Integrations / Communication
Connect Roam to WhatsApp: users, messages and group members by chat
Flann is an AI agent your business talks to on WhatsApp. Connect Roam once, then ask Flann to look things up in it or get work done in it, by text or voice note. Customers write in whatever language they think in. With Roam connected, Flann reads each message, works out what the person needs and drafts an answer in their language, while giving you a summary in your own language of what they actually asked. You check it. Then it goes.
39 actions in Roam. 22 only look things up, and 17 create, update, send or delete. You connect with a one-click sign-in.
What you can ask Flann to do in Roam
Send any of these on WhatsApp, in your own words. Flann finds the right Roam action and fills in the details from the conversation.
“Look up the meeting link in Roam.”
“Show me my chats in Roam.”
“Show me my meetings in Roam.”
“Upload a file in Roam.”
“Post a message in Roam.”
“Add group members in Roam.”
What Flann can work with in Roam
Roam gives Flann 39 actions across 16 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Users | createdeletelook upupdate | 8 |
| Group members | addlook updelete | 3 |
| Meeting links | look upupdate | 2 |
| Messages | postsend | 2 |
| Groups | createdeleteupdate | 3 |
| SCIM groups | createlook upupdate | 3 |
There are three ways to get users work done in Roam. Side by side:
| Compare | Roam on its ownEvery step is yours | A rules toolRuns the steps you wired up | With FlannThe work comes to your chat |
|---|---|---|---|
| How you ask | Open the app and find the right page | Only what was wired up in advance | A WhatsApp message, typed or spoken |
| Finding answers about users | Filters and searches you run yourself | Only the look-ups someone built | 22 look-ups, answered straight away |
| Making changes | Typed in by hand | Run unchecked once built | 17 changes, made from a message |
| Roam records | All of them, one screen at a time | Only the ones you wire up | 16 kinds, from one chat |
| Getting connected | Nothing new to set up | Someone builds and maintains each flow | One sign-in to Roam |
YesPartlyNo
Step by step: Roam jobs you can hand to Flann
Each step below names the Roam action Flann actually runs.
Create a user from a voice note
- You message Flann on WhatsApp: “Create a user in Roam with these details.”
- Flann runs
List users (SCIM)in Roam and shows you what it found. - Flann runs
Create Roam Userin Roam. - Flann creates it in Roam and confirms in the chat.
Clean up group members you no longer need
- You message Flann on WhatsApp: “Which group members in Roam are out of date? Remove the ones I confirm.”
- Flann runs
List group membersin Roam and shows you what it found. - Flann runs
Remove group membersin Roam. - Each removal is confirmed in the chat.
Get answers about your meetings
- You message Flann on WhatsApp: “What is the latest on our meetings in Roam?”
- Flann runs
List Roam Meetingsin Roam and shows you what it found. - Nothing in Roam is changed: these are look-ups, so they run straight away.
Repetitive Roam work Flann takes off your plate
These are the jobs that come back every day or every week. Message Flann instead, and keep the decisions for yourself.
Catching up on team chat
Today
Step away for a morning and the team channel in Roam has moved on. Scrolling back to find what concerns you takes far longer than it should.
With Flann
“Anything in the team chat I need to answer?”
Scanning the channels in Roam since you last looked, Flann pulls out the questions aimed at you, the decisions waiting on you and anything marked urgent. You get the short version.
What you stop doing: Scrolling back through a busy channel to find your name stops being necessary.
Knowing a customer before you answer
Today
An unhappy message comes in from a name you half recognise. Before replying, you search Roam for their past conversations to see what went wrong last time.
With Flann
“Has this customer complained before? What happened?”
Pulling every earlier conversation with that customer from Roam, Flann gives you a short history: what they asked, what you promised, how it ended. That comes back at once.
What you stop doing: Searching old threads before answering a tricky message is done for you.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Roam
- Search for Roam in Flann’s Connectors.
- Sign in to your Roam account on the secure page that opens and allow access. There is no developer account or API key to set up.
- From then on, message Flann on WhatsApp. It works in Roam whenever a request needs it.
Look-ups run as soon as you ask and change nothing in Roam. You can disconnect Roam from Connectors at any time.
Ways to use Roam with Flann
Hand off to the right person
Ask Flann to pass a complaint to your manager. It prepares the message in Roam for you to confirm.
Close the loop
Tell Flann a problem is solved. It prepares the update in Roam so nobody chases it twice.
See what is waiting
Ask what is unanswered. Flann checks Roam and lists the conversations that need you.
Everything Flann can do in Roam
The full list of Roam actions available to Flann once you connect it.
Looks up 22
- Get Address Info
- Get meeting link
- Get SCIM schema
- Get chat history
- Get Roam SCIM Resource Types
- Get SCIM service provider config
- Get token info
- Get user by ID (SCIM)
- Get user info
- List group members
- List Roam Chats
- List Roam Lobbies
- List Roam Meetings
- List Roam Recordings
- List Roam Transcripts
- List SCIM Groups
- List SCIM Schemas
- List User Audit Log
- List Users
- List users (SCIM)
- Lookup user by email
- Test API Connectivity
Changes 17
- Post message to chat
- Send message to group
- Upload File to Roam
- Add group members
- Add Reaction to Message
- Create Group
- Create Roam SCIM Group
- Create Roam User
- Delete Roam Group
- Delete Roam User
- Patch a group
- Patch user (SCIM)
- Remove group members
- Replace Roam SCIM Group
- Replace Roam User
- Send Typing Indicator
- Update a meeting link
More Communication apps Flann works with
Microsoft TeamsCommon questions
What can Flann do with users in Roam?
Flann can create, delete, look up and update users in Roam, using 8 actions (Create Roam User, Delete Roam User, Get user by ID (SCIM), List users (SCIM) and more). Looking up runs straight away and changes nothing. The other actions create or change users in Roam.
What can Flann do with group members in Roam?
Flann can add, look up and delete group members in Roam, using 3 actions (Add group members, List group members, Remove group members). Looking up runs straight away and changes nothing. The other actions create or change group members in Roam.
How does Flann connect to Roam?
Open Connectors in Flann, choose Roam and sign in to your Roam account on a secure page. There is no developer account or API key to set up. Once it is connected, Flann can use 39 actions in Roam.
Can I use Roam from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in Roam for you. You do not need to open Roam.
Is Roam included in my Flann plan?
Yes. Every Flann plan includes every app, Roam included.