Inbound lead, right person
A prospect writes in from your website’s WhatsApp button or chat. The “Welcome and routing” scenario asks a button question and hands the conversation to the right team; a rep picks it up.
WYP.chat gives B2B service firms (agencies, consultancies, software vendors, service providers) a shared WhatsApp number: every lead who writes in, on WhatsApp or your website chat, is assigned to the right sales rep, with their record, notes and Google Meet calls. To message a contact first, you need their consent.
Your whole team, no seats to count. With 5 people, the Team plan costs €99 a month excl. VAT, the same as with one. You pay Meta directly for its messages, with no markup.
For companies that sell to companies: agencies, consultancies, software vendors, IT service providers, training providers, business services.
A prospect writes in from your website’s WhatsApp button or chat. The “Welcome and routing” scenario asks a button question and hands the conversation to the right team; a rep picks it up.
The rep offers available slots from their Google Calendar in the conversation. The meeting is booked with its Google Meet link.
You send your quote as a PDF, then a message with reply buttons. The client’s choice lands in the thread, with the rep who owns the account.
The project lead mentions a colleague in an internal note the client never sees. When someone leaves, the history stays with the company.
A simple path on the company’s number, whether the lead comes in on WhatsApp, your website chat, Instagram or email.
There is no automatic round-robin: a rep picks up the conversation, a manager assigns it, or a scenario hands it to a team. Each rep only sees their own teams’ conversations.
In B2B, many conversations already run through reps’ personal WhatsApp. The trouble starts when one of them leaves, or when two people answer the same client.
| Need | Each rep’s WhatsApp | WYP.chat |
|---|---|---|
| Knowing who owns this lead | Nobody knows | One owner per conversation, visible to the whole team |
| A rep leaves | The history leaves with their phone | Conversations stay on the company’s number |
| Several offerings or countries | One phone per number | Up to 3 numbers (Team) or 10 (Pro), one team per number |
| Discovery call | Video link pasted by hand | Google Calendar slot and Meet link created from the conversation |
| Contact record | The phone’s address book | Stage, tags, notes and source, shared |
| Response time | Not tracked | Tracked with alerts (Team and Pro plans) |
| Link to your CRM | None | CSV export; HubSpot, Salesforce and Pipedrive: coming soon |
Whatever the local rules on B2B marketing, WhatsApp’s policy is the strictest layer: a business needs the contact’s opt-in before sending any message on its own initiative. In Spain, the LSSI also bans unsolicited electronic marketing to companies; France’s CNIL allows B2B outreach without prior consent only if the message concerns the recipient’s job and they can object.
WhatsApp campaigns →Attach each number to a team: sales, pre-sales, support, a brand or a country. Each rep only sees their own teams’ conversations; admins see everything.
Teamwork in WYP.chat →WYP.chat is not a sales CRM: no deal values, no forecasts, no kanban board. It keeps what the team needs to reply well, and exports to your CRM.
WYP.chat’s WhatsApp CRM →For a service, send your quote as a PDF, then a message with reply buttons (up to 3, 20 characters each): “Approved”, “I have a question”. The client replies with one tap, and the answer goes to the rep.
Selling products by the box? Wholesalers →Messages from your leads are free. So are your free-form replies within 24 hours of their last message, up to 1,000 per month per number; beyond that, Meta charges the utility rate of the contact’s country.
WhatsApp message pricing →This page is for companies selling consulting, projects or subscriptions to other businesses. Two neighbouring cases have their own page.
Customer service →Your number stays the same, and the WhatsApp Business app can stay on the company phone.
The WYP.chat AI agents most useful for this industry, one per mission. Your team always stays in control.
Answers a prospect’s first message from your pages and FAQ, and hands over to the sales team as soon as price comes up.
Will spot requests left unanswered and draft a first message for each one. Nothing will be sent without your approval.
Will gather the need and prepare a proposal from your prices, for you to approve.
Coucou and Allô are available today on WhatsApp, Messenger, Instagram, Telegram and your website chat, and Veilleur replies when you are closed, with your reopening time. The other agents are coming soon.
Every AI agent, mission by mission →Teams per number, tracked response times, up to 3 WhatsApp numbers and unlimited users. Just one rep for now? Solo (€29 excl. VAT) is enough to start.
Yes, for inbound leads, account follow-up and meetings. To message a contact first, WhatsApp requires their opt-in, even between businesses. WYP.chat shares the company number between reps, with assignment and history.
WhatsApp’s policy requires the contact’s opt-in before any message you initiate, whatever the country. Local law adds its own rules: in Spain, the LSSI bans unsolicited electronic marketing, including to companies; in France, the CNIL allows B2B outreach without prior consent if it concerns the recipient’s job and they can object.
No. WYP.chat handles conversations and a simple contact record (stage, tags, notes, source). Connectors to those CRMs are coming soon, with no date announced; meanwhile, the directory exports to CSV.
Yes: Team brings together up to 3 numbers and Pro up to 10, each attached to a team. A shared company number has one advantage: the history stays when a rep leaves.
The app runs on one main phone and 4 linked devices, with no conversation assignment or response-time tracking. Free-form replies are only possible within 24 hours of the contact’s last message; after that you need a paid, Meta-approved template.
The client can reply with a button under your PDF quote, and the reply stays in the history. Keep contract signing in your e-signature tool. For products in your list, the WYP.chat proposal confirms the order when the client taps “Accept”.
Each client is assigned to the person handling their file, others only see their own team and sensitive actions are logged. Sensitive documents stay in your secure tool.
Every buyer, tenant or seller enquiry has an owner, viewings go into Google Calendar and conversations stay with the agency.
Several people working across one or more numbers, an owner for every conversation, response times tracked and escalated, supervisors for each team.
Help centre articles that walk through each setting, screen by screen.
Pages checked on 10 October 2026.
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