Starting point
An inquiry that needs context.
Someone asks for a price. The team needs to know which product or service they want, the scope of the request, and how to contact them. The form organizes the first exchange so the sales team can prepare a proposal.
WitAsk organizes the first exchange so the team can move forward with the information it needs, without asking for the same details across separate messages.
What to ask
Three groups of details to move forward.
Product or service of interest and a short description.
Quantity, scope, location, or timeline.
Name, company when relevant, and contact details.
The workflow
From the first message to a request ready for review.
- Initial message
The person requests a quote on WhatsApp.
- Guided questions
WitAsk collects the required details in a short form.
- Follow-up in Zendesk
The team reviews the answers and prepares a proposal.
Resulting ticket
What the received information could look like.
- Need
- Installation at two locations
- Preferred timeline
- Next month
- Location
- Buenos Aires
- Next step
- Sales team review
The fields and next step depend on the customer's Zendesk configuration.
Adaptation
One use case can take different paths.
Identify the product and expected volume.
Ask for the current service reference and requested changes.
Ask for quantities, frequency, and delivery destination.
For sales teams that need to qualify a request before quoting.