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.
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 right from Wati
To get started with the professional services, you can reach out to our team by clicking on the Connect with our experts button available under our newly released Chatbots Library.
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)
Professional Services add-on overview
1. What is the Professional Services add-on in Wati?
The Professional Services add-on in Wati provides expert guidance tailored to business needs. It helps with integrations, chatbot automation setup, training, and workflow optimization to ensure a smooth implementation experience.
2. Why should businesses choose the Professional Services add-on?
Businesses can choose the Professional Services add-on to receive personalized implementation support, expert guidance, stress-free third-party integrations, and customized training for their teams.
3. What services are included in the Professional Services add-on?
The Professional Services add-on includes:
CRM integration
Third-party integration setup and management
Chatbot creation and optimization
Business integration best practices guidance
Customized training sessions
4. What is not included in the Professional Services add-on?
The following are not included in the Professional Services add-on:
External tools such as Calendly, Zapier, and Pabbly where native integrations are not available
Custom software development beyond standard integrations and chatbot setups, such as building new APIs
Getting started with the Professional Services add-on
5. How can users contact the Professional Services team in Wati?
Users can contact the Professional Services team by clicking the Connect with our experts button available under the Chatbots Library in Wati.
6. How can users access the Chatbots Library in Wati?
To access the Chatbots Library in Wati:
Log into the Wati account.
Go to Automations → Chatbots.
Click Library.
7. What happens during the Professional Services consultation?
After contacting the team, Wati schedules a 30-minute consultation with a subject matter expert to discuss workflows and automation needs such as CRM integrations, lead nurturing, customer support automations, and abandoned cart reminders.
8. What happens during the implementation process for the Professional Services add-on?
After payment is completed, the Professional Services team starts implementation, including workflow customization, two rounds of revisions, and User Acceptance Testing (UAT) to ensure the solution works smoothly.
Pricing and onboarding
9. How is the Professional Services add-on different from the Premium Onboarding plan?
The Premium Onboarding plan includes a dedicated Onboarding Manager and focuses on helping businesses get started with Wati basics. The Professional Services add-on is handled by the Professional Services Team and focuses on advanced solutions such as integrations, chatbots, and webhooks.
10. How much does the Professional Services add-on cost?
The Professional Services add-on is billed hourly based on the business requirements, estimated effort, and implementation scope. Users only pay for the time spent building and implementing the requested solutions.