WhatsApp-native customer follow-up

Handle customer and billing follow-up from WhatsApp.

Forward messy customer questions, booking requests, PDFs, invoices, and payment proof. Stackifier updates the record and prepares the next reply for your team to approve.

WhatsApp work loop

A customer asks. The business answers properly.

Payment proof, statement PDFs, and the next follow-up stay in one WhatsApp flow, so the customer gets a clear reply.

Payment checkedStatement sentFollow-up recorded
S
Customer thread
Tan Logistics - statement request
Customer

Hi boss, can resend our latest statement? I think INV-1024 was paid last week.

10:02 AM
Customer
PDF
Tan-Logistics-payment-proof.pdf
PDF - 96 KB
10:03 AM
Stackifier

INV-1024 has RM 1,900 received. RM 200 is still open. Latest statement is ready.

10:04 AM
Business

Hi Tan, thanks for the proof. We received RM 1,900 for INV-1024. There is RM 200 still open, and I attached the latest statement here.

10:05 AM
Business
PDF
SOA-Tan-Logistics.pdf
PDF - 4 open invoices
10:05 AM
Customer

Okay noted, we will settle the RM 200 on Friday.

10:06 AM
Stackifier

Record updated: partial payment, SOA sent, Friday follow-up.

10:06 AM
Message customer...