Notes
WhatsApp is an operating channel
If the conversation does not update the system of record, it is just another inbox.
WhatsApp is where customers already are. That does not mean a chatbot on the website sidebar.
Treat chat as a channel on the same order, appointment, or ticket as the console. Automate the repetitive path. Hand off when a person should speak. Keep an audit trail.
That is the difference between a widget and an operating channel.
Insights
More from the work
Connected beats best-of-breed
A pile of excellent tools is still a pile if the data never meets.
Custom when SaaS starts fighting you
Buy when the workflow is standard. Build when the workflow is the business.
Mobile is a surface, not a side project
An app that does not share the CRM, inventory, and messages is just another silo in someone’s pocket.

