Start with one job and one chat.
Each job shows the lowest level it needs.
- Customer questionsDraft replies to the questions you answer all day.Level it needs: Draft
Example: a customer question drafted by Claude and waiting for approval.Names are made up. - Lead follow-upSee who is owed a reply and who went quiet.Level it needs: Draft
Example: a lead in the Inbox queues, with a follow-up drafted by Claude.Names are made up. - OrdersTurn a messy chat into a recap the customer confirms.Level it needs: Draft
Example: an order recap drafted from a chat and waiting for approval.Names are made up. - Routine answersLet your agent answer the simple questions on its own.Level it needs: Send
Example: a simple question answered and sent by Claude after Wagent checked the rules.Names are made up. - Order updatesTell customers where their order is as soon as it changes.Level it needs: Send
Example: an order update sent from a flow to a customer who asked for it.Names are made up. - Replies from your agentTell your agent what to say and it sends the reply.Level it needs: Send
Example: a reply sent from Claude to one allowed person.Names are made up. - CRM updatesKeep records current with read-only access.Level it needs: Read
Example: a changed requirement in a chat becoming a proposed CRM update.Names are made up. - Find what was agreedSearch allowed chats and see the message itself.Level it needs: Read
Example: an agent searching an allowed chat and finding the original message.Names are made up. - Voice notes and groupsRead long voice notes and catch up on busy groups.Level it needs: Read
Example: a voice note transcribed by an agent, with the tasks pulled out.Names are made up. - Agent buildersAdd WhatsApp to your product without running sessions.Level it needs: Draft
Example: an event path traced from a message to a delivered reply.Names are made up.