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SaaS & B2B Automation

Handle SaaS support tickets via WhatsApp — faster resolution, happier customers

WhatsPortal runs a support ticket bot on WhatsApp — capturing issue details, creating tickets, routing to the right team, and sending resolution updates — so customers get help on the channel they prefer and your support team has full context.

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Official Meta BSP · No credit card required

  • Official WhatsApp BSP
  • Free plan — no credit card required
  • Instant webhook integrations
  • Custom WhatsApp Flows
  • Billed in INR via Razorpay

Your customer has a blocker. They open your support portal, try to create an account, give up, and email CEO@yourcompany.com.

01

Traditional helpdesk portals have a friction problem. Customers need to create an account, navigate the system, categorise their issue, and wait for email notifications. The same customer would resolve the same issue in minutes on WhatsApp.

02

Support requests on personal WhatsApp — employees giving out their numbers, customers texting founders directly — are untracked, unassigned, and impossible to manage. Conversations get lost. Issues go unresolved. Customers feel ignored.

03

Response time is the #1 driver of customer satisfaction in support. WhatsApp messages get responses faster than emails. A support channel on WhatsApp doesn't just improve experience — it improves your SLA metrics.

The solution

WhatsPortal gives your SaaS product a structured WhatsApp support channel — fast, organised, and with full ticket tracking.

Structured issue intake

The support bot collects issue category, description, and account details before routing. Your support agent receives a ticket with everything they need — not a blank 'help' message.

  • The support bot collects issue category, description, and account details before routing
  • Your support agent receives a ticket with everything they need
  • not a blank 'help' message

Automatic ticket creation and routing

Once intake is complete, WhatsPortal creates a ticket in your helpdesk (Freshdesk, Zendesk, or via webhook) and routes the conversation to the right team — billing, technical, onboarding.

  • Once intake is complete, WhatsPortal creates a ticket in your helpdesk (Freshdesk, Zendesk, or via webhook) and routes the conversation to the right team
  • billing, technical, onboarding
  • Fully automated system
  • Real-time notifications

Real-time status updates

When a ticket status changes — acknowledged, in-progress, resolved — WhatsPortal sends the customer a WhatsApp notification. They know where their issue stands without checking a portal.

  • When a ticket status changes
  • acknowledged, in-progress, resolved
  • WhatsPortal sends the customer a WhatsApp notification
  • They know where their issue stands without checking a portal

Post-resolution CSAT

After a ticket is resolved, WhatsPortal sends a one-question satisfaction rating — 'Was your issue resolved? Rate 1–5.' Captures CSAT data without a separate survey system.

  • After a ticket is resolved, WhatsPortal sends a one-question satisfaction rating
  • 'Was your issue resolved
  • Rate 1–5.' Captures CSAT data without a separate survey system

How it works

Streamlined automation in four simple steps.

  1. 01

    Customer messages your support WhatsApp

    The bot begins intake — issue category, account, description. Structured collection takes under 2 minutes.

  2. 02

    Ticket is created, team is notified

    A ticket is created in your helpdesk. The assigned agent receives a notification in the shared inbox — with full context.

  3. 03

    Customer is updated at every stage

    Status updates, resolution confirmation, and CSAT request all fire automatically. Your team focuses on resolution, not communication overhead.

  4. 04

    Sync CRM & product database

    Qualified leads, ticket history, and NPS feedback are synced to HubSpot, Salesforce, or your product database.

C

Support Bot

CloudMetrics

Hi Sunil! Thanks for starting your 14-day free trial of CloudMetrics. 📊

10:00 AM ✓✓

To help you get started, would you like to connect your first data source or view the quickstart guide?

10:00 AM ✓✓

Connect databaseQuickstart guideSchedule demo call

Connect database

10:02 AM ✓✓

Awesome! Here is the database integration guide: click.cloudmetrics.com/db-setup 💾

10:02 AM ✓✓

Our support team is available 24/7. Reply to this chat if you have any questions during setup.

10:03 AM ✓✓

Example conversation — automated by WhatsPortal

What our customers say

“Moving our tie”

— 1 support to WhatsApp was a decision our customers thanked us for. Ticket resolution time improved and CSAT scores went up — turns out people prefer asking for help in a chat.' — [SaaS customer success lead]

Live

SaaS products offering WhatsApp support channels see higher customer satisfaction scores and lower time-to-first-response compared to email-only support

< 1 min

Average setup time for standard workflows

3×

Increase in response rates compared to email alerts

₹0

Get started for free — free plan included

FAQ

Common questions about saas support ticket bot

Can I integrate WhatsPortal with my existing helpdesk (Freshdesk, Zendesk)?

Yes. Connect WhatsPortal to your helpdesk via webhook or native integration. Tickets created from WhatsApp conversations appear in your helpdesk with full conversation context.

Can I handle both self-service resolution and agent-assisted support?

Yes. Configure the bot to resolve common queries automatically — password reset links, billing FAQ, feature documentation — and escalate complex issues to human agents.

Can enterprise customers get a dedicated WhatsApp support contact?

Yes. Configure separate routing rules for enterprise accounts — messages from enterprise customers are flagged and routed to your dedicated CSM or senior support team.

What does WhatsPortal cost?

Free plan: ₹0, 100 messages/month. Standard: ₹1,199/month (5,000 messages). Premium: ₹2,499/month (unlimited). All in INR via Razorpay.

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Support that's easy to reach gets used. Easy support makes customers stay.

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