Instagram plus WhatsApp
Manage Instagram DMs and WhatsApp leads in one workspace.
When customers discover you on Instagram and close the conversation on WhatsApp, Bow Chat keeps the journey owned, visible, and easy to follow up.
Workflow in practice
Continue a product enquiry from discovery to purchase.
A customer discovers a product on Instagram, asks about a variant and continues on WhatsApp to confirm availability and delivery.
- Collect the question
- Bring the social enquiry into the team queue with its product question and customer information.
- Maintain the handover
- When the conversation continues in another channel, confirm the customer identity and preserve the requirements the team has collected. Give one person responsibility for the answer.
- Complete the next action
- The agent confirms the next step, records the follow-up and keeps the channel history accessible. Managers review waiting enquiries across the connected channels.
Measure the time to a useful answer, handovers requiring repeated questions and enquiries reaching the agreed next step.
Read the setup guide →Workflow fit
Built around the job your team is trying to finish.
Keep the conversation, its owner and the next action together throughout the customer relationship.
Social enquiry queue
Give teams one place to watch high-intent social and WhatsApp enquiries.
Cross-channel context
Keep the customer story visible when a DM becomes a WhatsApp conversation.
Owner tracking
Assign each enquiry to the right salesperson, counselor, or support user.
AI qualification
Summarize requirements and prepare a useful first response.
Follow-up reminders
Track callbacks, quotes, demos, and visit scheduling.
Manager visibility
Review waiting, replied, qualified, and stale enquiries across channels.
Operating path
From the first enquiry to a clear next action.
Connect your channels, configure the team and put routing, follow-up and reporting around the work you handle every day.
Identify the enquiry sources
List Instagram, WhatsApp, website, and campaign sources that create leads.
Connect the team workflow
Bring the channels into Bow Chat and define who handles each queue.
Create qualification labels
Track requirement, service, product, city, urgency, and sales stage.
Assign and follow up
Make sure every enquiry gets one owner and a next action.
Review weekly
Compare which source creates real conversations and which creates noise.
Best use cases
Where this workflow helps your team.
Match the setup to the people who handle the conversation and the outcome the customer needs.
D2C and retail teams
Handle Instagram product questions that move to WhatsApp ordering.
Real estate brokers
Track project enquiries from Instagram into site visit follow-ups.
Education teams
Manage course enquiries from DMs, forms, and WhatsApp.
Service businesses
Avoid losing appointments when customers switch channels.
Frequently asked questions.
Understand the channel setup, team controls and workflow before your walkthrough.
Why not handle Instagram and WhatsApp separately?
Separate inboxes hide ownership and follow-up gaps. Bow Chat gives managers one operating view.
Can AI help qualify enquiries?
Yes. AI can summarize requirements and help agents capture the next useful detail.
Can this work for small teams?
Yes. It is useful as soon as more than one person handles inbound enquiries.
Instagram and WhatsApp Enquiry Management
See the workflow with your team’s real requirements.
Bring a representative conversation, your team structure and the next action you want to improve. We’ll walk through the channel setup, ownership and follow-up together.