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Solution

Customer success,
that scales on WhatsApp

Every customer WhatsApp message becomes structured tickets, CSAT signals and churn-risk alerts — synced to your CRM and helpdesk.

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  • Ticket synced to helpdesk Priority · account · SLA
  • Churn signal flagged Tone shift · account level
  • QBR briefing ready Account summary · auto

The problem

Customers prefer WhatsApp. Customer success teams keep being told to push them into ticketing systems instead. Conversations sprawl across personal phones, key signals never reach the CRM, and at-risk accounts are spotted only after they churn.

The information is there. The structure is missing. Workflow Intelligence adds that structure on top of the channels your customers already prefer.

How it works

One customer message,
traced end to end.

An account talks through whatever is closest to hand — a chat message, a voice note, an email, a call. All four arrive the same way, and nothing below is retyped or chased by a human.

Source

  1. 01 Capture
  2. 02 Understand
  3. 03 Structure
  4. 04 Route
  5. 05 Measure
WhatsApp · Customer · ACME account MSG_1024 · 10:24

Four ways in, one queue Read without anyone opening it Extracted into your own fields Delivered to systems you already run Nobody chased the update

  • Customer chat
  • Voice note
  • Email
  • Inbound call
Customer message on WhatsApp
«seguimos sin el informe de la semana pasada, y ya es la segunda vez este mes»

Report missing again — second time this month. Ticket opened with account context; the tone shift is logged.

account
ACME · EMEA
issue
repeat complaint
ticket
ZD-4471
sentiment
negative · trend
evidence
MSG_1024
sla
4h
  • Zendesk ticket · high
  • Salesforce health · flagged
  • CSM escalation · now
  • + whatever else owns this record

Message to ticket 38s

Any of the four openings above ends in the same five steps. Field names are your existing schema and the destinations are your existing systems — nothing changes for the team except what happens after the message. The trace above is illustrative.

Who this is built for

Built for the people
who keep operations moving.

What each role stops doing, and what takes its place.

Role

Today

With Workflow Intelligence

CS Leaders Health signals that lead, not lag

Today

Account health is a lagging Excel exercise.

With Workflow Intelligence

Continuous account-health signals from real chat.

Customer Success Managers The CRM finally tells the truth

Today

CSM phones become silos of customer truth.

With Workflow Intelligence

Every conversation pushed cleanly into the CRM.

Support Teams Tickets without the retyping

Today

WhatsApp messages bypass the helpdesk entirely.

With Workflow Intelligence

Auto-tickets with priority, account and SLA in the helpdesk.

Account Managers Expansion asks become pipeline

Today

Expansion signals lost in chat.

With Workflow Intelligence

«Can you also…» detected as structured opportunities.

Revenue Operations Forecasts fed by real signal

Today

Revenue forecasts ignore real customer signal.

With Workflow Intelligence

Sentiment and activity feed RevOps and forecasting.

Escalation Managers Saves start earlier

Today

Critical accounts go silent before they churn.

With Workflow Intelligence

Tone shifts and silence trigger escalation alerts.

Use cases

Real scenarios
in this industry.

  • WhatsApp ticketing

    Customer messages auto-classified into tickets with priority, account context and SLA.

  • Churn-risk alerts

    Tone shifts, repeated issues and silence patterns flagged at the account level.

  • CSAT capture

    Lightweight CSAT prompts in-thread without forcing customers into surveys.

  • Expansion signals

    «Can you also…» questions detected and routed to AMs as structured opportunities.

  • CSM coverage

    Out-of-office and after-hours coverage handled by AI Call Bots, invisibly to customers.

  • Executive briefings

    Account-level summaries auto-generated for QBRs and exec reviews.

Outcomes

At-risk accounts surface before they churn.

  1. customer message lands
  2. ticket in the helpdesk
  3. CSM replies with context
  4. renewal health already on record

With Workflow Intelligence on the customer channels, every WhatsApp thread lands in the CRM as tickets and signals: tone shifts and silence patterns raise their hand early, and the CSM's phone stops being the only place the truth lives.

Book a 30-min walkthrough

Integrations

Plugs into the systems your customer stack already runs

Structured tickets and signals land where the account is managed.

CRM & helpdesk

  • Salesforce
  • HubSpot
  • Zendesk
  • Intercom
  • Freshdesk

Sales & custom

  • Pipedrive
  • Custom CRM / API

Frequently asked

Common questions

Will customers know AI is involved?
You decide. Workflow Intelligence can run silently as an assistant to humans, or it can answer common questions directly with full audit trails.
Does it replace Zendesk or Intercom?
No. It feeds them. Tickets, conversations and signals from WhatsApp are pushed into your existing helpdesk so your team works in one place.
Can it work across multiple WhatsApp numbers?
Yes — Workflow Intelligence unifies inbound from multiple WhatsApp Business numbers and personal CSM phones into a single structured stream.
Can it support multiple languages?
Yes. Workflow Intelligence transcribes and understands messages in multiple languages — customers write in theirs, your team reads in yours.
How is customer data protected?
GDPR-compliant EU hosting, role-based access control, audit logs, end-to-end encryption in transit and at rest, and per-tenant data isolation. We never use customer data to train shared models.
How long does deployment take?
A pilot on one customer channel typically runs in 2 weeks. Full rollout is usually 4–8 weeks depending on integration depth.

Put your customer threads to work

A 30-minute working session on your own WhatsApp threads: we map one customer channel to tickets, signals and your CRM.

Book a Demo
  • No new app for customers
  • EU data residency
  • GDPR-aligned
  • Pilot on one channel in 2 weeks

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