loftCRM
Step 1 of 4 · 2 min

Conversations

What you will learn

  • Contact matching
  • Unknown senders
  • The WhatsApp 24-hour window
  • Converting a conversation to a case

What you need

  • A customer operations sign-in

Support → Inbox lists WhatsApp and email conversations, newest first, with sender, customer and reply target.

your-workspace/#/inbox
Inbox.
Inbox.
Answer customers on WhatsApp and email
video · 10 s

Filters: Mine, Unassigned, Unverified, Waiting on customer, All. Reply targets are 15 minutes for WhatsApp and one day for email; overdue conversations show the time overdue.

Step 2 of 4 · 2 min

Contact matching

Senders are matched to contacts by phone number or email address in any format (0772…, +256 772…, 256772…).

For a number not on any contact record, case and service details are hidden. Ask for the customer ID and name, then Link number to a contact.

Step 3 of 4 · 2 min

Replying

WhatsApp accepts free-text replies for 24 hours after the customer's last message; the thread shows whether the window is open. After it closes, only approved templates can be sent.

your-workspace/#/inbox
Conversation with Brian Kato, Uganda Revenue Authority.
Conversation with Brian Kato, Uganda Revenue Authority.

Quick replies (Acknowledge, Known outage, Ask for customer ID) fill the reply box. Enter sends; Shift+Enter adds a line.

Step 4 of 4 · 2 min

Conversation to case

Convert to case opens case registration with customer, contact and channel filled in, and links the conversation to the case. Link to existing case links it to an open case.

Later customer replies in the conversation appear on the case. See Fault cases.