Automated WhatsApp order confirmation after field visits, stock update alerts to chemists, prescription reminder campaigns to patients, and a team inbox for the medical rep network.
| Use case | How WA.Expert is used | Business impact |
|---|---|---|
| MR daily call reporting | Field MR submits call report via WhatsApp form/bot | 100% report submission rate, no app needed |
| Distributor order collection | Distributor sends order via WhatsApp → auto-processed | Order processing time: 4 hrs → 30 min |
| Stockist communication | Low-stock alerts, scheme announcements via broadcast | Scheme uptake increases 40% |
| Doctor CME invitations | Personalised invites to CME events via WhatsApp | 3× attendance vs SMS invites |
| Sample request management | Doctors request samples → approval → dispatch | Sample wastage reduced by 60% |
| Retailer beat plan | Pharmacist WhatsApp group for territory announcements | 90%+ read rate vs email |
MR reporting via WhatsApp eliminates the need for a separate field force app for small and mid-size pharma companies. WA.Expert's flow builder creates a structured daily call report form that MRs fill via WhatsApp, no training needed.
Important: WhatsApp marketing to doctors is subject to MCI/NMC (Medical Council of India) guidelines and Meta's healthcare messaging policies. Avoid promotional claims about prescription drugs in WhatsApp messages. Focus on informational content, CME events, and relationship communication. Always get explicit opt-in from HCPs before any WhatsApp communication. Verify your templates comply with Meta's healthcare content policies before submission for approval.
Doctors and pharmacists must opt in to receive WhatsApp from your company. Collect consent at detailing visits, medical conferences, or via a WhatsApp opt-in form. Document consent records in WA.Expert CRM.
All outbound WhatsApp to doctors requires pre-approved templates. Templates must not make unsubstantiated efficacy claims. Stick to event invitations, educational content, and relationship messages.
Create a structured bot flow for daily call reporting. MR messages the company WhatsApp → bot asks: Doctors visited (count), samples distributed (product + count), orders collected (distributor + amount). Response stored in CRM.
Distributors send a photo of their order form or type items via a structured bot. Bot validates product codes and quantities, generates order confirmation, and feeds into your ERP.
MR reporting, distributor orders, doctor engagement, all on one platform.
Representative of results our customers see.
"Setup was easier than expected. Bot was live the same day"
"Support actually responds on WhatsApp. That made the difference for us"
"599 a month for everything. Honest pricing. No hidden charges on Meta rates"
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