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Route WhatsApp Chats

Bring customer chats into private Slack channels and send replies back

Use this Agent instantly or customize it - no programming needed

Bring a customer message into its private channel
Reads
  • Customer message
    Customer message

    Your customer's message includes their number and either text or an attachment to share with your team.

  • Customer channel rule
    Customer channel rule

    You choose the channel prefix and use each customer's digits-only number to match their conversation.

Customer chat service
Customer chat service

Your customer chat service receives customer messages and attachments, then sends your team's replies.

Customer chat service
Has this customer message already been forwarded?YesNo
Skip the repeated message
Is the sender's number missing or invalid?YesNo
Flag the message for review
Writes
  • Review flag
    Review flag

    You can review a message whose sender number cannot safely identify a customer channel.

Did the attachment fail to download?YesNo
Report the failed transfer
Writes
  • Failed transfer report
    Failed transfer report

    You get the original message ID and the failed attachment transfer to investigate.

Find or create the customer's channel and post the message
Writes
  • Message in customer channel
    Message in customer channel

    Your team sees the customer's text or attachment in their private channel, with the sender and time.

Team chat workspace
Team chat workspace

Your team chat workspace keeps each customer's private channel and lets the team share replies and files.

Send a teammate's reply to the customer
Reads
  • Team reply
    Team reply

    Your teammate's new channel message may include text or a hosted file for the customer.

  • Customer channel rule
    Customer channel rule

    You choose the channel prefix and use each customer's digits-only number to match their conversation.

Team chat workspace
Team chat workspace

Your team chat workspace keeps each customer's private channel and lets the team share replies and files.

Has this teammate's reply already been sent?YesNo
Skip the repeated reply
Does the channel name lack a valid customer number?YesNo
Post a delivery problem in the channel
Writes
  • Delivery problem in channel
    Delivery problem in channel

    Your team sees why a reply or file could not reach the customer and can choose another way to respond.

Is the attached file too large or unsupported?YesNo
Post the file's delivery problem in the channel
Writes
  • Delivery problem in channel
    Delivery problem in channel

    Your team sees why a reply or file could not reach the customer and can choose another way to respond.

Send the reply or post an undelivered notice
Writes
  • Customer reply
    Customer reply

    Your customer receives the teammate's text and any supported file the chat service accepts.

  • Outbound message ID
    Outbound message ID

    Your customer chat service returns an ID for each reply it accepts.

  • Delivery problem in channel
    Delivery problem in channel

    Your team sees why a reply or file could not reach the customer and can choose another way to respond.

Customer chat service
Customer chat service

Your customer chat service receives customer messages and attachments, then sends your team's replies.

Customer chat service

This Agent picks up a customer message or teammate reply. It checks the customer number, then sends the text or file to the matching conversation.

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Google Drive
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monday.com
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Zoom
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Google Contacts
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RingCentral
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Chatwork
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WhatsApp Business
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Superchat
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Wati
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Made for your industry

Route WhatsApp Chats is made for businesses in these industries.

Made for your role

Route WhatsApp Chats is made for people in these roles.

Made for your department

Route WhatsApp Chats is made for people in these departments.

How Route WhatsApp Chats works

4 steps, in order, on every run.

  1. Match the customer channelUse the customer's number to find or open a private Slack channel. Read the channel's number before sending a teammate's reply.
  2. Share customer messagesPost incoming text or download and upload an attachment to the customer's channel. Include the sender and original message time.
  3. Send team repliesRead a teammate's new message or hosted file in the customer channel. Send the text and supported file to the customer's WhatsApp chat.
  4. Flag delivery problemsPost an undelivered notice in the channel if WhatsApp rejects a reply. Flag missing numbers or failed file transfers for review.

How to Get Started

Connect your tools

Connect the tools you already use, such as Google Drive, monday.com or Zoom.

9 tools
Set your rules
  • Connect a business chat number that can receive message webhooks, download incoming media, and send text and supported files.
  • Connect a team chat workspace with permission to create private channels, read their messages and files, and post messages and files.
  • Choose the private channel prefix customer- followed by the customer's digits-only phone number, and give the support team access to those channels.
  • Tell teammates that messages and files they post in these customer channels are sent to the customer, and set an internal process for replies the customer chat service will not accept.
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Route WhatsApp Chats:

Do I need a separate Slack channel for every customer?

Yes. Choose the customer- naming rule and give your support team access. The Agent finds or opens a private channel for each number.

Can my team send files back through WhatsApp?

Yes, when your WhatsApp service accepts the file as a document. If a type or size is unsupported, your team sees a delivery problem in the channel.

Will every Slack message go to customers?

No. Only new teammate messages and hosted files in customer channels go out. Set a separate convention for notes your team wants to keep internal.

What happens if WhatsApp rejects a reply?

Your team sees an undelivered notice in the customer channel, so a teammate can follow up. The reply stays unsent.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.