WhatsApp Business for Managers - Spotter V2

Created by Andre Greiner, Modified on Wed, 08 Mar 2023 at 09:46 AM by Andre Greiner

Chat with leads through the world's largest communication tool, WhatsApp Business , inside the largest Sales Engagement tool in Latin America, Exact Spotter . 

  • Real-time conversations in multiple windows;
  • Ask the lead to contact you via WhatsApp instead of sending that laborious email. Receiving is in real time. Messages arrive simultaneously in all operating windows.
  • Choose the best way to view the conversation history; 
  • Consult the history of the last 7 days of conversation with the lead through WhatsApp Business or, if you prefer, check it all on the lead's timeline.
  • Interact with the lead in different ways;
  • Download the videos and images sent by the lead to speed up the service and engage more in the conversation;
  • Give options to facilitate communication;
  • Ask the lead to send you an audio, you can listen directly through WhatsApp Business from Spotter or download it to your computer. 
  • Distribute new conversations intelligently across the team;
  • Check out all the ways of intelligently distributing new conversations and analyze which one best applies to your reality. Consult the article   to support you in this configuration.

IMPORTANT:  Before continuing with this reading, we recommend that you read the article WhatsApp Business and Spotter: What you need to know before using it, because in it we answer the most frequent questions, aiming to facilitate the understanding of all Spotter users.

We can follow? So let's go!

Now that you know that Spotter is even more modern with WhatsApp Business enabled, check below how using the tool will work to communicate with leads in your daily life.

Log in to the Exact Spotter page . 

a. Enter your email, password and click  Login .


To configure the distribution of new messages, access the Settings >  WhatsApp Business menu. Then see the article How are WhatsApp Business messages distributed among Spotter users?  to support you in this configuration.

How WhatsApp Business Works 

WhatsApp Business is located next to your name, which is in the top right corner of Spotter. To open, just click on the icon.

When opening, if there are messages, you will see all the conversations that are in progress with you or that are without a responsible person. 

In this case, there are two possibilities: 

1) Reply to the message and, consequently, become responsible for the contact; or 

2) Transfer the chat to a pre-salesperson.

Enjoy and good prospecting!

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