Free WhatsApp workflow template
Customer satisfaction survey: every step, in order, before you switch it on
A day after a conversation closes, one rating question. Anything under four comes to you before it turns into a review somebody else reads.
- 10 steps
- 4 messages
- When: Chat is closed
Ask how it went
Every message as it is sent. The app puts your own name and business where it says [Your name] and [Your business], {{Name}} is the contact's first name, and a word that starts with $ is filled in from the chat.
When: Chat is closed
- 1
Wait
Wait 1 day
- 2
Ask a question
One quick thing, and thank you if you do: how would you rate how we handled that, out of 5?
Saves the answer to their card as last_rating.
If Answer did not fit
- 8
Send a message
Thank you, that is helpful either way.
- 9
Add a private note
Answered the rating in words: $contact.last_incoming_message
- 10
Hand to a person
Hands the chat to you
- 3
How they rated it
If Under 4: their answer is less than 4
- 4
Send a message
Thanks for being honest - that is genuinely useful. [Your name] here, and I would like to put it right. What would have made it better?
- 5
Add a private note
Rated $var.score out of 5. Needs a look.
- 6
Hand to a person
Hands the chat to you
If Everyone else
- 7
Send a message
Thank you, that means a lot. Message any time.
What it does
A day after a conversation closes, one rating question. Anything under four comes to you before it turns into a review somebody else reads.
How to use it in Palby AI Agent
- 1Open Workflows and choose Start with a template.
- 2Pick the one called "Ask how it went". It opens as a draft with every step drawn and your name and business filled in.
- 3Change any words you like, then press Test to try it in a test chat.
- 4Publish it when it reads right. Nothing is sent before that, and you can stop it any time.
It sends from the WhatsApp you already use, linked as a device the way WhatsApp Web is. WhatsApp's help centre warns that linking through unofficial apps "may put your account at risk", so workflow messages wait their turn at your number's pace.
Already use Palby AI Agent? Open the workflow templates in the app
Questions
Yes. Copy the steps or print them from this page. Running it on your WhatsApp in Palby AI Agent starts with a walkthrough.
Yes. Every message, question and wait is yours to rewrite in the builder, and you can add or remove steps before you publish.
No. It runs on the WhatsApp you already use, linked as a device the way WhatsApp Web is, so there are no message templates to get approved. WhatsApp's help centre warns that linking through unofficial apps "may put your account at risk", so workflow messages wait their turn at your number's pace.
Nobody can promise it won't. Workflow messages wait their turn at your number's pace like every other message, so a burst of chats is answered one after another, in the order they came in.
You build workflows for your own number and publish them yourself. Your team admin switches automation on for the team first.
Switch it on with your own words in it.
Book a walkthrough to see the workflows run in the app.
30 minutes. You choose the day and the time.