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Warm Transfers That Feel Human — Context packets, sentiment triggers, and SLAs

Evert Vorster

Published on: 23/11/2025

Design warm transfers that feel human: capture the last 5–10 turns, detect urgency/sentiment, and route to the right person with clear SLAs. InOne CRM logs the transfer event, context, and outcome so ops and finance get the full story.

2-way Email and SMS marketing South AfricaAi ReceptionistIN ONE CRM Ai AgentsWhatsApp Business SolutionsAi CallersAI Solutions & Services AI Agency Cape TownAi Solutions and Service Ai Agency JohannesburgAI Solutions & Services | AI Agency South Africa

POPIA-by-Design Messaging

Evert Vorster

Published on: 18/11/2025

: A practical, non-DIY guide to building WhatsApp and voice journeys that respect POPIA from the first “hello.” Learn exactly which data to collect (and why), which fields to avoid, and how to log proof of consent and opt-outs inside InOne CRM—with ready-to-ship copy you can paste into templates today.

Business AutomationWhatsApp Marketing2-way Email and SMS marketing South AfricaAi ReceptionistAi AgentsWhatsApp Business SolutionsAi CallersAI Solutions & Services AI Agency Cape TownAi Solutions and Service Ai Agency JohannesburgAI Solutions & Services | AI Agency South Africa

Fail-Safes & Audit Trails

Evert Vorster

Published on: 12/11/2025

Keep your automation helpful and audit-ready. This guide shows how to design fail-safes (fallback intents, confidence thresholds, human hand-offs) and build complete audit trails—template IDs, consent events, and outcomes—centralised in InOne CRM.

WhatsApp Marketing and AutomationChatbotBusiness AutomationAi AgentsWhatsApp Business SolutionsAI Solutions & Services AI Agency Cape TownAi Solutions and Service Ai Agency JohannesburgAI Solutions & Services | AI Agency South Africa

Brand Voice for Bots

Evert Vorster

Published on: 10/11/2025

Give your chatbots a voice that’s unmistakably yours. This guide shows how to codify tone, write reusable system prompts, and enforce reply patterns—so WhatsApp and web chat feel human, on-brand, and compliant, all managed in InOne CRM.

WhatsApp Marketing and AutomationChatbotBusiness AutomationWhatsApp MarketingAi ReceptionistAi AgentsWhatsApp Business SolutionsAI Solutions & Services AI Agency Cape TownAi Solutions and Service Ai Agency JohannesburgAI Solutions & Services | AI Agency South Africa

The Booking Bot Blueprint

Evert Vorster

Published on: 08/11/2025

Turn WhatsApp and web chat into your most reliable booking lane. This blueprint shows how a task-first bot checks real-time availability across staff and branches, respects buffers, and proposes SLA-aware slots—fully logged in InOne CRM with POPIA-safe templates and human hand-offs.

WhatsApp Marketing and AutomationChatbotBusiness AutomationAi AgentsWhatsApp Business SolutionsAi CallersAI Solutions & Services AI Agency Cape TownAi Solutions and Service Ai Agency JohannesburgAI Solutions & Services | AI Agency South Africa

RAG with Guardrails

Evert Vorster

Published on: 06/11/2025

Turn generic chat into brand-safe answers. Use Retrieval-Augmented Generation (RAG) to ground replies in your own documents—then add guardrails, citations, and confidence-based fallbacks inside InOne CRM so chat stays accurate, compliant, and on-brand.

WhatsApp Marketing and AutomationCRMChatbotWhatsApp MarketingAi ReceptionistAi AgentsWhatsApp Business SolutionsAI Solutions & Services AI Agency Cape TownAi Solutions and Service Ai Agency JohannesburgAI Solutions & Services | AI Agency South Africa

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