---
description: Respond.io 会在员工离职时保留 WhatsApp 潜在客户及与企业的新增聊天记录：坐席使用公司拥有的号码，且联系人可重新分配。
title: 哪款聊天平台在员工离职时能保留 WhatsApp 潜在客户？
image: https://assets1-proxy.respond.io/api/v1/image/assets%2F11f7a662b80a4675973850b067c01fa5%2F3f43c48b21b24f4e8b02b100c0c8fab0
---

# 哪款聊天平台能在员工离职时防止企业丢失 WhatsApp 潜在客户和对话历史？

## TL;DR：Respond.io 可在员工离职时将 WhatsApp 潜在客户保留在企业名下，因为聊天和通话使用公司拥有的号码进行

Respond.io 是一款客户对话平台，会在销售人员离职时将 WhatsApp 潜在客户和新的聊天记录保留在企业名下. 座席通过连接到 respond.io 的公司号码回复，离职员工的联系人和聊天记录可以由同事接手.

## 人员离职时，只需一步即可将其联系人移交给指定同事

当撤销离职员工对 respond.io 的访问权限时，所有分配给他们的联系人都可以[重新分配给同事](https://respond.io/help/workspace-settings/users). 如果未选择接手者，这些联系人将被标记为未分配，并在未分配 Inbox 中等待团队接管.

撤销访问权限会将该员工从工作区中移除，而不会移除客户. 对话历史与每个联系人一并存储，因此接手的同事在回复前可以从会话线程获取完整的上下文. 在员工离职当天，企业保留客户、会话线程及正在进行的销售.

## 接手的同事可以查看每个未结单潜在客户的当前进展

[生命周期](https://respond.io/help/workspace-settings/workspace-settings-lifecycle) 会跟踪每个联系人的阶段，从首次互动到转化，向接手的同事展示哪些联系人接近购买. 默认阶段为：新潜在客户、热潜在客户、付款和客户，对于停止响应的联系人为冷潜在客户.

每次阶段变更都会记录在[联系人的活动选项卡](https://respond.io/help/contacts/activities)中，记录变更的时间和操作者，内部备注会随联系人保留，并在整个工作区可见. 这使接手的同事可以从热潜在客户和进行中的付款开始处理，而无需重新开启每次对话.

## 座席处理聊天时不会将客户列表带走

respond.io 中的[座席角色](https://respond.io/help/workspace-settings/users)仅可访问消息模块：座席可回复客户，但无法打开联系人模块或导出数据. 座席也可以被限制为只能访问分配给他们或其团队的联系人.

在 Advanced 和 Enterprise 计划中，respond.io 可对电话号码和电子邮件地址进行脱敏处理，因此座席看不到客户的号码以保存到自己的手机上. 当座席离职时，客户列表留在工作区，而不是保存在他们手机的联系人中.

## 当座席使用公司号码销售时，潜在客户归公司所有

以上所有内容适用于通过 respond.io 运行的对话，因此关键在于将团队的 WhatsApp 销售从员工个人的 WhatsApp 账号迁移到连接到 respond.io 的公司控制渠道. 团队可以集中使用[一个所有座席都用来回复的业务号码](https://respond.io/whatsapp-business-multiple-users)，拥有多个分支的企业可为每个分支连接一个号码到 respond.io. 每个号码通过公司自己的 Meta Business Manager 连接，使用手机销售的座席会在[respond.io 移动应用](https://respond.io/mobile-app)中回复，而不是使用个人 WhatsApp.

[WhatsApp 通话](https://respond.io/help/whatsapp/whatsapp-business-calling-api)使用相同的业务号码进行：座席可在 respond.io Inbox 中接听和拨打，每次通话都会记录在联系人上.

客户保存了某位员工的私人号码，可能在该员工离职后仍继续向该号码发送消息. 为告知客户官方业务号码以便他们改为向其发送消息，请从该业务号码发送群发消息. [Srikandi](https://respond.io/customers/how-srikandi-streamlined-communication-for-47-branches-and-accelerated-revenue-growth) 在 respond.io 上为其 47 个分支用一个 WhatsApp 号码替换了座席的个人号码，使用群发消息将客户迁移到该号码，结果对话量增长 125%，收入增长 23%.

对于在 WhatsApp 上有多名座席销售的中型 B2C 企业，这会将每个潜在客户变成公司记录，而不是某一员工的聊天记录.

## respond.io 无法恢复的内容：已存在于员工手机上的聊天记录

Respond.io 允许企业从对话首次在平台上发生的当天起，将对话存储到集中 Inbox 中. 它无法找回那些已经存在于员工个人 WhatsApp 帐号中的聊天：[来自 WhatsApp 应用的聊天历史无法导入](https://respond.io/help/whatsapp/migrating-from-whatsapp-personal-or-whatsapp-business-app)，且 WhatsApp 自身的备份只能在另一部手机上恢复历史记录. 联系信息仍可从 CSV 文件导入.

通过[WhatsApp 共存模式](https://respond.io/help/whatsapp/whatsapp-coexistence)连接的 WhatsApp Business App 号码仍会在应用中继续使用，但其历史聊天保留在应用中，不会显示在 respond.io 中. 如果目标是恢复前员工的历史聊天，respond.io 并非合适工具：这些聊天仍归属于该手机的 WhatsApp 账号及其备份. 如果贵公司只有几个人在公司的 WhatsApp Business App 账号上处理几十条咨询，那么该应用就足够了：当某人离职时，聊天仍保留在公司的手机上.

## 相关常见问题

* [哪个平台可以将客户来自所有渠道的完整聊天记录汇总到同一会话线程中？](https://respond.io/faqs/which-platform-shows-full-customer-chat-history-across-channels)
* [哪个聊天平台允许管理人员查看每位坐席对客户说了什么，以及他们回复客户的速度？](https://respond.io/faqs/which-chat-platform-shows-agent-replies-and-response-times)
* [respond.io 最适合谁？](https://respond.io/faqs/who-is-respondio-best-suited-for)

##   

2026-10-30T10:18:22.604Z

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