WhatsApp for Financial Service Providers

Safely Manage Consultation Appointments and Customer Inquiries in Microsoft Teams

WebChat for Microsoft Teams

Customer chats via land directly in Microsoft Teams.

WhatsApp, Instagram, TikTok and website chat land in real time in the right Teams channel. The team replies where it already works, with no second tool and no second login.

Try for freeBook a demo
  • 1 test channel, 30 days free
  • No SaaS contract
  • Billing via Microsoft
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Chat
Calendar
Calls
Apps
Teams
Discover
Teams and channels
TTechnical support
General
WhatsApp enquiries
Installation and service
VSales specialist partners
SService Austria
ESpare parts
TWhatsApp enquiriesPostsFilesNotes
WebChatToday 07:48
NameJonas Keller
Phone number+49 171 ••• ••63
SourceWhatsApp
Within a conversation, “@WebChat message” can be used to send a reply to WhatsApp; otherwise communication is internal.
ChatbotModerationManual
JK
Jonas KellerToday 07:48
Good morning! We are installing a WP-300 today. Where can I find the installation guide?
AI replyToday 07:48
Good morning, nice of you to get in touch! The installation guide and data sheet for the WP-300 are in the partner portal under Documents. Here is the direct link: wkp.example/wp300
JK
Jonas KellerToday 07:50
Perfect, found it! And how do I register the system for the warranty afterwards?
AI replyToday 07:50
After commissioning, register the system in the partner portal under Warranty. Have the serial number from the rating plate ready.
Reply
How it works

From keyword to agent in four steps

01

In the Power Platform tab, store a keyword that triggers a workflow for this channel.

Microsoft TeamsWebChatLogged in as demo account
WWebChat✓ Active
GeneralPower PlatformAI

Custom keyword tag

Add a keyword tag to customer messages to trigger automated workflows with the Power Platform function “When keywords are mentioned”.

Custom tag
Save

Helpful links

Power AutomateWhen keywords are mentionedReply with an adaptive card in a channelSend a Microsoft Graph HTTP requestGraph ExplorerAdaptive Card Designer
Power AutomateFlow · Teams
TWhen keywords are mentioned
+
MHJSD
+
TReply with adaptive card in a Teams channel
02

In Power Automate, create a flow that reacts to a keyword mention.

03

Connect the flow to an Azure Logic App for automation.

Azure Logic AppWorkflow
{}When a HTTP request is received
+
◆Create Run
+
Microsoft TeamsSupport · Posts
W
WebChatYesterday 13:37
NameAlex Carter
SourceWidget
AI
AI replyYesterday 13:37
Chatbot (AI replies automatically), Moderation (AI suggests replies), Manual (AI deactivated).
ChatbotModerationManual
WK
WebChat CustomerYesterday 13:37
Hello, my login no longer works. Can you help me?
AI
AI replyYesterday 13:37
Gladly! According to our help page, a locked login can occur if an incorrect password has been entered too often. Would you like to reset your password? I can send you the appropriate link directly.
04

Decide how the agent should work.

Für die IT

Zugriff steuert Microsoft Teams

Nur autorisierte Mitarbeiter sehen und bearbeiten die Anfragen, über die Teamzugehörigkeit.

Zum Microsoft MarketplaceSupport kontaktieren
SSupportChat Support (Customer)
AB
MV
JR
+1
✓
Teammitglied
Sieht die Anfrage
AC
Alex Carter via Website-Widget
Guten Tag, ich habe eine Frage zu meiner letzten Bestellung.
🔒
Nicht-Mitglied
Kein Zugriff auf diesen Kanal
Kein Zugriff, dieser Kanal gehört zu einem Team, dem diese Person nicht angehört.
Backend-Admin
Konfiguration bleibt bei ausgewählten Admins, getrennt von der Teamzugehörigkeit, die das Antworten regelt.
ABAnna Beispiel+ Admin hinzufügen

Zugriff auf einen WebChat-Kanal folgt ausschließlich der Teamzugehörigkeit in Microsoft Teams, WebChat führt keine eigene Benutzerverwaltung. Backend-Konfiguration bleibt eine getrennte Ebene für ausgewählte Admins.

Zugriff, Freigabe, Rollen

Was die IT wissen muss

  • Freigabe wie jede Drittanbieter-App im Teams Admin Center (Teams Apps → Manage Apps)
  • Je nach Sicherheitsstufe Freigabe der SSO-URL webchat.inwebco.com
  • Backend an den aktivierenden Benutzer gebunden, er wird Administrator des Kanals
  • Weitere Rechte im Admin-Bereich individuell vergeben
  • Antworten dürfen alle Teammitglieder über @webchat
Freigabe im Admin Center
Wie jede Drittanbieter-App: Teams Apps → Manage Apps, dort geprüft und freigegeben.
Getrennte Backend-Admins
Das Backend ist an den aktivierenden Benutzer gebunden, er wird Administrator des Kanals, weitere Rechte vergibt er selbst.
Microsoft Teamsadmin center⚙   ?
Dashboard
Teams
Benutzer
Teams-Apps
Besprechungen
Apps verwalten

Apps verwalten

Genehmigen oder blockieren Sie Apps für Ihre Organisation.

