Review the conversation, CRM needs and handoff
- Map your current number, provider and team inbox.
- Review the questions, customer context and next action your team needs.
- Identify available features, integration work and a focused pilot scope.
For teams handling business enquiries on WhatsApp, Salegine offers an early-access evaluation of customer context, lead qualification and follow-up in one workflow.
Bring the messages your team receives and the point where replies or handoffs get delayed. We’ll review the proposed workflow, the channel setup it needs and the scope to discuss before a pilot.
Early access · Confirm available features and integrations in your evaluation.
A useful starting point is a sales or service team working across WhatsApp threads, customer records and spreadsheets. Choose one repeatable enquiry: a service request, a qualified sales lead or an appointment request.
The tested product walkthrough shows a fictional project enquiry becoming customer context and a follow-up task. Use that preview as the starting point, then confirm the WhatsApp connection and message behaviour for your own setup.
Read the tested walkthrough ↗Choose a narrow enquiry type first, such as a service question or a request to book a sales conversation.
List the questions your team can answer from approved business information. Mark anything that depends on live availability, pricing or a person’s judgement.
Decide which contact details and prior messages belong in the shared customer record. A returning customer should not have to restart the same conversation at every handoff.
Agree what happens after an unanswered question, an appointment request or an escalation. Include a stop condition and a responsible team member for each route.
A customer asking for a person, a complaint or an uncertain answer should have a clear escalation path. Decide which team receives it, what context they see and what the customer hears outside staffed hours.
A demo should distinguish the proposed conversation from the channel setup and provider work needed to make it operational.
To discuss WhatsApp chatbot pricing, share your current provider, approximate message volume, team size and the workflow you want to automate. Salegine’s early-access pricing is discussed after reviewing fit and scope.
Number arrangement, approved business information, qualification flow and staff handoff.
Team access, customer records and the specific CRM or booking connection to evaluate.
Ask for provider and message charges to be identified separately from platform and setup fees.
A business enquiry starts the discussion. It does not create a paid subscription or confirm a meeting.
A monthly headline price does not show the whole commitment. Ask each provider to put the following details in writing, then compare the same workflow and expected message volume.
Separate setup, platform access, integration work and provider or message charges. Ask what changes when usage grows, and whether support and future workflow changes cost extra.
Agree on one enquiry type, the information it captures and the staff handoff. Confirm which CRM connection is available today and which needs development. Test unanswered questions and requests for a person.
Confirm who controls your business number and account, which records you can export, and what happens when the service ends. Ask how your team resumes conversations if the automation is unavailable.
For Salegine, confirm the available early-access scope and any required integration work before agreeing to a pilot.
The onboarding route depends on your current number and provider arrangement. Include those details in your enquiry so we can assess the setup before discussing migration.
Share the CRM name and the customer information you need to exchange. The evaluation will distinguish available functionality from any integration work required; compatibility must be confirmed for your system.
Review how a conversation is connected to a customer record, how an enquiry gets an owner and how staff pick up the next action. Ask to see the current inbox and permissions for the proposed setup.
Salegine does not publish a fixed early-access price. Request a scope and pricing discussion covering onboarding, platform access, integrations and any provider usage charges. An enquiry starts a business discussion, not a subscription.
Define the team, staffed hours and fallback route in the evaluation. Confirm what information staff receive and what the customer is told while waiting for the next response.
Yes, you can bring representative Arabic and English examples for a scope discussion. Actual language coverage, mixed-language behaviour and handoff must be confirmed in the proposed setup.
Tell us your current provider, CRM, approximate enquiry volume and where follow-up breaks down. We’ll use those details to frame the early-access discussion.