WhatsApp hand-off, with Periskope.
When a verified user asks Floe's support agent for a person, or accepts its offer of help, Floe opens a WhatsApp ticket for your team in Periskope, with a private note of who they are and what they needed, and tells the user what happens next.
Works with: Support agent.
Last updated
What does Floe do with Periskope?
Hands over when it should.
When a user asks for a person, the agent hands over. When it can't resolve a question, it offers first and waits for their answer.
Opens one ticket.
One ticket on the user's WhatsApp chat with your team, with a private note your team sees and the user doesn't.
Tells the user the truth.
The user hears that your team will follow up on WhatsApp, or, if the hand-off didn't go through, to use their usual channel.
What lands in Periskope?
- One open ticket per support session, on the user's WhatsApp chat with your team.
- A private note: who the user is, why the agent handed over, a summary and their last messages.
- A link to the session recording, when there is one.
How do you connect Periskope?
Connect.
On the Periskope card in Site → Integrations, choose Connect and enter your Periskope API key.
Add your number.
Enter the WhatsApp number your team uses, with its country code.
Verify your users.
Under Settings → Developer Keys, set identity verification to Check, never block or Required. Then sign each user, phone number included, on your server and pass the token to Floe's snippet.
What applies.
Verified users only.
Your app verifies the user's identity, with a phone number including its country code, and the user's consent lets that identity reach the agent. Without both, the agent doesn't offer to hand over.
For the support agent.
It's for the support agent inside your product, not for website or demo visitors.
What the note leaves out.
With conversation recording off, the note has a summary but not the messages. Account details the agent looked up stay out of it.
It tells you when it stops.
The card tells you when Periskope refused a ticket or needs a new key.
Questions. Ask Floe.
Is this a live chat transfer?
Will users end up with several tickets?
Does the user see the internal note?
Does it work for anonymous visitors?
Works with the rest of your stack.
CRM
HubSpot
Qualifying conversations as notes on the prospect's contact, with an optional deal.
CRM
Salesforce
Qualifying conversations as tasks on the prospect's contact, with an optional opportunity.
Team alerts
Slack
A recap of every qualifying conversation in the channel you choose.
Team alerts
Microsoft Teams
A recap card for every qualifying conversation in your Teams channel.
Booking
Calendly and Cal.com
Your Calendly or Cal.com page, opened inside the conversation.
Analytics
Factors
Agent conversations and demos as events in your Factors account.
AI tools
AI tools (MCP)
Ask Claude, ChatGPT or Cursor about your demos and edit your agent.