Integrations / CRM
Simplesat on WhatsApp: manage customers with an AI agent
Flann turns Simplesat into something you can message. Ask on WhatsApp, by text or voice note, and Flann does the work in Simplesat for you. Before a call, during a visit or in the car afterwards, you can ask Flann about any contact in Simplesat and get their history in a few lines. Look-ups are instant.
8 actions in Simplesat. 5 only look things up, and 3 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Simplesat
You do not need the exact wording. These are the kinds of messages Flann turns into Simplesat actions.
“Find responses in Simplesat.”
“Show me my surveys in Simplesat.”
“Look up the customer in Simplesat.”
“Update the customer in Simplesat.”
What Flann can work with in Simplesat
Simplesat gives Flann 8 actions across 5 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Customers | look upupdate | 2 |
Side by side, the two ways of working in Simplesat:
| Compare | Simplesat on its ownEvery step is yours | With FlannThe work comes to your chat |
|---|---|---|
| How you ask | Log in and click through the screens | Text or voice note, in your own words |
| Looking things up about customers | By hand, screen by screen | 5 look-ups, answered straight away |
| Creating and updating | Typed in by hand | 3 changes, made from a message |
| Simplesat records | All of them, one screen at a time | 5 kinds, from one chat |
| Set-up | Nothing new to set up | Your Simplesat API key, once |
YesPartlyNo
Step by step: Simplesat jobs you can hand to Flann
How a request turns into real Simplesat actions, one step at a time.
Fix a customer without opening Simplesat
- You message Flann on WhatsApp: “Change the customer in Simplesat: here is what is different.”
- Flann runs
Get Customerin Simplesat and shows you what it found. - Flann runs
Update Customerin Simplesat. - Flann makes the change in Simplesat and confirms in the chat.
Get answers about your responses
- You message Flann on WhatsApp: “What is the latest on our responses in Simplesat?”
- Flann runs
Search Responsesin Simplesat and shows you what it found. - Nothing in Simplesat is changed: these are look-ups, so they run straight away.
Check your surveys from WhatsApp
- You message Flann on WhatsApp: “Show me where our surveys in Simplesat stand.”
- Flann runs
List Surveysin Simplesat and shows you what it found. - Nothing in Simplesat is changed: these are look-ups, so they run straight away.
Where Flann saves you time in Simplesat
Small jobs, repeated often, are where the time goes. Here is how they change once Simplesat is connected.
Chat enquiries into proper leads
Today
New enquiries arrive on WhatsApp, Instagram and Facebook, and most never make it into Simplesat. The ones that do are typed in late, with the phone number missing.
With Flann
“Add everyone who enquired on Instagram this week to Simplesat as new leads.”
Because Flann already answers those conversations, it knows who asked about what. It prepares a lead in Simplesat 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.
Deals with no next step
Today
Deals pile up in Simplesat with no next action, no date and no owner. The pipeline looks full while a good part of it is quietly dead.
With Flann
“Show me open deals in Simplesat with no next step or no activity this month.”
Going stage by stage through Simplesat, Flann lists the deals that have stalled, with the last contact date and who owns each one. Short and honest.
What you stop doing: Pipeline reviews no longer begin with clicking through every deal.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Simplesat
- Open Connectors in Flann and choose Simplesat.
- Paste your Simplesat API key into the secure form Flann opens. You will find the key in your Simplesat account settings.
- From then on, message Flann on WhatsApp. It works in Simplesat whenever a request needs it.
Of the 8 Simplesat actions, 5 only read. The other 3 create, update, send or delete. Disconnect Simplesat in Connectors whenever you like.
Ways to use Simplesat with Flann
Move deals forward
Tell Flann a deal closed or stalled.
Know who you are talking to
Before a meeting, ask Flann for the contact’s history in Simplesat: last deal, last note, last time you spoke.
See the pipeline at a glance
Ask what is open and what is at risk. Flann summarises Simplesat in a few lines you can read in a queue.
Everything Flann can do in Simplesat
Every Simplesat action Flann can run, split into what it reads and what it changes.
Looks up 5
- Get Customer
- List Surveys
- Search Answers
- Search Responses
- List Questions
Changes 3
- Create or Update Customer V2
- Create or Update Team Member
- Update Customer
More CRM apps Flann works with
Common questions
What can Flann do with customers in Simplesat?
Flann can look up and update customers in Simplesat, using 2 actions (Get Customer, Update Customer). Looking up runs straight away and changes nothing. The other actions create or change customers in Simplesat.
How does Flann connect to Simplesat?
Open Connectors in Flann, choose Simplesat and paste your Simplesat API key into a secure form. You will find the key in your Simplesat account settings. Once it is connected, Flann can use 8 actions in Simplesat.
Do I need to open Simplesat to use it with Flann?
No. Once Simplesat is connected, you ask Flann on WhatsApp or in the Flann app, by text or voice note, and it does the work in Simplesat.
Does connecting Simplesat cost extra?
No. Simplesat is included in every Flann plan, along with every other app Flann connects to.