Turn social messages and feature requests into leads and a roadmap

A consumer app hears from users everywhere. Put the messages in one place and decide what is a lead, a fix or an idea.

Turn social messages and feature requests into leads and a roadmap. A YuktiBOS use case.

The problem

What goes wrong without a system.

Fintech and consumer apps get questions on social media, WhatsApp and in the app. Complaints and feature ideas are scattered, and someone who might become a paying customer sits unanswered in a DM.

How YuktiBOS handles it

5 steps, with a person at every decision.

  1. Collect messagesSocial messages and comments land in the social inbox with a named owner. Until a platform is connected you can add a message or comment by hand.
  2. Choose what each one isSave a reply, ignore, resolve, or mark as a lead. A lead becomes a CRM person with the source Social DM or Social comment.
  3. Reply with consentOn WhatsApp and SMS, only people who said yes are messaged, with quiet hours and a stop that always works.
  4. Rank requestsAdd bugs, ideas and requests to one list, and pick the item yours is the same as so demand shows.
  5. Publish what you shippedTurn answers into content with the planning calendar and your approved voice.

Features and tools used

What is behind each step.

Social inbox, WhatsApp and SMS

Messages and comments land in one place. Nothing reaches the CRM until a person says so.

Tickets, inbox and messages

Requests, chats and social messages, each in the right place.

Bugs, ideas and requests

One list for everything the team wants changed, with demand you can see.

Content planning and calendar

Plan the month, approve the week, and let the day write itself.

Questions people ask

Does YuktiBOS replace an in-app support tool?

No. It covers social messages, tickets, email, WhatsApp and SMS, plus the team's own inbox and request list.

Can I add regulated claims to content?

Add a never-say list. A confirmed phrase is a hard check, and a piece that still contains it is sent back.

Related use cases

Want this running on your business?

Tell us what you do and what you would like off your plate. We will say what exists, what is half built and what is not started.