Qualify
Ask only the questions needed to identify intent and choose the next route.
WHATSAPP AUTOMATION · ROUTING · CRM
WhatsApp Business API automation and CRM integration for sales teams.
OJC Labs connects supported WhatsApp messaging to qualification, assignment, CRM updates and follow-up. Routine steps can happen automatically while people stay responsible for conversations that need judgement.
CONVERSATION OWNERSHIP
A message needs an owner, context and a next action.
Fast acknowledgement is useful, but the system must also decide what information to collect, who should reply and where the outcome should be recorded.
A connected CRM workflow stops useful customer context from remaining trapped in one inbox.
Assign
Give the conversation to the responsible person with the context already collected.
Continue
Update the record, trigger the appropriate workflow and preserve a human path.
MESSAGE WORKFLOW
Design the handoff before automating the greeting.
- 01Message received
- 02Qualification
- 03Assignment
- 04CRM update
- 05Human conversation
- 06Follow-up
HUMAN HANDOFF
Automation should make the conversation easier to continue.
We define the information and status a person receives at handoff, then connect the outcome to measurement where the source and platform data support it.
CONNECTED SYSTEMS
The work around this system matters too.
Email and CRM
Give each conversation an owned contact record and lifecycle stage.
→Ads and TrackingPreserve available source context and define measurable conversation outcomes.
→Automation and DataConnect routing, notifications and status changes to repeatable workflows.
→Growth EngineeringInvestigate whether the message journey produces qualified commercial signals.
→FAQ
Questions before implementation.
Can you connect WhatsApp to our current CRM?+
Where the CRM and WhatsApp provider expose the required supported interfaces, we can map contacts, conversation context, ownership and agreed status updates.
Will every message be automated?+
No. We define which acknowledgements, questions and routing steps can be automated and where a person must take over the conversation.
What information should qualification collect?+
Only the information needed to choose the next useful action. The exact questions depend on the offer, customer context and team responsible for the reply.
Can you preserve campaign source information?+
When source parameters and platform interfaces make it possible, we can carry relevant context into the conversation and connected record.
Who owns message templates and platform fees?+
The client owns approved business content and the relevant platform accounts. Provider fees and template approval remain subject to the selected third-party service.
NEXT STEP
Give each enquiry a useful next step.
Bring the channels, common questions, team responsibilities and current customer records. We will map the conversation and handoff.