WHATSAPP · EMAIL · ACTIONS · SUMMARIES · ANALYTICS

WhatsApp and email agents

Customers get an answer on WhatsApp straight away, by text or voice note. Every chat and email is read and the details are pulled out. Routine steps just happen, anything important waits for your OK, and you get the summary and the numbers.

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four jobs

What it does

For your customersReplies in English, Hindi or Hinglish, answers the question and books the call.

For your teamAn agent they text or send a voice note to: log a meeting, pull a summary, chase a payment.

For your inboxReads every email and attachment, pulls out the details and files them in your CRM.

For youSummaries, and how your team and your product are doing.

the details

What it handles

Text and voice notes, in English, Hindi or Hinglish
Reads chats, emails and attachments on its own, and pulls out names, amounts, dates and requests
Takes the routine steps: updates the CRM, books the call, sets the reminder
Asks for your OK first on anything that matters, like a discount, a payment or a reply to a key client
A daily or weekly summary of every conversation, on WhatsApp or email
Analytics on your team and your customers: work done against targets, response times, what’s pending, and what customers ask about and complain about
Hand-over to a person, with the full chat attached
Approved WhatsApp templates for follow-ups outside the 24-hour window

what you see

The numbers most teams can’t see

Work that slips

What got stuck, where, and whether anyone picked it up.

How your team is doing

Work done against targets, response times and what’s still pending, person by person.

What customers are saying

What they ask for, complain about and compare you with, taken from chats and emails.

works with

Works with

WhatsApp Business
Gmail
Outlook
Your CRM
Notion
Google Sheets
Your calendar

In a real project

Warmup’s team and members use a WhatsApp agent, in text and voice.

Read the case study

WhatsApp and email agents

What it does

What it handles

The numbers most teams can’t see

Works with

Bring us your to-do list.