Free WhatsApp workflow template
Chat routing by shift: every step, in order, before you switch it on
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.
- 3 steps
- 1 message
- When: Chat starts
Route by shift
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 starts
Also when they write again after 8 quiet hours
- 1
Check the day and time
Checks the time against your opening hours
If Outside your times
- 3
Send a message
Thanks for your message. We are closed right now and somebody will come back to you when we open. [Your name] here if it is urgent.
- 2
Hand to a person
Hands the chat to whoever is next in turn
What it does
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.
How to use it in ActivityTracker
- 1Open Workflows and choose Start with a template.
- 2Pick the one called "Route by shift". 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
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.
1 stepA 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.
4 stepsA 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.
1 step
Questions
Switch it on with your own words in it.
Book a walkthrough to see the workflows run in the app.