Free WhatsApp workflow template
Closed chat follow-up: every step, in order, before you switch it on
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.
- 7 steps
- 3 messages
- When: Chat is closed
After a conversation is closed
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 is closed
- 1
Wait
Wait 1 day
- 2
Ask a question
Hi {{Name}}, [Your name] here. Did we get you what you needed?
AI reads the answer in their own words.
- Yes thanks
- Not yet
If Answer did not fit
- 6
Send a message
Sorry, I did not catch that. Could you pick one of the options above, or reply with its number?
- 7
Go to another step
Back to step 2, up to 2 times
- 3
What they said
If Not yet: their answer contains Not yet
- 4
Hand to a person
Hands the chat to you
If Everyone else
- 5
Send a message
Glad to hear it. Message any time if anything else comes up.
What it does
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.
How to use it in ActivityTracker
- 1Open Workflows and choose Start with a template.
- 2Pick the one called "After a conversation is closed". 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 ActivityTracker? Open the workflow templates in the app
Workflows like this one
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.
10 stepsTag somebody waiting-docs and this asks for the paperwork, reminds them two days later, and tells you when it has still not arrived.
8 stepsFor 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
Questions
Switch it on with your own words in it.
Book a walkthrough to see the workflows run in the app.