Guide7 min read
How support teams can manage WhatsApp, Slack and a shared inbox without losing customer history
Keep customer identity, ownership and conversation history intact across WhatsApp, Slack and your support inbox.
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Trusted by 20+ service businesses.
Buried messages. Shared personal numbers. Endless forwarding.
WhatsApp is where the work happens
Customer updates, frontline coordination and day-to-day operations often happen inside WhatsApp groups. Messages get buried, personal numbers get shared and coordinators spend their days forwarding updates between groups, teams and systems. Jely adds the visibility, privacy and automation needed to run WhatsApp at scale.
See how it works
One conversation. Everyone in sync.
A customer messages on WhatsApp. Jely passes the exact message to your team, relays your reply word-for-word to the frontline and keeps everyone in sync — no retyping, no lost detail.
Customer · WhatsApp
Your Business
Online
Your team · Slack / Jely
#coordination
Frontline worker · WhatsApp
Your Business
Online
This is a simulated example. All names and details shown are fictional.
How Jely works
1
Your users stay in WhatsApp
Customers, carers, contractors and volunteers communicate in familiar WhatsApp chats and groups without downloading another app.
2
Your team works from one place
Manage conversations and groups through Jely, Slack or your existing systems.
3
Jely handles the coordination
Route messages, maintain records, trigger alerts and automate repetitive admin — across every conversation.
Everything you need to run WhatsApp properly
Managed conversations and groups
Create, monitor and archive customer and frontline conversations from one dashboard.
Private communication
Let people communicate in shared groups without exposing their personal phone numbers.
Slack integration
Internal teams can participate from Slack while customers and frontline workers stay in WhatsApp.
AI summaries
Turn busy group conversations into clear summaries, actions and handover notes.
Alerts and moderation
Flag safeguarding concerns, sensitive content and conversations that need attention.
Office hours and routing
Set availability, queue messages and direct conversations from each group to the right person or team.
Audit trails
Keep searchable records, transcripts, group histories and exports for compliance and accountability.
Automated workflows
Automate check-ins, reminders, follow-ups and repetitive coordination tasks around each conversation or group.
Built for service businesses
Anywhere work depends on constant communication between customers, frontline workers and operational teams.
Who uses Jely:
- Home care and social care
- Charities and volunteer networks
- Contractors and installers
- Field sales and project teams
- Support teams
- Franchise and branch networks
Integrations
WhatsApp
Twilio
Salesforce
HubSpot
Zapier
Slack
Insights
Thoughts on scheduling, coordination, and making WhatsApp work for your team.
Guide7 min read
How field service teams can manage customer WhatsApp without losing job context
Keep customer, contractor and installer conversations visible to the office without forcing frontline teams into another app.
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Guide6 min read
How home care teams can use WhatsApp without losing oversight
A practical framework for keeping family and carer conversations familiar while giving the office clearer visibility, privacy controls and accountability.
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Article4 min read
WhatsApp is fast. Scheduling on it isn't.
WhatsApp has become the default place where work gets coordinated. Messages are seen quickly, replies are sent faster, and decisions often feel easier to move forward. But scheduling is not a conversation problem - it's a coordination problem.
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Article3 min read
What does reliable scheduling actually require?
Reliable scheduling requires structure that exists independently of individual messages. Availability needs to be collected consistently. Confirmations need to be explicit and final. Capacity must be enforced automatically.
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Guide6 min read
How charities can coordinate volunteers on WhatsApp without losing oversight
A practical workflow for protecting personal numbers, reducing coordinator relay work, and giving teams a clear view of volunteer conversations.
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