Use case
WhatsApp for sales and support—with limits you control
When messaging is enabled, BizPlusX ties chats to customer records, approved templates, and credit usage—so replies stay fast without runaway costs or orphaned threads.
What good looks like on chat
Approved templates
Fewer compliance mistakes and faster replies at peak.
Shared context
Any agent sees orders, balances, and prior notes.
Handoff to orders
Share catalog lines or invoices from the thread.
Credit visibility
Admins monitor usage before bills spike.
Audit trail
Know who sent what and when—not a black box.
Optional channel
Email and phone still work; chat is not forced.
Typical WhatsApp rollout
- 1
Approve templates
Load message templates that match your sales and support scripts.
- 2
Link chat to catalog
Share products or invoices from the thread instead of retyping totals.
- 3
Close the loop
Mark orders paid and archive threads with audit-friendly history.
Common questions
Is WhatsApp included in every plan?
No. Messaging is an optional module with regional availability and credit limits. We confirm scope before you enable it.
Can agents see order history while chatting?
Yes. Conversations link to customer records so replies reference real orders, balances, and prior tickets.
How do you prevent runaway messaging costs?
Tenant credits and fair-use rules gate sends. Admins see usage before bills surprise the business.
Map this workflow to your business
Tell us your country, team size, and top pain—we will show the matching modules and a sane rollout order.