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Save a customer's details, and follow up
Kept on the chat they were said in.
Someone asks
About a price, a size, a date
Saved on the chat
Name, phone, what they wanted
Followed up
While the channel still allows it
Steps
- Set up → What it can do → turn on Save customer details, and Follow up on its own.
- In a chat, tap Save details under the reply box to fix a name or add a note only you should see.
- Mark the ones interested in buying, so you know who to call back.
The details are built from what the customer already told you in the chat, and they stay beside it — open the chat and everything you know about them is in the panel next to it.
Follow-ups go out under your business name, so keep them to what the customer actually asked about. WhatsApp, Messenger and Instagram only let a business message someone within a day of their last message — a follow-up due later than that isn't sent.
Still stuck:
Ask on WhatsApp