Appointment reminders that protect the diary. Confirm, reschedule, and prep on WhatsApp .

Charity & Non-profit

View workflow →

Web Contact Follow-up

Convert more web traffic: two-field form, then a 5-day WhatsApp drip that enriches the CRM and qualifies the lead before the SDR ever calls.

Marketing Communication

B2B SaaS FinTech Professional Services

View workflow →

Membership Renewals

Renew more memberships with a 30-day WhatsApp cadence, value recap, one-tap renew, human handover, and win-back exit.

Retention Communication

Professional Services B2B SaaS

View workflow →

KYC Onboarding

Complete KYC faster with WhatsApp document requests, missing-file nudges, verification branches, and manual review only for exceptions.

View workflow →

Authentication / OTP

Verify users faster with WhatsApp OTP, single-use codes, retry branching, fail-closed support, and audit logging.

Support Communication

FinTech Healthcare

View workflow →

Hospitality Feedback

Catch bad nights before they hit Google with WhatsApp NPS, promoter review CTAs, detractor recovery, and cohort tagging.

Hospitality

View workflow →

Lead Capture & Qualify

Qualify captured leads with WhatsApp questions, scoring, high-fit sales routing, and nurture for low-urgency contacts.

Sales Marketing Communication

View workflow →

Contact Data Refresh

Refresh stale CRM records with WhatsApp confirmations, structured corrections, one reminder, and a clear freshness flag.

Professional Services B2B SaaS Healthcare

View workflow →

Abandoned Cart Recovery

Recover abandoned carts with WhatsApp reminders, purchase-status exits, support-first rescue, and controlled incentives.

Retention Marketing Communication

B2B SaaS FinTech Agencies

View workflow →

Event & Webinar Reminders

Increase event and webinar attendance with WhatsApp confirmations, timed reminders, attendance branching, replay follow-up, and HubSpot scoring.

Marketing Communication Sales

Onboarding Retention Sales Communication

View workflow →

Trial-to-Paid SaaS

Convert SaaS trials with WhatsApp activation nudges, usage-based branching, support rescue, upgrade CTAs, and Stripe-paid exits.

View workflow →

Customer Onboarding

Guide new customers to first value with milestone WhatsApp prompts, setup nudges, support rescue, and HubSpot onboarding status updates.

Onboarding Support Communication

View workflow →

NPS / CSAT

Collect one-tap NPS or CSAT scores on WhatsApp, branch promoters, passives, and detractors, then route reviews or recovery in HubSpot.

B2B SaaS Professional Services Healthcare

View workflow →

Re-engagement

Wake dormant contacts with a WhatsApp preference prompt, branch interest, snooze, and opt-out paths, and clean HubSpot automatically.

Retention Marketing Communication

View workflow →

Order & Shipping Updates

Reduce WISMO tickets with WhatsApp order confirmations, dispatch updates, delivery branches, delay recovery, and review prompts.

Professional Services Agencies B2B SaaS

View workflow →

Smart Review Triage

Route review requests intelligently with a WhatsApp temperature check, public review links for happy customers, and private recovery for unhappy ones.

Marketing Support Communication

B2B SaaS Professional Services Healthcare

View workflow →

Job Applicant Status

Improve candidate experience with WhatsApp application confirmations, stage updates, interview booking, offer or regret messages, and hiring outcome tracking.

Sales Support Communication