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Use case · Service & repairs

Keep customers informed as work progresses.

Answer repair-status questions and coordinate follow-up with configured lookups and notifications.

See the workflow in 30 seconds.

Illustrative workflow using sample enquiries. Connected accounts, configured sources and appropriate permissions are required.

Status from your sheet

Customers ask “is it ready?” and get the answer from your repair table.

Updates when it changes

A change rule sends the approved template when the status changes.

Exceptions to a person

Late parts and special cases go to your service team as a task.

01

Identify the request

Collect the details needed to find a permitted customer record.

02

Check the status

Read the configured lookup source, such as a connected Google Sheet, and return the relevant status.

03

Notify on a change

Use configured change rules and approved WhatsApp templates for updates, with an owner for exceptions.

04

What this workflow needs

Source permissions, customer consent and channel messaging rules apply. This is a configured lookup workflow, not a complete repair-management system.

For service desks

Answer status questions. Send the next update.

Your team keeps working in the sheet it already uses, while customers get status answers and ready-to-collect messages automatically.

Create your account Illustrative photo. Interface details use sample data.

Product screens are from the SM Gateway application with sample data. Cards and photos are illustrative.

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