Specification intake
Capture product type, dimensions, quantity and intended use.
Capture printing and packaging enquiries around product type, quantity, size and delivery requirements before your production team reviews them.
Business knowledge. Team handover. A clear next step.

THE RIGHT START
A quote depends on specifications that may be missing from the first message. Collect a practical outline while leaving artwork approval, material selection and production dates to your team.
Explore the WhatsOS AI assistantCapture product type, dimensions, quantity and intended use.
Record the desired delivery window and destination for review.
Let staff confirm materials, artwork requirements, proofs and the quote.
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 knowledgeMaterials, artwork approval, final pricing and production or delivery dates require staff confirmation.
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: Technical specifications, proof approval or a fixed production commitment.
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. Proofing and production approval need your established review process and the customer’s agreed sign-off.
Share approved published rates only where applicable. Specifications, material, finishing and delivery need review for a final quotation.
Do not promise either from the enquiry alone. Your team must confirm proofing conditions, production capacity and delivery arrangements.
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.