Approach
We bring inquiries from each channel together so the team can see who wrote, what they asked for and what the reply was, without searching separate inboxes.
How we work
We distinguish sales, support, follow-up, scheduling and content inquiries.
We prepare standard replies and define who handles each channel and when to ask for help.
We record replies and pending requests to review how the team handles support.
How this connects to your business
We bring website, WhatsApp, email, form and ticket inquiries into a shared history. The team can check previous replies, priority and who needs to continue without asking customers to repeat everything.
What to define
We bring information from the website, WhatsApp, email and forms together with CRM records, tickets and tasks. Each request has a status, an owner and an action still to take.
- Which request comes in, through which channel, and with what priority.
- Who responds, what data they need, and when they should escalate.
- Which tasks we can automate and which decisions the team needs to keep.
Expected outcome
The team can check what happened to each request and continue another team's work with less manual data entry.
Tools for the project
We choose them to suit the task, the access you have and the data you need to keep.
- Zendesk
- WhatsApp Business
- Manychat
- HubSpot
- Resend
- Make