WhatsApp API Tutorials

Operations

Team Training for Shared WhatsApp Inbox

Onboard support and sales agents to Ominiflow unified inbox — assignment, SLAs, canned replies, and CRM context.

Migrate off personal WhatsApp numbers in phased rollout — announce business number switch to repeat customers via email and packaging inserts.

How It Works

  1. 1
    Create agent accountsRole-based access — agent vs supervisor vs admin.
  2. 2
    Define assignment rulesRound-robin, project-based, or CRM owner match.
  3. 3
    Build canned repliesFrequent answers for shipping, returns, fees — save 40% handle time.
  4. 4
    Set SLA alertsNotify supervisor if first response exceeds 5 minutes in business hours.
  5. 5
    Weekly QA reviewSample conversations for tone, accuracy, and CRM logging gaps.

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