INBOUND FIRST · HUMAN HANDOFF INCLUDED

WhatsApp lead follow-up automation for service teams

Start with inbound, permission-aware conversations. Record only the minimum business fields, assign a responsible person, set a next action, respect opt-outs, and route exceptions to a human; API, template, timing, and integration requirements must be verified for the actual setup.

Share public or redacted business context only.

This is for you if

  • Customers already initiate legitimate WhatsApp conversations.
  • The next reply or responsible person becomes unclear.
  • A person can own exceptions and consent decisions.

This is not for

  • Cold campaigns, scraped numbers, or purchased lists.
  • A claim of universal WhatsApp API compatibility.
  • Automation without opt-out and human escalation rules.

01

Inbound-first handoff

  1. 01

    Receive a legitimate inbound inquiry.

  2. 02

    Capture minimum business fields without copying the whole conversation.

  3. 03

    Assign the next reply to a responsible role.

  4. 04

    Set a status and next action.

  5. 05

    Stop on opt-out and escalate uncertain cases to a person.

What the bounded trial includes

  • A map for one inbound WhatsApp path.
  • Ownership, status, next-action, opt-out, and escalation rules.
  • A list of technical facts that must be verified before implementation.

What it does not include

  • No outbound marketing campaign.
  • No official partner or universal API claim.
  • No raw message export or credentials during intake.
Map one inbound WhatsApp pathShare public or redacted business context only.

02

Fictional workflow example — no customer data

Inbound
Customer asks about an available service
Assign
Service coordinator
Control
Opt-out stops follow-up
Escalate
Pricing or sensitive questions go to a person

One diagnostic question

When a new WhatsApp inquiry arrives, who owns the next reply and where is that ownership recorded?

Map one inbound WhatsApp pathShare public or redacted business context only.

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