Summary
Getting started with Wati.io can feel overwhelming, but with our Professional Services add-on, you’ll have expert support tailored to your specific needs. Think of it as having a dedicated co-pilot to ensure a seamless implementation experience. This add-on focuses on implementing integrations, chatbot automations, training, and more - designed to streamline your workflows so you can maximize Wati’s benefits.
Instructions
Why Choose the Professional Services Add-on?
Here’s why this add-on is worth it:
Customized for You: We personalize the service to fit your specific business needs.
Expert Support: Our team will evaluate and implement it for you.
Stress-Free Integration: We handle the technical aspects of integrating third-party platforms to ensure smooth operations.
Complete Training: We provide comprehensive training to ensure you’re fully equipped to use the new features effectively.
What’s Included
With this add-on, our Professional Services Team will work directly with you to:
1. Integrate Your CRM
Already using a CRM like Salesforce, HubSpot, or Zoho? We’ll seamlessly integrate it with your existing tools to create smoother workflows and eliminate manual data entry. Our team will handle the technical setup, ensuring your CRM syncs perfectly with your other systems. This means better data flow, improved efficiency, and more time for you to focus on what matters most—growing your business. Whether you’re managing customer data, tracking sales, or automating follow-ups, we’ll make sure your CRM works harder for you. Let’s connect the dots and streamline your operations!
2. Integration Setup and Management
Already using third-party platforms like Shopify or Woo Commerce? No problem! We’ll help you set up and manage third-party integrations, so your business operations stay smooth and efficient.
3. Chatbot Creation and Optimization
Want chatbots that do more than just answer FAQs? We’ll help you design and set up chatbots that work like a charm. We’ll also fine-tune them for smooth and efficient automation.
4. Business Integration Best Practices
To make sure you’re always on the right track, we’ll guide you through best practices for integrating with external systems. We’ll show you how to avoid common issues, ensure smooth communication, and optimize your integrations for maximum efficiency.
5. Customized Training
Our training sessions aren’t cookie-cutter. We’ll show you and your team how to make the most of the new features in a way that fits your business perfectly, from mastering features to boosting productivity.
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Note:
The following are not included in this add-on:
External tools: If needed, tools like Calendly, Zapier, Pabbly, etc., where native integrations are not available.
Custom software development: If you need software designed specifically for your needs beyond standard integrations and chatbot setups, such as building new APIs.
How to Get the Professional Services Add-on
1. Contact Our Team from right from Wati
To get started, you can reach out to our team by clicking on the Connect with our experts button available under our newly released Chatbots Library.
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To find Chatbot Library, follow these steps:
Log into your Wati account.
Go to Automations → Chatbots
Click on the Library.
2. Consultation with an Expert
Once you contact us, we will schedule a 30-minute consultation with one of our subject matter experts. During this session, we will discuss your ideal workflows and automation needs, including:
Payment Gateway or CRM Integrations – Automate payments and customer data syncing.
Lead Nurturing and Engagement Journeys – Set up personalized communication workflows.
Customer Support Automations – Streamline responses and issue resolution.
Abandoned Shopping Cart Reminders – Re-engage potential customers to complete their purchases.
3. Scope Evaluation & Pricing
Our PS team will analyze your requirements and determine:
The scope of work required to meet your goals.
The estimated effort and timeline for implementation.
The pricing for the add-on services based on the complexity of your request.
4. Implementation & Revisions
Once the payment is completed, our team will begin the implementation process. This includes:
Customizing workflows based on your approved requirements.
Two rounds of revisions to refine the setup.
User Acceptance Testing (UAT) to ensure the solution works smoothly for your business.
How Is This Different from the Premium Onboarding?
While both options are designed to get you up and running, they serve different needs:
Premium Onboarding Plan
Includes a dedicated Onboarding Manager.
Focuses on guiding you through the basics and ensuring a smooth start.
Professional Services Add-On
Involves the Professional Services Team only.
Focuses on building and training you on advanced solutions like integrations, chatbots, and webhooks.
How Much Does It Cost?
Our Professional Services are billed hourly, with pricing calculated based on your specific requirements. You’ll only pay for the time spent building and implementing your custom solutions - no hidden fees or surprises!
Frequently Asked Questions (FAQs)
General Questions
1. What is the Professional Services Add-on?
→ It’s an optional service that helps you integrate CRMs, set up chatbots, configure webhooks, and receive custom training to optimize your Wati.io experience.
2. Who should consider using this add-on?
→ Businesses looking to enhance their Wati.io setup with integrations, chatbots, and advanced features should consider this service.
3. Is this add-on included in my Wati.io subscription?
→ No, this is an additional service billed separately based on the implementation time required.
Service and Features
4. Can I request multiple integrations under this service?
→ Yes, we can help you integrate multiple systems, but the cost will depend on the scope of work required.
5. What CRMs can be integrated with Wati.io?
→ We support popular CRMs such as Salesforce, HubSpot, and Zoho. To explore all available integrations, click on this link and hover over Integrations to view the full list.
6. Does this service include chatbot optimization?
→ Yes! We don’t just build chatbots – we fine-tune them for maximum efficiency.
Pricing and Billing
7. How is the cost calculated?
→ The service is billed hourly, based on the complexity and duration of the implementation.
8. Are there any hidden charges?
→ No, you’ll only pay for the time spent implementing your custom solutions - no surprises!
Getting Started
9. How do I request this service?
Click the "Connect with our experts" button in the Chatbots Library.
Schedule a 30-minute consultation with a subject matter expert.
Our team evaluates requirements and provides an estimate.
Complete payment to begin implementation.
10. Can I upgrade to this service after onboarding?
→ Yes! You can request this add-on at any time, even after your initial onboarding is complete.