CRMdocvivo
WhatsApp CRM

Handle WhatsApp as a team, never lose a message

Docvivo runs on Meta's official WhatsApp Business Platform. Chats sit in the same inbox as Instagram and Messenger messages, with the right representative.

  • Official Business Platform
  • Team inbox
  • Language-based assignment
  • First-message greeting
Handle WhatsApp as a team, never lose a message
01

Official, and set up in a few steps

Connect your number through Meta's own connection screen. If you like, you can keep using the same number with the WhatsApp Business app.

Official, and set up in a few steps
02

One inbox for the whole team

WhatsApp chats sit in the same inbox as Instagram and Messenger messages; each chat is assigned to the right representative by language, with the customer card open alongside it.

One inbox for the whole team
03

Assignment by language

Meta Pipeline detects a message's language and assigns the chat to the next representative who speaks it and hasn't reached their limit. Pause someone on leave with one click.

Assignment by language
04

An automatic greeting for first messages

A new customer's first message automatically gets the greeting you set for the channel, in the detected language; if you like, only within a time window you choose.

An automatic greeting for first messages

Also included

Import your WhatsApp history

If you connected the number while keeping it in the WhatsApp Business app, you can import your earlier chats into Docvivo; Meta allows starting this import within the first 24 hours after connecting.

Other features

Frequently asked questions

Which channels can I manage messages from?

WhatsApp, Instagram DM and Facebook Messenger messages land in one real-time inbox. Submissions from Meta lead forms and from the forms on your website also become potential records automatically.

Is the WhatsApp integration official?

Yes. Docvivo runs on Meta's official WhatsApp Business Platform (Cloud API). You connect your number in a few steps through Meta's own connection screen, and if you like, you can keep using the same number with the WhatsApp Business app.

How does it work with international customers?

The message's language is detected and the chat is assigned to a representative who speaks that language. The first-message greeting, offers and appointment follow-up messages go out in the customer's language. Records offer a choice of 24 languages.

From first message to sale, start today

Create your free account, connect your channels and greet your first potential. Wherever you get stuck during setup, our team is there to help.

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