A Restaurant want to do the following actions whenever their employees make changes to the Google Sheet specified Column “Order Status”
Recurring alerts are always a nightmare for companies who don’t use any advanced CRM’s many times employees may miss sending the reminders or alerts and a result a possible business may loss may happen or landed in poor customer experience
It's a special day for your customers so delight them with a personalized message / card or video from your business to drive more loyalty. If the customer's birthday / anniversary are stored in a google sheet then you can automatically set it to send reminders.
Collecting payment on time helps business to manage their business more efficiently, automatic reminders before x days of the due date and after x days of date helps businesses to send reminders or followup WhatsApp messages based on the given date
There will be many situation where businesses needs to send recurring reminders or messages based on a specific day, month, year etc to a group of customers irrespective of any specific date i.e a tax practitioner want to reminder their customers to pay income tax on or before 7th of every month, then GST on 20th of every month, then annual return on every year all these recurring events can be fully automated with Google Sheet & WhatsApp using Picky Assist Connector.
Schedule a trigger daily, weekly, monthly which checks if a specific value in your google sheet is “True” or “False” like sending a message only to customers whose “Payment Due” is “Pending” this helps businesses send relevant messages only to the customers who carry certain values.
Send a message to a list of customers whose payment is pending for more than 10 days from the due date and add a tag in the Picky assist CRM then assign a task to a User for manual follow up then send a message to the user whom the task is assigned to. Helps businesses to find records based on it’s oldness and act accordingly to ensure revenue
Check for one or many conditions and take action for sending messages only when one or many conditions are true like send message only if the payment due is more than 10 days and due amount is more than 2000, similarly you can create and define any type of conditions and configure 20+ different actions apart from sending a WhatsApp Messages
Google form is a free service offered by Google and can be used to collect data from customers like orders, contact us, call back, support query etc, the best part of the google form is that data collected can be visualized in google sheet along with team collaboration feature and yes you can connect it with your WhatsApp through Picky Assist to make it more productivity than before.
Whenever a new google form is submitted you can create automations to send WhatsApp message to the person saying thank you and at the same time you can alert your internal team about the new form submission, you can also submit the form data into one or many WhatsApp groups
Each customer requirements would be different and the underlying process also differ based on the customer requirements so with Picky Assist Filters you can create any kind of conditions like Country is India,Qatar, UAE then alert the Asian team otherwise alert the “Global Team” etc
When a form is submitted, provide an instant quotation via WhatsApp using Picky Assist Math Calculators without any human intervention for example if a customer requests a price for 2 nights stay along with 4 adults instantly give the price along with the payment link to collect the payment. This helps business to offer 24 x 7 instant services to customers which increase more sales and customer satisfaction
Followup plays an important role in any business which ensures timely closure of business and thereafter timely payments. Picky Assist Smart Delay feature helps to automatically send followup messages to customers after x day or time from the form submission date.
Drip campaigns are great tool to send a series of messages to customers who met certain criteria like a person looking for weight loss tips fills the google form Picky Assist Sequence can add the customers into a specific drip campaign in which they will start getting series of messages as per the scheduled date and time.
An instant engagement of customers leads to high conversion rate, with Picky Assist Teambox Advanced routing rules business can route the customer to the best agent whenever a new form is submitted, business can create filters and conditions to assign the request to one or many departments depends on the data fields like customer who demand for a specific product can be assigned to a team who handles that query delicately.
Event feeds help to extract the google form data and insert into the PIcky Assist Teambox for giving contextual information to the agents who assist the customers, the agents can see the google form details without switching to any other app and handle the customer query accordingly.
Email is all time favorite communication channel and Gmail is pretty cool with lot many features beyond just sending and receive email, Picky Assist WhatsMail product helps business to integrate WhatsApp into Gmail which helps to send and receive WhatsApp messages right from the Gmail Inbox
Sending all WhatsApp messages into an email inbox may not be a good idea always as it will clutter your email inbox, so using Picky Assist smart replies business can forward a WhatsApp messages which contains certain keywords like “Sales, Support, Feedback” etc then forward the email into the given email address.
Businesses can add upto 5 email addresses to forward an incoming WhatsApp messages which helps to loop one or many team members into a messages
When an incoming email receives from WhatsApp then you can simply tap and reply same as how you are replying to an email and our system automatically extract the message and attachment if any then send it as WhatsApp to the right contact.
You can proactively start a WhatsApp conversation from email by just sending a message to given email address by the Picky Assist mentioning the mobile number as subject of the email, you can also pass multiple mobile numbers separated by comma.
Enhance security by whitelisting upto 10 email address which allows you to forward WhatsApp messages and reply from email only from the Whitelisted email address