Palby AI Agent

Lark WhatsApp integration

No hand-over left in someone's personal WhatsApp.

Hand-overs land in the group as cards, with who it is, what they said and why.

Book a walkthrough See it answer

30 minutes. You choose the day and the time.

Your team's Lark group

  1. The agent handed a conversation to you. Who: Mei Ling. They said: Can I pay by instalments? Why: asked about payment

    Hand-over card, 4:02pmButtons: Open the chat; Back to the agent

  2. Still waiting: Mei Ling, handed over yesterday. @all

    Reminder, Next day 4:05pmOne reminder, then it stops
1 tap
from the card to the chat
1 reminder
a day later, if nobody answers
1 warning
when a number's sending looks risky

In your group

What lands in your Lark group

A hand-over that goes to one person's WhatsApp sits there while they're with a customer. In the team's Lark group, whoever's free sees it.

Hand-overs
01Hand-over cards the whole team can see.
The next day
02Nobody picked it up? The group hears again a day later.
Your number
03Hear when a number's sending gets risky.
Into WhatsApp
04Turn each lead your team adds in Lark into a WhatsApp chat.

01Hand-overs

Hand-over cards the whole team can see.

When the agent hands a chat over, a card lands in the group with who it is, their number, what they said and why. The whole team sees it, and whoever's free opens the chat from the card.

  • Your own wording for the card
  • Back to the agent, on an agent's hand-over
More on hand-overs
Lark - Front desk group
  1. Hand-over card, 4:02pmThe agent handed a conversation to you.
  2. WhoMei Ling, 9671 2204
  3. They saidCan I pay by instalments?
  4. WhyAsked about payment
  5. ButtonsOpen the chat. Back to the agent.

02The next day

Nobody picked it up? The group hears again a day later.

If nobody replies in the chat, one reminder goes to the group a day later, mentioning everyone. A reminder due between 9pm and 9am waits for 9am. Then it stops.

  • One reminder per hand-over
  • @mentions everyone in the group
  • A reminder due at night waits for 9am
Lark - Front desk group
  1. Hand-over card, Mon 11:20pmWho: Farah. They said: Can I pay next week instead? Why: asked about payment

03Your number

Hear when a number's sending gets risky.

Numbers get restricted when they send too much, too fast. A risk check reads each number every ten minutes, and the first time a number's heat reaches your level in a day, the group hears about it. The level starts at 20.

  • Once a day per number at most
  • Your own level, or off
Risk check - Front desk number
  1. Risk check, 10:00amFront desk number, heat14

04Into WhatsApp

Turn each lead your team adds in Lark into a WhatsApp chat.

Some teams log new leads in Lark first. A Lark automation can send each one's number to a workflow's web link, and the workflow texts them from your number.

  • Only requests with that link's secret key get in
  • Texted at the same safe pace as every first message
More on webhooks
Lark lead to WhatsApp
  1. Lark, 11:05amWei Jie logs a new lead: Hui Min, 9034 5521

And the rest

The details that keep the group readable

New-lead alertsPost every new lead in the group too, if you turn it on.
BookingsPost a line when the agent books an appointment.
Quiet by defaultLead alerts and bookings stay off until you turn them on.
From a workflowTell the Team and Ask the Team to Approve both post in the group.
Send to LarkA workflow step can send a lead's details to a Lark group.

Goes well with

Bring the hand-overs to where your team already talks.

Start with the group your team already reads all day.

Book a walkthrough

30 minutes. You choose the day and the time.

Before you connect Lark

Will hand-overs drown out the group's other messages?