Messaging & automation
Keep the conversation connected.
Messaging and workflow automation that move the right information to the right person, with a clear route back to a human.
Talk about your operation- 01Message
- 02Route
- 03Act
- 04Human handover
Who it is for
The conversation moves. The record often doesn’t.
We design supported WhatsApp, email or other messaging workflows around consent, channel rules and team responsibility. Automations need useful triggers, reliable data and a plan for exceptions.
For teams switching between channels and repeating the same administrative steps.
What we deliver
What we deliver
- 01
Channel and consent design
Entry points, opt-in requirements, approved templates and provider constraints.
- 02
Workflow implementation
Triggers, conditions, routing and supported CRM or internal tool connections.
- 03
Human handover
Assignment rules, escalation and a way for the team to take over the conversation.
- 04
Failure handling
Delivery status, retry rules and alerts for failed or incomplete actions.
In practice
ILLUSTRATIVE SCOPE
A useful reply starts with the right context.
A request can be linked to a customer record, categorised and assigned before an approved confirmation is sent. Complex or uncertain requests go to a person. This illustrates a possible implementation, not a published client result.
A few practical questions
Can you automate personal WhatsApp accounts?
We assess supported business integrations. We do not base a business workflow on an unsupported personal-account workaround.
Can customers still speak to a person?
Yes. We design the handover and responsibilities as part of the workflow.