Plan WhatsApp inquiry administration in GreatWork.ai. Explore conversation context, ownership, business-account permissions and customer follow-up records.
Explore the administrative path from a WhatsApp inquiry to an accountable business response. Plan the customer context, conversation reference and colleague responsible for the next step. Review business-account configuration, permissions and intended message handling alongside the workspace records, with clear responsibility for customer identification, service handoffs and requests requiring a decision from another team.
All modules · Collaboration & Integrations
Where WhatsApp Chat fits
Choose the conversations that need a business process, such as order questions or appointment changes. Define the information required to associate a conversation with the correct customer without relying on a display name alone. Discuss handoffs between sales and support and how pending follow-up should remain visible. Confirm the intended account, channel requirements and any proposed transfer mechanism during setup. Plan how a team member records a customer correction or a request that needs another review, keeping ownership clear when the conversation spans several colleagues.
Practical workflows to discuss
- Plan follow-up ownership for an appointment-change inquiry.
- Outline customer matching for an order-status conversation.
- Define escalation of a service question requiring specialist review.
Plan your setup
- Which business account would authorize the proposed setup?
- How will uncertain customer associations be checked?
- Who owns the conversation after an internal escalation?
Explore WhatsApp Chat
Review this module in the GreatWork.ai live catalogue and discuss the records, reporting and configuration your team needs.
Related modules
Business suites: Communication & Collaboration · API & Integrations.
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