Collections and after-sales
Customers who already bought need an owner too.
Sort into an after-sales pipeline who is up to date, who is about to be due and who needs a conversation. The team gets back in touch with Meta-approved messages, records every agreement on the profile and tracks the satisfaction score (NPS) in the pipeline.
- Meta-approved messages
- History of every agreement
- Implementation with a specialist
After the yes
From the delivered order to the next purchase.
- 1
Records
The profile keeps the closed proposal and notes on what was agreed.
- 2
Organizes
An after-sales pipeline with the stages of your operation.
- 3
Follows up
Once Meta's customer service window has closed, the team gets back in touch with a Meta-approved message.
- 4
Listens
Track the satisfaction score (NPS) in the pipeline, with the question set up with the expert team.
Collecting with the history in handis a different conversation.
After the sale
Three conversations that happen after the purchase.
- 01
Welcome and delivery
The first message after the purchase comes from an approved template, and the profile already has the closed proposal.
- 02
Due date
The team sends the reminder with an approved message and records what was agreed.
- 03
Review and repurchase
A renewal proposal with monthly or yearly items, and the satisfaction score tracked in the pipeline.
What the customer writes
Four common messages and what happens to each one.
"I forgot to pay. Can you send it again?"
Simple collection. The team sends, as an attachment, the payment details your business already uses. XBASE does not create bank slips, instant payments or payment links: it organizes the conversation, and the money goes through the billing method you already use.
What gets recorded
What to write down for every agreement.
The agreement is saved as text on the customer profile, with the date. Whoever picks up the conversation later knows what was promised and by whom.
- Amount outstanding
- Agreed date
- Payment method the customer chose
- Who negotiated
- When to get back in touch
- Reason for the delay, if the customer says
The profile keeps the agreement. XBASE does not calculate interest or mark payments as received.
Your team decides
XBASE organizes the conversation. The decision to collect is yours.
Stays with your team
Where XBASE helps
Stays with your team
Amount, discount and installments
Where XBASE helps
The profile records the agreement.
Stays with your team
The tone of the reminder
Where XBASE helps
Message templates you write and Meta approves.
Stays with your team
When to collect
Where XBASE helps
The pipeline shows who is at each stage.
Stays with your team
Who handles each customer
Where XBASE helps
The conversation owner and roles with permissions your way.
To be fair
- There are no reminders that go out on their own: the team sends the approved message, in the conversation.
- Collections have rules: the law forbids embarrassing consumers when collecting a debt. Your team approves and sends the message.
How to start
An after-sales pipeline in five steps.
Step 01 of 05
Create the account
Your team uses it in the browser, with nothing to install.
Step 02 of 05
Connect the official WhatsApp
The connected number starts working through Meta's official API and stops working in the phone app.
Step 03 of 05
Design the after-sales pipeline
Stages such as "Delivered", "Due soon" and "Resolved", designed with the expert team.
Step 04 of 05
Create the message templates
Write the reminder and follow-up texts and submit them for Meta's approval from XBASE itself.
Step 05 of 05
Bring the customer list
Import it as CSV or XLSX.
Meta's rule
Once Meta's customer service window has closed, the conversation resumes with an approved message.
The customer service window starts at the customer's last message. Once it closes, Meta only allows the conversation to resume with a message it has approved. In XBASE, you create the template, submit it for approval and use it with the "/" shortcut in the conversation.
Create the template
The reminder or follow-up text, with the customer's fields.
See approved messagesSubmit for approval
From XBASE itself, without leaving your account.
Use it with "/"
In the conversation, the person answering picks the template and sends it.
See the cost by category
See how much Meta charged for each message category.
Estimate beforehand
The calculator estimates the cost of the messages before you send them.
Open the calculator
The AI can suggest a reply for the negotiation, with the assistant set up with the expert team. The person reviews it before sending.
Rule and AI
The approved message is always the same. The AI helps with the conversation that follows.
Rule
Approved message
Text Meta approved, sent by the team when it needs to get back in touch.
AI
A suggestion for the team
When the customer replies, ask for a suggestion: the AI reads the history and proposes a reply. The person reviews it before sending.
See AI suggestions
Your team negotiates
Negotiation is a conversation between people.
XBASE
- After-sales pipeline
- Approved messages
- AI suggestion
- Profile with the agreement
Your team
- Negotiate
- Decide on exceptions
- Confirm payment in your own system
Change the owner and the whole conversation goes along, with the closed proposal and notes on what was agreed.
Where your customers talk to you
The agreement stays on the profile, whether it comes through WhatsApp, Direct or email.
Official WhatsApp
Your business number on Meta's official API, connected by you. Several people answer the same number.
Once connected, the number stops working in the WhatsApp app on the phone.
See channelInstagram
Direct text messages arrive in the same inbox, and a comment with a keyword becomes a Direct message.
From Direct, only message text reaches the inbox, and your team is the one who replies.
See channelWebsite chat
The AI agent helps people who visit your website: copy the code and paste it on your site.
In the website chat, the agent is the one who replies.
See channelEmail
Receive and answer emails in the same inbox as your conversations.
The email inbox is set up with the expert team.
See channel
Each channel connects in its own way. Each channel page explains the step and the limit.
Examples of operations
Built for businesses that keep serving customers after the sale.
Language school
Monthly fees in pipeline stages and reminders sent by the front desk with an approved message.
Accounting firm
Monthly fees, with the renewal proposal on the company profile.
Agency
A contract with monthly items and the renewal tracked in a pipeline stage.
Custom furniture store
Delivery and assembly tracked by stage, with an owner for each customer.
Internet provider
A late monthly payment negotiated by the team, with the agreement recorded.
The examples only use features already in the product. XBASE is not built for one industry: the same operation serves different businesses.
Questions from people deciding
Questions about collections and after-sales in XBASE.
Doesn't collecting on WhatsApp strain the relationship?
It depends on how you do it. Before writing, the team sees the closed proposal and the notes on what was agreed on the profile. The tone is yours: you write the message templates, and the law forbids embarrassing consumers when collecting a debt.
Can Meta restrict my number for sending payment reminders?
Meta assesses message quality and can restrict a number, on the official API too. Use approved messages, talk to people who are your customers and reply when they get in touch.
Do payment reminder messages cost anything?
Yes. Meta charges per message, by category, separately from the plan, and the amount goes directly to the card registered on your WhatsApp account. The calculator estimates the cost beforehand.
Open the calculatorWho builds the after-sales pipeline?
The expert team learns how your business collects and serves customers after the sale and designs the after-sales pipeline stages with you. You write the message templates and submit them for Meta's approval from XBASE itself.
Does XBASE create bank slips or payment links?
No. XBASE organizes the conversation, the proposal and the agreement. Billing goes through whatever your business already uses.
Can I remind customers automatically before the due date?
No. The team sends the approved message in the conversation, with the "/" shortcut, and the pipeline shows who is at each stage.
Where is what was agreed with each customer kept?
On the customer profile, as text and with the date, alongside the conversations and the proposal. Whoever picks up the conversation later knows what was promised and by whom.
From the first message to the proposal.
After the sale, every agreement on the customer profile.
Create the account, build the after-sales pipeline and keep every agreement on record.
Create account- Nothing to install
- WhatsApp through Meta's official API
- Implementation with a specialist