Official WhatsApp partner

Supercharge your clienteling over WhatsApp

Visibility and reporting over your clienteling and concierge chats, to deepen client relationships and grow revenues. And your employees never leave the WhatsApp app.

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Coral Messaging

A message about the new collection is getting positive feedback from VICs

Coral Messaging

Fitting at the flagship store booked for tomorrow at 16:00 with Helen Allen

Coral Messaging

Some of Roger’s chats have off brand content and have been flagged

Coral Messaging

I’ll add the main points of this voice note about this VIC to your CRM

Coral Messaging

5 dormant VICs indicated interest and need to have an advisor assigned

Coral Messaging

Your weekly summaries are ready to review before saving to CRM

Coral Messaging

Hi Laura, here are your top actions today to deepen relationships with your VICs

Coral Messaging product interface, showing analytics and charts on company WhatsApp chats.

FOR MANAGERS

Boost team performance with manager reporting and insights

View all chats, power search, and drill down into conversations to isolate opportunities for improvement or recognition
Track advisor adherence to new campaigns or strategies being rolled out
Flag undesirable content to keep chats on-brand
Onboard new advisors faster by sharing real-life interactions and best-in-class scripts
Manage dormant chats at scale, and loop in an advisor when a client re-activates

For operators

Integrate with your CRM for a 360 degree view of the client

Trigger chat creation and settings changes based on CRM events
Link client and internal contacts to chat participants, and for cross-channel insights

Box with documents and WhatsApp message icons, alongside Salesforce, HubSpot, and Microsoft Dynamics 365 logos

FOR ADVISORS

Behind-the-scenes virtual assistant tools, delivered to advisors over their WhatsApp app

WhatsApp chat between employee and the Coral Assistant, where the Assistant takes a voice note about a customer sent by the employee, and transcribes it and adds it to the company CRM record for that customer.

Update client information into your CRM by simply sending a WhatsApp voice note

WhatsApp chat where the employee and customer are discussing a meeting time and the Coral Assistant books the meeting on command.

Book appointments on command

WhatsApp chat where the Coral Assistant is helping a customer by looping in a colleague to assist the customer when their main company representative is out of the office.

Loop in a colleague to help the client

WhatsApp chat where the Coral Assistant gives the employee reminders and CRM-based suggestions of actions to take in their WhatsApp chats, and also handles admin tasks of arranging store shifts.

Reminders and suggested actions based on chat content and CRM information, delivered in a private WhatsApp chat

FOR ADMINS

Control users, integrations, and how chats are started

Provision users and control access; seamlessly replace a departing advisor with a new advisor to maintain client relationship
Brand the chat photo and subject with your company name and logo
Integrate with your CRM, clienteling, and analytics platforms
Start chats at a retail point-of-sale, through online entry points, through commands over WhatsApp, or through CRM triggers

Coral Messaging product interface with two screens: one for controlling WhatsApp chat defaults, and another for creating a new WhatsApp chat.

Want to see how it looks in your WhatsApp app for yourself? Contact us to schedule a demo.

Book a Demo