What the customer just asked
WhatsApp or email, with the current source and delivery state.
Connected customer work
Turn every customer conversation into clear, owned work.
WRKZY connects WhatsApp and email with customer records, team inboxes, deals, quotes, campaigns, and configured workflows—so the next person knows what happened, who owns the next step, and what the customer is waiting for.
For small teams sharing responsibility for the customerWhatsApp and email available today
Current productSanitized WRKZY demo workspace
The conversation and the next action stay together.
This active WhatsApp enquiry shows the customer, channel, priority, response timing, next action, and a draft that remains unsent until a person reviews it.
- Customer and channel
- Owner, priority, and timing
- Reviewed next action
01WhatsApp and email available today02Customer context beside the conversation03Assignment and next action remain visible04Important actions stay reviewable
Choose your responsibility
Start where your team carries the outcome.
Each team begins with a different customer decision. Choose the page that matches the work you need to improve first.
01Sales
Move an enquiry from first reply to buyer decision.
Connect the conversation to the customer, opportunity, quote, and follow-up that should move the sale forward.
Explore sales02Customer supportGive every request an owner and path to resolution.
Route the request, understand the relationship, make waiting explicit, and leave a useful resolution history.
Explore customer support03Customer operationsDesign how customer work is routed, automated, and reviewed.
Set team boundaries, configure repeatable steps, and keep approvals and exceptions visible to the right operator.
Explore customer operationsChoose a complete workflow
Start with the work your team knows.
Choose the work you want to improve—from the first enquiry to a quote, a reply or a completed handover.
01Enquiry to quote
Turn a buyer request into a quote your team can stand behind.
Connect the conversation, customer, opportunity, reviewed commercial inputs, current quote, and responsible follow-up.
- Enquiry
- Context
- Opportunity
- Offer
- Quote
02Customer handoffs
Move responsibility without making the next team reconstruct the work.
Carry the current state, customer promise, named owner, due time, and return path across sales, support, and operations.
- Prepare
- Route
- Own
- Complete
- Return
03Shared customer conversations
Give WhatsApp and email work one accountable operating path.
Route shared sources, verify the customer, name the owner, reply deliberately, and preserve the next commitment.
- Arrive
- Identify
- Assign
- Respond
- Continue
04Campaign response follow-through
Turn meaningful campaign replies into owned customer work.
Connect audience and delivery evidence to the response, responsible teammate, relevant customer context, and next outcome.
- Audience
- Send
- Inspect
- Route
- Follow through
One illustrative customer journey
The customer sees one relationship. Let the team work from one story.
Aarav from Mehta Stores asks Acme Retail for a bulk-order quote on WhatsApp. The request moves across sales, a buyer decision, and an operational handoff without separating the message from the work it creates.
- 01CustomerA WhatsApp enquiry creates the signal
The request arrives with its channel and current conversation state intact.
- 02SalesThe enquiry becomes owned commercial work
The sales rep sees the customer, opens the opportunity, and records the next discovery action.
- 03BuyerThe current quote creates a decision
The assigned buyer reviews the offer and leaves a structured response against the current revision.
- 04Operations or supportThe next team receives the accepted context
The customer promise, current owner, and next action move forward without a reconstruction exercise.
What WRKZY keeps connected
Four things the next teammate should not have to rediscover.
What the relationship already knows
Contact, company, recent history, open work, and commitments.
Who carries the next decision
The responsible team or teammate, plus timing and review points.
What should move forward
A reply, follow-up, deal, quote, campaign response, or configured step.
Available today
A connected workspace with clear operating boundaries.
Use WhatsApp and email today, keep owner-scoped Private Mail private until its owner deliberately shares context, and use AI for summaries, drafts, rewrites, and suggestions that people review. Configured workflows execute known rules; they do not replace responsibility for consequential customer decisions.
Start with one customer outcome
Connect the conversation to the work it should create.
Choose one recurring enquiry, request, or handoff. Make its customer, owner, decision, and next action visible from arrival through completion.
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