Disconnected accounts
A known customer should reach the advisor who knows their history, without a new triage.
Qualify new prospects, route account customers to the responsible advisor and keep orders, documents and logistics in the same conversation — with Salesforce context.
In agribusiness, region, account, volume and timeline change the next action. Without organized triage, sales teams spend time on unqualified contacts and customers repeat information.
A known customer should reach the advisor who knows their history, without a new triage.
Quantity, timing and planting conditions only emerge after the conversation has already taken team time.
Orders, PDFs, invoices, load scheduling and follow-up are hard to track across separate channels.
The flow can consult the Salesforce data and apply operational rules configured to show each contact a clear next step.
A registered number can go directly to the account owner.
Area code and other defined criteria help locate the responsible region.
Questions about volume, timing and execution organize the first information.
Out-of-profile cases can receive guidance to a configured channel or partner.
Eligible demands can become a lead and reach the advisor with context.
Route existing customers and new opportunities according to configured commercial criteria.
Collect strategic information before involving a person in the conversation.
Apply rules to guide out-of-profile requests and focus the team on eligible opportunities.
Share orders, invoices and PDF files where the negotiation takes place.
Guide delivery and scheduling steps according to operational flows.
Send follow-up after service and keep the relationship with the account owner.
See Salesforce omnichannel →Operational example — not a specific customer or guaranteed result.
Producers and buyers needed to talk to the advisor for their region and account. Meanwhile, small or out-of-profile contacts arrived to sales without enough context.
A WhatsApp flow can recognize existing contacts, use area code and configured criteria for region, qualify new prospects and route each case to the right sales or partner path.
The advisor receives eligible opportunities with the collected information. Orders, documents, logistics and after-service follow-up continue in the same relationship timeline.
A flow can use data such as area code and criteria configured in Salesforce to identify the region and route the conversation to the person defined by the operation.
When account data is available in the configuration, the contact can be routed to the responsible advisor, preserving relationship context.
The company can configure questions such as desired quantity, planting timeline and execution conditions, as well as other information relevant to its business rules.
The operation can use the conversation to send order information, documents and files such as PDFs, according to its flows and policies.
When connected to Salesforce, chatt2.me can centralize messages and relationship events to give authorized teams context.
Connect qualification, accounts, orders and logistics in a continuous WhatsApp journey.