Loyalty & Referral Programs

Reward customers and grow through referrals without another app.

Points, tiers, stamps, cashback, and referral rewards—enrolled, earned, shared, and redeemed in WhatsApp and web chat. Loyalty lives on the same record as sales, bookings, claims, and support.

Responses are grounded in your knowledge base and bounded by trust & guardrails—platform features that ship with Qallio agents.

4
Program types
Points, stamps, cashback, referrals
0
Extra apps for members
Stay in conversation
1
Member & referrer view
For agents and marketing
The challenge

Your best customers—and their friends—feel like strangers in chat.

Loyalty lives in a separate system. Referral codes get typed into DMs and tracked in spreadsheets. Staff cannot see balance or referral status while they sell, book, or resolve a case. Marketing blasts everyone because tier, behaviour, and who referred whom never reach the conversation.

Your best customers—and their friends—feel like strangers in chat.
“What is my points balance?”—five minutes on hold or in another portal
Referral links shared manually; you cannot tell who actually converted
Rewards cannot be applied in the same thread as the sale or booking
Referrers never get credited when their friend converts on a different channel
Finance cannot tie redemptions and referral payouts to revenue in one place
How Qallio helps

Retention and referrals built into every thread.

Configure loyalty and referral programs once. Agents and AI see member status in-thread, apply rewards when they convert, issue unique referral codes, and credit both sides—all on the Qallio customer record.

Loyalty programs that fit your brand

  • Points, stamps, visit rewards, and cashback
  • Earn rules, tiers, and expiries you control
  • Manual adjustments with a full audit trail

Referral programs that actually track

  • Unique referral codes and links generated in chat
  • Credit referrer and referee when the friend converts
  • Track referral source through checkout—not screenshot hunting
  • Tiered rewards for top advocates and repeat referrers

Redeem and refer in conversation

  • Balance checks, redemptions, and referral invites in WhatsApp
  • Stack coupons, loyalty, and referral bonuses in the same flow
  • No download, no portal, no friction

Grow repeat revenue and new customers

  • Segments from loyalty and referral behaviour for campaigns
  • Connect existing loyalty data via integrations
  • Reporting on redemptions, referral conversion, and revenue
Part of Qallio

Works with the rest of your stack

This module shares customers, conversations, and context with every other Qallio module—no overnight batches or duplicate records.

Make loyalty part of the conversation—not a sidebar.

Request a demo — we will map your program and show earn, redeem, and refer-a-friend in a live flow.