Integration
Reps keep their WhatsApp app
Reps keep chatting from the WhatsApp Business app while tkana logs every message and runs the automations.
How it works
01
Reps keep using the WhatsApp Business app on their phone
02
Every message they send and receive is logged in tkana
03
Automations and follow-ups run alongside their chats
04
Managers get full visibility with no change for the rep
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
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
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