Integrations / CRM
GorillaDesk on WhatsApp: manage customers with an AI agent
Flann turns GorillaDesk into something you can message. Ask on WhatsApp, by text or voice note, and Flann does the work in GorillaDesk for you. Connected to Flann, GorillaDesk behaves like a colleague who never forgets a follow-up. Flann suggests who to contact, drafts the message in the customer’s language and prepares the record update.
13 actions in GorillaDesk. 11 only look things up, and 2 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in GorillaDesk
You do not need the exact wording. These are the kinds of messages Flann turns into GorillaDesk actions.
“Show me my invoices in GorillaDesk.”
“Show me my payments in GorillaDesk.”
“Show me my customers in GorillaDesk.”
“Create a customer in GorillaDesk.”
“Create a customer note in GorillaDesk.”
What Flann can work with in GorillaDesk
GorillaDesk gives Flann 13 actions across 10 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Customers | createlook up | 2 |
How the same customer job compares, in GorillaDesk directly and through Flann.
| Compare | In GorillaDesk yourselfYou click through each job | Flann on GorillaDeskYou ask, Flann does the clicking |
|---|---|---|
| Asking for something | Open the app and find the right page | A WhatsApp message, typed or spoken |
| Finding answers about customers | Filters and searches you run yourself | 11 look-ups, answered straight away |
| Making changes | Typed in by hand | 2 changes, made from a message |
| GorillaDesk records | All of them, one screen at a time | 10 kinds, from one chat |
| Getting connected | Nothing new to set up | Your GorillaDesk API key, once |
YesPartlyNo
Step by step: GorillaDesk jobs you can hand to Flann
How a request turns into real GorillaDesk actions, one step at a time.
Create a customer from a voice note
- You message Flann on WhatsApp: “Create a customer in GorillaDesk with these details.”
- Flann runs
Get Customersin GorillaDesk and shows you what it found. - Flann runs
Create Customerin GorillaDesk. - Flann creates it in GorillaDesk and confirms in the chat.
Get answers about your invoices
- You message Flann on WhatsApp: “What is the latest on our invoices in GorillaDesk?”
- Flann runs
Get Invoicesin GorillaDesk and shows you what it found. - Nothing in GorillaDesk is changed: these are look-ups, so they run straight away.
Check your payments from WhatsApp
- You message Flann on WhatsApp: “Show me where our payments in GorillaDesk stand.”
- Flann runs
Get Paymentsin GorillaDesk and shows you what it found. - Nothing in GorillaDesk is changed: these are look-ups, so they run straight away.
Where Flann saves you time in GorillaDesk
Small jobs, repeated often, are where the time goes. Here is how they change once GorillaDesk is connected.
Chat enquiries into proper leads
Today
New enquiries arrive on WhatsApp, Instagram and Facebook, and most never make it into GorillaDesk. The ones that do are typed in late, with the phone number missing.
With Flann
“Add everyone who enquired on Instagram this week to GorillaDesk as new leads.”
Because Flann already answers those conversations, it knows who asked about what. It prepares a lead in GorillaDesk for each new enquirer, with their name, channel, the product they asked about and the language they wrote in.
What you stop doing: Leads from social messages no longer vanish between apps.
Merging the duplicate contacts
Today
The same customer sits in GorillaDesk three times, under a nickname, a work email and a misspelt surname. Every report you pull is slightly wrong because of it.
With Flann
“Find duplicate contacts in GorillaDesk and show me which ones to merge.”
Scanning GorillaDesk for matching phone numbers, emails and similar names, Flann groups the likely duplicates and shows which record holds the most recent activity.
What you stop doing: Cleaning contacts stops being a job you put off every quarter.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to GorillaDesk
- Search for GorillaDesk in Flann’s Connectors.
- Paste your GorillaDesk API key into the secure form Flann opens. You will find the key in your GorillaDesk account settings.
- Ask Flann for what you need on WhatsApp, by text or voice note. It picks the right GorillaDesk action itself.
Of the 13 GorillaDesk actions, 11 only read. The other 2 create, update, send or delete. Disconnect GorillaDesk in Connectors whenever you like.
Ways to use GorillaDesk with Flann
Follow up the leads you forgot
Ask Flann which leads in GorillaDesk have not heard from you in a week. It lists them and drafts the follow-up for each.
Update the CRM by voice
After a call, send Flann a voice note. It turns it into an update for the right contact in GorillaDesk and asks you to confirm.
See the pipeline at a glance
Ask what is open and what is at risk. Flann summarises GorillaDesk in a few lines you can read in a queue.
Everything Flann can do in GorillaDesk
Every GorillaDesk action Flann can run, split into what it reads and what it changes.
Looks up 11
- Get Company
- Get Credits
- Get Customers
- Get Documents
- Get Estimates
- Get Invoices
- Get Jobs
- Get Payments
- Get Services
- Get Users
- List Phone Types
Changes 2
- Create Customer
- Create Customer Note
More CRM apps Flann works with
SalesforceCommon questions
What can Flann do with customers in GorillaDesk?
Flann can create and look up customers in GorillaDesk, using 2 actions (Create Customer, Get Customers). Looking up runs straight away and changes nothing. The other actions create or change customers in GorillaDesk.
How does Flann connect to GorillaDesk?
Open Connectors in Flann, choose GorillaDesk and paste your GorillaDesk API key into a secure form. You will find the key in your GorillaDesk account settings. Once it is connected, Flann can use 13 actions in GorillaDesk.
Do I need to open GorillaDesk to use it with Flann?
No. Once GorillaDesk is connected, you ask Flann on WhatsApp or in the Flann app, by text or voice note, and it does the work in GorillaDesk.
Is GorillaDesk included in my Flann plan?
Yes. Every Flann plan includes every app, GorillaDesk included.