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WhatsApp · 1 min read

Keep WhatsApp on the lead record

If the chat lives in a personal inbox, the history walks out when someone leaves. Keep it on the lead.

Written by

VIQ team

Published on

21 September 2026

VIQ WhatsApp AI qualification flow

WhatsApp is where buyers actually reply. The problem is not the channel — it is when the thread sits on one person's phone.

When chats sit on the same record as the owner, stage, notes and tasks, the next person to pick up the lead can see what was already asked.

That is also how you stop duplicate follow-ups. Sequences can pause when someone replies, instead of stacking messages on a live conversation.

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