Communication & automation
Two-way WhatsApp and email logged against the deal, plus automated follow-up, renewal and re-engagement sequences.
Automated sequences
| Sequence | Channel | Trigger | Messages sent | Active |
|---|---|---|---|---|
| Document reminder sequence | WhatsApp + Email | 30 / 15 / 7 / 3 days before expiry | 148 | |
| Loan anniversary re-engagement | 11 months after disbursement | 42 | ||
| Cold lead nurture drip | No activity for 21 days | 96 | ||
| Bank query escalation | In-app + Email | Query open > 48h | 27 | |
| Renewal — working capital facility | 60 days before facility expiry | 0 |
Conversation log
CRD-2041 · Al Noor Trading LLC
WhatsApp · 10:12
Please confirm which VAT returns you need.WhatsApp · 10:18
Mashreq needs Q3 & Q4 2025 returns. You can reply here with the PDFs.Email · 11:40
Sent the FY25 audited financials to the coordinator.Email · 11:52
Received and filed against CRD-2041. Credit committee is 09 Jun.
Internal notifications
Task assignments, status changes, escalations
RAKBANK approved AED 3.8M for Al Noor Trading LLC
2h agoCommission COM-503 awaiting your approval
4h agoTrade licence for Gulf Steel expires in 5 days
6h agoOmar Haddad submitted a new referral lead
8h agoTask T-9004 is overdue — Karan Dsouza
1d ago