Workflow templates

A WhatsApp cart becomes a confirmed cash-on-delivery order without anyone typing.

One greeting handles orders, order status and table bookings for a restaurant.

One reply asks for what the team needs to act.

“Where is my order?” gets an answer from your order records, never guessed.

Shoppers who start a checkout and do not pay get a reminder and, later, a link back to their checkout.

COD orders are confirmed before they ship, cutting returns.

Buyers of a sold-out product join a waitlist instead of leaving.

Customers hear the moment their order ships.

Your waitlist hears a product is back the moment your store restocks it.

Cancelled orders get an apology and an easy way back.

Order changes reach the team with the order number and what to change.

Every paid order is sent to the app you pick.

Riders book metro tickets in chat: stations, number of tickets, one confirmation.

Items, delivery, phone, hand-off.

Info, address, phone, hand-off.

A first chat gets its own coupon made in your store, used once.

The customer hears the moment a parcel is out for delivery.

A failed delivery gets a new time before it is returned.

A refund or return is confirmed. No money moves from here.

A returned or lost parcel gets an apology and a person.

First-time buyers are thanked and tagged.

Big spenders are tagged VIP and thanked.

Every comment with your keyword gets a private message with the link. Within seconds.

Every story reply gets the link it asked for.

On Instagram, commenters are asked to follow before they get the link. Other channels send it straight away.

A free guide in exchange for an email, straight from a comment.

Every commenter is entered once, confirmed in a DM.

A story mention gets a thank-you and your code.

A prize game in DMs, one spin per person.

A story reaction with 😂 😮 😍 😢 👏 or 🔥 gets a friendly reply.

A three-question quiz that scores the answers and tells people how they did.

Live viewers who comment the keyword get the link in a DM.

People who share a post with you in DM or mention you in a story get a thank-you.

Brand-deal requests arrive complete and land with you.

Customers who want WhatsApp get your link in one tap.

Spam and scam comments are hidden as soon as they arrive.

Send people from an ad straight into the chat. The flow asks if they want to see your product, saves their email, then shows the offer.

Someone writes a booking word and gets a friendly message offering a free consultation with a book button. It opens your calendar page.

Invite loyal customers to your ambassador program in the chat. The flow asks about their audience and saves their phone and email.

Clients join your fitness challenge in the chat and read what it involves. Their email or chat opt-in is saved.

Someone comments on your event post and gets a sign-up button in a DM. The flow takes their email and phone, then sends the webinar link.

People who reply to your Story about working together get your answer right away. You do not have to send it by hand.

People comment during your Live and tap a button to draw a discount. A random split decides which code each person gets.

People reply to your Story to enter a giveaway and earn points. Following you earns more.

People who send your sale keyword get a short offer: the biggest discount of the year, the code and when it ends. A button takes them to your site for the details.

People who send your sale keyword get the code and the deadline. After a wait, the flow looks at who opened the link: they get a check in, while the rest get a note that the deals are still live.

People who send your sale keyword get the discount code and a store link. If they do not tap, a reminder follows and they can opt in to sale alerts.

A reply to your Story with a word such as discount opens a short countdown. Then they get your one day code and a link to the sale.

Someone sends a keyword like book a consulting and is asked for their email and phone. Then they get your booking link.

Someone sends a keyword like location or courses. They get a message with buttons for your most asked topics.

Someone replies to your Story and is asked for their phone and email. Then they get the link to your masterclass.

Reply to comments with a DM that offers your link, then send the link after one tap. The tap tells you they want it.

Giveaway entry plus a lead magnet in one flow.

Follow request, DONE reply, delivery.

A question and a tag.

Hand out a price list, menu, brochure or form the moment someone asks, without anyone on your team sending it.

Your next post sends a DM to everyone who comments, with nothing to set per post.

Comments on your ads turn into DM conversations.

One post you scheduled replies in DM to each keyword comment.

A keyword comment gets a public reply.

A comment with a word on your list is deleted.

Each comment gets a short public reply in your words.

People who open your link or scan your QR code are welcomed and asked their name.

Every new conversation gets a welcome and is marked engaged.

New leads are asked for goal, budget and timeline before a rep spends time on them.

Bulk, catering and corporate messages go straight to a person with a checklist.

One reply asks for the booking details.

One reply asks for item, quantity, location and timeline.

Unsure shoppers get up to three catalog picks with a reason each.

A chat gives you their phone number, checked and saved.

Every lead source ends in one shape: a tagged contact marked as a new lead.

Sales hiding in support chats get tagged and handed to your team.

One friendly check-in when a new lead goes quiet for a day.

Everyone who submits your form gets a thank-you at once.

New chats give a name and an email before anyone replies.

Event and webinar sign-ups are taken in chat, with the join link and a reminder.

A day after purchase, one add-on idea from your catalog is sent.

Every new lead gets a 0 to 100 score, and hot leads are flagged.

Every new chat becomes a lead, and lands in your own app too.

A new booking is confirmed and reminded before it starts, a moved one gets the new time, and a cancelled one gets a short note.

Every new row in your Google Sheet gets a Meta template on WhatsApp.

New store customers get a welcome, a tip and a nudge over their first week.

Booking requests are confirmed in chat and can land in your calendar.

Job applicants answer a few questions in chat and arrive as one lead for your hiring team.

Learners say what they want to learn and course picks from your catalog go to Approvals, then a counsellor call if they want one.

Car messages become qualified leads with budget, body style, name, city and a test drive request.

