Book Callbacks from WhatsApp as Twenty Tasks
Yes. AeroChat writes directly into Twenty. When a customer asks for a call, it agrees a time in the chat and creates a task in Twenty due at that time, assigned to the right teammate and linked to the person and their opportunity.
This recipe turns “can someone call me?” into a task your team cannot miss, with the context already written down. Part of connecting Twenty to WhatsApp and AI chat.
What happens today
A customer asks on WhatsApp for a call to go through a proposal. The person who reads it replies “sure, when suits?”, waits, and then has to remember to tell the right colleague. The callback lives in a chat thread, not in Twenty. Sometimes the call happens a day late, and sometimes it does not happen at all.
The flow that works
- AeroChat finds the customer in Twenty, or creates them.
- It asks what day and time suit them, within your hours.
- It finds the teammate who looks after the account.
- It creates a task due at that time, assigned to that teammate, linked to the person and their opportunity.
- It confirms the time and who will call, and adds a note of what they want to discuss.
What it looks like on WhatsApp
Customer: Hi, I got your proposal. Could someone call me tomorrow to talk about the timeline? (example)
AeroChat: Of course. What time suits you tomorrow, between 9:00 and 17:00?
Customer: Around 2pm.
AeroChat: Done. Aisha, who prepared your proposal, will call you tomorrow at 14:00 on this number.
In Twenty: a task “Call Ravi about the proposal timeline” due tomorrow at 14:00, assigned to Aisha and linked to Ravi and his opportunity. The opportunity moves to the Meeting stage, and a note records that he wants to discuss the timeline.
The recipe
Copy this into AeroChat
When a customer asks for a call or a callback, follow these steps.
- Search Twenty for a person with the phone number they are messaging from. If there is none, ask for their name, company and email and create the person, linked to their company.
- Ask what they want to discuss, if they have not said.
- Ask what day and time suit them within Monday to Friday 9:00 to 17:00 (example). If they ask for a time outside those hours, offer the nearest time inside them.
- Find their company’s account owner in Twenty. If there is none, use Aisha (example).
- Create a task titled “Call” with their first name and the topic, due at the time they chose, assigned to that teammate, and linked to the person and their open opportunity if they have one. Put what they want to discuss and the number to call in the task body.
- If they have an open opportunity at the New or Screening stage, move it to the Meeting stage.
- Confirm the day and time and the name of the person who will call.
Never promise a call outside our hours. If they need help right now, hand the conversation to our team. Reply in the customer’s language.
Change the hours, the default teammate and the stage rule to match your team before you paste it.
What to connect
- Twenty. Go to Settings, then Developers, then API, click Create key and copy the key. To limit it to people, companies, opportunities, notes and tasks, assign it a role in Settings, then Members, then Roles. Paste the key in, with your Twenty address, when AeroChat asks.
- Your knowledge base. Upload your services and your team’s hours so AeroChat can answer questions around the call.
After you paste the recipe, AeroChat builds the workflow as a draft and shows a checklist: connect Twenty, add your knowledge base if the recipe uses one, then switch it on. If it built the connection from Twenty’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
- The hours customers can choose for a call.
- Who gets the task when an account has no owner.
- Whether a booked call moves the opportunity to a new stage.
The result to expect
Every callback request from chat becomes a task in Twenty with a time, an owner and the context. Your team sees it in their task list, and the customer gets a confirmed time in the same conversation.
Measure it with your own numbers: callbacks booked from chat, and how many happen on time, for a month before and after.
Next: send WhatsApp leads to Twenty.
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 Twenty connection behind it. See what each channel does on the Twenty integration page.
Book your first callback in Twenty from chat
Paste the recipe, add your Twenty API key, and message your own number asking for a call tomorrow.
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