Workflow templates / Sales & leads
Tag buying intent in support chats
Sales hiding in support chats get tagged and handed to your team.
Works with: Any channel
How it works
- A customer messages you
- The AI judges whether they want to buy
- If so, the contact is tagged, marked qualified and a note is left
Steps in the workflow: Trigger, AI, Condition, End, Add tag, Change stage, Internal note.
Who it is for
Support teams that also sell.
Good to know
- Does it reply?
- No. It only tags and leaves a note.
- 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.