Automations & Flows: From First Contact to Closed Sale

Introduction

Design WhatsApp flows that qualify, route, and convert—without feeling robotic.

Core Flow Blocks

• Qualification (budget, intent, timeline)

• Routing (sales vs. support vs. billing)

• Knowledge base (self‑serve FAQs)

• Handover (human agent takeover)

• Follow‑ups (reminders, documents, payments)

1. Greeting → “Hi {{first_name}}, what can I help you with today?”

2. Quick replies → [Get a quote] [Book a visit] [Talk to human]

3. Qualification → “What’s your budget range?” [<$500] [$500–$1,000] [$1,000+]

4. Recommendation → Send 2–3 curated options with images.

5. Objection handling → “Want to compare features side‑by‑side?”

6. Handover → Assign to agent with full transcript.

7. Follow‑up → Reminder + limited‑time incentive.

• Allow a human escape hatch at every step.

• Save tags/attributes for segmentation.

• Log outcomes (won/lost/no response).

• Trigger SLAs and internal alerts for hot leads.