WhatsApp workflow for financial advisors
Enquiry routing for financial advisors: every step, in order, before you switch it on
Read what somebody opened with and send protection questions, savings questions and claims down three different roads without asking them anything.
- 8 steps
- 3 messages
- When: Chat starts
- Needs an AI agent
Route by what they are asking about
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
What they opened with
If A claim: their last message contains claim, claims, hospital, accident, admitted
- 2
Send a message
Sorry to hear that. [Your name] here - I am picking this up myself now. Tell me what happened and I will take it from there.
- 3
Hand to a person
Hands the chat to you
If Protection: their last message contains insurance, cover, coverage, critical illness, life insurance, life cover, term life, hospitalisation
- 4
Add or remove tags
Add: protection
- 5
Send a message
Happy to help with that. [Your name] here - who is the cover for, and is there anything already in place?
If Savings: their last message contains savings, save, endowment, retirement, invest, investment, cpf
- 6
Add or remove tags
Add: savings
- 7
Send a message
Good question. [Your name] here - are you putting something aside monthly already, or starting from scratch?
If Everyone else
- 8
AI reply
Work out what they are asking about and answer it in one short message. If it is about a policy, a claim or money, do not guess - say you will check and hand it over.
What it does
Read what somebody opened with and send protection questions, savings questions and claims down three different roads without asking them anything.
How to use it in Palby AI Agent
- 1Open Workflows and choose Start with a template.
- 2Pick the one called "Route by what they are asking about". 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.