A freebie flow: a happy hello, a button to claim, a request for the email, a warm thank you and a link. It works for any cheat sheet, guide or template.

The chat asks each person for their email and phone. A row with their details, channel and join date goes to your Google Sheet.

Guide request, email capture, delivery as a file, and a next-day check-in.

Numbered menu, saved choices, tag.

Quiz, number capture, WhatsApp button.

Comment, DM, email, follow-up.

Interest question, offer link, tag.

Two questions, tag, hand-off.

Lead and booking tags.

Comment to order lead.

Buy or sell, area, email.

Comment to ebook delivery.

A comment becomes a saved lead in your own system.

A WhatsApp form answer reaches your CRM and your team.

A known visitor who viewed a product gets a friendly check-in.

Every new-lead tag becomes a row in your sheet.

A confirmed booking is remembered the day before.

A form opens inside the chat for messages.

Your chosen products, shown as a list.

Every new conversation lands with a person, with a note saying why.

Hours, location, pricing and policy questions get a grounded answer.

Change and cancel requests reach a person with a policy note.

Complaints get an empathetic reply and a person, fast.

A chat that goes quiet after your reply gets a nudge, then is closed.

A hello gets a friendly hello back.

A sure AI answer goes to Approvals, and everything else goes to a person.

Return and exchange requests arrive with the order and the reason.

Warranties are registered in chat, with every detail the team needs.

New chats start with three buttons: their order, products or a person.

Every closed chat becomes a ticket in your help desk.

A customer shares their location and gets the closest store with its address and hours.

A customer sends a PIN code and gets the closest store with its address and hours.

Staff pick HR, IT or payroll and ask a question. A sure answer from your company knowledge goes to Approvals.

Customers prove who they are with a one-time code before you help with their account.

Answers about timings, departments and fees go to Approvals, and emergencies go straight to a person.

AI spots messages asking for your website and replies with the link. You describe the question once and write the answer.

A long reply split into paced parts.

Issue, email, hand-off.

Story reply, issue, email, hand-off.

A customer gets their booking details from your Google Sheet by typing the booking number.

Price and stock questions get an answer from a list you keep up to date.

Your own system answers, and a person takes over if it can't.

Your team reads every message in English; replies in their own language are drafted for your approval.

One last free message before the WhatsApp reply window closes.

A tappable menu of options on request.

A link, as one tappable button.

A text keyword gets an answer by SMS.

First messages on your own channel get a welcome.

An email asking for your price list gets the file in the reply.

An email asking for your price list gets the file in the reply.

A seasonal offer goes to a saved segment, consent-checked.

Lapsed customers are invited back with what is new.

Ads get credit for the leads they bring, so Meta optimizes for real customers.

A few days after delivery, happy customers are asked to refer a friend.

A week after delivery, customers get a short how-is-it-going message.

First-time visitors get your one shared welcome code, once. No store needed.

People with a pass get a reminder with the joining link on the morning of their event.

Someone sends one of your keywords and gets a button to your website. A second message invites their questions.

Opt-in, birthday question, then a reminder three days later.

One question, saved answer, tag.

Number capture with a delayed message.

Join keyword, confirmation, tag.

Opt-in, email, phone, tag.

A pause and a prize link.

Coupon and referral.

Get your link to everyone who comments, then send a short reminder an hour later.

Each person gets their own code from a list you paste.

An opt-in gets a thank-you and your welcome sequence.

A daily draw among the people in a segment.

People ask to join and get a code to share.

Customers are invited to reorder a month after delivery.

A wish and a code on a contact's birthday.

A warm note on a date you saved.

One message to a saved segment each week.

A contact who starts matching a segment gets an offer.

Buyers join your ad audience, only with ads consent.

Fans join your affiliate program from a chat.

New learners get a welcome and a tag.

Members hear before their points expire.

Affiliates are thanked when they earn.

Repeat buyers get a reward code.

Unpaid orders get a friendly reminder and a pay button when a payment method is connected.

Customers hear that their payment worked the moment the order is paid.

A failed payment is caught before the sale is lost.

A plan about to expire gets a renewal offer, a reminder a day later if asked, or a person to talk to.

Items, phone, payment link.

Every paid order becomes a row in your sheet.

Unpaid prepaid orders get one reminder, and a payment stops it.

Delivered customers are asked for a review while the order is fresh.

Customers rate you 0 to 10 and low scores reach a person.

Each new review gets a drafted reply for your team, and risky ones are marked.

Feedback question, thank-you, page link.

Find out why people leave a sequence.

A thumbs down on a reply brings a person in.

Happy customers get your review link; unhappy ones get a person.

Learners who finish are asked how the course was.

A low rating brings an apology and a person.

A customer nobody has answered hears the team is on the way.

New chats get a welcome in open hours; after-hours messages get an instant reply and wait for the team.

Replies in the customer's language are written by the AI and flagged for a fluent teammate.

VIP and high-value customers skip the general queue.

AI sorts each message by topic and urgency and your router picks the owner.

Returning customers skip the first questions and go to a person.

Phone, time, hand-off.

Reply, clarify, hand-off.

Every new contact is tagged, so you can see and reach them.

Your team hears when the Assistant hands over a chat.

Your team hears when an automation fails.

Automations stay quiet once a person has taken over.

Customers opt in to offers before you market to them.

STOP and unsubscribe requests reach your team.

Discount and refund requests go to the right approver by amount.

An opt-out is tagged and taken off a sequence. Nothing is sent.