These days, it’s pretty unavoidable as your customers want to contact you using the channels they’re most comfortable with.
So what can you do to help manage this?
First thing’s first, separate your personal WhatsApp from work contacts by using WhatsApp Business. This is going to give you the freedom to mute and hide work-related notifications when you’re trying to relax.
Then, try to move the customer away from WhatsApp and into ServiceM8.
As yet, there’s no WhatsApp <> ServiceM8 connection, so the fastest way to get the customer from one to the other is to ask them to enter their information and what they need into the ServiceM8 Simple Online Enquiry Form. This will send their enquiry through to the ServiceM8 inbox.
You could do this with a WhatsApp template, a text replacement shortcut, or even an automated greeting message.
Once you’ve got the customer’s details in ServiceM8, you can pick the conversation up from there!
