Clarify the process before automating it.
Define sources, records, responsibilities and handoffs across the customer journey. Configure supported touchpoints according to the selected CRM, account permissions and integration capabilities.
Capabilities that support your business
Business WhatsApp management
Plan account ownership, customer responsibility and communication handovers. Message features and retained records depend on platform rules and the chosen product.
Email and social coordination
Connect supported inquiries to customer records. Confirm channels, account numbers and synchronization scope during solution selection.
Key accounts and cross-team work
Let sales, service and marketing collaborate around a shared account, with appropriate access, named owners and next actions.
Optional WeCom connectivity
Assess internal collaboration and customer-record needs. WeCom integrations require suitable account eligibility, interface access and an agreed data scope.
APIs and business extensions
Review connections to existing business systems, custom fields and workflows according to supported APIs and operational requirements.
AI-assisted work
Where authorized and supported, assess agents for document-assisted record creation, CRM queries and reports. Record changes and external messages require agreed approval rules.
What's included in the scope?
- Customer-journey, field and touchpoint mapping
- WhatsApp, business email and social integration planning
- Lead assignment, tasks and customer-record configuration
- Cross-team access and responsibility design
- API, business-system and AI-agent integration assessment
- Training, process documentation and data-quality checks
Make data flows and business ownership equally clear.
Agree on what needs to connect, who can access it and when a handoff occurs. Validate each integration against actual product editions, permissions and interfaces before team handover.
AI-assisted prospecting, with a clear process.
Use authorized company materials and public business information to support account research, fit assessment and outreach drafts. Keep human review and CRM records in the workflow.
Define the target profile
Agree on industries, regions, company size and buying roles before screening prospects.
Research and assess fit
Review company websites and public business information to understand relevant needs and contacts.
Prepare drafts for review
Draft messages in context, with agreed approval steps, audience limits and contact frequency.
Record and follow up
Link approved research and communication status to the CRM using the interfaces available.
This is an optional implementation service, not an active automated outreach system on this website. Data sources, accounts, approval rules and integrations must be confirmed before implementation.
Who is this for?
Export teams managing inquiries across multiple channels or people, and businesses seeking a clearer view from marketing source to sales progress.
What we measure together
Before we get started
Can every WhatsApp, email and WeCom account be connected directly?
Compatibility depends on the selected product, account type, permissions and required data scope. The proposal identifies each supported connection and any optional implementation work.
Will an AI agent change records or send messages automatically?
Permissions, review steps and triggers must be agreed first. Start with assistance, queries and reporting; enable record changes or external communication only within an approved workflow.
Map your inquiry follow-up process
Tell us about your products, markets and current stage. Let's identify the next priorities together.
Send an inquiry