Problem
WhatsApp slowly became my main channel for client communication.
After a while, it was hard to remember:
- who each contact was
- what the last conversation was about
- what needed a follow-up
Scrolling chat history isn’t a great solution, especially when conversations span weeks.
AI Approach
Instead of moving everything into a full CRM, I wanted AI to help me keep context directly where the conversation happens.
The idea was simple:
- store short notes per contact
- summarize past conversations when needed
- keep everything inside WhatsApp Web
Workflow
- I leave short notes or labels on each contact.
- When I need context, I ask AI to summarize the conversation or extract key points.
- The notes + AI summary give me enough context to continue naturally.
I’m currently using a Chrome extension called
[WhatsApp CRM - WAPlus] as the base layer for this workflow.
Result
It’s not a full CRM setup, but it keeps conversations lightweight and contextual.
For solo builders or small teams, this approach feels much more natural than switching tools constantly.
Sharing this workflow in case others are experimenting with AI-assisted messaging workflows.
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