What makes this social support setup different?

Planfix captures messages from WhatsApp and Instagram as tasks, assigns them with Planner conditional lists, and lets AI agents extract structured details. You get channel-to-task routing, order creation, and reporting in one system. Most social tools stop at a shared inbox; Planfix continues into production, delivery, and after-sales.

Can a small D2C team use this without complex setup?

Yes. You can start with one board and one channel rule. Add fields, statuses, and automation only when you see the volume. Planfix is designed for teams that sell from the phone and socials but still need governance, assignment, and audit trail without a heavy contact center platform.

How do I keep conversations, orders, and issues in one place?

Use Planner to see all new conversations, auto-assign owners, and run reports on volume, speed, and reasons. Data tags let you mark refunds, delays, and damaged items. You can share customer updates from the same task. Everything is in one place, so managers can review actual conversations and outcomes.

What is the recommended rollout path?

Start by connecting the channels and turning every message into a task. Then enable AI agents (Dataminer or Summarizer) to fill fields. After that, add buttons or task templates for order, return, claim, or remake. Finish with reports and dashboards for owners. Each step is incremental and does not require developers.

Micro D2C makers - WhatsApp / Intagram support

Keep Social Support Fast, Personal, and Trackable

Every DM, story reply, and WhatsApp message lands in the right flow the first time. Customer, product, and order context stays in one place. Planner conditional lists, AI agents, and status sets keep the team small and the service personal.

Channels to tasks

Start with the Easiest Win

Turn inbound messages into tasks automatically. Every new chat becomes visible, assignable, and auditable. No missed DMs, no private conversations the team cannot finish.

Create tasks from messages

See It in Action

New WhatsApp and Instagram tasks appear on the Planner board in a New Conversations list without manual work. Open a task and let AI Dataminer fill size, color, contact, and topic into real fields.

Planner in Planfix

Faster Responses

New conversations are routed to an owner immediately for quick reply.

Fewer Mistakes

AI agents capture product and delivery details in structured form.

Better Conversions

Turn a chat into an order or service task with one click.

Better Management

Reports and project totals show volume, speed, and problem reasons.

How Planfix Runs Social Support

Capture every message, classify and assign via Planner, structure the request with AI, then convert to order or service using task templates and status sets for clean handoff.

Status sets and processes

Capture Every Message

Social chats become tasks with source and customer handle logged.

Classify and Assign

Conditional lists and auto distribution give each chat an owner fast.

Structure the Request

AI agents extract size, color, address, and topic into mapped fields.

Convert to Order

Create order, remake, return, or claim tasks from the same thread.

Send Updates on Status

Update the customer when order status changes to reduce follow ups.

Log Problems with Data Tags

Record refunds, delays, or damage for reports and root cause fixes.

Pin Dashboards for Owner

Show load per agent, source performance, and unresolved issues.

What It Looks Like with Planfix

You have one place for all social contacts. Every chat gets an owner. Orders are created from chats in a measured way. Production and packing see the same details support received.

Shared context

We Are Tiny

Start with one Planner and one channel-to-task rule for 1–5 people.

No Heavy CRM

Add fields, scripts, and AI agents later. Capture and assign today.

Native Apps

Replace WhatsApp and Instagram apps with shared inbox and audit trail.

Generic Help Desk

Use Planner lists, task-to-order conversion, and AI for real fields.

Spreadsheets

Switch to tasks, data tags, and reports that update themselves daily.

Planfix integrations for social messaging

Connect your social channels, storage, telephony, and automation tools in one place.

See all integrations

FAQ