Free WhatsApp workflow template
Booking confirmation message: every step, in order, before you switch it on
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.
- 4 steps
- 2 messages
- When: Status changes
After the agent books someone
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: Status changes
Their status becomes Booked
- 1
Send a message
All set, {{Name}}. [Your name] will confirm the time shortly.
- 2
Send a message
Before we speak, it helps to have any documents you already have to hand. No need to send anything now.
- 3
Add or remove tags
Add: booked
- 4
Hand to a person
Hands the chat to you
What it does
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.
How to use it in ActivityTracker
- 1Open Workflows and choose Start with a template.
- 2Pick the one called "After the agent books someone". 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
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.
9 stepsThe 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.
8 stepsTag somebody met and this thanks them an hour later, says what happens next, and asks the question that gets a decision moving.
5 steps
Questions
Switch it on with your own words in it.
Book a walkthrough to see the workflows run in the app.