Free WhatsApp workflow template
Escalation shortcut: every step, in order, before you switch it on
A 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 steps
- 1 message
- When: Shortcut in the inbox
Shortcut: escalate this to me
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: Shortcut in the inbox
Shortcut: Escalate to [Your name]
- 1
Add a private note
Escalated. Problem: $var.problem Already tried: $var.tried Urgency: $var.urgency
- 2
Send a message
Thanks for bearing with us - I am bringing in a colleague who can sort this properly. They will be with you shortly.
- 3
Add or remove tags
Add: escalated
- 4
Hand to a person
Hands the chat to you
What it does
A 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.
How to use it in ActivityTracker
- 1Open Workflows and choose Start with a template.
- 2Pick the one called "Shortcut: escalate this to me". 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
A 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 stepHand each new conversation to the next advisor in turn - whoever has gone longest without one. Also when somebody writes again after 8 quiet hours.
1 stepShare incoming conversations by who is least busy rather than by turn, so nobody ends up with a queue while somebody else has none.
1 step
Questions
Switch it on with your own words in it.
Book a walkthrough to see the workflows run in the app.