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HeloFlow

Features

Everything a WhatsApp
sales team needs.
Nothing it doesn’t.

One number, a shared inbox, automation that follows up, broadcasts that get through, and a pipeline that ends in a payment.

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The HeloFlow dashboard for Sunrise Interiors on a phone: counters for conversations waiting for a reply, unassigned chats, closing windows and failed sends; open conversations, new leads, revenue won and time to first reply; a fourteen-day messages-per-day chart; and a connected WhatsApp number on quality green.

At a glance

Seven things. One place.

  • Team inbox

    One number, whole team, nothing unanswered

    Jump to
  • Automation

    Flows, sequences and AI replies

    Jump to
  • Broadcasts & templates

    Approved templates to people who said yes

    Jump to
  • Leads & payments

    A pipeline from chats, paid in the chat

    Jump to
  • WhatsApp Forms

    Collect details without leaving WhatsApp

    Jump to
  • Integrations & API

    Razorpay, webhooks, REST API

    Jump to
  • Analytics & security

    Funnels, attribution, DPDP-ready

    Jump to
The HeloFlow team inbox for Sunrise Interiors: a conversation list with eight chats, an open thread with Priya Nair about a modular kitchen including a catalogue PDF and an internal note, and a lead panel showing the owner, tags, the AI auto-reply toggle, the stage and a callout reading 24-hour reply window.

Team inbox

One number.
Your whole team.

Every WhatsApp conversation in one place, owned by one person, with nothing sitting unanswered.

  • Assign, don't forward

    One owner per chat, so two people never reply to the same customer.

  • The 24-hour window, on screen

    A live countdown on every chat, so nobody gets stuck unable to reply.

  • Canned replies and private notes

    Type a shortcut to answer, leave notes the customer never sees.

  • Nothing slips

    Unread, unassigned and failed sends all surface at the top.

Automation · Flows

Build the conversation once.

Drag blocks onto a canvas. The flow replies the moment a message lands, day or night.

  • Twelve kinds of block

    Text, image, document, template, reply buttons, list menu, WhatsApp form, condition, wait, webhook, AI reply, hand to human.

  • Starts on a keyword or a first message

    Match exact words, contains, starts-with or a pattern.

  • Tags and stages set themselves

    A flow can tag the contact and move the lead as it goes.

  • Test it before it goes live

    A test panel in the builder plays the conversation back.

The HeloFlow flow builder on a phone: the block palette above a canvas wiring a keyword trigger to a welcome message, reply buttons offering a quote, a site visit or a person, then branches that ask a question, add a hot-lead tag, move the lead to Qualified, send availability or hand over to a human.The HeloFlow flow builder: a palette of message, interactive and logic blocks on the left, and a canvas wiring a trigger to a welcome message, reply buttons offering a quote, a site visit or a person, then branches that ask a question, add a hot-lead tag, move the lead to Qualified, send availability or hand over to a human.

Automation · Sequences and AI

Follow-ups on day seven. Answers at 2am.

Two things that run without anyone remembering to.

No-reply follow-up

active

when no reply for 24h

6 running
  1. After 1 day

    Send the ‘follow_up_still_interested’ template

  2. After 4 days

    Send ‘Still happy to help whenever you’re ready — just reply here.’

  3. After 11 days

    Move the lead to Lost

Stops as soon as the customer replies.

Sequences

  • Timed steps over days

    Each step waits, then sends a message or changes the lead.

  • Stops the moment they reply

    The rest is cancelled when the customer answers.

  • Starts on silence, a stage, or a tag

    Enrol by rule or by hand.

AI auto-reply

When on, unanswered customer messages get a reply drawn from your knowledge base. It never speaks over a human.

Languages

  • English
  • Hindi
  • Marathi
  • Gujarati
  • Tamil
  • Telugu

Confidence threshold (0.62)

0.62

Use your own documents, FAQs and website content.

AI replies

  • Answers from your own knowledge

    Upload documents or paste text; it quotes from those, not the internet.

  • Never speaks over a human

    Three switches keep it quiet, including a ten-minute pause the moment a person replies.

  • Every decision is logged

    Including the ones where it chose to stay silent, and why.

The HeloFlow broadcasts screen for Sunrise Interiors: three campaigns — a catalogue drop sending at 53%, a feedback broadcast scheduled for next month, and a completed Diwali offer at 97% — each with delivered, read, failed and skipped counts, beside a WhatsApp template card whose status moves from pending to approved.

Broadcasts & templates

Reach everyone
who said yes.

Meta-approved templates, sent only to people who opted in, with every delivery and read counted.

  • Templates approved without leaving the page

    Build it, submit it to Meta, and watch it move from pending to approved.

