SA-03StandardSales & Leads
Referral request routing
Collect referral requests and direct them to the right relationship owner.
- Problem
- Referral introductions may be scattered across chats and individual inboxes.
- Example
- A referral form records the context and sends a review task to the relevant team member.
- Human involvement
- A relationship owner approves the next contact.
DM-WA-001AI workflowWhatsApp
WhatsApp AI Sales & Support Agent
Answer routine questions from approved business information and route exceptions to your team.
- Problem
- Staff repeatedly answer the same opening-hours, product or order questions.
- Example
- A product question gets a response from an approved FAQ; a special request is handed to staff.
- Human involvement
- Unclear, sensitive or non-routine questions go to staff.
WA-02AI workflowWhatsApp
After-hours FAQ & handoff
Share approved answers outside business hours and collect context for the next working day.
- Problem
- After-hours enquiries wait without an acknowledgement or a clear next step.
- Example
- A routine opening-hours question receives the approved answer; a complex request is queued for staff.
- Human involvement
- A team member reviews requests that need judgement.
WA-04StandardWhatsApp
Pickup readiness notification
Notify a customer when a connected order or service status is marked ready.
- Problem
- Teams send individual pickup messages and can miss a status change.
- Example
- A staff-approved ready status triggers a short collection message with the relevant reference.
- Human involvement
- Staff set or confirm the ready status.