Workflow templates / Sales & leads
Recommend products from your catalog
Unsure shoppers get up to three catalog picks with a reason each.
Works with: Any channel, Knowledge for AI to read
How it works
- The AI writes one reply
- It suggests 1 to 3 products from your catalog
- It asks about need and budget when the need is unclear
Steps in the workflow: Trigger, Change stage, AI.
Who it is for
Shops with a catalog customers browse in chat.
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 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.