Account planning
Document account purpose, target market, owner, and operating status.
Keep WhatsApp customer conversations organized across your sales team
OrbitDesk provides a dedicated product workspace for account planning, customer context, team ownership, reply preparation, and sales follow-up.
WHATSAPP WORKSPACE
Give every conversation an owner and a next step
Bring the operational details around a customer conversation into one clear workflow.
Customer conversations
Keep message context visible while the team prepares the next response.
Customer journey
Record source, tags, sales stage, owner, and next action.
Team handoffs
Assign work and preserve internal context when ownership changes.
Reply preparation
Use sales knowledge to prepare drafts for human review.
Follow-up tasks
Track due dates, responsibilities, and progress across the sales process.
USE CASES
Built for ongoing customer and sales conversations
Keep requirements, stakeholders, and the next action attached to the customer record.
Prepare a structured follow-up process for existing customer relationships.
Transfer context when a service conversation becomes a sales opportunity.
Make ownership and internal notes visible across sales and support.
IMPLEMENTATION
Start with the workflow, then connect a real WhatsApp service
Map the process
Define customer sources, account needs, team roles, and handoff rules.
Prepare account access
Select the appropriate WhatsApp account and service connection.
Configure customer operations
Set stages, ownership, knowledge, follow-up, and human review.
Validate before launch
Test messages, account status, team access, and exception handling.
WhatsApp and two-way SMS remain separate products
This workspace does not automatically read or combine SMS conversations. Businesses can evaluate the independent OrbitDesk two-way SMS platform for text messaging workflows.