Where it breaks today
Process work runs on email attachments and phone tag
Identity documents arrive by email, get saved to a shared drive and lose their link to the case.
Billing questions bounce between finance and support with no shared thread or history.
Appointment confirmations go unanswered, so no-show rates stay high and slots go unused.
When an auditor asks who decided what and when, the answer has to be reconstructed by hand.
How whtapis runs it
What this team gets
Document capture
Images and PDFs validated on arrival and written straight to the case record.
Appointment handling
Offers, confirmations, reminders and reschedules on the channel people actually read.
Billing conversations
Invoice lookup, payment links and dispute intake connected to the ERP.
Approvals and sign-off
Structured confirmations captured in the thread with the identity of the confirmer.
Data residency
Choose where records and recordings are stored, per market.
Audit export
Full interaction history per case, exportable for regulators and internal audit.
Throughput
Cases completed and average cycle time
Quality
Document rejection rate and rework
Attendance
Appointment confirmation and no-show rate
The measures the platform reports on. Targets are set with you during onboarding.
The team using it
Back office, compliance and the customer.
Process work runs on evidence. The people who collect it and the people who audit it see the same record.
Placeholder frames — drop your own photographs in.
Other use cases