When this solution fits
This is intended for businesses receiving enquiries through several channels or losing track of who should reply. It can also help when staff repeatedly answer the same approved questions. If your team has only a few enquiries and handles them reliably, a shared tracker and clearer ownership may be enough. We would establish that before proposing custom development.
What we can scope
A project can include website enquiry forms, a shared lead record, assignment rules, follow-up reminders and a dashboard for open work. An optional chatbot can answer approved FAQs and capture information for staff. Email, CRM and WhatsApp connections depend on the systems you use and the access available. Each integration is assessed and included explicitly in the agreed scope.
Example workflow
A visitor submits a service enquiry on your website. The system records the request, acknowledges receipt and assigns an owner. If a reply is due, the owner receives a reminder. When the visitor needs a custom quotation, a person takes over with the conversation details available. This is an illustrative workflow, not a live integration or a reported client result.
What we need from you
Bring your current enquiry channels, approximate volumes, staff roles, common questions, escalation rules and existing software details. Use sample or redacted records for the initial discussion. We also need to know your working hours and which actions should always require a person. Credentials and live customer data are not needed for the first enquiry.
Scope, costs and delivery
Futuation offers a demo before commitment. The signed agreement defines the deliverables, timeline, support and acceptance criteria. Hosting, messaging, third-party API and software costs depend on the chosen setup and must be identified in the proposal. This page does not promise a free production integration, guaranteed response accuracy or a fixed increase in sales.
How we would check it before launch
Agree on test cases for new enquiries, duplicates, staff absence, failed delivery and questions the chatbot cannot answer. Verify that permissions protect customer records, reminders reach the intended owner and a human can take over. Begin with a limited pilot, review the exceptions and expand only after the workflow works for your team.
Continue exploring
Stop losing customer enquiries across WhatsApp, email and your website