SOLUTIONS · SALES FLOOR
Your sales floor, on WhatsApp and the phone, in one place.
Native WhatsApp and Telegram. Click-and-deploy. Messages live in the customer file. Team leaders see agent conversations. Governed by RBAC.
A sales floor runs on WhatsApp. That isn't a technology choice — it's how brokers and traders actually talk. The industry's answer has been "integrate a messaging SaaS" — a plugin that stores conversations outside the customer file and outside the compliance perimeter. Slate's answer is native messaging: WhatsApp and Telegram as first-class channels, with every message saved to the customer record and every conversation visible to the supervisor who needs to see it.
Where your leads actually live
WhatsApp is not a channel. It is the whole sales floor.
A broker founder who started with email outreach discovered on month two that every conversion happens in a private WhatsApp. A broker founder who started with SMS discovered the same thing. The deposit conversation, the upsell conversation, the retention conversation, the win-back conversation — they all live in a chat app. The only question is whether your platform is inside the conversation or locked out of it.
Native, not a plugin
WhatsApp Business API and Telegram Bot API, click-and-deploy, zero integration work.
Slate ships with a native WhatsApp Business integration and a native Telegram Bot integration. No plugin marketplace, no external messaging SaaS, no monthly license to a middleware vendor. Connect your WhatsApp Business account, connect your Telegram bot token, and the messaging channel is live — for every agent, for every customer record, for every workflow rule that wants to send an outbound message.
Supervisors see everything. Agents don't know.
Team leaders coach. Compliance audits. RBAC decides who sees what.
A sales floor runs on trust, but also on supervision. Team leaders in Slate can view any agent's customer conversation in real time — read the thread, listen to the call transcript, flag a compliance concern. The visibility is governed by RBAC: 35 permissions across every module, so the right people see the right things and nobody else does. Agents see their own customers. Team leaders see their team. Compliance sees the audit trail.
Where the message lives
Every message, every call, every note — in the customer file.
The message center is a convenience view. The source of truth is the customer record: every WhatsApp message, every Telegram thread, every inbound call, every outbound SMS, every internal note, threaded into a single timeline. When an agent picks up a conversation six weeks later — or when a compliance officer audits a transaction dispute eighteen months later — the full context is one click away. And any new messaging channel your team wants to add — a regional app, a future platform — is the same story as every other integration in Slate: live in hours, not weeks.
Native WhatsApp Business API · Native Telegram Bot API · Click-and-deploy · RBAC-governed visibility · Messages in customer file · Supervisor message center · Full audit trail · 35 RBAC permissions · Any new channel in hours
What powers this
Put your sales floor in one place.
Book a demo and we'll walk you through an agent conversation from first message to first deposit — all in the customer file.