The customer panel
- Phone and WhatsApp.
- Assigned to: the person on your team who handles them.
- Customer summary: what Ash understood from the conversation.
- Photos and files they sent.
- Previous calls, with their result and length.
- Their appointments, their payments, and their payment plan. See payments →
The conversation
- On WhatsApp, the customer’s messages are on the left and your business’s messages are on the right.
- On a call, you see Summary and Transcript.
- Action taken shows up when Ash did something, like booking or looking up your information.
Write yourself
Type in Send a WhatsApp message… and send. If Ash is handling the chat, confirm Send and take over: Ash stops replying in that chat.Pause or turn Ash back on
Above the chat is the Agent replies switch.
Pausing Ash only affects that conversation.
If the customer hasn’t written in 24 hours, the chat shows +24h. See the 24-hour rule →
Next steps
Escalations
When Ash hands you the conversation.
Payments
Receipts and payment plans.