WorkflowIntegration
Automation at every pipeline stage
Each stage runs its own actions: a WhatsApp message, a task for the rep, a CRM update, a manager alert.
How it works
01
You define your pipeline stages
02
Each stage gets its own actions: a message, a task, a CRM update or an alert
03
When a lead enters a stage, its actions run
04
Every lead follows the same process, every time
Related use cases
WorkspaceAgentWorkflow
Every rep's number, one workspace
Each rep's WhatsApp number sits under one organisation. Managers see every conversation; reps see their own.ImpactOne view of the whole sales team
WhatsAppCoexistenceIntegrationReps keep their WhatsApp app
Reps keep chatting from the WhatsApp Business app while tkana logs every message and runs the automations.ImpactNo change for the rep, full visibility
WhatsAppRoutingAgentWorkflowLeads routed to the right rep
A workflow routes every new lead to the right rep by product, region or availability, and notifies that rep on WhatsApp or email with the lead's details and qualification.ImpactEvery lead lands with an owner in seconds
WhatsAppContinuityWorkflowReassign leads when a rep is out
When a rep is on leave or leaves, their leads move to a colleague with the full history attached.ImpactNo lead goes quiet because one person is away
WhatsApp