Workflow templates / Sales & leads
Ask for quote details for the team
One reply asks for item, quantity, location and timeline.
Works with: Any channel, Knowledge for AI to read
How it works
- The lead is marked qualified
- The AI writes one reply asking for the requirement
- A person is assigned to quote
Steps in the workflow: Trigger, Change stage, AI, Hand to the team.
Who it is for
B2B sellers, caterers and custom-order shops.
Good to know
- Does it give a price?
- No. It says the team will share a quote.
- 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.