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Build Omnichannel Customer Support System (WhatsApp, SMS, Calls, Email, Dashboard & Automation)
UpworkAENot specifiedexpert
whatsapp business apiSMS Gatewayvoice/voip integration call recording & call routingTwilio APIEmail CommunicationSMSAPICustomer Relationship Management
We want to set up a complete omnichannel customer support system for the business and this is exactly how we want it:
1. Central Number
• One phone number (WhatsApp, SMS, and calls) that all customers use
• Customers can call back this number anytime
• No SIM cards needed; everything goes through a cloud/virtual number
2. Multi-Agent Dashboard
• Staff log in to a single dashboard or app to handle all interactions
• Agents can answer WhatsApp messages, SMS, emails, and calls from the same number
• Click-to-call and reply directly from the dashboard
3. Case/Ticket System
• Every customer message or call automatically creates a ticket
• Agents can update action points, resolve, and close tickets
• Dashboard logs which agent handled each interaction
4. Call Recording & History
• All calls and conversations are recorded
• History is stored in the dashboard linked to each customer
5. Analytics & Reporting
• Track agent activity, response times, number of tickets handled
• Supervisors can see performance and quality of service
6. Automation
• AI auto-responses for common questions (optional)
• Summarize calls/chats for ticket updates (optional)
• Scheduled yearly messages to customers (birthdays, renewals, anniversaries)
7. Platform Preference
• Use ready platforms like Wati (WhatsApp), Aircall (calls), Twilio, and a no-code CRM/dashboard
• Fast, easy, and cost-effective setup
Goal: Customers interact via one number, multiple agents can respond, everything is logged automatically, and yearly messages are sent without manual work.
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