💬

OpsFlow

WhatsApp-Native Operations Platform for Service Businesses

Page 1 of 8 — Landing & Sign-In

Landing & Sign-In

OpsFlow · Multi-Tenant Entry & Workspace Selection

01 — B2B Hero & Capability Strip
app.example.com
💬
OpsFlow
WhatsApp-Native Operations Platform
Built for Service Businesses & SMEs

Run your whole operation from the channel your customers already use.

Unified WhatsApp inbox, lead pipeline, no-code workflow automation and AI-assisted operations — in one multi-tenant workspace built for teams.

1
Unified team inbox
∞
No-code workflows per tenant
AI
Assisted replies & summaries
Phase 1 capabilities
🔐
Auth & granular permissions
Owner · Admin · Agent · Viewer roles
💬
WhatsApp Business inbox
Shared, assignable, SLA-aware
🗂️
Lead management & pipeline
Leads sourced straight from chat
⚡
No-code workflow automation
Per-tenant, no code changes
🏢 MULTI-TENANT BY DESIGN
Every workspace is tenant-isolated — data, roles, channels and automations never cross boundaries.
02 — Workspace Sign-In
app.example.com/signin
💬
OpsFlow
Select your workspace

Welcome back

You belong to multiple tenants. Choose the workspace you want to sign in to.

AP
Acme Plumbing Co.
Owner · 6 agents · acme-plumbing
✓
BH
Brightline HVAC
Agent · 3 agents · brightline
CL
Coastal Landscaping
Admin · 11 agents · coastal-ls
Acme Plumbing Co.

Sign in to continue

sarah.k@acmeplumbing.com
••••••••••••👁
Forgot password?
Sign in →
OR
Continue with Google SSO
🔒 SSO and 2FA enforced per workspace policy. Sessions are scoped to a single tenant.

OpsFlow V1 Prototype

Unified WhatsApp Inbox

Shared Team Inbox · Conversation · Context Rail

01 — Conversation List · Thread · Lead Context
app.example.com/inbox
💬
📥
🗂️
⚡
📊
Team Inbox12 open
🔍 Search conversations
AllMineUnassigned
JD
John D.2m
Hi, can I get a quote for a burst pipe?
● WhatsAppSarah K.
ML
Marcus L.⏱ 18m
Is someone available this afternoon?
● WhatsAppSLA risk
2
DP
Dr. Patel1h
Thanks, the invoice is received 👍
● WhatsAppClosed
RT
Rita T.3h
Can you reschedule to Friday?
● WhatsAppUnassigned
JD
John D. ● via WhatsApp
+1 415 ••• 2210 · First response in 2m
Assign ▾Resolve
Hi, can I get a quote for a burst pipe? It's leaking under the kitchen sink.
10:02
Hi John, so sorry to hear that. We can have an engineer with you today. Could you confirm your postcode?
10:03 ✓✓
SW1A 2AA — how soon can someone come?
10:04
💬 Quote template📅 Booking link✨ AI suggested: Offer a same-day slot
Type a reply, or pick a canned response…📎➤
Linked Lead
John D.
Source: WhatsApp · Emergency repair
New leadurgentplumbing
Est. value $340
Stage: Qualified
Assignment
SK
Sarah K.
● Online · Agent
Change
SLA & Response
First response2m ✓
Resolution target4h

OpsFlow V1 Prototype

Lead Management

Pipeline CRM · Leads Sourced from WhatsApp

01 — Pipeline Kanban & Lead Detail
app.example.com/leads
💬
OpsFlow
Acme Plumbing Co.
📥 Inbox
🗂️ Leads
⚡ Automations
✨ AI Operations
📊 Dashboard
⚙️ Admin

Lead Pipeline

38 active leads · $11,420 weighted value
Filter ▾+ New lead
NEW9
John D.
Burst pipe · $340
● WAurgent
Rita T.
Boiler service · $180
● WA
QUALIFIED6
Marcus L.
Bathroom refit · $2,100
● WA
IN PROGRESS14
Dr. Patel
Drainage survey · $620
● WAscheduled
WON9
Helen O.
Tap replacement · $145
✓ Closed
Marcus L.
Bathroom refit enquiry
Qualified
Source● WhatsApp
OwnerSarah K.
Est. value$2,100
Contact+1 415 ••• 8841
renovationhigh-value
Activity
Auto-created from WhatsApp
Today · 09:14
Assigned to Sarah K. by automation
Today · 09:14
Quote template sent
Today · 09:31

