WhatsApp messages, voice notes and photos

Text her the same questions

Beyond calling her, you can just message emily on WhatsApp like you would a colleague — type a question and she answers in the chat with the same real ERP figures you'd get on a call, plus the CRM and knowledge-bank actions covered below, which are part of WhatsApp whether you're calling or texting.

Recap a meeting in a voice note

Send a voice note instead of typing: "tive uma reunião com a Acme, correu bem, vamos mandar a proposta esta semana" (or the same in English). emily turns it into a dated note on the right deal or company, so the update is on the record before you forget it.

If a name in your recap could match more than one company or contact, she checks what's already in your CRM and asks which one you mean, rather than logging it against the wrong record.

Forward a photo and she reads it

Send a photo of an order sheet, a business card, or anything similar, and emily reads what's on it and offers to log the details — a new contact, a note on a deal, whatever fits what's in the picture.

Save something to the knowledge bank

A voice note with "note this down" in it gets transcribed and saved to your organisation's knowledge bank instead of the CRM — useful for anything that isn't tied to a specific deal or company.

Next: calling her number directly

You don't need WhatsApp to reach her by voice. See phone calls for calling her number directly.