Vertical II · Workflow Automation Service 05 of 08

WhatsApp & Communication Automation

Structured follow-up on the channel your customers and vendors actually answer — logged, consented, and connected to your records rather than living in someone’s phone.

Fig. S-05 A follow-up that does not stop at the first silence Specimen · illustrative

Day 0 · Approved template · consent on record

Invoice INV-•••• is due on the 15th. Reply PAID, or attach the remittance advice here.

Delivered

Day 3 · Reminder

A reminder on INV-••••. Attach the remittance advice and we will close it on our side.

Read · no reply

72 hours of silence

Day 6 · Handed to a person

Account owner takes over, with the full thread and the invoice attached.

Day 6 · Reply

remittance.pdf

Filed against INV-•••• automatically

What we build

  • WhatsApp Business API flows — for collections, renewals, document collection, delivery confirmation and service reminders.
  • Two-way capture — replies and attachments parsed and filed against the correct record automatically, so a reply becomes data rather than a notification someone has to act on.
  • Scheduled sequences — that escalate on silence instead of stopping at the first unanswered message, with a human handoff point defined in advance.
  • Consent and opt-out handling — built in, with the template discipline the platform requires and the consent record applicable data-protection law expects.
  • Full message log against the record — every message, delivery status and reply attached to the customer, invoice or case it concerns.

What you gain

Collections, document chasing and renewals stop depending on whose day is quiet. Follow-up becomes a property of the system rather than of an individual’s diligence — which is the difference between a process that degrades when someone is on leave and one that does not.

Because every message is logged against the record, a dispute is settled from history instead of from memory, and the consent trail exists if anyone ever asks for it.

Best fit when follow-up currently happens from personal phones, when collection or document chasing is inconsistent across the team, or when nobody can reconstruct what was said to a customer and when.