WhatsApp Integration

Team WhatsApp CRM & Shared Multi-Agent Inbox

Connect your agency WhatsApp number so multiple agents can chat, share quotes, and follow up together.

Key Capabilities & Highlights

Shared business WhatsApp inbox accessible to multiple agents on desktop

One-click quotation PDF and voucher sharing into active chats

Automated follow-up reminders so no lead goes cold

Complete conversation history attached to traveler CRM profile

Workflow Architecture

WhatsApp Sales Pipeline

01

Inbound Message

Traveler sends message to agency WhatsApp, creating an unassigned inquiry.

02

Agent Claim

Sales agent claims the conversation and replies directly from desktop.

03

Direct Quote Share

Agent builds proposal and shares the PDF into the chat with one click.

04

Follow-up Automation

System prompts agent to re-engage traveler after 48 hours of inactivity.

Why Agencies Love This Feature

5x Faster Responses

Reply to travelers instantly on their favorite messaging app.

No Shared Phones

Multiple staff members manage conversations simultaneously on their computers.

Persistent History

Chat logs stay in your CRM even if an employee changes or leaves the agency.

Frequently Asked Questions

Can we connect our existing WhatsApp Business number?

Yes. You can connect your existing number via WhatsApp Web QR pairing or Meta Cloud API.

Can managers see all agent WhatsApp conversations?

Yes. Managers have full visibility across team conversations to ensure service quality.

Get started with Team WhatsApp CRM & Shared Multi-Agent Inbox today

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