How are WhatsApp Business messages distributed among Spotter users?

Created by Andre Greiner, Modified on Wed, 8 Mar, 2023 at 10:00 AM by Andre Greiner

Understand how each option works and which one best suits your prospecting strategy.

 

IMPORTANT:  Spotter will apply the distribution rule for conversations with  new leads  . The continuation of a conversation will be done directly with the pre-salesperson who was already working with the  lead .

By accessing the Settings > WhatsApp Business menu  , you will find two options for Intelligent Distribution of  new messages  among Spotter users.

 

 

1. Distribute to online pre-sellers. 

This is the default setting. For users to receive messages via  WhatsApp Business ,  they must  be logged into Spotter (online).

 

What if I select this option and the pre-seller is not online? 

 

The message will be delivered to the pre-sellers group defined in  Alternate New Chat Recipients.

 

 

What if no email is configured?

 

If you don't have any users configured, the messages will be without a person responsible, but will be visible to the  Account  Manager in Spotter. He can decide between answering or forwarding to a user, as long as it is within the response deadline - up to 24 hours after sending the message.

 

How will the Manager distribute the chat?

 

There are two ways to transfer;

1.  With the conversation open, click on the three-dot  WhatsApp Business icon  and select the  Transfer chat option;


2.  Access the menu Telephony → Chats(WhatsApp) → Click on the transfer icon → Select the pre-seller and transfer the chat.


 

2. Distribute to Group(s) online pre-sellers

This option allows only certain pre-sellers, in specific groups, to receive whatsapp business conversations.

Just go here: https://app.exactspotter.com/spotter/whatsapp


By enabling this option, in addition to the pre-seller being online, he must also be part of the group(s) configured in the Settings >  Defaults > Groups menu. It is allowed to mark as many groups as necessary.


How does the distribution of new contacts work among pre-salespeople in the group(s)?

 

There is a tiebreaker rule configured, for delivery of new conversations. Messages will be distributed  with priority  to pre-sellers with fewer chats in activity, that is, who have not received messages in the last 2 hours.

 

With each new conversation, Spotter will apply this rule to identify which pre-seller and group it should deliver to.

 

What if I select this option and the group's pre-seller doesn't have it online? 

 

The message will be delivered to the pre-seller group defined in  Alternate New Chat Recipients.

 

What if no email is configured?

 

If you don't have any users configured, the messages will be without a person responsible, but will be visible to the  Account  Manager in Spotter. He can decide between answering or forwarding to a user, as long as it is within the response deadline - up to 24 hours after sending the message.

 

How will the Manager distribute the chat?

 

There are two ways to transfer;


1.  
With the conversation open, click on the three-dot  WhatsApp Business icon  and select the  Transfer chat option;


2. Through the menu  Telephony → Chats(WhatsApp) → Click on the transfer icon → Select the pre-seller and transfer the chat.


 

IMPORTANT:  Spotter will apply the distribution rule for conversations with  new leads  . The continuation of a conversation will be done directly with the pre-salesperson who was already working with the  lead .

What is  Offline Parent Chat Transfer used for?

When a message is received from a lead previously registered in Spotter, this chat does not go through the intelligent distribution rule for new chats, since there is a pre-salesperson responsible for this lead.


The Manager can decide whether there should be an automatic transfer of the chat when the pre-salesperson is offline, for this, he just has to check this option to transfer between groups and select the desired group. 


Take advantage of this feature to boost your results. Good prospecting!

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