Answer Deal Status Questions on WhatsApp from Nimble

This recipe answers “where is my quote or project?” in chat by reading the deal in Nimble, and logs the question on the contact so your team can see it. Part of connecting Nimble to WhatsApp and AI chat.

What happens today

A customer messages to ask whether their quote or project has moved. The person who sees the message has to open Nimble, find the contact, read the deal and translate the stage name into something the customer understands. When that person is busy, the customer waits, and often asks again on another channel.

The flow that works

AeroChat finds the customer’s contact in Nimble by their phone number or email.
It looks up their open deal and reads its stage.
It replies with the message you wrote for that stage, not the internal stage name.
It adds a note to the contact that the customer asked, and what they were told.
If something needs a person, it hands the conversation over with the details.

The recipe

Copy this into AeroChat

When a customer asks about the status of their quote or project, follow these steps.

Find their contact in Nimble by the phone number they are messaging from. If there is no match, ask for the email they used and search again.

Look up the open deal linked to that contact. If there is more than one, ask which one they mean, using the deal names.

Read the deal’s stage and reply with the matching message: Proposal sent means “your proposal is with you, reply here with any questions”, Contract signed means “we will confirm your start date this week” (examples).

Add a note to the contact: “Asked for status on chat, told: ” followed by your reply.

If the deal is marked lost, or the customer is unhappy with the answer, hand the conversation to the deal owner in Nimble.

Never show internal stage names, amounts or notes. Only use the messages above. Reply in the customer’s language.

Replace the stage names and messages with your own Nimble pipeline before you paste it.

What to connect

Nimble. An administrator generates an API token in Settings, then API Token, so AeroChat can read contacts and deals and add notes. Paste it in when AeroChat asks.
Your status messages. Write one customer-facing line for each stage in your pipeline. They go into the recipe.

After you paste the recipe, AeroChat builds the workflow as a draft and shows a checklist: connect Nimble, add your knowledge base if the recipe uses one, then switch it on. If it built the connection from Nimble’s public documentation, the checklist asks you to check it once against the current docs.

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.

What you still decide

What the customer is told at each stage.
How the customer is identified: phone number only, or phone and email.
When AeroChat hands over to the deal owner.

The result to expect

Customers get an answer about their quote or project straight away, on the channel they used. Your team stops retyping stages into chat replies, and every status question is logged on the contact in Nimble.

Measure it with your own numbers: status questions answered without a handover, and the time your team spends on them, for a month before and after.

Next: send chat leads to Nimble.

Works on every chat channel

This workflow runs the same way on WhatsApp, Instagram, Facebook Messenger, TikTok, Telegram, the chat on your website and email, with the same Nimble connection behind it. See what each channel does on the Nimble integration page.

Answer your first status question from Nimble

Paste the recipe, add your Nimble API token, and ask about a test deal yourself in the chat.

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