How Chatly works,
in 3 simple steps.
Chatly turns a WhatsApp conversation into a complete sales and admin engine — answering enquiries, quoting jobs, collecting payment and sending updates, automatically. Here’s exactly what happens from a customer’s first message to money in your account.
- Instant 24/7 replies to enquiries — even at 2am.
- Automatic quote generation and secure payment links.
- Every order, customer and payment recorded in your dashboard.
- Automated status updates so clients stop asking “is it ready?”.
Step 1 — The client reaches out
Your client sends a WhatsApp message — “Quote for a boundary survey” or “What are your rates?” Chatly replies instantly, 24/7, even after hours. It asks the right questions and captures exactly the details you need to price and schedule the job, using guided WhatsApp Flows so nothing gets missed.
Step 2 — Chatly handles the admin
Chatly generates a professional quote from the captured details and sends a secure Paystack payment link right there in the chat. Your client taps, pays by card or instant EFT, and the sale is recorded automatically — no manual invoicing, no copying details between apps.
Step 3 — You get paid & updated
The payment lands in your own bank account and the job is logged in your dashboard. Chatly then sends the customer automated progress updates — “Your survey is now in progress” — so you stop fielding “is it ready yet?” calls. You wake up to paid jobs instead of unpaid invoices.
From sign-up to go-live in 7 days
Day 1: a 30-minute discovery call to understand your business, FAQs and pricing. Days 2–5: we set up your WhatsApp API, install the CRM, configure your FAQs and Flows, and connect payments. Day 6: a 1-hour training session so you can manage everything from your phone. Day 7: you go live and clients start messaging.
You need no technical skills — we handle the entire setup and monitor it behind the scenes.
Frequently asked questions
Do I need any technical skills?
None. We handle all the setup. You just need to know your pricing and your most common FAQs, and we guide you through everything.
How long does setup take?
7 days from our discovery call to go-live. We move fast so you can start saving time immediately.
Does it work after hours?
Yes. Chatly replies instantly 24/7, so after-hours enquiries become quotes and bookings instead of missed leads.
How do customers pay?
Chatly sends a secure Paystack payment link in the chat — customers pay by card or instant EFT, and funds settle to your own bank account.
Ready to automate this on WhatsApp?
Live in 7 days, backed by our 90-day guarantee. No technical skills needed.
See Pricing