When a customer writes, the system opens a task in the project chosen for that number. The task starts unassigned — meaning “someone needs to pick this up”.
- 1The customer writes → a task is created and the conversation appears in the list.
- 2An agent opens it and claims it — the task is assigned to them.
- 3The reply is written straight from the system; the customer receives it in WhatsApp.
- 4When the matter is settled, the task is closed.
Media
Photos, documents and voice messages are accepted too and attached to the task — the screenshot the customer sent stays inside the task itself.
A conversation can be handed over to another agent when it belongs to their area.