Practical, step-by-step guides for sales teams on capturing leads from WhatsApp, Instagram and Messenger, assigning them automatically and following up on time.
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Most WhatsApp leads are lost to slow or forgotten follow-ups, not to price. This guide sets up a follow-up routine that runs on its own: an instant first reply, a next step on every lead, reminders, and re-engagement messages that respect WhatsApp's rules.
When customer messages live on personal phones, leads get lost and nobody can cover for anyone. Here is how to move a sales or support team to one shared inbox for WhatsApp, Instagram and Messenger — and the team rules that make it work.
Who gets the next lead? Round-robin assignment answers that automatically and fairly. This guide explains how it works, when a fixed owner or shared queue is better, and how to set it up so every new lead is answered fast.
Book a short demo and we will show you your WhatsApp, Instagram and Messenger leads in one inbox, assigned to the right person automatically.
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