WhatsApp & Meta

New in FLO: assign WhatsApp leads to an agent — human or AI

FLO workflows now assign each WhatsApp lead to a named owner with a due time — and that owner can be a person or an AI agent. Appointments and documents included.

✍️ Sham Kamboj 📅 August 3, 2026 ⏱ 2 min read
Abstract illustration of a lead being routed to an assigned owner in a workflow

The newest version of FLO closes the gap between an enquiry arriving on WhatsApp and somebody actually owning it.

Leads that land on your WhatsApp number can now be routed by rule — product, branch, city, value or round-robin — and assigned to a specific agent with a response deadline. If that deadline passes, the lead escalates rather than going quiet.

An agent is an agent

The part worth understanding: the assigned agent can be a member of your team or an AI agent, and the workflow treats them identically. Same assignment, same due time, same escalation path, same visibility in the pipeline.

In practice most businesses split it by strength. The AI agent acknowledges instantly at any hour, asks qualifying questions, answers routine queries from your own material, and hands over to a named person the moment the conversation needs judgement. The customer experiences one continuous chat.

Workflows that end in an action


Multiple numbers

Businesses running a separate WhatsApp number per branch, or splitting sales and support, can manage them together while each number keeps its own local team.

All of it runs on the official WhatsApp Business API — approved templates, no ban risk, no unofficial senders.

Read the full guide to WhatsApp lead management →

Running a business on WhatsApp? FLO automates the follow-up.

Book a free demo →
4.8  · 6 reviews
M
Mandeep S.

I want to give a massive shoutout to the incredible team at Fidus Synergies LLP. Finding a vendor is easy, but finding a true tech partner in your progress is rare—and that is exactly what they have been for us during the beta development of our cross-platform Vendor Management application. A huge part of this phenomenal experience comes down to their Principal, Sham Kamboj. Sham is an absolutely amazing and engaging leader who brings both brilliant technical expertise and a genuine passion for his clients' success. Under his guidance, the Fidus team didn't just write code or configure Out of box solutions; they delivered comprehensive solutions that laid a flawless foundation for our AI, Automated client experience workflows, Marketing Optimization Suite, mobile and desktop platforms. Their deep expertise in complex AI and Database engagements elevated our application from a standard operational tool to an intelligent, scalable, and future-proof ecosystem. Sham takes the time to understand the vision behind the technology, making even the most complex architectural challenges feel manageable and exciting. If you are looking for a forward-thinking, dedicated team to elevate your business, I cannot recommend Fidus Synergies LLP and Sham highly enough! 🚀

E
Eshan Gill

I’ve been using this CRM for the past 2 months, and it has helped me automate and systemize my business. Calls are being booked automatically, and clients are receiving regular follow-ups through email and WhatsApp. My show-up rate has increased, and my closure rate has improved as well. This is a must-have for every business owner.

D
Dr. Kavita Sharma
Sharma Dental Clinic

FLO transformed how we follow up with patients. Appointment reminders go out automatically on WhatsApp and our no-show rate dropped by nearly 40%. Setup was smooth and the team was very responsive.

R
Rohit Malhotra
Malhotra Coaching Centre

We enrolled 120+ students last batch using FLO's WhatsApp sequences. No manual follow-up needed — the automation handled everything from inquiry to fee payment confirmation.

P
Priya Nair
The Skincare Studio

Our repeat purchase rate went up after we started using FLO for post-sale WhatsApp follow-ups. The ROI calculator on their site actually undersells it — results came faster than we expected.

A
Arjun Mehta
Elevate Real Estate

FLO Konnect was exactly what we needed for site visit follow-ups. Quick to set up, works reliably, and the support team actually picks up the phone. Rare these days.

M
Mandeep S.

I want to give a massive shoutout to the incredible team at Fidus Synergies LLP. Finding a vendor is easy, but finding a true tech partner in your progress is rare—and that is exactly what they have been for us during the beta development of our cross-platform Vendor Management application. A huge part of this phenomenal experience comes down to their Principal, Sham Kamboj. Sham is an absolutely amazing and engaging leader who brings both brilliant technical expertise and a genuine passion for his clients' success. Under his guidance, the Fidus team didn't just write code or configure Out of box solutions; they delivered comprehensive solutions that laid a flawless foundation for our AI, Automated client experience workflows, Marketing Optimization Suite, mobile and desktop platforms. Their deep expertise in complex AI and Database engagements elevated our application from a standard operational tool to an intelligent, scalable, and future-proof ecosystem. Sham takes the time to understand the vision behind the technology, making even the most complex architectural challenges feel manageable and exciting. If you are looking for a forward-thinking, dedicated team to elevate your business, I cannot recommend Fidus Synergies LLP and Sham highly enough! 🚀

E
Eshan Gill

I’ve been using this CRM for the past 2 months, and it has helped me automate and systemize my business. Calls are being booked automatically, and clients are receiving regular follow-ups through email and WhatsApp. My show-up rate has increased, and my closure rate has improved as well. This is a must-have for every business owner.

D
Dr. Kavita Sharma
Sharma Dental Clinic

FLO transformed how we follow up with patients. Appointment reminders go out automatically on WhatsApp and our no-show rate dropped by nearly 40%. Setup was smooth and the team was very responsive.

R
Rohit Malhotra
Malhotra Coaching Centre

We enrolled 120+ students last batch using FLO's WhatsApp sequences. No manual follow-up needed — the automation handled everything from inquiry to fee payment confirmation.

P
Priya Nair
The Skincare Studio

Our repeat purchase rate went up after we started using FLO for post-sale WhatsApp follow-ups. The ROI calculator on their site actually undersells it — results came faster than we expected.

A
Arjun Mehta
Elevate Real Estate

FLO Konnect was exactly what we needed for site visit follow-ups. Quick to set up, works reliably, and the support team actually picks up the phone. Rare these days.