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AI assistants that answer using your business information
Automate Chats

Customer workflows

See how each team can run WhatsApp work from one shared system.

These practical workflow examples show how marketing, sales, and support teams can structure ownership, automation, and human handovers in Automate Chats.

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The operational shift

From individual chats to shared customer operations.

Marketing

Before: A campaign ends at delivery, while replies scatter across devices.

After: Replies enter a shared workflow with segmentation, automation, and visible ownership.

Explore the workflow

Sales

Before: Lead context lives in individual chats and follow-up depends on memory.

After: Qualification, assignment, history, and next actions stay connected to the conversation.

Explore the workflow

Customer Support

Before: Routine questions consume the queue and handoffs make customers repeat themselves.

After: Automation handles repeatable work while complex chats reach a person with context.

Explore the workflow

Automation, with your team in control

Clear steps. Helpful answers. A human when it matters.

Use chatbots for the process, AI for questions, and your team for conversations that need personal attention.

You choose the questions, add the business knowledge, and configure when a teammate takes over.

  1. 01

    Chatbots collect the details.

    Guide customers through steps you define. Capture their interest and requirements in a structured conversation.

    For example: ask which course a student wants and when they plan to start.

    Explore chatbots
  2. 02

    AI answers the questions.

    Use your business information to answer customer questions. Configure a handoff when a conversation needs your team.

    For example: answer a question about course content using your uploaded information.

    Explore AI assistants
  3. 03

    Your team takes it from there.

    Assign the conversation to a teammate with the chat history and collected details, so the customer can continue where they left off.

    For example: let a counsellor discuss the student’s goals and next steps.

    Explore the team inbox

Build a customer conversation system your whole team can operate.

Start with one workflow, then connect campaigns, automation, AI, and support around it.

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