01
Leads cool off fast
Enquiries go cold when follow-ups depend on memory.
Whats Agent for Other Agencies
Travel, insurance, recruitment or events — keep every client group warm
Share tour departures, renewal-season reminders, job openings and event logistics on schedule, and revive old enquiry groups when you have something new.
Auto Group CreationScheduled RemindersBulk Re-engagementMessage Analytics
Sound familiar?
Common WhatsApp headaches for Other Agencies
02
Repetitive updates
The same logistics message goes to many groups by hand.
03
Past enquiries forgotten
Old trip, job or event groups sit silent.
04
Unclear what clients read
You can’t tell if the reporting time was actually seen.
Use cases
What you can automate
Each use case maps to a core Whats Agent feature. See all features →
Travel: departure reminders
Packing lists, reporting times and pickup points for group tours.
Insurance: renewal-season reminders
General renewal and awareness reminders — personal policy details stay one-to-one.
Recruitment: job-alert groups
Candidate groups by role and city, with openings posted daily.
Events: guest groups
A group per event with schedules, venue maps and last-minute updates.
Revive old enquiry groups
Reach past trip, candidate or event groups with something new.
Know what gets read
Read rates per group and message.
Message templates
Ready-to-schedule examples
Sample messages — swap the {{variables}} for your details.
Kashmir Tour · 12 Oct BatchScheduled · 3 days before
✈️ 3 days to go! Reporting time at {{airport}}: {{time}}. Pack warm layers and carry original ID. Tour manager: {{manager_phone}}.
Template 1 · edit variables in {{ }} before sending
Pune IT Jobs · FreshersScheduled · daily 9 AM
💼 New openings today: {{role}} at {{company}} ({{location}}), {{experience}}. Apply: {{link}}. Last date {{date}}.
Template 2 · edit variables in {{ }} before sending
Health Cover · CustomersScheduled · renewal season
📢 Renewal season: if your health policy renews in {{month}}, our advisor will contact you individually with options. Questions? Call {{phone}}.
Template 3 · edit variables in {{ }} before sending
How it works
Live in three steps
1
Connect your number
Link WhatsApp and add your team.
2
Create client groups
Set up trip, candidate, customer or event groups.
3
Automate follow-ups
Schedule logistics and re-engage old groups.
Good practice
Follow your sector’s rules — for example IRDAI guidelines for insurance communication — and keep personal policy, payment or candidate details out of shared groups.
Related & more in Agencies & Teams
See Whats Agent set up for Other Agencies
Book a 15-minute walkthrough tailored to your groups, your calendar and your team.
or WhatsApp us at +91 99631 40558
14-day free trial · No card needed · Setup help included