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Workflow templates / Sales & leads

Two quiz questions, then your team

Two questions, tag, hand-off.

Works with: Any channel

How it works

  1. A customer sends your keyword.
  2. It asks 2 quick questions and saves the answers.
  3. Your team gets a note and takes over.

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

Who it is for

Brands collecting leads.

Try it on real customer chats

Connect your number and start replying today.