Customer Service
Use this checklist to get customer service running: connect WhatsApp, set up the shared team inbox, add an AI chatbot that answers common questions around the clock using your own data, and keep your contacts and clients organised. Work through the steps in order; each links to a detailed guide.
Steps marked CRM Suite need that module on your plan.
Onboarding Checklist for Customer Service
1. WhatsApp Integration
- Connect your WhatsApp business number with Whautomate:
WhatsApp Integration Guide - Meta WhatsApp Payment Method:
WhatsApp Payment Method Guide
Important Note:
After integrating WhatsApp, you must update the Meta WhatsApp Payment Method. Without this update, you won’t be able to send WhatsApp template messages to your customers.
- Meta Business Verification:
Meta Business Verification Guide - Update your WhatsApp business profile:
WhatsApp Profile Guide
2. Communication Setup
If your business needs an easy way to manage contacts, handle conversations, and streamline customer service, this guide has you covered.
Follow this guide to set up the following:
3. Customer Service Chatbots & Automation Setup
If your business wants to enhance customer service on WhatsApp, set up a chatbot that can handle inquiries, provide updates, and offer support 24/7, automatically.
Follow these steps to set up:
- OpenAI Integration Guide
- WhatsApp AI Chatbot - Customer Service
- Telegram AI Chatbot - Customer Service
- Instagram AI Chatbot - Customer Service
- Facebook Messenger AI Chatbot - Customer Service
- LiveChat - Website Chat Widget AI Chatbot - Customer Service
4. Organise clients and contacts
Keep the people you talk to organised so your team has context in every chat.
- Set up client tags, contact tags and referral sources: Manage Data Lists
- Import your existing clients (CRM Suite): Bulk Import Clients
- Collect details inside the chat with a WhatsApp Flow form (CRM Suite): WhatsApp Flow Forms
5. WhatsApp Marketing
Boost your bookings by segmenting your audience into targeted groups and using broadcasts to send personalized offers and updates.
- Setup Segmentation & Broadcasts:
Segmentation & Broadcasts Guide - Marketing opt-out Management:
Setup Marketing Opt-out Management Guide
6. Download the Whautomate Mobile App
Please follow the links to download our native mobile app to experience the omni-channel team inbox.
Download on the App Storeapps.apple.com Get it on Google Playplay.google.comUse the same login for the mobile app that you used during the new signup.