🔍 Nach Apps suchen
Name
Herausgeber
Status
WebChat
inwebco GmbH
Zugelassen
Approvals
Microsoft
Zugelassen
Forms
Microsoft
Zugelassen
Custom Bot
Contoso
Blockiert
Sicherheitsstufe

SSO über die bestehende Microsoft-Anmeldung

Je nach Sicherheitsstufe wird zusätzlich die SSO-URL webchat.inwebco.com freigegeben, die Anmeldung läuft über Microsoft Entra, keine eigene Benutzerverwaltung.

Microsoft

Anmelden

E-Mail, Telefon oder Skype
Kein Konto? Erstellen Sie jetzt eins!
Sie können nicht auf Ihr Konto zugreifen?
🔑 Anmeldeoptionen
FAQ

Häufige Fragen zu Zugriff und Rollen

Nein, der Zugriff auf die Anfragen folgt der Teamzugehörigkeit in Microsoft Teams.
Der aktivierende Benutzer als Administrator und die Personen, denen er im Admin-Bereich Rechte gibt.
Use externally only after approval
Verified AI agents

Verified to be one as real as Customer

Our agents go through dialogs, verification, booking, ticketing, and handoffs, following the actual customer journey.

Become a partnerBook a consultation
Dialogue and Language
Each language agent responds in their target language
Responses are evaluated based on explicit judgment
Specialized Functions
Verification before providing information
Leads are only handed off after verification
Appointment actually booked
Ticket actually created
Handoff and mention in the team channel
Knowledge
Assigned knowledge sources verified
Instructions compared (target vs. actual)
Links provided verified against the brand source
Channel chain
Flow completed
Agent version up to date
Conversation reviewed
Microsoft Teams chat and widget accessible
WhatsApp messaging
Verification path availableOpen

Use externally only after approval.

Four verification areas

What each test run covers

An automated test covering dialogue, specialized functions, knowledge, and the channel chain.

Area 1/4

Dialogue and language: each language agent in their target language; responses evaluated with an explicit rating.

Area 2/4

Specialized functions: verification; lead only after review; appointment actually booked; ticket actually created; handoff and mention.

Area 3/4

Knowledge: assigned knowledge sources, target vs. actual instructions, links provided vs. the brand source.

Area 4/4

Channel chain: flow completed, agent version up to date, conversation reviewed, Microsoft Teams chat and widget accessible.

Why “genuine”

Booked and Created is genuine

A test that never makes a genuine booking does not prove that booking works.

With us, we build
AI agents that are tested using the actual customer journey.
Become a partnerBook a consultation

Handle Inquiries from Financial Clients in a Structured Manner

Financial service providers receive messages that require careful attention: Who sent the message, which documents are missing, and which advisor is responsible. WebChat assigns every WhatsApp conversation in Microsoft Teams to a contact and a responsible person.

  • Appointment requests for consultations with confirmation via chat
  • Requests for and receipt of missing documents
  • Status inquiries regarding ongoing processes
  • Forwarding to the appropriate advisor when a personal response is needed

Systems and Data Protection in the Financial Sector

Financial service providers typically integrate customer relationship management (CRM), document management, appointment scheduling, and their company’s systems. WebChat uses the Microsoft Power Platform to access only the data necessary to provide a response.

The data remains within your own Microsoft tenant and is not transferred to an external mailbox. Your employees will continue to provide advice on investments or financing.

WebChat for Financial Service Providers: Schedule an Initial Consultation

A brief discussion using a specific example illustrates how WhatsApp integrates into your workflows within Microsoft Teams. Schedule an initial consultation

Good to know

Frequently asked questions

We already use Microsoft Teams. What changes?
Very little. Customer enquiries arrive where the team already works: in the appropriate Teams channel.
Where is our data held?
In your own Microsoft tenant, not with the provider. Only the pure message transport of WhatsApp and Instagram technically runs via Meta.
Do we need new user administration?
No. Sign-in and permissions come from Microsoft Entra ID. A separate user database is not needed.
What does it cost if our team grows?
No more. Billing is per channel, not per user. You will find all the details at Pricing.
How long does setup take?
The basics are in place in three steps in under 10 minutes. You will find the guide at Setup. Connecting your own AI and everything around the Power Platform is also straightforward: over 1,000 connectors to CRM, ERP, ticketing and Office are available, and it is usually enough to select and sign in. More on this at Foundry and Power Automate. If it gets bigger, for example with many systems, special integrations or several locations, Enterprise is the right path. Power Platform specialists then support planning and implementation.

Try WebChat with one channel.

Get WebChat from the Microsoft Marketplace and see for yourself how customer enquiries arrive in Teams.

Try for freeBook a demo
  • 1 test channel, 30 days free
  • No SaaS contract
  • Basic setup in under 10 minutes