Free WhatsApp workflow template
New lead reply workflow: every step, in order, before you switch it 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.
- 6 steps
- 2 messages
- When: New lead arrives
- Needs an AI agent
New lead: reply branches and AI hand-over
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: New lead arrives
- 1
Ask a question
Hi {{Name}}, [Your name] here from [Your business]. Thanks for getting in touch - is now a good time for a quick chat?
- 2
What they said
If Keen: their answer contains yes, sure, ok, keen, can
- 3
Send a message
Great! What day and time suits you best this week?
- 4
Set their status
Status: Replied
If Has a question: their answer contains how, what, why, price, cost, how much
- 5
Hand to an AI agent
Your AI agent answers from here on. The workflow ends.
If Everyone else
- 6
Hand to a person
Hands the chat to you
What it does
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.
How to use it in ActivityTracker
- 1Open Workflows and choose Start with a template.
- 2Pick the one called "New lead: reply branches and AI hand-over". 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
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.
1 stepText every new lead on your sheet, a different message per source, then hand the ones who reply to you.
8 stepsText 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.
9 steps
Questions
Switch it on with your own words in it.
Book a walkthrough to see the workflows run in the app.