Workflow evaluation
Plan the workflow and its success measures
Agree on the inputs, responsible team, configuration and operating measures. Use the walkthrough to test your own customer process.
Define agent access
Specify which roles need conversation access and which need customer-directory access.
Configure the role
Keep the conversation permissions needed for the job and set contact visibility separately.
Assign and test the inbox
Check the agent’s conversation list, open conversation and reply path, then compare with the manager session.
Keep follow-up owned
Assign customer work and escalation in the workspace, and review who can view or edit the contact record.
Implementation checklist
- Identify the agent and manager roles.
- List the contact fields each role should see.
- Assign the correct role and inbox collaboration.
- Test customer details written inside messages.
- Review lead ownership and the manager escalation path.
Metrics to watch
Workflow example
Illustrative agent-and-manager workflow
An agent handles an assigned enquiry under a restricted role. The manager can inspect the customer record, review follow-up and resolve an exception without handing the full customer directory to every agent.
- Individual agent login
- Restricted contact visibility
- Assigned manager escalation
Related Bow Chat resources
Buyer FAQ
- Does Bow give customers or agents a temporary WhatsApp number?
- This workflow controls contact visibility inside Bow. It does not create temporary replacement WhatsApp numbers.
- Can a restricted agent still reply?
- Yes, when the role has the required conversation permissions and the agent is assigned to the inbox.
- Are details typed into messages automatically hidden?
- Contact masking controls supported contact displays. Include message content in your access and operating-policy review; it is not message-body redaction.