Official WhatsApp partner
Visibility into clienteling and concierge chats 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, and can even use their personal phone number.
No new apps
No new phone numbers
No messaging fees
Sync to your CRM
Possible policy violation
Action needed
Ready to purchase
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
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
- Manage dormant client chats at scale, and loop in an advisor when a client re-activates
FOR ADVISORS
Behind-the-scenes virtual assistant tools, delivered to advisors over their WhatsApp app
Update client information into your CRM by simply sending a WhatsApp voice note
Book appointments on command
Loop in a colleague to help the client
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
