Integration assessment
Plan how WhatsApp can fit into your workflow.
01 / The work
How it can help
- Identify the exact records required
- Review permission scope with the system owner
- Test mapping, freshness and failure handling
Try asking: “Help my team identify the exact records required, and show what needs human review.”
02 / The connections
Fit into your existing systems
An authorised business messaging provider and consent rules
Start with the minimum access needed. Review each proposed write or communication before enabling it.
03 / The workflow
Follow one request through the process
Open a stage to see the information, responsibility and control point.
01Select the use case
Input: the information confirmed in the previous stage.
Action: Select the use case for this WhatsApp example.
Control: the responsible person checks the evidence; incomplete or conflicting information goes back for review.
Output: a reviewed hand-off. Nothing is sent to a business system by this public example.
02Agree access permissions
Input: the information confirmed in the previous stage.
Action: Agree access permissions for this WhatsApp example.
Control: the responsible person checks the evidence; incomplete or conflicting information goes back for review.
Output: a reviewed hand-off. Nothing is sent to a business system by this public example.
03Map the data
Input: the information confirmed in the previous stage.
Action: Map the data for this WhatsApp example.
Control: the responsible person checks the evidence; incomplete or conflicting information goes back for review.
Output: a reviewed hand-off. Nothing is sent to a business system by this public example.
04Test in a sandbox
Input: the information confirmed in the previous stage.
Action: Test in a sandbox for this WhatsApp example.
Control: the responsible person checks the evidence; incomplete or conflicting information goes back for review.
Output: a reviewed hand-off. Nothing is sent to a business system by this public example.
05Approve deployment
Input: the information confirmed in the previous stage.
Action: Approve deployment for this WhatsApp example.
Control: the responsible person checks the evidence; incomplete or conflicting information goes back for review.
Output: a reviewed hand-off. Nothing is sent to a business system by this public example.
Your next step
Make this relevant to your team.
Your enquiry will include WhatsApp automatically.