Connect the team
Pair individual WhatsApp sessions through QR codes and manage local agents.
CONVERSATIONS → CUSTOMER CONTEXT
Keep the conversation.
Carry the context.
Bring your team’s WhatsApp conversations into Bigin contact notes. Give the next conversation a better starting point.
Explore the workflow ↗Multi-agent captureContact transcriptsBigin CRM notes
01 / THE WORKFLOW
From a message to a shared record.
Capture the context
Record incoming and outgoing one-to-one messages, with agent details and timestamps.
Bring it into Bigin
Find the contact by phone and create or update a “WhatsApp Conversation” note.
02 / INTERACTIVE EXAMPLE
See the handoff.
Simulated workflow · fictional data
No WhatsApp or CRM connection.
S
Sample CustomerConversation with Demo Agent
Hi! Could you share an update on my enquiry?10:24 · Incoming
Of course. I’ll send the details shortly.10:25 · Outgoing
Bigin contact recordReady
Sample Customer
Illustrative contact · demo agent
- Capture messages locally
- Match an existing contact
- Update the CRM note
WHATSAPP CONVERSATION
Step through the example to see how a conversation becomes CRM context.
The current implementation skips CRM sync when no matching contact is found. Local ownership is separate from Bigin contact ownership.
03 / CHROME COMPANION
A shorter route
to the next chat.
Open WhatsApp Web from the phone field in Bigin.
The inspected extension adds a chat button and stores a local mapping of the phone, lead name, and record path. It complements the server’s conversation-capture workflow.
Source reviewed · release validation pending. The extension does not send its stored lead mapping to the inspected backend. Installation package is under review.
04 / UNDER THE HOOD
Small parts. A clear flow.
WhatsApp sessions→Node.js + SQLite→Transcript→Bigin note
For teams
Review prior conversation context alongside CRM contacts. Transcripts include direction, timestamps, and participating agents.
For technical reviewers
The baseline uses whatsapp-web.js, persistent local sessions, Express, SQLite, and Bigin contact/note APIs. Production acceptance remains to be independently verified.
05 / WHAT’S NEXT
A product taking shape.
Source reviewedConversation capture & CRM notes
Validation pendingChrome companion release
Under investigationBigin employee synchronization
Review draftWhite paper & specifications
Read the white paper ↗