# Business Messaging Platform — working brief

Channels to connect (WhatsApp number, Instagram account, Facebook page, web widget):
WhatsApp number status (new number, or moving an existing one from another provider):
Inbound conversations per week on each channel:
Agents and supervisors needing a seat (now / in 12 months):
Outbound template messages per month by category (marketing, utility, authentication):
Countries your WhatsApp customers are in:
Routing rules needed (by channel, language, team or topic):
Bot flows and the point where each hands off to an agent:
Systems to connect (store, CRM, booking tool, helpdesk):
Roles and visibility limits (who may see which conversations):
Setup, migration and training help required (hours, and who supplies them):
Billing currency and billing cycle expected:

Blank template. Do not publish completed briefs containing confidential data.