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IT & SaaS
WhatsApp for SaaS & IT — Faster Onboarding, Smarter Support, Less Churn
Help users adopt your product faster and keep them active. Chat ON Desk lets SaaS and IT teams run WhatsApp-first onboarding, send billing alerts, automate support triage and deliver product updates — all in one shared inbox integrated with your stack.
Experience Smart Communication
Common challenges for SaaS & IT teams
- Low trial-to-paid conversion due to weak onboarding and slow follow-ups.
- High support SLAs and overloaded ticket queues for repetitive queries.
- Failed payments and churn because billing reminders are ignored.
- Product update fatigue — users miss important release alerts.
- Fragmented customer communications across email, intercom, Slack and SMS.
A single hub for user onboarding, support & billing
Chat ON Desk combines WhatsApp, Email, SMS, and social channels into a unified workspace. Use conversational onboarding flows, automated nudges for inactive trials, payment reminders with INR or multi-currency links, and two-way support — all connected to your product via APIs and webhooks. Reduce time-to-value, improve NPS, and reclaim engineering time.
Features built for SaaS & IT
Share time-stamped tutorials, short GIFs or 1-minute videos in chat to guide users through key product actions.
Route enterprise customer messages to dedicated CSMs and set SLA timers and escalations in the inbox.
Push events (trial started, plan upgraded, failed payment) into Chat ON Desk; push conversational data back to your CRM or analytics pipeline.
Measure trial activation rates, time-to-first-success, support resolution times, churn risk signals and campaign effectiveness.
How SaaS & IT teams use Chat ON Desk
Real scenarios, real impact.
Trial → Activation
Immediately after signup, users receive a WhatsApp onboarding flow with 3 quick tasks. Users who complete tasks convert 3x faster. (example flow)
Failed Billing Recovery
When a payment fails, an automated WhatsApp message with a retry link and a human follow-up reduces churn by recovering payments quickly.
Support Deflection
Common issues (password reset, API docs link, status page) are handled by the bot; critical tickets are escalated to support with full user context.
Release Notes
Users opt in to receive release highlights, breaking changes and migration notes via WhatsApp instead of missing email updates.
Account Expansion
CSMs use chat to propose add-ons and personalized demos to users showing high product engagement.
Process Ready Templates
Ready-to-use templates
Hi {name}, welcome to {product}! 👋 I’m {cs_name}. Start with these 3 steps to get value quickly: 1) Connect your account → [link] 2) Run your first import → [link] 3) Watch 60s setup →
[videos link]
. Reply HELP if you want a 1:1 walkthrough.
Hi {name}, noticed you haven’t completed setup. Complete Step 2 to unlock X feature — it takes 5 mins. Need help? Reply HELP and we’ll guide you
Hi {name}, your payment for {plan} on {date} failed. Retry payment: [retry link]. Reply STOP to opt-out of these reminders.
Your support ticket #{ticket} is updated: {summary}. Reply RESOLVE if this fixes it or REOPEN to add more details.
On a scale of 0–10, how likely are you to recommend {product}? Reply with a number. Thanks — your feedback helps us improve.
Share a quick use-case — we’ll draft a WhatsApp flow for your health center
Featured Insight
Deep dive into the core features
FAQs
Everything You Need to Know About Using Chat ON Desk
No — WhatsApp can be used for formal transactional messages (invoices, alerts) via approved templates and for personalized outreach by CSMs.
Yes — we provide integrations and webhooks to sync events, tickets and billing data.
Use segmented targeting, frequency caps, opt-in management and meaningful content. Track metrics and adjust cadence.
Small pilots (onboarding + billing) can be launched in 7–14 days depending on integrations.
Yes — we support INR billing for India and multi-currency workflows for global customers.
Revolutionize Customer Engagement With Chat ON Desk
Powerful Tools to Connect, Convert, and Support—Without the Chaos.
Improve Customer Satisfaction
Provide support on your customer’s favorite app, and improve your CSAT scores.
Personalize Marketing
Give your customers a better experience with personalized offers and messages that build a better rapport and repeat business.
Automate sales & support
Get an intelligent chatbot with pre-made ecommerce templates to automate sales & support.
One Customer One Thread
Get all messages in a single thread from all channels, so that you do not have to search at different platforms.
No Code Implementation
Install our Shopify App, so that you do not have to worry about integrating API's, and you can focus on other areas of your business.
Contextual Communication
Loop in an agent when required without losing the context of the conversation.