Turn WhatsApp enquiries into leads
Answer incoming enquiries, collect the details your team needs and create contacts and requests in Reonic. Take over the conversation whenever a personal reply is needed.
Jamie Taylor
tap to add to contacts
Jamie Taylor
Contact · created by Lead Assistant
+44 7700 900412
Address
14 Oakfield Road, Bristol
Source
WhatsApp · Lead Assistant
Request
NewPV system · 14 Oakfield Road
Roof
South-facing pitched roof
Consumption
≈4,500 kWh a year
Photos
1 roof photo
Assigned to
Sales team
From the first message to a request your team can work on
Your customer writes on WhatsApp. The assistant greets them, asks for the required information and saves it in Reonic. Your team can follow the conversation in a shared inbox.
Ask for the details you need
The assistant follows your workspace’s required fields. It collects names and, when required, email and address. The phone number comes from the WhatsApp conversation.
Save the enquiry in your CRM
Enable contact creation and request creation to turn a conversation into a record your team can follow up on.
Keep control of every conversation
Give users or teams access to the shared inbox. Switch the assistant off for an individual chat and reply yourself. Switch it back on when you want it to continue.
Collect information before your first call
Set the information a new enquiry needs in your required fields. The assistant asks for missing details and can create a contact and a linked request. Your team starts the follow-up with the information already in Reonic.
Your required fields
You choose what the assistant asks for
First and last name
Jamie Taylor
Phone number
From the chat
Address
14 Oakfield Road, Bristol
Roof type
South-facing pitched roof
Annual consumption
≈4,500 kWh a year
Roof photo
Attached
6 of 6 collected
Ready for the teamJamie Taylor
20:16
Assistant: That's everything we need.
Priya Shah
19:02
Assistant: What's the address of the property?
Daniel Okoro
Yesterday
Could you call me tomorrow morning?
Hannah Lloyd
Yesterday
Assistant: Thanks, passing this to the team.
Jamie Taylor
+44 7700 900412
Here's the roof
20:16
Lead Assistant
That's everything we need. A south-facing pitched roof is a good fit for solar. I'm passing this to our sales team now.
20:16
Passed to Sales team
Shared the address, roof details and a roof photo. Ready for an offer.
Hand over with the conversation in view
The shared inbox shows the conversation and activity such as contacts created and handover reasons. Set when the assistant should hand over and how it signs off, so your team can continue the discussion.
Bring customer files into the conversation
Customers can send text, photos, documents and voice notes. The assistant can read supported files and transcribe voice notes. In a chat already linked to a project, it can attach files and link an electricity bill where bill reading is enabled.
Files on this request
From WhatsApproof-south.jpg
Photo · 2.4 MB
Voice note · 0:18
Transcribed
electricity-bill.pdf
Linked to the request
Book a demo. Get to know all products and features.
In a personal product presentation, we'll show you all products and features. Free of charge, no obligation and tailored to your business and needs.
The Lead Assistant handles incoming customer enquiries. The employee WhatsApp Assistant helps your team work with Reonic from WhatsApp. They serve different conversations.
First and last name are required. Email and address follow your workspace’s required fields. The phone number is taken from the chat. You choose whether the assistant also creates a request after creating the contact.
Yes. Open the conversation in the shared inbox, switch the assistant off for that chat and reply. You can turn it on again afterwards. The assistant can also hand over according to your instructions.
It uses your company name and the company description you provide. Configure that context and its tone in the settings. Questions that need your team’s knowledge are handed over for a personal reply.
You need the Lead Assistant enabled in your Reonic workspace, a WhatsApp Business number and a Facebook Business account. Connect the number in Reonic, then configure automatic replies, required fields and team access.
Explore the rest of your lead workflow
Lead generation
Collect enquiries from your website, by phone and on WhatsApp in Reonic.
CRM
Keep enquiries, offers and installations in one place, with calendar, tasks and files.
Integrations
Connect your own systems to Reonic through the REST API, webhooks or Zapier.
WhatsApp Assistant for your team
Your team creates tasks, adds notes and searches projects in Reonic from WhatsApp.