Connect folk to WhatsApp, Instagram, TikTok and AI Chat
Yes. AeroChat writes directly into folk. It reads your people, groups, deals and tasks and writes new contacts, deals, status changes, notes, interactions and follow-up tasks through folk’s API, on WhatsApp, Instagram, web chat and every other channel your customers use.
folk is where many service businesses keep their relationships: leads, clients and partners in groups, with a pipeline of deals. AeroChat answers the people who message you on WhatsApp, Instagram, Messenger, TikTok, Telegram, web chat or email, and records the result in folk as it goes: the person in the right group, the deal and its status, a note of the conversation and the follow-up task for your team. It connects through folk’s public API. You describe the workflow in your own words, AeroChat builds it, and folk stays the place your team works.
What you can do with folk and AeroChat
- Turn new chat leads into folk contacts. When someone new messages, AeroChat answers, takes their details and creates the person in your Leads group (example), with the channel as the source and whether they agreed to hear from you.
- Recognise returning contacts. AeroChat finds the person in folk by phone number or email, reads their groups and the fields your team fills, and greets them with that context.
- Qualify leads and create the deal. AeroChat asks your qualifying questions, creates a deal linked to the person with its value, and sets the deal status that matches, such as Qualified or Not a fit.
- Answer where a deal stands. When a client asks about their proposal or project, AeroChat reads the deal linked to them and tells them its current status.
- Log the conversation in folk. AeroChat adds a note or an interaction to the person with a short summary of the chat, so the next person who opens the contact knows what was said.
- Create a follow-up task. When a client asks for a call or something else your team has to do, AeroChat creates a task linked to the person, with a due date and the teammate assigned.
What it looks like on WhatsApp
Customer: Hi, do you run brand photography shoots for small businesses? (example)
AeroChat: Yes, we do half-day and full-day brand shoots. When are you hoping to shoot, and can I take your name and your business?
Customer: Sometime in April. I’m Léa, from Maison Verte.
AeroChat: Thanks, Léa. We’ll send you our April dates and packages today. Would you also like our occasional news and offers?
Customer: Yes please.
In folk: a new person, Léa from Maison Verte, in the Leads group with Source set to WhatsApp and Marketing consent set to yes, and a note “Brand shoot in April, wants dates and packages”.
Customer: Can someone call me on Thursday to go through the proposal? (example)
AeroChat: Of course. Tom will call you on Thursday at 2pm. Is this the right number?
Customer: Yes.
In folk: a task “Call about proposal” linked to the customer, assigned to Tom, due Thursday at 2pm.
Works on every chat channel
Your leads and clients message you wherever they already are. The same folk connection and the same workflows run on every channel AeroChat supports, and folk stays the record whichever one they use.
| Channel | What your leads and clients can do |
|---|---|
| Message your WhatsApp Business number to ask about your services, ask for a call, or check where a proposal stands, and land in folk. 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 folk’s public API, documented at folk’s API reference. Through it, AeroChat searches people and companies, reads groups, deals and tasks, and creates or updates people, deals, notes, interactions and tasks.
- What AeroChat reads from folk: people and companies, the groups they belong to, group custom fields such as status or owner, deals with their status and value, tasks and the workspace users.
- What AeroChat writes to folk: new and updated people, group membership, custom field values, new deals and deal status changes, notes, logged interactions and tasks.
To connect, a folk user opens Settings, goes to the API section, clicks New API key, names it AeroChat and copies the key. The key sees the groups that user can see, so create it from an account that has access to the groups AeroChat should use.
You describe the workflow in your own words, for example “when a new lead messages, add them to our Leads group in folk, create a deal if they fit and log a note”. AeroChat builds the workflow as a draft and asks for the folk key by name. You enter it in the AeroChat dashboard. It never passes through the conversation.
Workflows to copy
Six ready-made workflows for folk. Copy one into AeroChat, add your folk key, and it runs on every channel.
