Free WhatsApp workflow template
WhatsApp chatbot sub menu: every step, in order, before you switch it on
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.
- 7 steps
- 3 messages
- When: Started by another workflow
Chat menu: sub menu
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: Started by another workflow
- 1
Ask a question
Which of these is closest to what you wanted to know?
AI reads the answer in their own words.
- How it works
- What it costs
- Talk to a person
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 1, up to 2 times
- 2
Sub choice
If How it works: their answer contains how, works, 1
- 3
Send a message
Left blank for you to write, so it cannot go live until it says something true about your business.
- 4
Go to another step
Back to step 1, up to 3 times
If Everyone else
- 5
Hand to a person
Hands the chat to you
What it does
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.
How to use it in ActivityTracker
- 1Open Workflows and choose Start with a template.
- 2Pick the one called "Chat menu: sub menu". 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
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.
8 stepsAnybody tagged client skips the greeting and the menu and lands on you, named, with what they said already in front of you.
3 stepsOne question that tells you which of today's leads to call first, with the answer written onto their card so the list sorts itself.
7 steps
Questions
Switch it on with your own words in it.
Book a walkthrough to see the workflows run in the app.