Welcome every new customer via WhatsApp
Every new customer gets their access credentials via WhatsApp, answers to their first questions from your knowledge base, and a direct line to your team if they need more. The flow triggers when you register the signup.
Without automation
Your team spends time explaining the same things to every new customer: how to access the portal, what their password is, what the support channels are. With 50 new signups per month, that is 25 hours invested in repetitive conversations that could resolve themselves.
Onboarding via WhatsApp
How you build it in CX Inbox
You configure the welcome campaign
In CX Inbox you create a Meta-approved template with the welcome message and the customer's initial credentials.
You upload your knowledge base
You load manuals, policies, and FAQs. The bot uses them to answer new customer questions with AI.
You trigger the campaign when a customer signs up
The template is sent automatically. When your customer replies, the 24-hour window opens for conversation.
The bot resolves questions automatically
Questions about schedules, support channels, or service features are answered from your knowledge base.
Complex cases reach your team
If the question requires human attention, the bot escalates with a complete context summary to the inbox.
Features you use
Flow bot
You configure the welcome flow step by step. Every new customer receives exactly the information you define.
HTTP tools
You connect your CRM or registration system to personalize the welcome with real customer data.
Multi-agent inbox
Questions the bot cannot resolve reach your onboarding team with the full conversation history.
Segmented campaigns
You trigger bulk welcomes to batches of new customers with Meta-approved templates.
What you can achieve
90%
Questions resolved without an agent
< 30s
First response to new customer
100%
Customers contacted within the first 24h
50%
Fewer onboarding calls
Other use cases
Want the same results?
Set up your first flow in under 2 hours. No credit card required.