  • Opt-in is enforced, not assumed

    Anyone who has not said yes is skipped automatically — and you can see how many.

  • Numbers you can act on

    Sent, delivered, read and failed. Failed tells you why.

  • Sent within your number's limit

    Batched to Meta's tier for your number, so a big send never gets it restricted.

Leads & payments

Every enquiry becomes
a lead. Every lead can pay.

A pipeline built out of your chats, and a payment link that lands right inside the conversation.

  • Leads open themselves

    A new enquiry creates a lead with an owner and a stage — nobody types it in.

  • A pipeline you can drag

    New, contacted, qualified, proposal, won. Move the card and the chat knows.

  • Forms inside WhatsApp

    Collect details in a native WhatsApp form; the answers land on the lead.

  • Get paid in the chat

    Send a Razorpay link and watch it settle. Your own account, no cut taken.

The HeloFlow lead pipeline for Sunrise Interiors: a kanban of five columns — New, Contacted, Qualified, Proposal or Quote and Won — each showing lead cards with a name, the job, its value, how long it has waited and owner and stage tags; and a payment bubble overhanging the board reading twenty-five thousand rupees, Design advance for the Nair kitchen, marked Paid.
A WhatsApp form titled Site visit booking, reading 'Tell us where and when, and our designer will confirm', with fields for name filled in as Priya Nair, site address as Whitefield, Bengaluru, a preferred slot of Sat 11am and a free-text box, above a Book a visit button and a note that it opens inside WhatsApp with no link and no browser.

WhatsApp Forms

Collect details without leaving the chat.

A native WhatsApp form opens inside the conversation. The answers land on the lead.

  • Native, not a web link

    Built on Meta's Flows, so it opens inside WhatsApp with no browser and no drop-off.

  • Any fields you need

    Short text, long text, number, email, phone, choice list, date.

  • Answers land on the lead

    Every submission is attached to the contact and the lead, ready to act on.

  • Send it from a flow or by hand

    Publish once through Meta, then use it anywhere.

Integrations & API

Fits the tools you
already run.

Connect payments, push every event where you need it, or build on the API.

  • Razorpay

    Payment links from the chat, settled straight to your own account.

  • Webhooks

    New lead, new message, payment paid — pushed to your URL as it happens.

  • REST API

    Scoped keys. Create leads, send templates, read conversations.

  • Event automations

    When this happens, do that: tag, assign, notify, call a webhook.

Analytics

Know what’s working,
by ad and by agent.

A funnel from first message to money in,
and the numbers behind it.

The HeloFlow analytics screen for Sunrise Interiors over the last thirty days: cards reading 13 leads up 18 percent, 7 qualified up 40 percent, 2 won worth twelve lakh forty thousand rupees, and a median first reply of 15 minutes down 32 percent; a funnel of 14 enquiries, 13 leads, 7 qualified and 2 won; leads by source split between click-to-WhatsApp ads, inbound, forms and the website; and a bar chart of messages sent and received each day.
  • Enquiry to won, as a funnel

    How many came in, how many qualified,
    how many paid.

  • Attribution on every lead

    Click-to-WhatsApp ads carry their ad id
    onto the lead automatically.

  • Reply times per agent

    Median time to first reply, so slow days
    are visible.

  • Template and broadcast performance

    Delivery and read rates by template, by send.

The HeloFlow analytics screen for Sunrise Interiors over the last thirty days: cards reading 13 leads up 18 percent, 7 qualified up 40 percent, 2 won worth twelve lakh forty thousand rupees, and a median first reply of 15 minutes down 32 percent; a funnel of 14 enquiries, 13 leads, 7 qualified and 2 won; leads by source split between click-to-WhatsApp ads, inbound, forms and the website; and a bar chart of messages sent and received each day.

Why HeloFlow

Why not just the
WhatsApp Business app?

The free app is great for one person.
This is for a team.

CapabilityWhatsApp Business appHeloFlow
People on one numberOne phone and a few linked devicesYour whole team, every chat assigned to one person
BroadcastsBroadcast lists of up to 256 people who have saved your numberApproved templates to opted-in lists, with delivery and read counts
AutomationA greeting and an away messageFlows, timed sequences and AI replies
LeadsLabelsA pipeline with stages, owners and value, built from the chats
PaymentsNot availableRazorpay links inside the chat, settled to your account
API and webhooksNot availableScoped keys, signed webhooks, Zapier and Make

FAQ

The questions people ask before they switch.

Short answers. If yours is not here, the help centre and support are one click away.

Visit the help centre

Start confirming conversations today

Connect your WhatsApp Business number, add your content and go live — free to start, no credit card.

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Questions first? Read the FAQ