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Enobase WhatsApp · Productivity

Turn a customer message into a clear next step.

From the message to the right business context.

Identify the incoming request

Keep the sender and source message available while the request is processed.

From the message to the right business context.

  1. Keep the sender and source message available while the request is processed.

  2. Check the customer details and the fields needed to understand the request before acting on them.

  3. Connect the request to the relevant record and name the person responsible for the follow-up.

The details that make the record useful.

Choose the fields that explain the work and the next decision.

See it on your own data

Source context

Keep the message that explains where the request came from.

Customer identity

Confirm the contact before attaching the request to existing work.

Useful request fields

Choose the information that your intake process needs.

A responsible person

Make the follow-up owner explicit.

The same starting point, shaped for different teams.

These illustrative configurations show how the unit of work changes with the operation.

See it on your own data

A caterer receives an event enquiry

The useful fields are the date, guest count and venue. The next step is a qualification review before preparing a quote.

A rental team receives a return question

The useful fields are the rental reference, item and requested return time. The follow-up belongs with that rental.

Keep the request and the customer together.

Model the customer, source message and next action in a record view. Confirm the inbox and reply tools separately from the intake workflow.

See it on your own data

Keep the hand-offs explicit.

Start from the records on each side, then agree which actions belong in the configured process.

See it on your own data

Qualify the customer request

Review the contact and commercial context before creating new work.

Qualify the customer request

Prepare the commercial follow-up

Use the confirmed request details to prepare the next sales step.

Prepare the commercial follow-up

Questions about WhatsApp

Start with a defined process and its required records. Agree the configuration and connected actions before extending it to other teams.

CRMExplore the connection with CRM.ExploreSalesExplore the connection with Sales.ExploreEventsExplore the connection with Events.Explore

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Discuss your processContact the team
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marketing/asset-activity-list
family: asset; kind: log; frame: sticker; subject: Source context; move: Highlight the relevant record or field; preserve the operational context; neighbour: Other slots explain adjacent steps; this slot shows only the named subject; content: REQ-2026-0081; sender Sofie Claes; event enquiry 18 Sep 2026, 80 guests, Namur; source message retained; owner Mathilde Renard; status To review; show Keep the message that explains where the request came from.; props: Record identifier, source, owner, state and the fields named in the sample; not: A claim of universal integration support or an automatically completed business action; static: yes
Open asset editor
marketing/asset-activity-list
family: asset; kind: log; frame: sticker; subject: Customer identity; move: Highlight the relevant record or field; preserve the operational context; neighbour: Other slots explain adjacent steps; this slot shows only the named subject; content: REQ-2026-0081; sender Sofie Claes; event enquiry 18 Sep 2026, 80 guests, Namur; source message retained; owner Mathilde Renard; status To review; show Confirm the contact before attaching the request to existing work.; props: Record identifier, source, owner, state and the fields named in the sample; not: A claim of universal integration support or an automatically completed business action; static: yes
Open asset editor
marketing/asset-activity-list
family: asset; kind: log; frame: sticker; subject: Useful request fields; move: Highlight the relevant record or field; preserve the operational context; neighbour: Other slots explain adjacent steps; this slot shows only the named subject; content: REQ-2026-0081; sender Sofie Claes; event enquiry 18 Sep 2026, 80 guests, Namur; source message retained; owner Mathilde Renard; status To review; show Choose the information that your intake process needs.; props: Record identifier, source, owner, state and the fields named in the sample; not: A claim of universal integration support or an automatically completed business action; static: yes
Open asset editor
marketing/asset-activity-list
family: asset; kind: log; frame: sticker; subject: A responsible person; move: Highlight the relevant record or field; preserve the operational context; neighbour: Other slots explain adjacent steps; this slot shows only the named subject; content: REQ-2026-0081; sender Sofie Claes; event enquiry 18 Sep 2026, 80 guests, Namur; source message retained; owner Mathilde Renard; status To review; show Make the follow-up owner explicit.; props: Record identifier, source, owner, state and the fields named in the sample; not: A claim of universal integration support or an automatically completed business action; static: yes
Open asset editor
marketing/asset-activity-list
widget: marketing/asset-activity-list family: asset kind: log frame: sticker subject: A caterer receives an event enquiry move: Highlight the relevant record or field; preserve the operational context neighbour: Other slots explain adjacent steps; this slot shows only the named subject content: Illustrative configuration: The useful fields are the date, guest count and venue. The next step is a qualification review before preparing a quote.; use fictitious Belgian company Atelier Renard; label records consistently; do not present this as a customer testimonial props: Record identifier, source, owner, state and the fields named in the sample not: A claim of universal integration support or an automatically completed business action static: yes
Open asset editor
marketing/asset-activity-list
widget: marketing/asset-activity-list family: asset kind: log frame: sticker subject: A rental team receives a return question move: Highlight the relevant record or field; preserve the operational context neighbour: Other slots explain adjacent steps; this slot shows only the named subject content: Illustrative configuration: The useful fields are the rental reference, item and requested return time. The follow-up belongs with that rental.; use fictitious Belgian company Atelier Renard; label records consistently; do not present this as a customer testimonial props: Record identifier, source, owner, state and the fields named in the sample not: A claim of universal integration support or an automatically completed business action static: yes
Open asset editor
marketing/screen-event-record
widget: marketing/screen-event-record family: screen kind: screen frame: desktop subject: Keep the request and the customer together. move: Highlight the relevant record or field; preserve the operational context neighbour: Other slots explain adjacent steps; this slot shows only the named subject content: REQ-2026-0081; sender Sofie Claes; event enquiry 18 Sep 2026, 80 guests, Namur; source message retained; owner Mathilde Renard; status To review; adapt the record labels and fields to this module; keep the existing screen composition props: Record identifier, source, owner, state and the fields named in the sample not: A claim of universal integration support or an automatically completed business action static: yes
Open asset editor
marketing/asset-activity-list
widget: marketing/asset-activity-list family: asset kind: log frame: sticker subject: The source and destination of a business hand-off move: Highlight the relevant record or field; preserve the operational context neighbour: Other slots explain adjacent steps; this slot shows only the named subject content: REQ-2026-0081; sender Sofie Claes; event enquiry 18 Sep 2026, 80 guests, Namur; source message retained; owner Mathilde Renard; status To review props: Record identifier, source, owner, state and the fields named in the sample not: A claim of universal integration support or an automatically completed business action static: yes
Open asset editor
marketing/asset-activity-list
family: asset; kind: log; frame: sticker; subject: Qualify the customer request; move: Highlight the relevant record or field; preserve the operational context; neighbour: Other slots explain adjacent steps; this slot shows only the named subject; content: REQ-2026-0081; sender Sofie Claes; event enquiry 18 Sep 2026, 80 guests, Namur; source message retained; owner Mathilde Renard; status To review; relationship to crm; props: Record identifier, source, owner, state and the fields named in the sample; not: A claim of universal integration support or an automatically completed business action; static: yes
Open asset editor
marketing/asset-activity-list
family: asset; kind: log; frame: sticker; subject: Prepare the commercial follow-up; move: Highlight the relevant record or field; preserve the operational context; neighbour: Other slots explain adjacent steps; this slot shows only the named subject; content: REQ-2026-0081; sender Sofie Claes; event enquiry 18 Sep 2026, 80 guests, Namur; source message retained; owner Mathilde Renard; status To review; relationship to sales; props: Record identifier, source, owner, state and the fields named in the sample; not: A claim of universal integration support or an automatically completed business action; static: yes
Open asset editor

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