WhatsApp workflow for financial advisors
Lead qualification chatbot: every step, in order, before you switch it on
Ask a new lead what they are looking at and how soon, save both answers to their card, then send the ones who are ready straight to you.
- 11 steps
- 5 messages
- When: New lead arrives
New lead: find out what they need
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: New lead arrives
- 1
Ask a question
Hi {{Name}}, [Your name] here. So I can point you at the right thing - what is on your mind?
Saves the answer to their card as interest.
AI reads the answer in their own words.
- Protection
- Savings
- Something else
If Answer did not fit
- 10
Send a message
Sorry, I did not catch that. Could you pick one of the options above, or reply with its number?
- 11
Go to another step
Back to step 1, up to 2 times
- 2
Ask a question
Got it. And how soon were you hoping to sort this out?
AI reads the answer in their own words.
- This month
- Few months
- Just looking
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 2, up to 2 times
- 3
How soon
If Ready now: their answer contains This month
- 4
Add a private note
Wants $var.need, this month. Worth a call today.
- 5
Add or remove tags
Add: hot
- 6
Hand to a person
Hands the chat to you
If Everyone else
- 7
Send a message
Understood, no rush at all. I will leave it with you - just message this number when you want to pick it up.
What it does
Ask a new lead what they are looking at and how soon, save both answers to their card, then send the ones who are ready straight to you.
How to use it in Palby AI Agent
- 1Open Workflows and choose Start with a template.
- 2Pick the one called "New lead: find out what they need". 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.