Workflow templates / Sales & leads
Welcome new leads and mark them engaged
Every new conversation gets a welcome and is marked engaged.
Works with: Any channel
How it works
- Someone messages you for the first time
- The contact is marked engaged
- A welcome message is sent
Steps in the workflow: Trigger, Change stage, Send message.
Who it is for
Any brand whose new chats sometimes wait too long.
Good to know
- Can I change the message?
- Yes: edit the Send message card before publishing.
- 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.