Workflow templates / Routing
Prioritize VIP and high-value customers
VIP and high-value customers skip the general queue.
Works with: Any channel, Knowledge for AI to read
How it works
- Someone in your VIP segment messages you
- They are marked qualified
- The AI writes a warm acknowledgement
- A person is assigned
Steps in the workflow: Trigger, Condition, Change stage, End, AI, Internal note, Hand to the team.
Who it is for
Brands with repeat, corporate or high-value customers.
Good to know
- Why won't it publish?
- Pick your VIP segment on the condition first.
- Does it offer discounts?
- No. It never promises discounts or custom terms.
- 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.