Project discovery
Understand whether the enquiry concerns a home, office or individual room.
Help homeowners and businesses describe their space, project goals and timing before a designer reviews the enquiry.
Business knowledge. Team handover. A clear next step.

THE RIGHT START
A design request needs context before it needs a quote. Capture the type of space and the scope someone has in mind so your first consultation can focus on useful decisions.
Explore the WhatsOS AI assistantUnderstand whether the enquiry concerns a home, office or individual room.
Collect the location, desired work and target timeframe without promising a delivery date.
Prepare a brief for the designer to review before confirming a consultation or site visit.
FROM HELLO TO HANDOFF
Start with a natural question. Gather the details that matter. Let your team confirm the next step.
A PRACTICAL WAY TO START
Choose a focused starting point, check the information behind each answer, and test the handover before you go live.
Assign an owner to review these sources when your services, prices or opening hours change.
AI & business knowledgeDrawings, feasibility and estimates require a designer’s review.
Check the exact connector and permissions you need. Without a live connection, collect a request for staff to verify.
Explore integrationsBring in your team for: Structural changes, complex approvals or a fixed-price request.
Test missing information, a request for a person and a customer opt-out. Agree who owns the follow-up.
Explore the shared inboxQUESTIONS, ANSWERED
Have a workflow in mind? Talk to us about the details.
Speak with WhatsOSNo. The assistant organises the initial enquiry and explains your process. Design work and technical decisions remain with your team.
Yes, as an optional planning input. Explain that a final estimate depends on scope, site review and selected materials.
Your approved knowledge can link to published portfolio pages. Use projects you have permission to share and avoid representing illustrative images as client work.
Choose the enquiry flow, prepare approved business information and connect your WhatsApp number through the account setup. Agree who takes over, test typical and exceptional conversations, then publish the reviewed configuration.
Yes. WhatsOS provides a shared inbox for your team. Define who handles enquiries, when the assistant hands over and how the team follows up. Available roles and allowances depend on your plan and configuration.
Opted-out customers must be excluded from broadcast audiences and sending checks. Use the appropriate consent and message-template process for any outbound communication; a previous enquiry is not blanket permission to send promotions.
YOUR NEXT CONVERSATION
Start with one enquiry flow. Build it around your team.