Workflow
Reassign 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.
How it works
01
A rep goes on leave or leaves the team
02
Their leads move to a colleague
03
The full conversation history moves with each lead
04
Customers keep getting answers without a gap
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
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