Free WhatsApp workflow template
WhatsApp chatbot main menu: every step, in order, before you switch it on
A menu with a road per option, each one ending back at the menu so nobody gets stranded. Pair it with the Sub Menu template for the deeper questions. The two answers are left blank for you to write, so it cannot publish until they say something true about your business.
- 9 steps
- 4 messages
- When: Chat starts
Chat menu: main menu
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 starts
- 1
Ask a question
Hi! [Your name] here from [Your business]. What can I help with?
AI reads the answer in their own words.
- What you offer
- Costs
- Talk to a person
If Answer did not fit
- 8
Send a message
Sorry, I did not catch that. Could you pick one of the options above, or reply with its number?
- 9
Go to another step
Back to step 1, up to 2 times
- 2
Menu choice
If What you offer: their answer contains offer, what you offer, 1
- 3
Send a message
Left blank for you to write, so it cannot go live until it says something true about your business.
- 4
Go to another step
Back to step 1, up to 3 times
If Costs: their answer contains cost, costs, price, 2
- 5
Send a message
Left blank for you to write, so it cannot go live until it says something true about your business.
- 6
Go to another step
Back to step 1, up to 3 times
If Everyone else
- 7
Hand to a person
Hands the chat to you
What it does
A menu with a road per option, each one ending back at the menu so nobody gets stranded. Pair it with the Sub Menu template for the deeper questions. The two answers are left blank for you to write, so it cannot publish until they say something true about your business.
How to use it in Palby AI Agent
- 1Open Workflows and choose Start with a template.
- 2Pick the one called "Chat menu: main menu". 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.