Skip to content

Workflow templates / Sales & leads

Pick several options at once

Numbered menu, saved choices, tag.

Works with: Any channel

How it works

  1. A customer sends your keyword.
  2. It asks 1 quick question and saves the answer.
  3. The contact is tagged for later.

Steps in the workflow: Trigger, Send message, Send message, Wait for reply, Set contact field, End, Add tag, Send message.

Who it is for

Anyone running a preference survey.

Try it on real customer chats

Connect your number and start replying today.