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 workflowCustomer 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.
Team inbox
Customer conversations
Live sample data
Open chats
12 waiting · 3 unassigned
AM
Aarav Mehta
2mCan I change my delivery slot?
NS
Nisha Shah
8mYes, please book the demo.
RK
Rohan Kumar
14mThe payment is complete.
AM
Dev owns thisAarav Mehta
WhatsApp · online
Hi, can I change tomorrow's delivery from 11 AM to 3 PM?
Yes—3 PM is available. I've updated the slot and sent a confirmation.
AI drafted this reply · checked by Dev
Type a reply…
Customer context
AM
Aarav Mehta
Customer since Apr 2025
SegmentRepeat buyer
Last order₹3,280
CSAT4.9 / 5
Next best action
Confirm the updated delivery slot.
Illustrative workspace · fictional customer data Synced now
The operational shift
From individual chats to shared customer operations.
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 workflowCustomer 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 workflowProduct evidence, not promises
Inspect how customer work stays controlled.
These are product workflows you can explore today—not projected customer results or unverified performance claims.
01
Conversation ownership
Give every chat a clear owner.
Assign conversations, see who is handling each reply, and keep customer history in the shared inbox.
Inspect the team inbox02
Human handover
Automate repeatable work without trapping the customer.
Use chatbots or AI for routine questions, then bring in a person with the conversation context intact.
Review AI handover03
Operational visibility
See the work your team and campaigns are doing.
Review conversation activity, team workload, and available campaign results from the same workspace.
Explore reportingBuild a customer conversation system your whole team can operate.
Start with one workflow, then connect campaigns, automation, AI, and support around it.