1. Turn a new chat lead into a folk contact
Copy this into AeroChat
When someone new asks about our services, answer their question first from our knowledge base. Then ask for their name, their business and what they are looking for. Search folk for a person with the phone number they are messaging from. If there is none, create the person with their name, phone number and company, in our Leads group (example). Set the Source field to the channel they used. Ask once whether they are happy to receive updates from us, and save the answer in the Marketing consent field (example). Add a note with a two-line summary of what they asked about.
2. Recognise a returning contact
Copy this into AeroChat
When someone messages, search folk for a person with the phone number they are messaging from, or the email they give. If you find them, read their groups, their Status and Owner fields (example) and any deal linked to them. Greet them by name and ask whether they are getting in touch about that deal. Tell them who looks after them. If they ask for that person, hand the conversation over. Never share details from another contact.
3. Qualify the lead and create the deal
Copy this into AeroChat
When a lead in our Leads group asks for a quote, ask one at a time what they need, when and their budget (example questions). If the budget is at least 2,000 (example rule), create a deal in the Leads group named after their business and the service, linked to the person, with Status set to Qualified and Deal value set to their budget (example fields). Otherwise set the person’s Status field to Nurture and thank them. Never quote prices that are not in our knowledge base.
4. Answer where a deal stands
Copy this into AeroChat
When a client asks about their proposal, booking or project, find them in folk by phone number or email and read the deals linked to them. Tell them the deal name and its current status in plain words, for example “your proposal has been sent and is waiting for your reply” for Proposal sent (example). Only share deals linked to them. If the status is not clear or they want to change something, hand the conversation to their owner.
5. Log the conversation in folk
Copy this into AeroChat
When a conversation with a contact in folk ends or is handed over, add a note to the person with a short summary: what they asked, what we answered, anything they said about budget or timing, and what they are waiting for from us. Also log an interaction on the person titled with the channel and today’s date. Keep the note under five lines.
6. Create a follow-up task
Copy this into AeroChat
When a contact asks for a call or for something our team has to send, ask what day and time suit them within our hours, Monday to Friday 9am to 6pm (example). Find the person in folk, or create them as in our new-lead workflow. Create a task linked to the person, titled with what they asked for, due at the time they chose, assigned to their owner or to our sales lead if there is no owner (example). Confirm the day, time and the name of the person who will follow up.
Who uses it
folk is used by agencies, consultancies, recruiters, studios and other service businesses that sell through relationships and referrals. The recipes above fit any of them once you change the groups, fields and questions to your own. See more WhatsApp CRM workflows.
What stays in folk
AeroChat handles the conversation. folk stays the record: people, companies, groups, deals, notes, tasks, your email campaigns and your views. Every contact, deal and task AeroChat creates appears in folk like any other, so your team works the same way. Keep your groups, status options and team in folk up to date, so AeroChat uses values and people that exist.
WhatsApp workflows that use folk
These end-to-end WhatsApp workflows run with folk behind them. See them all in the WhatsApp workflows library.
- WhatsApp CRM workflows
- WhatsApp Review Requests After Every Visit or Order
- WhatsApp Win-Back Messages for Lapsed Customers
Questions
Does AeroChat work with folk?
Yes. It connects through folk’s public API with an API key you create in your own folk workspace. It is not a folk product or listing.
Can WhatsApp leads go straight into folk?
Yes. When a lead messages on WhatsApp, Instagram or any other channel, AeroChat creates the person in the group you choose, fills in your fields, and creates a deal when they qualify.
Do I need a developer?
No. You describe the workflow, AeroChat builds it, and someone on your folk workspace creates an API key and pastes it into the dashboard.
Which plan do I need?
On the folk side, you need access to the API section of your workspace settings to create a key. If you do not see it, check with folk which plans include API access. On AeroChat, workflows via Skills are on every plan. Choose the plan by how many messages you get: Starter covers 500 AI responses a month, Growth 2,000 and Advanced 5,000.
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 folk to your chat
Paste the new-lead recipe, add your folk key, and message your own number asking about your services.
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Sign up for an annual plan on Growth or above and we’ll set up your workflows and connect folk for you, free. See plans.