Automatic status updates
Available on **Pro** and **Business** plans (requires sales rep tracking).
Available on Pro and Business plans (requires sales rep tracking).
How it works
When your sales reps' WhatsApp numbers are connected, Trama reads the conversations and detects status changes automatically:
| What happens | What Trama does |
|---|---|
| Sales rep sends their first message to the customer | Moves from TO ATTEND to IN CONTACT |
| Sales rep sends a quote PDF | Moves from IN CONTACT to QUOTED |
| Sales rep sends a price in the conversation | Moves from IN CONTACT to QUOTED |
| Customer says "I already booked with another agency" | Moves to LOST (reason: competition) |
| 15 days pass without response after 3 touches | Moves to LOST (reason: no response) |
Transitions requiring confirmation
Not everything moves automatically. Won sales always require confirmation from the sales rep, either from Mission Control or by telling the agent "we closed Lucy's sale".
Without tracking
Without connected WhatsApp numbers (Starter plan), the sales rep moves opportunities manually from Mission Control or tells the Trama agent via chat.