What we built
WhatsApp context, deal details and reply support in one workspace
The challenge: understand the deal across conversations
The agent previously followed a traditional process for managing property conversations and follow-ups. Property work involves conversations with several people around the same transaction. A useful view of a deal needs to connect those conversations: who is involved, what has been discussed and which questions still need an answer.
The workspace addresses that coordination task. The project brings related WhatsApp threads together so an agent can work with the context of the deal rather than a single message in isolation.
The solution: organise conversations around the project
Agents can connect WhatsApp and group relevant conversations into projects. The AI assistant can work across that conversation history, helping extract people, deal details, outstanding items and follow-up flags.
The workspace also supports context-aware reply drafts and English–Chinese translation. Google Calendar tools connect appointment planning to the workflow. Draft replies remain with the agent to review and send.
The delivered workflow
The workspace brings the conversation record and the next action into the same workspace. An agent can review the context, ask a question about the history and prepare a response using the details of that project.
Human review stays part of the process: the assistant helps assemble context and draft replies, while the agent decides what to communicate.