Connect Nutshell to WhatsApp, Instagram, TikTok and AI Chat
Leads and customers message you on WhatsApp, Instagram, Messenger, TikTok, Telegram, web chat or email, but your pipeline lives in Nutshell. AeroChat answers those conversations and works with Nutshell as it goes: it finds the person, records the lead and the note, and hands returning customers to the rep who owns them. It connects through Nutshell’s public API. You describe the workflow in your own words, and AeroChat builds it.
What you can do with Nutshell and AeroChat
- Send chat leads to Nutshell. When someone leaves their name and email in chat, AeroChat creates or updates the person, opens a lead and adds a note of the conversation.
- Route returning customers to their rep. AeroChat looks up the person and their open lead in Nutshell and hands the conversation to the assigned rep with the context.
- Qualify before you create the lead. AeroChat asks your qualifying questions and records the answers on the lead, so your reps start with the facts.
- Log the chat as an activity. AeroChat records the conversation against the person so the timeline in Nutshell shows what was asked and when.
- Create a follow-up task. When a lead asks for a quote or a callback, AeroChat creates a task for the rep with the details.
Works on every chat channel
Your leads and customers message you wherever they already are. The same Nutshell connection and the same workflows run on every channel AeroChat supports, and Nutshell stays the record whichever one they use.
| Channel | What your leads and customers can do |
|---|---|
| Message your WhatsApp Business number to ask about your services, leave their details for a quote or reach the rep who looks after them. 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 Nutshell’s public API. It reads and writes people, companies, leads, notes, activities and tasks, and links them to each other. Each workflow uses only what its recipe asks for.
To connect, create an API key in Nutshell under Setup, then API keys, as described in Nutshell’s API authentication guide. Paste the key and the email address of the Nutshell user it belongs to into the AeroChat dashboard when AeroChat asks.
You describe the workflow in your own words. AeroChat builds it as a draft, works out which Nutshell 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 gives their name and email or phone number in chat, search Nutshell for a person with that email or phone. If there is one, update it. If not, create a person with their name, email, phone and the channel they used. Open a lead for them with the source set to chat (example) and add a note with a short summary of what they asked about.
Copy this into AeroChat
When a customer asks to speak to someone about their order or project, find them in Nutshell by phone or email. If they have an open lead, tell them who is looking after it and hand the conversation to that rep with a note of what they asked. If there is no assigned rep, hand over to our sales team (example).
Who uses it
Any business that runs its sales pipeline in Nutshell can use it, such as B2B suppliers, agencies and service firms that follow up quotes and enquiries. These industry recipes work the same way with Nutshell as the record:
What stays in Nutshell
Nutshell stays your record. People, companies, leads, pipelines, reps and reporting live there, and your team still works the leads and closes the sales.
AeroChat handles the conversation. It creates and updates the records your recipe asks for and leaves the rest to Nutshell and your team. See more CRM workflows on WhatsApp.
Questions
Does AeroChat work with Nutshell?
Yes. AeroChat connects through Nutshell’s public API with an API key you create in Nutshell.
Can WhatsApp leads go straight into Nutshell?
Yes. When a lead gives their details in chat, AeroChat creates or updates the person, opens a lead and adds a note of the conversation.
Do I need a developer?
No. You describe the workflow in your own words, create an API key in Nutshell and paste it in, and switch it on. AeroChat builds the Nutshell 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. 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 Nutshell and try it
Paste the first recipe, add your Nutshell API key, and send yourself a test enquiry on WhatsApp.