Use supervised WhatsApp AI workflows
Review an inbound message with CRM history, refine the proposed reply, approve the exact outbound text, and turn the request into supervised follow-up.
Before you start
Your organization must be onboarded to the Premium private beta with WhatsApp connected and staff trained on the approval rule.
What you will have
The customer will receive only human-approved text, the conversation will remain linked to CRM history, and any next action will have an operator owner.
Tips
Review the exact customer language and current CRM facts before approval. Ask for a revision whenever the draft is incomplete or too confident.
Troubleshooting
If a draft is pending, approve, reject or revise that draft before starting another send. Never assume a message was delivered without a successful approved-send result.
Steps
Receive and classify the inbound message
The workflow resolves the direct-message phone. A known phone uses its CRM player; a new non-spam contact can receive a basic CRM record, while sales or spam should not create customer follow-up.
Confirm the linked player
Check name, phone and relevant CRM facts. For an inbound customer turn, context is locked to that contact rather than searching unrelated players.
Read recent turns, summaries and academy context
Review up to the recent conversation context available to the assistant, including today’s unsummarized turns, plus the player’s relevant academy enrollment history.
Review and revise the proposed reply
Treat the assistant text as a draft. Check facts, tone, customer language, prices and promised action; request changes or reject it when needed.
Explicitly approve the exact outbound text
Only the human approval decision releases the pending WhatsApp message. Rejection sends nothing, and no autonomous reply is permitted.
Keep the exchange in conversation history
Inbound and approved outbound turns append to the day record. Staff can later read the open day’s turns or its saved daily summary from Conversations or the player profile.
Create the supervised operational follow-up
The operator can create or update a task, create a meet, or create an academy interest enrollment with its linked follow-up task. The same enrollment can also be completed in Dashboard → Academy. Customer inbound turns cannot perform these operator-only actions themselves.
Use supervised WhatsApp AI workflows
Review an inbound message with CRM history, refine the proposed reply, approve the exact outbound text, and turn the request into supervised follow-up.
Request AI beta access