Product

A WhatsApp shared inbox for client-facing teams

Everything your team needs to capture requests, assign ownership, and follow work from client chats and voice notes.

Shared InboxVoice NotesTask ExtractionResponse TrackingManager Visibility

Platform modules built for team collaboration

WickAI follows the way teams already work: capture messages, organize requests, track tasks, and keep leadership informed.

Module

Inbox & Collaboration

  • Shared WhatsApp inbox
  • Conversation ownership
  • Internal notes
  • Labels & status
  • Team visibility
Module

AI Processing

  • Voice note transcription
  • Message summarization
  • AI task extraction
Module

Execution & Accountability

  • Task board
  • Assignments
  • Due dates
  • Priority & status
  • Conversation-linked tasks
Module

Response & Alerts

  • Unreplied timers
  • Overdue task alerts
  • Escalation notifications
  • Daily digest
Module

Management & Control

  • Workspace settings
  • Team roles
  • Audit trails
  • Basic analytics

How teams run work in WickAI

Day-to-day workflows mapped to client-facing teamwork.

1

Client voice note → task assignment

A client sends a voice note with changes. WickAI transcribes it, creates draft tasks, and your team confirms ownership and due date.

2

Unreplied conversation → response alert

When a chat goes unreplied beyond your team threshold, WickAI flags it and surfaces it to team leads and managers.

3

Manager daily digest → workload review

Managers start the day with a digest of unreplied chats, overdue tasks, and pending risks.

Feature proof in product context

Each module is built to reduce missed requests and keep work visible across the team.

Shared Inbox and Team Ownership

Keep every client thread visible with clear owner assignment and internal context so follow-ups do not stall.

  • Conversation owner
  • Status labels
  • Internal notes
Inbox overview
Owner assigned: SarahThread status: In progressClient follow-up timer: 42m

Voice Note to Transcript to Task

Convert voice-heavy client communication into readable context and reviewable tasks with explicit due dates.

  • Transcript preview
  • Task suggestions
  • Human confirmation
Processing pipeline
Voice note · 0:41

“Send the revised quote tomorrow morning and book the installer for Friday afternoon.”

Suggested tasks
Send revised quote · Sarah · due tomorrow
Book installer · Tunde · due Friday

Response Tracking and Follow-up Control

Surface unreplied threads and overdue tasks before they escalate into client dissatisfaction.

  • Unreplied timers
  • Overdue alerts
  • Escalation signal
Response tracking module
Unreplied: 2 threadsOverdue: 1 taskEscalation route: Team lead

Manager Digest and Daily Visibility

Give managers a concise operating snapshot of pending conversations, workload, and at-risk items.

  • Daily digest
  • Risk summary
  • Workload distribution
Manager summary
Pending chats: 6At-risk items: 2Workload spike: Design queue

Integrations and team controls

WickAI connects with practical systems and keeps processing boundaries clear.

WhatsApp Business

Connect your business number to power shared inbox workflows, thread ownership, and reply accountability.

Email Alerts and Digests

Keep leads and managers informed with practical notifications for unreplied chats and overdue work.

Lead and CRM Routing

Route inbound leads through configurable webhook or HubSpot forwarding for tighter GTM handoff.

Control checklist

Roles and permissionsAudit visibilityAI output review

Important actions stay reviewable by your team. WickAI supports your team, but does not remove human oversight.

Want to see this with your exact workflow?

Book a demo and we’ll walk through your current WhatsApp workflow from incoming messages to completed tasks.

We’ll tailor the walkthrough to your team structure and message volume.