Case studies

Keep teams aligned across SMS, WhatsApp and email

Case studies

Keep teams aligned across SMS, WhatsApp and email

Communicate with everyone without extra apps or per-seat pricing.

An operations team based primarily in Spain needed a more reliable way to keep field staff, regional leads, and clients aligned on day-to-day requests. They wanted to continue using the channels people already depended on (SMS, WhatsApp, and email) while keeping task ownership, status and history in one place.

The challenge

  • Different stakeholders preferred different channels, which made follow-ups uneven and easy to miss.
  • Updates were spread across threads and chats, making it difficult to confirm the latest status after handovers.
  • Introducing additional messaging tools would have added new logins, training and ongoing per-user costs.

How Mini Agent helped

  • Task updates were delivered through SMS, WhatsApp or email based on each recipient’s preference.
  • Replies and confirmations from any channel were captured back on the task timeline for traceability.
  • The rollout did not require new apps for recipients and kept access control within existing workspace roles.

Outcome

The team reported fewer manual follow-ups and more predictable response patterns across shifts. The main benefit was improved consistency: tasks were less likely to be overlooked and managers had clearer visibility into who owned the next step and what had been communicated.

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