Workflow templates / Sales & leads
Ask for their phone number
A chat gives you their phone number, checked and saved.
Works with: Any channel
How it works
- Someone messages you on the start's channel (other chats are left alone)
- They are asked for their phone number with the country code
- A wrong number is asked again, up to 3 times
- The number is saved on the contact
Steps in the workflow: Trigger, Send message, Wait for reply, Condition, End, Opt-in / opt-out, Send message, Set variable, Wait for reply, Set variable, Send message, Condition.
Who it is for
Brands that find leads on one channel and follow up by phone number.
Good to know
- Can I send marketing to it?
- Not yet. A typed number is not proof it is theirs, so it is saved without opt-in. Start the chat with an approved template.
- What if AI is on?
- While AI answers a chat, this stays quiet. Turn AI off for the chat or the brand and it replies.
- 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.