk send. Can it be recovered?
It depends on the cause. A restriction follows blocks and reports, so the first step is to stop the campaign, reduce frequency and check where the numbers came from. Ratings recover when wanted messages replace unwanted ones. The opt-in position is reviewed, templates are rewritten and volume is phased back in steps, with each step held until the rating stops falling. A purchased list should never be messaged.
Can WhatsApp conversations create leads and tickets in our CRM?
Yes. A new enquiry creates a lead with its source, first message and an owner, a complaint raises a ticket, and a confirmed order writes back into billing. Without this link, WhatsApp stays a place where conversations happen and no customer file records what was said, so the next person starts from nothing.
How do we move from our current WhatsApp provider?
A number can be migrated between providers, and the templates, the display name and the opt-in register can be carried across without being rebuilt. The sequencing needs care. The number is released at one end and registered at the other, and messages should not be sent during a short gap. The switch is planned for a quiet period such as a weekend night, and old flows keep running until the new ones have passed testing.
Which chat flow should we automate first?
Start with the message staff type out by hand the most, and run only that one for a few weeks before adding a second, so a problem has one obvious cause. For a business that chases invoices, that is the payment reminder tied to an invoice due date, and for one that takes appointments, a booking confirmation with a reminder beforehand. The wording barely changes. Share your requirements and the existing chats and billing records are reviewed together, the first message is picked, and its trigger date is checked against a reliable record.
What happens to scheduled messages when a customer opts out?
The opt-out needs to stop pending sends as well as the next campaign. Keep evidence of the permission given and test a withdrawal while a reminder is queued. WhatsApp’s policy requires businesses to respect opt-outs made on or off the platform, so staff must also record requests received by phone or email.
Read before you decide.
Practical notes on the questions this service raises, not product marketing.
WhatsApp Business App vs API: Which a Growing Business Needs
What the free WhatsApp Business app covers, what the Business Platform API adds, signs a business has outgrown one phone, and what to settle before moving.
Why WhatsApp Restricts a Business Number, and What to Check First
Why a WhatsApp Business number loses quality or gets limited, what Meta’s documentation says about ratings and limits, and what to check before sending again.
How to Plan a WhatsApp Chatbot That Hands Over to Staff
Plan a WhatsApp chatbot from the questions staff already answer: what the bot must not take, short flows, answers from your records and a working handover.
WhatsApp templates explained: categories and the 24-hour window
Why a payment reminder or dispatch update must be an approved WhatsApp template, when free text is allowed, and how the three categories shape your flows.
More guides on this page’s topic
- WhatsApp opt-in checklist: capture and record consent for each number
- How to send invoices and payment reminders on WhatsApp from Tally
- Why Meta rejects WhatsApp templates and how to rework them
- Questions to ask a WhatsApp chatbot vendor about handover and exit
- How to set up a shared WhatsApp inbox: roles, routing, hours
- Why WhatsApp replies never reach the CRM record
- WhatsApp, SMS or email for payment reminders and booking confirmations
- WhatsApp Cloud API direct or via a provider: who holds the account
- When to switch WhatsApp providers and what moves with the number
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Share your requirementsRelated services.
AI and Intelligent Automation
Assistants that answer from your approved documents, read invoices and forms, and send anything uncertain to a person on the same handover rule the chatbot uses.
API and System Integration
The bridges behind the messaging, so an order entered once reaches billing, stock, dispatch and the customer’s WhatsApp thread without a second entry anywhere.
ERP, CRM and Business Software Implementation
When enquiries need somewhere to live, the CRM that holds the lead, the follow-up and the customer history, so a chat enquiry becomes a lead with an owner.
Business Process Automation
The approvals, reminders and handoffs around the messaging, so a discount approval or credit hold moves through its steps rather than stalling after the chat message.