Bring the request into view.
The WhatsApp or email message arrives with the customer and recent conversation attached.
The request is visible to the team that needs to act.Customer operations
From “we’ll take care of it”to done.
Customer requests often pass between teams. WRKZY keeps the conversation, the person responsible and the next step together, so every promise makes it all the way to done.
Built for teams that share responsibility for the customer.
Kavya Rao · Northstar RetailWhatsApp · 10:14
“Can we move Monday’s onboarding and include the Mumbai team?”
- Owner
- Priya · Customer Operations
- Waiting on
- Enablement
- Timing
- Reply due today · 16:00
NextConfirm the updated onboarding plan
Plan confirmed · Customer updated
- The request is visible.
- Someone owns the answer.
- The next step has a time.
- The result is recorded.
One customer. Several people involved.
To the customer, it is one promise.
Sales may know the history. Operations may need to make the change. Support may own the reply. WRKZY keeps the request together while each person does their part.
- Customer teamReply
Own the answer and keep the customer updated.
- EnablementArrange
Confirm the people and revised plan.
- OperationsConfirm
Check the request and record what changed.
Customer updated · recorded resultUpdated onboarding confirmed for Monday · Mumbai included
One request, all the way through
Follow one customer request as it moves between teams, from the first message to the recorded result. Ownership, timing and the next action stay clear at every stage.
01 / Arrive - state
- New request
- owner
- Unassigned
- waiting
- Customer Operations
- timing
- Reply due today · 16:00
- next
- Review the request
02 / Own Give the request one owner.
Priya owns the customer update. The response time and next action stay visible to everyone involved.
The customer has one clearly responsible person.- state
- Owned
- owner
- Priya · Customer Operations
- waiting
- Enablement
- timing
- Reply due today · 16:00
- next
- Confirm facilitator and attendees
03 / Coordinate Bring in the team that must act.
Enablement takes the supporting action while Priya remains responsible for updating the customer.
The handoff has an owner, a due time and the customer context attached.- state
- Waiting on another team
- owner
- Priya · Customer Operations
- waiting
- Rohan · Enablement
- timing
- Confirmation due · 14:30
- next
- Approve the revised plan
04 / Finish Record the result.
The plan is confirmed, the customer is updated, and the result stays with the customer record.
Anyone picking up the account can see how the request ended.- state
- Completed
- owner
- Priya · Customer Operations
- waiting
- Nobody
- timing
- Completed · 15:18
- next
- No further action
Current product
The whole request. One place.
Open the customer conversation with its owner, due time, related work, and customer context already attached.
Current product01 / Connected request
Start with the message. See everything around it.
Know who owns the next move, what the customer is waiting for, and how earlier work ended—without searching another system.
For the work that repeats
Keep routine work moving.
Choose what starts the workflow, set its conditions, owners, waits, and timeout path, then test it before it goes live. See which runs completed and which need attention.
When work needs a decision
Put the decision in the right hands.
Route quotes, deal changes, catalogue prices, identity rules, and automations to the right reviewer. They can open the source, see what changed, and decide with the full context in view.
- 01QuoteRevised commercial terms
Requested by Maya
Review request ↗ - 02DealMove to the next stage
Requested by Arjun
Review request ↗ - 03Catalogue priceApprove the new price
Requested by Leena
Review request ↗ - 04Identity ruleReview the matching rule
Requested by Priya
Review request ↗ - 05AutomationPublish the revised workflow
Requested by Rohan
Review request ↗
Today’s customer work
See what needs attention.
Start with work that has no owner, is overdue, blocked, or waiting for a decision. Open the request and act with its context attached.
- 01UnassignedWhat still needs an owner?
Catch new requests before the customer has to chase.
- 02Overdue · BlockedWhat has stopped moving?
See what is late, what is blocked, and why.
- 03ApprovalsWhat needs a decision?
Open the source, review the change, and give the work a clear answer.
- 04Needs attentionWhich workflow needs help?
Inspect the run, understand the failure, and choose what happens next.
My DayDue and overdue work you ownRequestsWork another teammate asked you to take onTeamWork across the people you manageBlockedWaiting work, with the reason attached
See the pattern behind the queue.
Explore reporting ↗Compare response times, workloads, outcomes, and automation health over time. Open the work behind any number that needs explaining.
When the work is done
Leave a result the next person can trust.
Record what changed, why it changed, and when the customer was informed. The next teammate can understand how the request ended without reopening the full conversation.
Onboarding change · CO-0284Updated onboarding plan confirmed
Kavya Rao · Northstar Retail
Monday retained · Mumbai team added · Facilitator confirmed
- Source
- WhatsApp request · 10:14
- Decision
- Revised plan approved · 14:42
- Commitment
- Customer update due · 16:00
- Completion
- Customer informed · 15:18
Customer informed · Outcome recorded
Start with one real request
Take it from message to done.
Choose a customer request your team handles every week. Bring it into WRKZY, give it an owner and a due time, and record the outcome beside the conversation.
14-day Growth trial · No card required