
Confirmation
The slot, the date and what the customer needs to do before the engineer arrives.
Reminders
The day before and the morning of, so fewer visits find nobody home.
Rescheduling
The customer replies to move it. No call, no hold music, no missed appointment.
On the way
A message when the engineer is en route, which is the one update customers ask for most.

of online sales taken through WhatsApp
What this does not replace
This does not run your phone lines, manage agent availability or replace the platform your advisors work in. What it does is take the contacts that never needed a phone call and give them somewhere better to go, which leaves the queue for the ones that did.
Suppliers who start here usually start with one of the three: outages, appointments or billing. Not all of it at once.
Anyone can pick it up
Conversations sit with the team rather than with one person, with the account history attached.
Cover is built in
Shifts, holidays and leavers stop being a service problem, because nothing is held on an individual’s account.
Repeat questions get handled
The ones you answer fifty times a week can run as a no-code Flow, with a person behind it when the answer is not standard.
You can see the traffic
Which questions arrive, how often and when, which is difficult to establish when everything comes down a phone line.
Salesforce
HubSpot
Zendesk

Freshdesk
Microsoft Teams
Slack
Zapier
n8n
Google Sheets
Mailchimp
Twilio
OpenAI
Keep it. This is not a replacement for the platform your advisors work in, and nothing here manages agents or phone lines. It takes the contacts that never needed a call and moves them somewhere cheaper, which leaves your advisors on the ones that did.

