Capture and route enquiries
Collect relevant information and hand the conversation to the right team or process.
WhatsApp automation
Make WhatsApp part of the workflow.
Turn conversations into organised customer journeys.
Discuss this solutionTHE SOLUTION, EXPLAINEDWhatsApp automation can connect enquiries, customer messages, reminders, and team handoffs to a business workflow. OMX Digital scopes official WhatsApp Business API journeys through OMX Flow or a custom integration.
The problem worth solving
A better way to manage the everyday.
An important customer conversation is useful only if the team knows what happens next. Scattered chats make it harder to track responsibilities, history, and follow-up decisions.
What we can build around it
The right pieces.
One clearer workflow.
Purposeful updates
Plan useful customer updates around agreed business events, with appropriate permissions and clear stop rules.
Connect conversations to CRM work
Define how a message relates to a lead, customer, or request so communication supports the work.
Keep a person in the loop
Design handoffs and review points for questions that need judgement, context, or a personal response.
From discussion to daily use
A clear implementation path.
- 01Define the customer journey
- 02Confirm account requirements
- 03Build rules and handoffs
- 04Test the full conversation path
What we confirm before building
Features depend on the official WhatsApp Business Platform, account setup, current policies, approved templates where required, and the selected provider. Messaging and provider charges are confirmed separately in the proposal.
Before you decide
Your questions,
answered clearly.
Do you use the official WhatsApp Business API?
Official WhatsApp Business API workflows are the approach offered here. Account, number, provider, and permissions are confirmed before implementation.
Can it connect to our CRM?
A connection can be scoped when the CRM and messaging platform expose the required access. We define which fields, events, and history can be shared.
Are messaging costs included?
Messaging and provider costs depend on the setup. The proposal should identify them explicitly rather than assuming unlimited usage.
Connected possibilities
Explore related solutions.
Your next step
Let’s build a better way to work.
Tell us what needs to change. We’ll help you find a practical starting point.