Choose the channels your customers use
Start with the inboxes, numbers and teams involved. Agree how incoming enquiries are matched to contacts and properties, how new leads are created and when a person needs to take ownership.
Property software integration
Bring customer conversations closer to property work
A landlord should not have to repeat a repair history every time a different person replies. Connected communication helps your team understand the enquiry, find the right record and see who should respond next.
Platform options to explore
WhatsApp, Microsoft 365, Google Workspace, Twilio and telephony options listed in the Britixo catalogue.
These are options available on request. Provider access, licensing, technical feasibility and delivery scope are confirmed before implementation.
Make automation easy to hand over
Define which messages can be acknowledged or routed automatically and which require review. For the Proplix WhatsApp AI Assistant, agree the knowledge, permitted actions and escalation route so staff can continue the conversation with context.
Confirm access and communication rules
A provider connection depends on supported interfaces, account permissions and applicable service terms. Agree contact preferences, retention, recording requirements where relevant and who can view shared conversations. Test the handover and failure cases before rollout.
Questions about email, whatsapp & calls
Is the WhatsApp AI Assistant the same as every WhatsApp integration?
No. The assistant has its own Proplix module and workflow. The broader catalogue includes integration options whose delivery depends on the provider, account and agreed scope.
Can staff take over a conversation?
The Proplix WhatsApp AI Assistant supports a human handover workflow. The available channels, permissions and team process are confirmed during setup.
Prepare a useful first conversation
Tell us which systems you use, the records that need to move and the problem you want to solve. Include your current subscriptions, expected volumes and the people responsible for approval and support.
Read about data migration, access and security or custom modules before discussing your requirements.