Every WhatsApp enquiry becomes a tracked, answered lead
Turn every WhatsApp message into a numbered lead in your pipeline, route it to the right person on your team, and reply to the customer automatically with their reference and when to expect an answer — so no enquiry sits unseen on someone's personal phone.
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WhatsApp enquiries live on one person's phone — and die there
Customers message your WhatsApp number all day. The replies happen on whoever's phone is logged in — at lunch, on leave, after hours — and the business can't see any of it. There's no pipeline, no owner, no reference, and no proof anyone answered.
When that person is busy or away, the enquiry just sits on a green screen nobody else can reach.
This blueprint puts WhatsApp on rails. Every message becomes a numbered lead in your pipeline, routed to the right owner, and the customer gets an instant reply with their reference and when to expect an answer — so the channel your customers prefer finally behaves like the rest of your business.
How it works
- 1
1. Connect your WhatsApp Business number
Connect via the official WhatsApp Business Cloud API, so your number stays compliant and the whole business can see the conversation — not just one phone.
- 2
2. Every message becomes a numbered lead
An incoming enquiry is logged in your pipeline with the customer's details and a reference, the moment it arrives.
- 3
3. Routed to the right owner
Line of business and owner come from your People, Leave and Working-hours settings — the right person is told immediately.
- 4
4. The customer gets an instant, correct reply
They receive their reference and when to expect an answer — a real acknowledgement, not silence, even outside working hours.
What it does for you
WhatsApp becomes a real pipeline
Every message is a numbered lead with an owner and a status — visible to the business, not trapped on one phone.
The customer hears back at once
An instant reply with their reference and when to expect an answer — so they wait for you, not a competitor.
Routed to the right person
The owner comes from your settings, so the enquiry reaches whoever should handle it straight away.
Off one person's phone
Leave, lunch and after-hours stop being blind spots — the business owns the conversation, not an individual handset.
Compliant by design
It runs on the official WhatsApp Business Cloud API, so your number isn't at risk of a ban.
A reference and a record
Each enquiry carries a reference and a trail of when it arrived and who it went to.
Why not just reply on the WhatsApp app?
| The WhatsApp app on a phone | WhatsApp on a phone | A shared team inbox tool | This blueprint |
|---|---|---|---|
Every message logged as a lead | |||
Routed to the right owner | |||
Instant reply with a reference | |||
Visible to the whole business | |||
Official Cloud API (ban-safe) | |||
A reference and audit trail |
Pricing that scales with your volume
Every tier runs the same engine — higher tiers raise the limits and add channels. Nothing is crippled on purpose.
Common questions
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About this Blueprint
For: any business that takes enquiries on WhatsApp.
What it does: each message that reaches your WhatsApp number becomes a lead with its own reference (L-1001, L-1002…). The platform picks the line of business from what the customer asked for, chooses who is responsible from your People, Leave and Working hours settings, and tells that person itself. The customer gets a reply straight away with their reference and when to expect an answer, in working time. A second message from the same number while the lead is open is added to that lead, not recorded twice.
You set up: your WhatsApp number, the lead pipeline, your People, Lines of business and Working hours. Nothing is hard-coded, and settings take effect on the next message without reactivating.
New in v2: a new customer is asked once, with a one-tap list, how they heard about you (optional; never asked again).
Technical specs
Required integrations
Tags
Want it built for you?
Our team handles strategy, integration, and training. You focus on running the business.
Starting from $1,997
Put WhatsApp on rails
Connect your WhatsApp Business number and let every message become a tracked lead that reaches the right person — while the customer gets an instant reply.