Implementation
Start with the way your team works.
We begin with one real team workflow, test it together, and expand only after your staff are comfortable with the results.
A practical rollout
Start small. See the work. Decide together.
- 01
Show us today’s process
Where requests arrive, who handles them, and where staff spend time.
- 02
Connect the right records
Agree which customer, product and order information Offload needs.
- 03
Test real examples
Try routine orders and tricky cases, then compare the drafts with your current process.
- 04
Prepare your team
Agree who receives each request, checks the draft and approves the order.
- 05
Review and expand
Measure the results against agreed goals before adding more teams or channels.
Your system administrator or ERP partner can help us confirm the technical connection. Timing depends on your systems, data and agreed scope. See how work assignment works →
What we’ll agree before the pilot.
- Which mailboxes and WhatsApp business channels are in scope?
- Who keeps customer, product and delivery records up to date?
- When does a person need to review or approve an order?
- What happens when an order is incomplete or cannot be sent to your business system?
- What data retention and access requirements must be met?
- What does a successful pilot need to demonstrate?
Read our privacy policy and integration scope as part of your evaluation.