70% of planning work
automated
How a fibre installation partner transformed appointment planning with a custom dashboard and WhatsApp Business API integration.
The old process had stopped working
With fibre projects running across multiple regions, the company was growing fast. The existing planning process couldn't scale.
Planners spent most of the day on the phone
The biggest chunk of the day went into chasing confirmations by phone. Time that should have gone into the complex cases.
Low confirmation rate
Without confirmations, engineers turned up at empty houses. Missed appointments meant delays and extra costs.
No real-time overview
Spreadsheets and sticky notes. No way to see which appointments were confirmed and which were still open.
A scaling problem
With projects growing across multiple regions, the old way of working was no longer sustainable.
Custom dashboard + WhatsApp Business API
We built an integrated system: a planning dashboard connected to the CRM, with automatic WhatsApp communication.
Custom Planning Dashboard
Real-time overview of every appointment per project, per day, per engineer. Drag-and-drop interface for planners.
CRM Integration
Bi-directional sync with the existing CRM. Changes flow through automatically, in both directions.
WhatsApp Business API
Automatic confirmation requests, reminders and follow-ups over WhatsApp. Interactive buttons for quick replies.
Segment Selection
Filter by region, status or date. Send targeted messages to specific groups.
The Dashboard
Real-time visibility into every appointment, WhatsApp confirmation and message.
Planning Dashboard
Today: 47 appointments scheduled
8 weeks from idea to live
A tight process with weekly updates and a focus on shipping results fast.
Discovery & Design
- Use case mapping
- Dashboard wireframes
- API analysis
Development
- Build the dashboard
- CRM connection
- WhatsApp flows
Testing & Training
- User testing
- Team training
- Documentation
Go-Live
- First messages sent
- Monitoring
- Support active
From constant follow-up calls to
~70% automated
Want this for your business too?
Whether you work in telecom, logistics, healthcare or another sector, we build custom WhatsApp Business API solutions that fit your process.