WhatsApp workflow and chatbot templates, with every message written out before you switch one on

Text every new lead, wait for their reply, then answer by what they said: book the keen ones, hand questions to your AI agent, and pass everything else to you.

Start a journey only for the new leads that match a condition. This one is drafted for a Facebook source; swap it for a tag or any field on their card.

Text every new lead on your sheet, a different message per source, then hand the ones who reply to you.

Text a new lead, and if they say nothing, try twice more over the next three days, then move them to Lost. The chase that never happens on a busy week.

A lead who lands in the evening hears something straight away instead of silence, and gets the real opening the next working morning.

Deliver the download a lead signed up for, give them a day with it, then ask the one question that turns a reader into a conversation. Opens with the delivery message blank, so it cannot publish until you attach the guide and write the line that comes with it.

For leads from your Facebook forms. Each time one becomes Replied, Booked, Won or Lost, Meta hears about it, so your ads learn which leads turn into clients.

Send a welcome message every time a contact starts a conversation with you.

Send an away message to anybody who writes in - new contacts, and anybody writing again after 8 quiet hours. Turn it on and off by publishing and stopping the workflow.

Send an away message outside your business hours to anybody who writes in - new contacts, and anybody writing again after 8 quiet hours.

Send a welcome message every time a contact starts a conversation and ask for their email if you don't have it.

Welcome somebody who writes in and ask for a number to reach them on if you do not have one.

Publish it on the mornings you are back to back. Anybody who writes in hears that you have seen them and when you will answer, rather than nothing.

Greet a brand-new contact and somebody coming back after a day away differently.

When contacts first message your business, respond with a chat menu offering self-service options and a way to speak to you. The answer to Products is left blank for you to write, so it cannot publish until it says something true about your business.

The moment your AI agent tags somebody hot, it goes to you with a comment, before the interest cools.

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.

A second menu the Main Menu hands people to. Starts on the Manual Trigger, so another workflow can send a contact here and pick it up again after. The answer is left blank for you to write, so it cannot publish until it says something true about your business.

Ask which language somebody would rather use, answer in it, and save it to their card so anybody who opens the thread can see it.

Anybody tagged client skips the greeting and the menu and lands on you, named, with what they said already in front of you.

One question that tells you which of today's leads to call first, with the answer written onto their card so the list sorts itself.

When a chat is closed - by your AI agent after a hand-over, or by you - wait a day and ask one question, so a finished thread is not a lost lead.

Two days after a broadcast reaches somebody, one short nudge asks whether it is worth a chat. It stops the moment they reply to the broadcast itself, so nobody who already answered is chased, and whoever says yes is handed to you.

Tag somebody waiting-docs and this asks for the paperwork, reminds them two days later, and tells you when it has still not arrived.

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.

When a lead reaches Booked - by your AI agent, a workflow or your own hand - confirm it, tell them what to bring, and put it in front of you.

Tag somebody no-show and this gives them a graceful way back in within the hour, before it turns into an awkward thing neither of you mentions again.

The moment somebody reaches Booked, this waits and reminds them, and asks whether the time still works so a change comes to you rather than to nobody.

Tag somebody met and this thanks them an hour later, says what happens next, and asks the question that gets a decision moving.

Tag a client review-due and this offers them a yearly check-in, books the ones who want it, and closes off the ones who do not without you chasing.

Five days after somebody reaches Won, ask the one question that grows a practice, worded so a no costs nothing.

Hand each new conversation to the next advisor in turn - whoever has gone longest without one. Also when somebody writes again after 8 quiet hours.

Share incoming conversations by who is least busy rather than by turn, so nobody ends up with a queue while somebody else has none.

Inside working hours a conversation goes to the team in turn. Outside them it is held with a message that says when somebody will answer.

Take a closed conversation off whoever had it, so the next time that person writes in they are shared out fairly instead of going back to the same desk.

A button in the Inbox. Whoever is on the chat fills in one form, the contact hears that it is being looked at, and it lands on you with the summary attached.

A button that turns "I will write it up later" into thirty seconds. The form writes the note onto the conversation and moves the card for you.

Get a contact's privacy consent before continuing the conversation.

Identify contacts who ask not to be messaged, confirm, and mark them as opted out.

A day after a conversation closes, one rating question. Anything under four comes to you before it turns into a review somebody else reads.

Somebody who says wrong number or stop is answered once, tagged, moved to Lost and closed, so nobody on your team texts them again by accident.

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.

Tag a lead quoted and this chases it three times over a week. It stops the moment they reply, so you never nudge somebody who already answered.

Read what somebody opened with and send protection questions, savings questions and claims down three different roads without asking them anything.

One message after a booking that makes the meeting itself shorter: what to have to hand, how long it takes, and nothing to do before it.

The one thing worth interrupting everything for. Anybody who says claim, hospital or accident gets a person within the minute and a straight list of what is needed.