OpsFlow V1 Prototype

Workflow Automation Builder

No-Code Builder · Per-Tenant Workflows Without Code Changes

01 — Automations List & Visual Trigger-Condition-Action Builder
app.example.com/automations
Automations+ New
Configure per-workspace · no developer required
Quote request router● Live
Trigger: WhatsApp message · 142 runs this week
After-hours auto-reply● Live
Trigger: schedule · 38 runs
Won-deal follow-upPaused
Trigger: lead stage change · 11 runs
SLA breach escalation● Live
Trigger: SLA timer · 4 runs
Editing · No-Code Builder

Quote request router

Test runSave & activate
New WhatsApp message → if keyword "quote" → assign to Sales + send template + create lead
⚡ Trigger
New WhatsApp message received
Channel: WhatsApp Business · any contact
◆ Condition
Message contains keyword
if text matches"quote"
▶ Action 1
Assign to Sales team
Round-robin: Sarah K., Tom B.
▶ Action 2
Send WhatsApp template
"Quote intake" · approved
▶ Action 3
Create lead
Stage: New · tag: quote
+ Add step (condition or action)
🏢 Tenant-scoped: each workspace defines its own triggers, keywords and actions. No code changes, no redeploy.

OpsFlow V1 Prototype

AI-Assisted Operations

Reply Drafting · Summaries · Intent & Sentiment · Assistant Config

01 — In-Context AI Assist & Conversation Intelligence
app.example.com/ai-operations
✨ AI-Assisted Operations

Conversation intelligence, in context

Model: Claude 3.5 · OpenAI GPT-4o fallback
Active conversation · Marcus L.● WhatsApp
Your quote came in higher than I expected. Can you break down the labour cost?
Also, is there any flexibility on the timeline?
✨ AI-DRAFTED REPLYTone: Professional · grounded in your pricing
Hi Marcus, happy to break that down. The labour is £640 (2 days, 2 engineers) and materials are £1,460. On timing, we could start a week earlier if that helps — would Monday the 23rd work?
Insert reply↻ RegenerateAdjust tone ▾
Intent
Price objection · negotiation
Sentiment
⚠ Cautious / hesitant
📝 Conversation summary
Marcus L. requested a quote for a bathroom refit via WhatsApp. A quote of £2,100 was sent. He has raised a price objection on labour and asked about timeline flexibility. Awaiting a cost breakdown and revised start date.
quote sentfollow-up needed
🤖 AI Assistant Config
Tone of voice
ProfessionalFriendlyConcise
Knowledge sourcePricing & FAQ docs
Never send without review
Model selectionClaude / OpenAI ▾
🛡️ Guardrails: no pricing invented outside source docs · PII redacted in prompts · per-tenant data isolation.

OpsFlow V1 Prototype

Business Dashboard

Operational KPIs · Response Times · Conversion · Agent Performance

01 — KPI Overview, Trends & Agent Performance
app.example.com/dashboard
Acme Plumbing Co. · Operations

Business Dashboard

Last 7 daysExport
Conversations handled
412
▲ 18% vs last week
Avg first response
3.4m
▼ 1.1m faster
Lead conversion
31%
▲ 4 pts
Automation runs
195
~14h saved
Conversations & response time
▬ Volume▬ Avg response
Mon
Tue
Wed
Thu
Fri
Sat
Sun
Channel health
💬
WhatsApp Business
● Connected · Quality: High
Messaging limit1,000 / day
412 sent today59% headroom
⚠ 2 conversations breached the 15-min SLA this week — both auto-escalated.
Agent performance
AgentHandledAvg responseSLA metWonCSAT
Sarah K.1482.1m98%214.8
Tom B.1213.6m94%174.6
Priya N.946.2m87%124.4

