Integrations · WhatsApp
Keep WhatsApp, but make it part of the record.
Customers and partners already use WhatsApp, and your team does too. HelioLattice keeps those conversations tied to the enquiry and the job, and supports notification bots for your staff and for your customers, set up as part of your implementation.
How does WhatsApp work with HelioLattice? WhatsApp is a contact channel and a logged activity on every enquiry. Internal notification bots tell your team when something needs them, and customer bots handle messages to customers. Bots are configured during implementation.
How it works
From chat to record to alert.
Message from the enquiry
Open WhatsApp from the shared phonebook and log the conversation on the enquiry.
Record the outcome
Note the outcome and the next follow-up date alongside calls and notes.
Notify your team
An internal bot tells staff about assignments, approvals and due work.
Message customers
Customer bots send the messages you decide, at the points in the job you choose.
What it covers
Messaging that does not live in one phone.
Logged conversations
WhatsApp is an activity type on every enquiry, next to calls, email, meetings and notes.
- Visible to colleagues
- Stays after staff change
Shared phonebook
Open a call or WhatsApp chat from one place and record the outcome.
- Call or message
- Outcome recorded
Internal notification bot
Staff are told when work is assigned, an approval is waiting or a task is due.
- Set up during implementation
- Works with reminders
Customer bots
Messages to customers at stages of the job, designed with you.
- Set up during implementation
- Your wording and timing
Keep exploring
Connected pages.
Questions
Common questions.
Can we log WhatsApp conversations on enquiries?
Are notification bots included?
Who writes the customer messages?
Tell us how you use WhatsApp today.
Share your current process and we will show how it would be recorded and automated.