Enquiries and conversations you can automate
- New service enquiries and requests for quotes.
- Appointment, booking and scheduling questions.
- Proposal follow-ups and renewal reminders.
- Client support requests and escalations.
- Vendor and partner messages.
How Coderva helps
- Acknowledge and route enquiries by intent to the right account owner.
- Draft quotation replies from the request with ERA Smart Quotation, for review.
- Monitor email threads and send follow-up reminders with escalation.
- Answer FAQs on WhatsApp with the WhatsApp Routing Agent and your business information.
How to start
- Connect your channels: WhatsApp Business numbers through the Meta WhatsApp Cloud API, and your shared mailbox through ERA.
- Describe in plain language the kinds of enquiry you receive and what should happen to each: reply, forward to a person, or both.
- Add your business information, and for knowledge-heavy answers attach a knowledge base, so the agent answers from facts you provide.
- Send test messages, set a fallback for anything that matches no route, then enable the workflow and review every message in the execution history.
Good to know
Keep pricing rules and terms of service current in the information you provide, so drafts match what you actually offer.
You decide what is automated. Each route can reply, forward the enquiry to a person, or do both, the agent can only use the destinations you saved, and every message and action is kept in the execution history so your team can review it.
Agent and workflow templates that apply
Start from a template
- IT Services Delivery & Account Assistant: Agent template
- Consulting Knowledge & Proposal Assistant: Agent template
- Sales Account Intelligence Assistant: Agent template
- ERA Email Routing and Follow-up Monitor: Workflow template
Frequently asked questions
Can it book appointments?
It can collect the details and forward the request to the person who confirms the booking. Direct calendar booking depends on the tools you connect.
Which channels does it work on?
WhatsApp through the Meta WhatsApp Cloud API on your WhatsApp Business numbers, and email through the ERA email routing workflow on your shared mailbox. They are separate workflows, each with its own setup and execution history, and you can run both.
Does the agent replace my team?
No. It handles the repetitive first response and sends real enquiries to the right person with the details attached. Anything that needs judgement, such as a custom price or a complaint, is forwarded to your team.
Also known as
Service industry also covers what people search for as:
- Service Business Automation
- Field Service Enquiry Management
- Services Company AI
- Customer Service Operations