WhatsApp Account Manager
KAM por WhatsApp: WhatsApp account manager for agency clients that understands the ask, prepares the change and waits for your OK
What it does
A key-account manager that handles your agency or service clients on WhatsApp. It understands the request, prepares the change, waits for your OK, then replies to the client, following your rules, templates, and approvals. The template is in Spanish.
- Who it's for
- Customer Success / AM
- GTM motion
- Customer expansion
- Building blocks
- Bot templates, Connectors/MCP, Drafted sends (human approves)
- Complexity
- Intermediate
Setup + template 🧩 Installable template
🔒 Prerequisites, trigger, step-by-step setup and the installable template.
More Voice use cases
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From: Austin Kost (@xovionai), Close Wholesaling Assistant template
Phone Lead Reply Digest
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A weekday digest of the Quo (business phone and SMS) conversations with prospects that are waiting on a human response. It's delivered by Slack or email with one-click links back into Quo. It never texts customers unless you ask.
From: Daryna (@darynakulya), Lead Catcher template, listed in majiayu000/awesome-grok-bot
Cancelled-Listing Lead Alert
Cancelled-listing alert → owner lookup, phone number, CRM entry, and a text when the lead is ready
Patrick Crawford says cancelled listings are time-sensitive. He used to drop everything when an alert hit to look up the owner, get the number, and type it all into his CRM. Now his Grok Bot watches his email and does all three the second an alert lands. Then it texts him when the lead is ready, and he takes it from there. The post includes a 35-second demo video.
Quiet Deal Text Follow-Ups
Pipeline Pulse on iMessage + WhatsApp: daily scan for quiet deals, 'circle back next month' texts, and referrers, then ranked follow-ups
Joseph Henry says he brought in $142.74M in annualized spend in applications at Flex in under two months, largely because he knows who to follow up with every morning. His Pipeline Pulse bot scans his iMessage and WhatsApp on his Mac every day. It flags every deal that went quiet and how long it's been, catches 'circle back next month' texts and tells him when that month arrives, and spots partners and referrers who could send more deals. Then it ranks who to follow up with today and drafts the follow-ups. It can text on his behalf or queue texts for him.
From: Joseph Henry (@josephxhenry)
Contractor Lead Front Desk
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A shared template for home-services businesses that stop losing leads from missed calls: paste a voicemail or web-form lead and the bot sorts it hot, warm, spam or existing job, writes the reply, and plans the 2-hour, 24-hour and 72-hour follow-ups; nothing is sent without your yes.
From: Thuong (@teeRex247)
Voice Rules Learning Loop
Voice-delta learning loop: weekly scan diffs drafted vs. sent and updates the voice bot's rules
A weekly self-improvement routine does two jobs. First, a system audit: it watches for work you're still doing by hand, such as Slack and email you never asked a bot to help with, and proposes what to automate. Second, voice learning: it compares what the bots drafted with what you actually sent and passes the differences to the voice bot, which updates its rules. Each round of drafts needs less editing. The voice bot was seeded with past emails and Slacks and adjusts tone by persona: casual lowercase internally, short and formal for execs.
From: Blake Schuller, Grok Bot for Post Sales session