WhatsApp & Field Ops

Run plot sales and field work from WhatsApp through Mesa

WhatsApp is how data gets in

Mesa, Zambrite's WhatsApp layer, connects the agency's WhatsApp number to PropertyLink. Field staff send voice notes, photos, locations and payment slips; Mesa transcribes and reads them, then calls PropertyLink tools to log visits, record payments and move buyers along. Customers get answers from live PropertyLink data and can reply STATEMENT to receive their account as a PDF.

Every message to buyers carries a PDF (statement, receipt or offer letter).

Voice notes, photos, GPS, slips

Mesa

Transcribes, reads, routes

PropertyLink

Records, PDFs, live answers

Integration keys

Each key lets one Mesa number act for this agency. Writes must come from listed staff.

Connect WhatsApp

Create an integration key, then share it with whoever sets up Mesa for your WhatsApp number.

Create an integration key and list the field staff who may use it.
Hand the key to your Mesa setup person (or your Zambrite contact).
Once connected, staff run field work and buyers get answers over WhatsApp.

Developer / Advanced setup

1 · Sales Desk (staff field ops)

MCP URL

https://your-propertylink/api/mcp

API key

<your key>

Staff: add the field team to the key, and the same numbers in Mesa’s Sales Desk staff list.

2 · Customer knowledge (AI context, type "API")

API config

{
  "url": "https://your-propertylink/api/mesa/context?phone={{phone_number}}&q={{user_message}}",
  "method": "GET",
  "headers": {
    "Authorization": "Bearer <your key>"
  }
}

3 · STATEMENT keyword flow

Flow triggered by "STATEMENT": an api_fetch node calls PropertyLink (which sends the PDF), then a text node replies with its message.

Flow graph

{
  "triggerKeywords": [
    "STATEMENT",
    "statement",
    "my balance"
  ],
  "nodes": [
    {
      "id": "fetch",
      "type": "api_fetch",
      "data": {
        "apiUrl": "https://your-propertylink/api/mesa/statement",
        "apiMethod": "POST",
        "apiHeaders": {
          "Authorization": "Bearer <your key>",
          "Content-Type": "application/json"
        },
        "apiBodyTemplate": "{\"phone\":\"{{phone_number}}\"}",
        "apiResponseStore": "statement"
      }
    },
    {
      "id": "reply",
      "type": "text",
      "data": {
        "message": "{{statement.message}}"
      }
    },
    {
      "id": "end",
      "type": "end",
      "data": {}
    }
  ],
  "edges": [
    {
      "source": "fetch",
      "target": "reply"
    },
    {
      "source": "reply",
      "target": "end"
    }
  ]
}

What staff can do from WhatsApp

14 tools Mesa's Sales Desk calls on PropertyLink.

sales_snapshot Headline numbers: collected, outstanding, arrears, stock and what needs action.
ask_report Ask Jev on WhatsApp — plain-English management questions answered from live data.
find_plot Look up plots by number, block, category or status.
find_buyer Find buyers by name, phone or plot, with balance and arrears.
buyer_account Full account for one sale: terms, deadlines, payments, timeline.
log_field_report Site visits, inspections and notes — with GPS when a location is shared.
record_payment Record money received; the buyer automatically gets a PDF receipt.
move_stage Move a buyer through the lifecycle (only allowed transitions).
update_buyer Extensions, title process, construction, commission, contact details.
create_lead Register a new enquiry or application on a plot.
send_statement Send the buyer their statement as a PDF.
valuation_jobs List valuation jobs by stage or valuer, flagging overdue ones.
update_valuation Move a valuation forward or record market value / fee paid.
new_valuation Open a new valuation instruction from the field.

Examples

Voice note: "I've just been to plot 2017, beacons are fine, Mr Kasonde is clearing" + shared location

→ Site-visit field report on the sale, with GPS

Photo of an Airtel Money slip for plot 1124

→ Amount and reference confirmed, then record_payment — buyer gets a PDF receipt

"Who in block U is over 90 days behind?"

→ Jev answers with the buyers, arrears and agents

Field reports

Logged from WhatsApp by the field team, newest first.

WhatsApp is how data gets in

Every message to buyers carries a PDF (statement, receipt or offer letter).

{ "triggerKeywords": [ "STATEMENT", "statement", "my balance" ], "nodes": [ { "id": "fetch", "type": "api_fetch", "data": { "apiUrl": "https://your-propertylink/api/mesa/statement", "apiMethod": "POST", "apiHeaders": { "Authorization": "Bearer <your key>", "Content-Type": "application/json" }, "apiBodyTemplate": "{\"phone\":\"{{phone_number}}\"}", "apiResponseStore": "statement" } }, { "id": "reply", "type": "text", "data": { "message": "{{statement.message}}" } }, { "id": "end", "type": "end", "data": {} } ], "edges": [ { "source": "fetch", "target": "reply" }, { "source": "reply", "target": "end" } ] }