Turn customer messages into work the company can actually follow.
Manage authorised WhatsApp Business conversations as a team. Connect people to CRM, assign replies, create work and keep the outcome with the conversation.
A business conversation should not depend on one person's phone.
Customers use WhatsApp because it is quick. Companies need more than quick replies: clear ownership, permission, consent, response history and a way to turn the request into work. nineloops connects the conversation to the customer and to the company process around it.
- Ownership, not a private chat
- Authorised conversations live in a shared inbox the whole team can see, not on one colleague's handset. Anyone covering can pick up where the last reply left off.
- Permission and consent on record
- Keep consent evidence, opt outs and suppression alongside each conversation so you reply within the rules rather than from memory.
- Every request becomes work
- A message is the start of something, so turn it into a task, an opportunity or an issue and keep the source message attached to it.
One inbox for authorised conversations.
Bring approved WhatsApp Business numbers into a shared inbox with the controls a team needs, and make it clear which business number will send the reply.
- Assignment, status and priority
- Assign each conversation to an owner, move it through clear statuses and flag priority so nothing waits without a reason.
- Tags, notes and saved replies
- Add tags and internal notes for the team, and answer common questions with saved replies instead of retyping them.
- Context, history and attachments
- See contact details, client context, the response target and the full conversation history, with attachments kept in place. Escalate when a thread needs a senior owner.
Know who is speaking.
Match a conversation to the person and the company behind it, so replies are informed and the history is never lost.
- Match to people and accounts
- Link a conversation to an existing person, company or client account, and to the opportunity, project or campaign it relates to.
- Create records when there is no match
- Authorised users can create a new contact or company on the spot when no match exists, so the conversation never sits unattached.
- Confidence and review
- Identity matching shows its confidence and asks for review where the match is uncertain, so the wrong person is never assumed.
Move from a reply to a real outcome.
From any conversation, create the work the message is really asking for, and let the conversation show progress and the final outcome.
- Work for any team
- Raise a task, project request, opportunity, client issue or incident, and route finance, content or approval requests to the right module without leaving the thread.
- The record remembers the source
- Each new record keeps the source message, so anyone picking it up can read the request in the customer's own words.
- Follow up that is owned
- Add a follow up reminder against the conversation so the next step has a named owner and a date, not a hope that someone remembers.
Send the message to the right people, every time.
Route incoming messages on the signals that matter, keep human review for anything sensitive, and let automations handle the routine steps.
- Route on real signals
- Route by business number, topic, client, language, time, team, priority, keyword, contact owner or response target, and keep human review where routing is uncertain.
- Automate the routine
- Assign a new enquiry to the account team, start an SLA timer, escalate an unanswered complaint, or create a task from a service request without manual chasing.
- Approved templates on permitted triggers
- Send an approved template only after a permitted trigger, close or reopen a conversation based on the response, and notify a manager when a high value client gets in touch.
Stay inside the rules Meta sets.
WhatsApp business messaging depends on current Meta rules. nineloops supports controlled management of templates, consent and access, and does not promise capabilities Meta does not permit for the connected account.
- Templates and the service window
- Manage approved templates, their language and status, business initiated message rules and the customer service window in one place.
- Consent, opt out and suppression
- Hold consent evidence, opt outs and suppression so you only message people you are permitted to, and surface provider errors when something is rejected.
- Permissions for every role
- Separate who can connect the account, manage numbers and templates, view conversations, reply, send approved templates, export, view analytics and view billing. An inbox agent never needs access to tokens or billing.
Questions
- Does nineloops send WhatsApp messages on its own?
- No. nineloops only manages authorised WhatsApp Business conversations on the numbers and account you connect, and stays within the rules Meta sets for that account. It does not promise capabilities Meta does not permit.
- Who owns the Meta business assets and billing?
- You do. Each customer should own or properly control its own Meta business assets and payment relationship where required. nineloops separates connecting the account, managing numbers and viewing billing so the right people hold the right access.
- Can a message become a task or an opportunity?
- Yes. From any conversation you can create a task, project request, opportunity, client issue, incident or finance, content and approval request. The new record keeps the source message and the conversation shows its progress and outcome.
- How does nineloops know which customer is messaging?
- It matches the conversation to an existing person, company or client account, and to the opportunity or project it relates to. Matching shows its confidence and asks for review when uncertain, and authorised users can create a new contact when there is no match.
Keep WhatsApp quick for the customer and accountable for the company.
Bring authorised WhatsApp Business conversations into a shared inbox, connect them to CRM and turn every message into owned work.