OpsFlow V1 Prototype

Admin — Team & Channels

Multi-Tenant · Roles, Permissions Matrix & WhatsApp Channel

01 — Team Members, Permissions Matrix & Channel Status
app.example.com/admin
💬
OpsFlow Admin
Acme Plumbing Co.
WORKSPACE
👥 Team & Roles
🔐 Permissions
💬 Channels
🏢 Tenant settings
🧾 Billing
SWITCH WORKSPACE
AP
Acme Plumbing▾

Team, Roles & Channels

Tenant-isolated · changes apply only to this workspace
+ Invite member
Team members · 4 of 10 seats
SK
Sarah K.
sarah.k@acmeplumbing.com
OWNER
TB
Tom B.
tom.b@acmeplumbing.com
ADMIN
PN
Priya N.
priya.n@acmeplumbing.com
AGENT
JD
Jordan D.
jordan.d@acmeplumbing.com
VIEWER
Permissions matrix
CapabilityOwnerAdminAgentViewer
Reply to conversations✓✓✓—
Edit automations✓✓——
Manage team & roles✓✓——
Connect WhatsApp channel✓———
View dashboards✓✓✓✓
WhatsApp Business API
💬
+1 415 ••• 0042
● Connected · Verified business
Display nameAcme Plumbing Co.
Quality ratingHigh
Approved templates7
Webhook● Healthy
Manage templatesDisconnect
Tenant settings
Data residencyEU · isolated
Enforce 2FA
SLA · first response15 min
🏢 All data, roles, channels and automations are scoped to this tenant and never shared across workspaces.

OpsFlow V1 Prototype

Deliverables

V1 Scope & Architecture

OpsFlow V1

A multi-tenant, WhatsApp-native operations platform for service businesses and SMEs. OpsFlow unifies a shared team inbox, lead pipeline, no-code workflow automation and AI-assisted operations in a single tenant-isolated workspace. Phase 1 ships the core promise — authenticated, role-aware teams handling WhatsApp conversations, converting them into managed leads, and automating routine work per tenant without code changes.

⚙️

Tech Stack

Next.js + TypeScript
NestJS / Node.js
PostgreSQL (tenant-isolated)
Redis (queues + cache)
WhatsApp Business API
OpenAI / Claude
🧠

Core Technologies

  • Next.js — Operations web app & admin console
  • NestJS / Node.js — Multi-tenant API, auth & RBAC
  • PostgreSQL — Tenant-isolated data with row-level scoping
  • Redis — Message queues, automation jobs & cache
  • WhatsApp Business API — Inbound/outbound messaging & templates
  • OpenAI / Claude — Reply drafting, summaries, intent & sentiment
📦

V1 Deliverables

✓
Product architecture (multi-tenant, scalable) & database design
V1
✓
Authentication, sessions & granular RBAC (Owner / Admin / Agent / Viewer)
V1
✓
Workspace selection & tenant-isolated data model
V1
✓
Unified WhatsApp team inbox with assignment, SLA & canned replies
V1
✓
Lead management pipeline sourced from conversations
V1
✓
No-code workflow automation builder (trigger → condition → action)
V1
✓
AI-assisted reply drafting, summaries, intent & sentiment tagging
V1
✓
Business dashboard & operational analytics
V1
✓
Admin: team, permissions matrix & WhatsApp channel management
V1
✓
UI/UX wireframes, MVP build, deployment docs & scalable codebase
V1
→
Additional channels (Instagram DM, web chat, email)
V2
→
Advanced automation: branching logic, delays & approvals
V2
→
AI auto-resolve & knowledge-base RAG over tenant docs
V2
→
Billing, usage metering & self-serve tenant onboarding
V2
→
Reporting exports, scheduled digests & SLA dashboards
V2
→
Marketplace integrations (calendars, invoicing, CRM sync)
V2
🏛

Architecture Layers

CLIENT
Next.js SPA · operations app + admin console · workspace-scoped sessions
API GATEWAY
NestJS · JWT auth · RBAC · per-tenant rate limiting · OpenAPI
SERVICES
Messaging service (WhatsApp) · workflow / automation engine · AI service (OpenAI/Claude) · lead service
DATA & QUEUES
PostgreSQL (tenant-isolated, row-level scoping) · Redis (queues, cache) · object storage for media
OPS
Docker · CI/CD · autoscaling workers · observability & audit logging

OpsFlow V1 Prototype