Materials · Shops and e-commerce

WhatsApp customer service checklist

Everything that needs to be in place for your business to serve customers well, sell more and stop losing conversations on WhatsApp.

A practical checklist, area by area, to organize your company's customer service on WhatsApp: number profile, team and departments, hours, triage menu, response time, tone, quick replies, customer records, consent and where contacts come from.

What you will find

• 11 areas of customer service, each with its own checklist
• How to set up departments, queues and hours without leaving customers unanswered
• What to check in the triage menu and the away message
• How to keep tags, notes and funnel stages up to date
• Consent, opt-out and how to avoid having your number restricted
• A weekly review table to keep track of your service

Chapters

1. 01How to use this checklist
2. 02Business profile
3. 03Team and departments
4. 04Hours and away message
5. 05Triage menu
6. 06Response time
7. 07Tone and language
8. 08Quick replies
9. 09Records: tags, notes and funnel
10. 10Consent and opt-out
11. 11Where customers come from
12. 12Weekly review
13. 13Where IntegraWhats fits in
14. 14Printable summary