Free WhatsApp workflow template
Cold lead re-engagement message: every step, in order, before you switch it on
For the pile in your pipeline that stalled months ago. Tag one revive and it gets one honest message and a straight question, then sorts itself into your list or out of it.
- 10 steps
- 3 messages
- When: Tag added or removed
Wake a lead who went quiet
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: Tag added or removed
Tag put on: revive
- 1
Ask a question
Hi {{Name}}, [Your name] here. We spoke a while back and it went quiet, which is usually my fault rather than yours. Is this still something you want to sort out, or shall I close it off?
AI reads the answer in their own words.
- Still interested
- Close it off
If No reply
- 8
Set their status
Status: Lost
If Answer did not fit
- 9
Send a message
Sorry, I did not catch that. Reply 1 if it is still worth a look, or 2 if you would rather I closed it off.
- 10
Go to another step
Back to step 1, up to 2 times
- 2
What they said
If Still interested: their answer contains Still interested, yes, still, keen
- 3
Add or remove tags
Add: warm
- 4
Hand to a person
Hands the chat to you
If Everyone else
- 5
Send a message
Understood, thanks for telling me. I will close it off. Message any time if that changes.
- 6
Set their status
Status: Lost
- 7
Close the chat
Closes with a note
What it does
For the pile in your pipeline that stalled months ago. Tag one revive and it gets one honest message and a straight question, then sorts itself into your list or out of it.
How to use it in Palby AI Agent
- 1Open Workflows and choose Start with a template.
- 2Pick the one called "Wake a lead who went quiet". 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.