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Customer Conversations

Manage customer conversations with the context to respond

Customer messages with their order context

Conversations stay linked to the customer and relevant order, with an owner and a next action. Colleagues can read the exchange and its history when helping or taking over. Assign a reply or follow-up task without separating it from the request.

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Give your team the information to answer

The conversation owner, customer orders and delivery details are available together. When an answer needs more work, a follow-up task makes the next responsibility clear.

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Conversation ownership and response time

Conversation ownership and response time show who handled the customer’s request.

Check the customer’s orders

Review order amounts and statuses while handling a question from the customer.

Assign the next action

Create a follow-up task with a responsible person and a clear deadline.

Delivery information

Check shipment progress and the planned delivery date before replying to the customer.

Follow each request across your customer’s orders

A customer may ask about a delivery, request an invoice and change another order. Each conversation has its own context, history and next action, while your team retains an overview of the customer relationship.

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Find the order behind an invoice request

Identify the relevant order and amount when a customer asks for an invoice.

Conversation history

Messages, replies, order updates and follow-up tasks share the same conversation history.

Ask AI for the relevant details

Ask the assistant to summarize the order and conversation before you reply.

See which conversations need action

Review open conversations, their owners, and the next action for each request.

Check the customer’s latest message

Read the latest request and see whether the customer is waiting for you.

Share the context across your team

Keep customer messages, related orders, and follow-up actions together for your colleagues.

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Follow up on conversations from your website

Website chats stay with the customer’s information and relevant order. A colleague can take over with the exchange available, and requested changes remain subject to review before they are applied.

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Order context for the chat

Review suggestions to connect the chat and assign the right colleague.

Review a requested change

Check the customer’s request before updating the order or asking for details.

Manage WhatsApp exchanges with your business information

WhatsApp messages appear with the customer’s order and delivery details. Your team has the request and current information together when preparing a response.

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The message and its order

Find the customer, order, and requested delivery details alongside the WhatsApp message.

Prepare an answer from the order

Use the order’s delivery information to answer the customer’s question accurately.

Keep WhatsApp in the customer’s history

Find the message and the order details together when preparing your reply.

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Organize calls and callbacks with your team

Planned calls have an assigned colleague and a reminder linked to the customer or order. The team can see who is calling and when the next conversation is due.

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The team’s planned calls

Review scheduled calls by colleague and check which order each call concerns.

Remember to call back

Set the next call reminder directly on the customer’s shared record.

How teams keep customer requests organized

Give each conversation an owner, context, and a clear next step.

“When a customer asks about a delivery on WhatsApp, we can check the order and see who is handling the reply. We don’t have to forward screenshots around to find out what was promised.”

CL
Customer desk lead
Wholesale distributor

“A customer can discuss one furniture order by email and another by chat. We keep the requests linked to the right orders, so a change of address doesn’t get applied to the wrong delivery.”

OM
Operations manager
Furniture maker
Keep customer follow-up clear for everyone
Share conversations, order details, and next actions with the people helping your customers.
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CRMManage contacts, customer relationships, and sales opportunities in one place.ExploreQuotesCreate branded quotes, track acceptance, and prepare invoices from the agreed details.ExploreOrdersTrack customer orders, shipment progress, delivery dates, and payment status.Explore

Questions about Customer Conversations

Email, WhatsApp, website live chat and calls can be connected to customer information. Your team uses the channels relevant to your business, with follow-up organized in the same workspace.

Explore customer conversations in Enobase

In a 30-minute demo, follow a customer request from the first message to the reply, order update, and next action.

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© 2025 Enobase, Inc. All rights reserved.

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  1. Conversations
  2. /
  3. Delivery date for CMD-2026-0142

WhatsApp
Léa Fontaine
Waiting on us
CMD-2026-0142
Sep 17, 2026
WhatsApp · outside the workspace
Camille Roux09:12
Bonjour, any news on my order? It was supposed to arrive this week.
Léa Fontaine09:26
Hello Camille. I have your order open here, CMD-2026-0142. Let me check the delivery slot and come back to you.
Camille Roux09:28
Thank you. Someone has to be on site to take it, so I need to know the day.
Léa Fontaine10:04
The carrier has it for Thursday 17th, morning. I have put that on CMD-2026-0142 so it stays with it, and I will tell you if the slot moves.
CMD-2026-0142
Léa Fontaine · WhatsApp
Replied
36 min
Replied in
Received 09:28 · replied 10:0436 min/1 h
x
Owner
Camille Roux / 3 orders
Orders on her record
1 conversation open
CMD-2026-0142€1,480.00
Due 17 SepIn transit
CMD-2026-0139€620.00
Delivered 4 SepDelivered
CMD-2026-0151€2,150.00
Confirmed 10 SepConfirmed
Total ordered€4,250.00
Confirm the slot
CMD-2026-0142
Open
Owner
Léa Fontaine
Due
Thursday 17 September
Channel
WhatsApp
CMD-2026-0142
Thursday 17 September
In transit
  1. Warehouse

    Done9 Sep

    Picked and packed

  2. Carrier depot

    10 SepIn transit

    Handed to the carrier

  3. Camille Roux

    Planned17 Sep · morning

    Someone on site to take it

TRCarrier1 order
Camille Roux
camille.roux@example.com
OrderCMD-2026-0139
Delivered4 September
Asked by emailInvoice
OwnerLéa Fontaine
Amount€620.00
  • Message received on WhatsApp

    Camille Roux · 09:12

  • Reply sent on WhatsApp

    Léa Fontaine · 09:26

  • Delivery date set for CMD-2026-0142

    Thursday 17 September · 10:04

  • Follow-up created

    Léa Fontaine · 10:05

🚨Thursday 17 September, morning

CMD-2026-0142 is with the carrier.

  • Someone has to be on site to take it
  • Léa tells Camille if the slot moves
Open conversations
All
Mine

Delivery date for CMD-2026-0142

Camille Roux · WhatsApp

Invoice for CMD-2026-0139

Camille Roux · Email

Second site for CMD-2026-0151

Camille Roux · Live chat

Camille Roux
Customer
Waiting on us

Last message

Thank you. Someone has to be on site to take it, so I need to know the day.

Account
Northstar Foods
Owner
Marie Dubois
Starts
22 April at 09:30
Live chat · 10:12

Link this chat to CMD-2026-0151

Camille Roux asks if the order can go to her second site.

Next step

Hand it to Nicolas Bruel to confirm the address

He owns CMD-2026-0151 and calls Camille at 10:15.

Deliver CMD-2026-0151 to the second site?
High
Delivery date for CMD-2026-0142
FromCRWhatsApp
ToCDWhatsApp

Bonjour, any news on my order? It was supposed to arrive this week.Someone has to be on site to take it, so I need to know the day.

CMD-2026-0142
Conversations
CustomerCamille Roux
Delivery dateThursday 17 September
StatusWaiting on us
WhatsApp · Camille Roux
Bonjour, any news on my order? It was supposed to arrive this week.
It is with the carrier and arrives on Thursday 17 September, in the morning.
CMD-2026-0142
In transit · due 17 Sep
From the order
Calls today
Friday 11 September
10:0010:30
Léa
Carrier
Nicolas
Camille
10:04
  • Léa: Carrier, CMD-2026-0142
  • Nicolas: Camille, CMD-2026-0151
Calls planned2
Camille Roux
Customer
CMD-2026-0151

Next call

Monday 14 September at 10:00

Repeat

Weekly reminder selected.

© 2026 Enobase, Inc. All rights reserved.

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