Service discovery
Explain your published development, support and consulting services.
Professional services
WhatsApp Chatbot for IT & software servicesTurn a technical idea into a useful project brief.
Organise website, software and IT-service enquiries around the prospect’s goal, current systems and preferred next step.
Business knowledge. Team handover. A clear next step.
Built around your businessHelpful answers. Thoughtful follow-up.
THE RIGHT START
Make the first
conversation count.
A request for an app or website rarely includes enough scope to estimate the work. Collect a practical starting brief before your technical team reviews it.
Explore the WhatsOS AI assistantProject briefs
Capture the desired outcome, existing system and target timeframe.
Technical review
Pass architecture, security and fixed-price questions to the responsible specialist.
FROM HELLO TO HANDOFF
A useful enquiry.
A team ready to help.
Start with a natural question. Gather the details that matter. Let your team confirm the next step.
- Understand the enquiryAnswer from the business information you approve.
- Collect relevant detailsProject goal · Current system · Target timeframe · Contact preference
- Bring in your teamShare the context and make any pending confirmation clear.
Your business assistantIllustrative WhatsApp conversation
Example only · Adapt the questions to your business
A PRACTICAL WAY TO START
Your knowledge.
Your team. Your workflow.
Choose a focused starting point, check the information behind each answer, and test the handover before you go live.
Give it reliable information
- Published service scope
- Discovery and proposal process
- Technical escalation contacts
Assign an owner to review these sources when your services, prices or opening hours change.
AI & business knowledgeConfirm what can be completed
Estimates, architecture and delivery commitments require technical review; system actions depend on a configured integration.
Check the exact connector and permissions you need. Without a live connection, collect a request for staff to verify.
Explore integrationsKeep a person in the loop
Bring in your team for: Security questions, access requests or complex technical requirements.
Test missing information, a request for a person and a customer opt-out. Agree who owns the follow-up.
Explore the shared inboxQUESTIONS, ANSWERED
FAQs for
it & software services.
Have a workflow in mind? Talk to us about the details.
Speak with WhatsOSCan it give a fixed development quote?
Only share approved published packages and their conditions. Custom scope, estimates and delivery dates require your team’s review.
Should customers send login credentials?
No. Initial intake should not request passwords, API keys or access tokens. Use your approved access process after the enquiry is reviewed.
Can enquiries go into our project system?
A connection must be checked and configured for that system. Without it, your team can review the captured conversation in WhatsOS.
How do we get started with WhatsOS?
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.
Can a team member take over the conversation?
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.
What happens when a customer opts out?
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
Make WhatsApp work
for it & software services.
Start with one enquiry flow. Build it around your team.