Customers & leads

Remember more than a name.

The question they asked. The product they liked. What to follow up on. Keep customer details, useful answers, tags and notes together in Waabot.

Keep the useful answers.

Save the details that help you understand what someone needs.

Add a little context.

Use tags and notes to make the enquiry easier to pick up.

Follow up with purpose.

Return to the conversation with a relevant next step.

Your customer records

Find the context. Know what comes next.

Useful answers, a clear tag and a note for the next conversation. Keep the details together so your team can understand the person behind the enquiry.

WaabotCustomers & leads
Sarah’s Store
Choose a customer to see their saved answers, tags and note.
CustomerInterested inEnquiry
Everyday RunnerProduct enquiry
Order #1042Order help
Everyday CrossbodyProduct enquiry
TE

Tolu

tolu@example.com
Saved answers
Interested in
Everyday Runner
Shoe size
40
Budget
₦30,000
Looking for
Comfortable work shoes
Product enquiryNeeds advice
Note for your team

Looking for work shoes in size 40. Follow up with the available colour options.

Useful follow-ups

Pick up with a reason to reach out.

Read what the customer already shared. Return to the shared inbox and continue with an answer, a recommendation or the detail they were waiting for.

Keep the next message relevant to that person, so they don’t have to start the conversation again.

Explore the shared inbox

The right update, for people who opted in.

A saved contact isn’t automatically a WhatsApp audience. Use approved templates for customers who opted in, and keep the message relevant to them.

Explore campaigns
Getting started

Make the next conversation easier.

  1. 1

    Collect the details

    Ask for the information that helps you understand the enquiry.

  2. 2

    Keep it organised

    Save useful answers, add tags and leave helpful notes.

  3. 3

    Follow up with context

    Use what you know to make the next exchange more useful.

A little more about customers & leads.

Here are some helpful answers about Waabot.

Keep customer contact details, useful answers in contact fields, tags and notes to help your team understand the enquiry.

Still have questions?

Talk with our sales team to better understand the scale of your business and recommend the right plan for you.

Give every enquiry a little more context.

Collect useful details, keep them organised and make your next follow-up feel personal.