A complete quote, out of a WhatsApp conversation
Your customer messages you. The agent searches, calculates and makes the proof. The quote arrives by email.
What this is about
Meta Server is the WhatsApp Business connection that makes Magic Agent reachable on the channel your customers already use. A customer sends a message — he is looking for 200 flasks with his logo in pad print — and the conversation carries on: the agent finds the product, calculates the price, asks for the logo, removes the background, makes the artwork and sends the quote with the proof by email.
Everything the agent can do on your site, it can do here. Your customer installs no app and creates no account, because he already has WhatsApp. And you do not need a laptop with you: the conversation carries on while you are out, and what comes out of it is a proper PDF in your customer's mailbox rather than a screenshot in a chat.
Who we built this for
Companies whose customers already send informal messages about products and prices — in this industry that is close to everyone. And sales people who are out a lot and only get to work up the day's questions once they are back behind a laptop in the evening.
What actually happens
The conversation is the input here. There is no form for your customer to fill in and no portal to log into first; what he types is what the agent works with. What happens after that is the same as on your site.
The full agent conversation over WhatsApp
Search, prices, variants and lead time, in plain language and without your customer needing to know an article number.
Receiving and handling the logo
The customer sends a logo in the chat, the background comes off and the logo goes onto the product.
Proof and quote by email
A proper PDF with the artwork in your customer's mailbox, not a screenshot in a chat.
A person taking over
A colleague can take over the conversation mid-chat, with a verification step before that happens.
One conversation per customer
The history stays, so a follow-up question does not start again from the beginning.
Multilingual
The same conversation in the customer's language, without a second number or a second set-up for it.
How it fits with the rest
Meta Server is to WhatsApp what Widget Server is to your website: the channel. Behind it sit Magic Agent, the flows in Flowbuilder, Magic Logo for the proof and the ERP module for the quote. The article, the price break and the technique come from the PIM, exactly as for an enquiry arriving through your own site, so the amount in the chat is the amount in the ERP.
That means a WhatsApp conversation does not have to be tracked separately. What comes out of it is a quote in the same chain — quote, order, purchase order, invoice — and not a loose document somebody has to enter later. To your customer it is a message; on your side it is the same enquiry as any other.
Meta Server is the channel, not the system
Switch on only this and you have a WhatsApp connection, not yet an agent that can look anything up or work anything out. What happens in the conversation does not happen here: Magic Agent holds the conversation, Magic Logo makes the proof and the ERP module makes the quote. So this channel is something you add, usually once the agent on your own site is running and it turns out your customers start on WhatsApp anyway.
It is also a connection to WhatsApp Business, a platform belonging to Meta. The rules that apply there are not ours to set. The terms we attach to this channel ourselves have a page of their own, and there is a separate guide for putting it to use.
Send us a message the way your customer would
You message us with an enquiry in your own words — a quantity, an article, a technique — and see what comes back. That is the fairest test of this channel: an agent that does not follow the way you ask will not be followed by your customers either.
If you then want to see where that same enquiry lands in the ERP, the demo walks the whole chain: from the message to the quote, the order and the invoice.