AgentWorkflow
Leads 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.
How it works
01
A new lead arrives from WhatsApp, web chat, an ad, a form or your own system
02
The agent qualifies it against your criteria
03
A workflow picks the right rep by product, region or availability
04
That rep is notified on WhatsApp or email with the lead's details
05
Every lead has an owner within seconds, and reassignment works the same way
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
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
WhatsAppPipelineWorkflowIntegrationAutomation at every pipeline stage
Each stage runs its own actions: a WhatsApp message, a task for the rep, a CRM update, a manager alert.ImpactOne consistent sales process, run by the system
WhatsAppEmail