MarketingKeep the conversation moving.
Bring enquiries into a shared workspace, organise customer information and use agreed stages to review follow-up. Team responsibilities match the supported setup.
See the operating tools →
Turn every customer message
into a clear next action.
Bring conversations, customer records and follow-up into a workflow your team can operate.
Start with enquiry handling. Connect forms, appointments, notifications and existing systems as the business needs them — with clear rules and people in control.
Start with the work
Who takes the next step?
What happens after that?
An enquiry is useful when the customer context, responsible team and next action stay connected.
Continue beyond the first reply.
Configure booking requests, confirmations, service responses and reminders around the selected modules and approved workflow.
Explore the journeys →Turn a submission into action.
Connect submitted details to records, acknowledgements and team notifications. External systems and bespoke journeys have their own implementation scope.
Explore automation →The operating workspace
Customer context.
Visible progress.
These supplied interface references show the tools behind the workflow. Select an image to inspect it.
Know the customer.
Profiles, tags and customer information give the next conversation useful context.
Review the next action.
Configured stages help teams review enquiries, pending work and follow-up progress.
Collect what the process needs.
Structured forms capture the information needed for registration, requests or the agreed next step.
Workflow examples
One starting point.
Several practical journeys.
Expand a journey to see the sequence. These illustrate configuration and implementation possibilities, rather than a live customer system.
Enquiry to follow-upFor sales and service teams
- 01
Receive & capture
Record the enquiry, contact details and relevant customer context.
- 02
Review & route
Use the agreed stages and team process to decide the next useful action.
- 03
Continue & record
Keep the response, progress and outstanding follow-up visible.
Registration to confirmationFor events, visits and appointments
- 01
Collect details
Use a form to capture the required participant or booking information.
- 02
Check the request
Apply agreed review, approval and reference rules.
- 03
Notify & track
Send configured confirmations or reminders and retain the relevant status.
Operational update to customer notificationFor connected business systems
- 01
Receive an update
An approved system supplies a status change through a supported connection.
- 02
Evaluate the rule
Match the record and decide whether a notification or team action is needed.
- 03
Notify & retain
Issue the agreed update and keep a record of the process.
Workflows depend on selected modules, access, data and approved rules. New timing logic and external connections are reviewed before implementation.
Controlled AI
Useful assistance.
Clear human control.
Answer with the right context.
When enabled, AI can support natural-language enquiries and answers from reviewed Knowledge within the agreed setup.
Help staff choose a response.
Inbox reply suggestions support the person handling the conversation. Unclear or sensitive enquiries follow the configured human hand-off.
Keep changes deliberate.
Rule and Knowledge improvements are reviewed before they change the live customer experience. Exact rules and approved workflow actions remain authoritative.
A managed rollout
Start with one workflow.
Build from there.
- 01
Understand
Review the current journey, pain points, team and existing systems.
- 02
Design
Agree the records, stages, rules, responsibilities and delivery scope.
- 03
Configure & test
Prepare supported tools and integrations; review the end-to-end journey with the team.
- 04
Introduce & expand
Train the relevant users, agree support and add further workflows when ready.
Platform access + the implementation your process needs.
Your subscription provides the agreed platform features and capacity. A new Connector, bespoke journey, data migration or advanced integration is separately scoped, tested and approved.
Useful details
Before we begin.
Can we keep our WhatsApp number?
Supported QR-linked deployments can use an existing number. We confirm the connection method and continuity requirements during review. Prior chat history stays in the original phone environment; full platform migration is not assumed.
Can this connect to our website, store or internal system?
We review the available interfaces, access and required data first. Connector development, testing, third-party fees and support are agreed for the specific integration.
Is Official WhatsApp Cloud API available in 360connect?
Native Official WhatsApp Cloud API support remains on the 360connect product roadmap. The supported deployment route is confirmed before implementation. The separate 360 Reach Official campaign service has its own setup.
Is this also a managed bulk campaign service?
360connect supports ongoing customer operations and controlled campaign workflows within the agreed setup. For managed promotional distribution, compare the delivery routes through 360 Reach.
Connected services
Choose the next part
of the journey.
Let’s work through it
Where does your
follow-up get stuck?
Tell us what starts the enquiry, who handles it and what should happen next. We’ll help map a practical first workflow.