Automate WhatsApp Order Capture and Team HandoffsAutomate WhatsApp Order Capture and Team Handoffs
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A customer asks a question on WhatsApp, gets an answer, and says they want to order.
What happens to that order next?
For a recent client, I built a WhatsApp assistant that answers common questions, captures order details, and updates records so the team can see what came out of each conversation. The useful part is the handoff: the customer can keep talking naturally, while the business gets a record it can act on.
If your team is still copying WhatsApp orders into a sheet or CRM by hand, tell me what happens after a customer says “I’d like to buy.” I’ll point out the first step I’d automate.
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Lau's avatar
One handoff case I'd test is a customer changing an order after the first record has been prepared.
For example: "two blue desk stands" followed by "make that three, and deliver on Monday instead." The team should see one updated order proposal, the source messages and the...
Abdul Rehman's avatar
That’s a fair catch, especially the distinction between captured and confirmed. I used “Confirmed” too early in the visual; stock and delivery still need their own checks.
The revision example is a good test: the second message should update the same order proposal, preserve both...
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