Workflow templates / Sales & leads
Route bulk and catering messages to the team
Bulk, catering and corporate messages go straight to a person with a checklist.
Works with: Any channel, Knowledge for AI to read
How it works
- A message mentions bulk, catering, events or gifting
- The lead is marked qualified and a note lists what to confirm
- The customer is acknowledged without a price
- A person is assigned
Steps in the workflow: Trigger, Change stage, Internal note, AI, Hand to the team.
Who it is for
Food and gifting brands with large custom orders.
Good to know
- Does it quote a price?
- Never: the team confirms details and price.
- What are the channel limits?
- On WhatsApp, a business can message first only with an approved template (needs a WhatsApp Business account); free-form replies work within 24 hours of the customer's last message. It sends one message per recipient per run, and replies need a separate trigger.