Signals: messaging features and setup

Overview

When evaluating Signals, start by identifying the product that will be used in the business, since the provider presents multiple solutions rather than a single interface with uniform capabilities. Once you have chosen a system, test a sequence that starts with a tag or a request for information and continues with messages and a handoff to a team. The design should also account for a customer who asks to stop follow-up and for a status change in an external system. This tests whether the automation responds to the customer’s current status, rather than only to a preset time.

Features

• Message scheduling and customer tagging
• Automations and AI chatbots
• Team management and connections to external systems

Business uses

• Starting a short customer journey after a request for information
• Sending a tagged lead to the sales system for agent follow-up

Getting started

• Ask for a proposal that explicitly names the product and WhatsApp configuration offered to your business.
• In the selected system, set up a customer tag and a short sequence. Check that the trigger reaches only the intended group.
• Remove a recipient partway through the sequence and change their status in the connected system to check that opt-outs synchronize and scheduled messages stop.

What to check

• Check the connection type for each product separately, rather than relying on a general provider statement.
• Check how to stop messaging, team permissions, and synchronization of opt-outs between systems.