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Handling messaging and Google Business Profile inquiries like an ops team

Inquiries land scattered across WhatsApp Business, Instagram DMs, Google Business Profile, phone, and your online store. This is the operating design that pulls them into one flow of intake, classification, drafting, and approval.

3 min read ·

The more channels you add, the more inquiries slip. The problem is not the number of channels, it is that scattered inputs never get handled in one place by one standard.

Rules worked out on real customer builds

Your customers are already on that channel

Open a new desk and nobody moves to it. The inquiries keep arriving where they always did, and staff keep crossing between windows retyping the same answer. Rather than adding a channel, make the work finish where it lands.

A utility message and a marketing message are not the same message

On the WhatsApp Business Platform every outbound template is categorised as utility, marketing or authentication. Utility follows up on something the customer did; marketing drives awareness or sales; authentication verifies identity. The category is not a label you pick for tidiness. It decides what you are allowed to send and when.

Meta, WhatsApp Business Platform, template categorization, 2025

The law arrives before the message does

US email is opt-out: under CAN-SPAM you may send without prior consent, but you must honour an unsubscribe within ten business days, keep the link working for at least thirty days, show a real postal address and never disguise the header. Marketing texts and calls are the opposite. The TCPA requires prior express written consent, and only between 8 a.m. and 9 p.m. in the recipient's own time zone. In the EU, unsolicited marketing to individuals needs prior consent under the ePrivacy Directive.

FTC, CAN-SPAM Act Compliance Guide (2003); TCPA, 47 U.S.C. §227; ePrivacy Directive 2002/58/EC Article 13

Know what gets reviewed before you can send it

Templates are created and submitted, and Meta approves them before a single one goes out. Meta publishes no review-time commitment, so plan as if it will take longer than you hope, and write the wording in week one rather than the week you need it.

Meta, WhatsApp Business Platform, template fundamentals, 2025

Consent is not collected once, it is kept

An unsubscribe is not a preference to be weighed. Under CAN-SPAM it must be actioned within ten business days and the mechanism must stay live for at least thirty days after the message went out. Where consent is required rather than opt-out, the record of who consented and when is the thing that gets audited. Kept by hand in a spreadsheet, it drifts.

FTC, CAN-SPAM Act Compliance Guide (2003)

Connecting a channel and finishing the work are different things

Pull five channels into one screen and a person still writes the quote. The inquiry is only finished when it has been sorted by type, the missing detail has been asked for, a reply has been drafted, and the one irreversible step, the refund, is the only thing waiting for a human.

Guides to read next

A few short pieces you can read next, from the same operating standard.

Operations assessment

We will design an inquiry-handling flow that fits your channel mix.

Working from the channels and files you use today, we settle which work should be handled first, where a person has to approve, and which metric will show whether it worked.

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