Integrations / Sales & CRM
Connect Wiza to WhatsApp with an AI agent
Flann is an AI agent your business talks to on WhatsApp. Connect Wiza once, then ask Flann to look things up in it or get work done in it, by text or voice note. Wiza is where your leads and customers live. Flann puts that record in your pocket and keeps it current from WhatsApp.
5 actions in Wiza. 4 only look things up, and 1 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Wiza
Send any of these on WhatsApp, in your own words. Flann finds the right Wiza action and fills in the details from the conversation.
“Find prospects in Wiza.”
“Look up the individual reveal in Wiza.”
“Start an individual reveal in Wiza.”
Step by step: Wiza jobs you can hand to Flann
Each step below names the Wiza action Flann actually runs.
Get answers about your prospects
- You message Flann on WhatsApp: “What is the latest on our prospects in Wiza?”
- Flann runs
Search Prospectsin Wiza and shows you what it found. - Nothing in Wiza is changed: these are look-ups, so they run straight away.
Check your individual reveals from WhatsApp
- You message Flann on WhatsApp: “Show me where our individual reveals in Wiza stand.”
- Flann runs
Get Individual Revealin Wiza and shows you what it found. - Nothing in Wiza is changed: these are look-ups, so they run straight away.
Repetitive Wiza 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.
Replying with the whole history in hand
Today
Whenever a customer messages on WhatsApp you reply without checking Wiza, so you miss the open deal, last month’s complaint or the discount you promised. Context costs a login.
With Flann
“What do we know about the man asking about catering on WhatsApp?”
Before drafting anything, Flann looks the customer up in Wiza and brings back their deals, notes and last conversation. Then it writes a reply that fits that history, in the language they wrote in.
What you stop doing: No customer has to repeat themselves because you replied blind.
Today’s call list
Today
Tasks, callbacks and reminders are scattered across contacts in Wiza. Finding today’s means clicking through views you set up long ago.
With Flann
“Give me today’s call list from Wiza.”
Pulling every task and callback due today from Wiza, Flann gives you a call list with a line of context for each name: what was promised, what is open and the best number to ring. A look-up, so it is instant. When you report back after each call, Flann prepares the update and asks you to confirm it.
What you stop doing: Mornings start with a list instead of a search.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Wiza
- Search for Wiza in Flann’s Connectors.
- Paste your Wiza API key into the secure form Flann opens. You will find the key in your Wiza account settings.
- From then on, message Flann on WhatsApp. It works in Wiza whenever a request needs it.
Look-ups run as soon as you ask and change nothing in Wiza. You can disconnect Wiza from Connectors at any time.
Ways to use Wiza with Flann
Update the CRM by voice
After a call, send Flann a voice note. It turns it into an update for the right contact in Wiza and asks you to confirm.
See the pipeline at a glance
Ask what is open and what is at risk. Flann summarises Wiza in a few lines you can read in a queue.
Move deals forward
Tell Flann a deal closed or stalled.
There are three ways to get routine work done in Wiza. Side by side:
| Compare | Opening WizaLog in, find it, do it | A rules toolRuns the steps you wired up | Wiza through FlannAsk and get it done |
|---|---|---|---|
| Getting started on a job | Open the app and find the right page | Only what was wired up in advance | A WhatsApp message, typed or spoken |
| Finding answers | Filters and searches you run yourself | Only the look-ups someone built | 4 look-ups, answered straight away |
| Making changes | Typed in by hand | Run unchecked once built | 1 change, made from a message |
| Getting connected | Nothing new to set up | Someone builds and maintains each flow | Your Wiza API key, once |
YesPartlyNo
Everything Flann can do in Wiza
The full list of Wiza actions available to Flann once you connect it.
Looks up 4
- Get API Credits
- Get List Details
- Search Prospects
- Get Individual Reveal
Changes 1
- Start Individual Reveal
More Sales & CRM apps Flann works with
Common questions
How does Flann connect to Wiza?
Open Connectors in Flann, choose Wiza and paste your Wiza API key into a secure form. You will find the key in your Wiza account settings. Once it is connected, Flann can use 5 actions in Wiza.
Can I use Wiza from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in Wiza for you. You do not need to open Wiza.
Is Wiza included in my Flann plan?
Yes. Every Flann plan includes every app, Wiza included.