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Official WhatsApp partner

Visibility into your team WhatsApp chats with clients

Visibility and reporting for client conversations over WhatsApp, saving your client-facing teams time from manual tasks and empowering them to close more business.  Your employees never leave the WhatsApp app, and can even use a personal phone number.

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Salesperson using their WhatsApp with clients
No new apps
No new phone numbers
No messaging fees
Sync to your CRM
Insights into chats available in the Coral product
Possible policy violation
Action needed
Contract signed
FOR MANAGERS

Monitor chats to maintain sales quality, control users and chat branding

  • View KPIs by seller and by chat, to monitor performance and activity​​
  • AI-driven flags to isolate opportunities for improvement or recognition
  • Track seller adherence to new campaigns or strategies being rolled out
FOR Operators

Full funnel solutions, from initial client contact to sales to customer success

  • Chats created automatically from CRM triggers, website entry points, or bulk phone number uploads
  • AI-automated SDR for lead qualification, with leads stored and synced to your CRM, and tagged for future follow up
  • Seamless, automated handoff to the sales team without leaving the chat thread​
  • Handoff to customer success later in lifecycle, or replace a departing employee with a new one to maintain client / contact relationship
WhatsApp chat with Coral Assistant discussing customer information in lead qualification mode and adding a new participant after the qualification is complete.
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
FOR Sellers

Assistant tools to increase productivity, delivered over WhatsApp

WhatsApp chat with the Coral Assistant showing reminders and suggested messages based on chat history.
Reminders and suggested actions based on chat content and CRM information, delivered in a private WhatsApp chat
For operators

Integrate with your CRM for a 360 degree view of your customer

  • Trigger chat creation and settings changes based on CRM events
  • Link client and internal contacts to chat participants, and for cross-channel insights
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Want to see how it looks in your WhatsApp app for yourself? Contact us to schedule a demo.

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