Service Add-On: Professional Services

Summary

Getting started with Wati.io can feel overwhelming, but the Professional Services add-on gives you access to expert guidance tailored to your business needs. From integrations and chatbot automation setup to training and workflow optimization, this add-on helps ensure a smooth implementation experience so you can get the most value from Wati.

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 Guidance: 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.

How to get the Professional Services add-on

1. Contact our team right from Wati

To get started with the professional services, you can reach out to our support team.

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)

Professional Services add-on overview

1. What is the Wati Professional Services add-on?

The Wati Professional Services add-on provides expert guidance and implementation support for businesses that need help with integrations, chatbot automation, workflow optimization, and training. The Professional Services Team works directly with customers to configure solutions based on their business requirements.

2. What services are included in the Professional Services add-on?

The Professional Services add-on includes:

• CRM integration with platforms such as Salesforce, HubSpot, and Zoho.

• Third-party integration setup and management with platforms such as Shopify and WooCommerce.

• Chatbot creation and optimization.

• Guidance on business integration best practices.

• Customized training to help teams use new features effectively.

3. Which services are not included in the Professional Services add-on?

The following services are not included:

• External tools: Tools such as Calendly, Zapier, and Pabbly when native integrations are unavailable.

• Custom software development: Developing software beyond standard integrations and chatbot setups, such as building new APIs.

Getting started with Professional Services

4. How can I get the Professional Services add-on?

Contact the Wati Support Team directly from your Wati account to request the Professional Services add-on. Once you contact the team, a 30-minute consultation will be scheduled with a subject matter expert to discuss your business workflows and automation requirements.

5. What happens during the Professional Services consultation?

During the 30-minute consultation, a subject matter expert will discuss your ideal workflows and automation needs, including:

• Payment gateway or CRM integrations.

• Lead nurturing and engagement journeys.

• Customer support automations.

• Abandoned shopping cart reminders.

6. How does Wati determine the scope, pricing, and implementation timeline for Professional Services?

The Professional Services Team evaluates your requirements to determine the scope of work, estimated implementation effort, timeline, and pricing. Pricing depends on the complexity of your request.

After payment is completed, the team begins implementation. This includes customizing workflows based on your approved requirements, providing two rounds of revisions, and conducting User Acceptance Testing (UAT) to ensure the solution works smoothly.

Pricing and plan comparison

7. How much does the Professional Services add-on cost, and how is it different from Premium Onboarding?

Professional Services are billed hourly, with the total cost based on your requirements and the complexity of the implementation. You pay only for the time spent building and implementing your custom solutions.

The Professional Services add-on differs from Premium Onboarding in the following ways:

• Premium Onboarding: Includes a dedicated Onboarding Manager who guides you through the basics and helps ensure a smooth start with Wati.

• Professional Services: Involves the Professional Services Team and focuses on building and training you on advanced solutions such as integrations, chatbots, and webhooks. It does not include a dedicated Onboarding Manager.