Free WhatsApp workflow template
Unassign on close: every step, in order, before you switch it on
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 step
- When: Chat is closed
Unassign when a conversation closes
Every step in the order it runs. This one sends the contact nothing; it only records what happened.
When: Chat is closed
- 1
Hand to a person
Nobody holds the chat
What it does
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.
How to use it in ActivityTracker
- 1Open Workflows and choose Start with a template.
- 2Pick the one called "Unassign when a conversation closes". 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 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 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 step
Questions
Switch it on with your own words in it.
Book a walkthrough to see the workflows run in the app.