Sign inThe first reply your clients get on WhatsApp, handled
Rose greets and vets every incoming client WhatsApp message, answers the simple ones, collects the documents you are waiting on, and passes everything else to the right person. It runs on your WhatsApp inbox inside Oblix, and it is off until you switch it on.
Rose is an optional AI assistant in Oblix that works on the client WhatsApp channel. It greets and verifies incoming client messages, answers basic public account questions for verified contacts, collects documents, drafts invoices for staff approval, and routes everything else to the right team member. Rose is off by default, never sends documents or sensitive data to clients, and stands down the moment a human picks up the thread.
- Greets and vets every incoming client WhatsApp message before a person sees it
- Verifies who is messaging and runs unknown senders in a no-data vetting mode
- Answers basic public account questions for verified contacts
- Collects documents the practice has asked a client for
- Drafts an invoice for a staff member to approve, never sending the PDF itself
- Routes anything it should not handle to the right team member
- Stands down automatically once a human replies on the thread
The same messages, all day, to the wrong people
Client messages land on WhatsApp at every hour. "Has my VAT gone in?" "Where do I send the bank statements?" "Can you resend the invoice?" Each one pulls a fee-earner out of real work to read it, work out who it is, and either answer or forward it on. Half are simple. Some are not for that person at all. And the quick ones still interrupt the day, while the ones that need a partner can sit unread because nobody owned them. There is no front desk for the channel clients actually use.
Simple questions answered, documents gathered, the rest routed
With Rose switched on, every incoming WhatsApp message is greeted and checked first. A verified client asking a basic public-record question gets an immediate, plain answer. A client you are chasing for paperwork is walked through sending it, and the files land against their record. Anything Rose should not touch — sensitive figures, a complaint, a judgement call — is handed to the right team member with the context attached. Your fee-earners see fewer interruptions and a cleaner queue, managers see nothing fall through, and partners keep a human on every sensitive conversation.
How Rose handles a message
Rose follows a fixed path on every inbound WhatsApp message, and never improvises past it.
Greet and identify
Rose acknowledges the message and works out who is writing. An unknown or unverified sender is held in vetting mode with no access to any account data — it gathers what is needed to identify them and routes onward rather than guessing.
Answer only what is safe
For a verified contact, Rose answers basic public account questions. Sensitive items — UTRs, fees, payroll, bank details — are always deferred to a person. Rose never sends a document or PDF to a client.
Collect documents
When the practice is waiting on records, Rose asks for them and captures what the client sends straight onto their file in Oblix, so the chase closes itself without a fee-earner copying anything across.
Draft, never send, an invoice
Rose can prepare an invoice draft from a request, but it goes to a staff member to approve. The client receives text from Rose, not a finished invoice — a person stays in control of what is billed.
Route and stand down
Anything outside its remit is passed to the right team member with the thread's context. The moment a human replies on that conversation, Rose steps back and stays out of the way.
On only when you choose, with a person always in charge
Rose ships switched off. Turning it on is a deliberate practice setting, and it needs your WhatsApp Business connection and AI configured first. It works on the WhatsApp channel only — not email, not phone. Within that channel it is deliberately cautious: unverified senders get no account data, sensitive details are always handed to a human, it never sends documents to clients, and it stands down as soon as one of your team takes the thread. You decide how much it does, and a person signs off anything that matters.
What it gives the practice.
Rose greets and vets incoming WhatsApp messages and runs unknown senders in a no-data vetting mode
Every client message is triaged before a fee-earner sees it, and strangers never reach account data
Rose answers basic public account questions for verified contacts and defers UTRs, fees, payroll and bank details to a human
The easy questions clear themselves while anything sensitive always reaches a person
Rose collects documents and files them against the client in Oblix
The records you are chasing arrive on the right file without a fee-earner copying anything across
Rose drafts invoices for staff approval and never sends the PDF to the client
You get a head start on billing with a person signing off every figure that goes out
Rose routes everything else to the right team member and stands down when a human replies
Nothing lands on the wrong desk, and a person is always in control of the conversation
Org toggle roseAssistantEnabled is off by default and requires WhatsApp Business plus AI configured
You adopt it on your terms — nothing speaks to a client until you decide it should
Questions practices ask
What does Rose actually do?
Rose vets, answers and routes incoming client WhatsApp messages. It greets each message, verifies who is writing, answers basic public account questions for verified contacts, collects documents you are waiting on, drafts invoices for a staff member to approve, and passes anything else to the right team member. It works on the WhatsApp channel inside Oblix and stands down as soon as a human replies.
Will Rose send sensitive client information or documents?
No. Rose never sends documents or PDFs to clients, and it always defers sensitive items — UTRs, fees, payroll and bank details — to a human. Invoice drafts go to a staff member to approve rather than to the client, and unverified senders are held in a vetting mode with no access to any account data.
Is Rose turned on automatically?
No — Rose is off by default and stays off until your practice deliberately switches it on. Turning it on also requires your WhatsApp Business connection and AI to be configured first. Until then, client WhatsApp messages reach your team exactly as they do today.
Does Rose work on email and phone as well as WhatsApp?
No, Rose works on the WhatsApp channel only. It does not handle email or phone calls. On WhatsApp it triages and routes within the limits the practice sets, and hands anything outside its remit to a person.
What happens when a client needs a real person?
Rose routes the conversation to the right team member with the thread's context attached, and steps back the moment a human replies. It never tries to handle complaints, judgement calls or sensitive figures itself — those are passed straight to a person, so a human stays in charge of every conversation that matters.
Give the practice one place to see the work.
Bring every client, job, deadline, document, chargeable hour and client conversation into a single operating view for the whole firm.