Workflow templates / Support
Greet people with a menu
New chats start with three buttons: their order, products or a person.
Works with: Any channel, Knowledge for AI to read
How it works
- Someone messages you for the first time
- They pick from three buttons
- Order and product questions get an AI reply; a person picks up the third
Steps in the workflow: Trigger, Reply buttons, AI, AI, Hand to the team.
Who it is for
Anyone whose new chats don't know what to ask.
Good to know
- Does the AI send on its own?
- Yes, while this automation is on. It answers from your knowledge, and if it can't it tells the customer the team will reply and waits for a person.
- What about channels without buttons?
- The options are sent as a numbered list.
- 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.