How is your hotel's chat management going on the Live Chats screen? Have you missed a lot of calls? How about automating your messaging so you don't miss any more reservations? Tasks + Automatic Follow-up by WhatsApp will help you.

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Benefits

Step by step

Benefits

Do you need to get in touch with a customer who has a quote and hasn't booked yet? Do you need to ask for proof of payment? Or do you need to confirm a reservation? Automatic Follow-up via WhatsApp will help you to keep in touch with these customers. Tasks, in addition to helping you organize your call routine, allow you to schedule the automatically sent message that will arrive directly on your customers' cell phone.

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⚠️ Attention: Automatic messages are only available to those who have our Official WhatsApp API Integration.

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Step by step

For example, your customer requested a quote, asked a few questions but still hasn't booked. You can schedule a message to remind them of the reservation, or offer a special promotion if they book by a certain day. Let's learn more …

1. Go to your Live Chats screen, select the chat and click Add Task:

2. First create a title for your task, the field is blank and you can write whatever you want:

3. Choose the date and time to send your message:

4. Choose the agent responsible for the task (feature only available to Managers and Administrators):

5. Select the option Send automatic Follow-up by WhatsApp:

6. Now choose a template to send (you can check how to register templates in this article):

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🔍 Note: In your template you can use @ which will be replaced by the traveler's information (name or phone or email), as shown in the image:

This information should be in the chat. If it's not filled in and the template requires this information, you will not be able to select it until you fill in the missing information manually. ________________________________________________________________________________________________________________

7. Now you can choose a condition for sending the message. For example, I want to send this message only if the traveler doesn't reply to my last message: