One Customer Relationship.Every Conversation Connected.
Give your team the customer context they need before they reply. WAManager keeps customer profiles, company context, custom attributes, labels, notes, and conversation history connected to the conversation workspace.
Everything Your Team Knows About a Customer, Connected in One Place
When customer conversations, identity, company context, labels, notes, custom fields, and team ownership are unified in one workspace, your entire team operates with total clarity.
Conversation History & Interaction Timeline
Review prior messages, past thread outcomes, and assigned agent notes in chronological sequence as new conversations begin.
Company & Contact Accounts
Consolidate contact profiles, work emails, phone numbers, job roles, and organizational accounts in one relationship record.
Teammate Notes & Conversation Labels
Leave private internal comments for teammates and categorize conversations with operational status labels.
- Contact Profiles: Name, phone, work email, country context
- Company Accounts: Associated business entity details
- Team Ownership: Assigned agent & assigned team controls
- Conversation History: Complete past interaction timeline
- Custom Attributes: Configurable fields for contacts & conversations
- Operational Labels: Custom tagging & priority controls
Build Customer Records Around the Way Your Business Works
Every conversation is backed by contact details, company metadata, labels, notes, assigned agents, and customer-configurable custom attributes tailored to your workflow.
Store customer contact details, work emails, phone numbers, country, and company accounts in one place.
Assign conversations to specific agents or teams, set priority levels, and organize threads with custom labels.
Create custom attributes for contacts and individual conversations so your team keeps the data that matters to your business beside every thread.
How Context Powers the Customer Relationship
A connected workflow sequence from inbound message to preserved relationship history.
Customer Reaches Out
Inbound conversation received from WhatsApp or connected channel.
Context Appears
Contact profile, company details, labels, and past timeline display beside thread.
Team Ownership
Give conversations clear agent or team ownership.
Workflow Rules
Configured automation rules support agent assignment and conversation workflows.
Preserved Context
Interaction details remain available for future conversations.
Turn Customer Context Into Action
Understand customer context → act on workflow rules → engage via campaigns → measure team performance.
Workflow Automation
Create event-based workflow rules using conditions and actions, including assigning a new conversation to an agent. Account settings also support configurable conversation auto-resolution.
WhatsApp Campaigns
Create WhatsApp campaigns with recipient-level tracking, delivery, read, and reply visibility, plus scheduling and pacing controls.
Workload & Reports
Conversation, resolution, team activity, and SLA reporting areas give teams visibility into customer operations.
CRM Context Meets Team Conversations
While the Shared Inbox gives your team a multi-agent workspace to handle messages, assign ownership, and collaborate internally, the Connected CRM organizes customer identity, company accounts, custom fields, and past history.
Multi-agent assignment, conversation labels, status flags, and internal teammate comments.
Contact profiles, company accounts, custom attributes, labels, and interaction timelines.
Keep Customer Context Connected Across Your Stack
Keep customer relationship context unified as messages arrive across supported channels and connected integrations.
See Customer Context in WAManager
Book a tailored walk-through to see how WAManager keeps customer context, conversation history, and contact attributes connected to your team workspace.