Connect FieldPulse to WhatsApp, Instagram, TikTok and AI Chat
Customers message you on WhatsApp, Instagram, Messenger, TikTok, Telegram, web chat or email to ask for a quote, check on a job or find their invoice, but your work lives in FieldPulse. AeroChat answers those conversations and works from FieldPulse as it goes: it creates the lead and the customer, reads the job, and sends the estimate or invoice link. It connects through FieldPulse’s public API. You describe the workflow in your own words, and AeroChat builds it.
What you can do with FieldPulse and AeroChat
- Send chat leads to FieldPulse. AeroChat collects the job details and contact information and creates the lead in your FieldPulse pipeline.
- Answer estimate and invoice questions in chat. AeroChat finds the customer’s estimate or invoice in FieldPulse and sends the link to view or pay it.
- Answer job status questions. AeroChat reads the job in FieldPulse and replies with its status and scheduled date.
- Keep customer records current. When a customer gives a new phone number or address, AeroChat updates their customer record.
- Log what the customer said. AeroChat adds a comment to the job with details the customer sends in chat, such as access notes.
Works on every chat channel
Your customers message you wherever they already are. The same FieldPulse connection and the same workflows run on every channel AeroChat supports, and FieldPulse stays the record whichever one they use.
| Channel | What your customers can do |
|---|---|
| Message your WhatsApp Business number to request work, check their job or get their estimate or invoice. Voice notes are transcribed, so a spoken request works too. | |
| Send the same requests by direct message. A comment on your post can get an automatic reply that moves the conversation to a DM. | |
| Facebook Messenger | Send the same requests to your Facebook Page. Comments on your Page posts can get an automatic reply too. |
| TikTok | Send the same requests by TikTok direct message or TikTok Shop buyer chat. Both arrive in the same TikTok inbox. |
| Telegram | Send the same requests to your business on Telegram. |
| Web chat | Do the same from the chat on your website, without leaving the page. |
| Write to your Gmail or Office 365 address and get the same answer the chat gives. |
How the connection works
AeroChat connects through the public FieldPulse API. It reads customers, jobs, estimates and invoices, and it can create and update customers and leads, create jobs and add comments. Each workflow uses only what its recipe asks for.
To connect, ask FieldPulse support for an API key for your account, by email or through the chat inside FieldPulse. Paste the key into the AeroChat dashboard when AeroChat asks.
You describe the workflow in your own words. AeroChat builds it as a draft, works out which FieldPulse calls it needs, and asks you to connect. Keys and credentials are entered in the AeroChat dashboard and never pass through the conversation.
Workflows to copy
Copy this into AeroChat
When someone asks for a quote or a service visit, ask what work they need, the service address and the best time to reach them. Search FieldPulse for a customer with their phone number or email. If there is none, create one. Create a lead with their name, phone, email, address and a short description of the work, with the channel they used as the source. Tell them our team will call within one working day (example) to arrange an estimate.
Copy this into AeroChat
When a customer asks about their job, find their customer record in FieldPulse by phone number and read their open jobs. Reply with the job, its status and the scheduled date. If they send access details, add them as a comment on the job. If the job is late or they want to change it, hand the conversation to our office.
Who uses it
Trade and home service businesses that run their jobs in FieldPulse use it: HVAC and aircon, plumbing, electrical and other field teams. These recipes cover the same conversations:
- Aircon and home services, for customers who message to book a visit, ask about their job or renew a maintenance plan.
- Service booking
- Technician arrival updates
- Maintenance contract renewals
What stays in FieldPulse
FieldPulse stays your record. Customers, leads, jobs, estimates, invoices, contracts and your team’s schedule live there, and your team still prices the work, dispatches and collects payment in FieldPulse.
AeroChat handles the conversation. It creates and updates the records your recipe asks for and leaves the rest to FieldPulse and your team.
Questions
Does AeroChat work with FieldPulse?
Yes. AeroChat connects through FieldPulse’s public API with an API key that FieldPulse support issues for your account.
Can WhatsApp leads go straight into FieldPulse?
Yes. When someone asks for work in chat, AeroChat creates the customer and the lead in FieldPulse with the details of the request.
Do I need a developer?
No. You describe the workflow in your own words, get your API key from FieldPulse and paste it in, and switch it on. AeroChat builds the FieldPulse connection from your description and shows a checklist of what is left to do.
Which plan do I need?
Workflows via Skills are on every plan, Free included. Choose by message volume: Starter covers 500 AI responses a month and 3 seats, Growth covers 2,000 responses and 10 seats and adds payment links and broadcasts, and Advanced covers 5,000 responses and 25 seats.
Using a different system? If it has a public API, it connects to AeroChat the same way: describe what you want, paste in its key, and it runs.
Can’t find your tool? Message us in the chat on this page and we’ll tell you how it connects.
Connect FieldPulse and try it
Paste the first recipe, add your FieldPulse key, and ask the chat for a quote from your own phone.
Start your 7-day free trial. No credit card needed.
On Shopify? Install AeroChat from the Shopify App Store.