What this workflow does
Routes new WhatsApp contacts to product info, support, or live agent based on their choice.
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SalesIntermediate9 nodes
WhatsApp Welcome Funnel
Welcome new WhatsApp contacts, determine their intent, and route to sales, support, or self-service accordingly.
Use this templateRead-only preview
When to use it
WhatsApp is a primary inbound channel and you want a menu-driven intake.
What triggers it
WhatsApp Message
Information it collects
choice
Actions it performs
Welcome & Menu · AI Product Info · Save WhatsApp Lead · Connect Agent · AI Support
Systems it requires
No external commerce platform is required.
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Read-only workflow preview
This simplified layout represents the template’s real nodes and connections. It is not the full executable editor.
Trigger
WhatsApp Message
session start
Next step: Welcome & Menu
Action
Welcome & Menu
static message
Next step: Extract Choice
Memory
Extract Choice
extract from message
Next step: Sales Interest?
Condition
Sales Interest?
if else
Next step: AI Product Info · Wants Human?
Action
AI Product Info
ai reply
Next step: Save WhatsApp Lead
Condition
Wants Human?
if else
Next step: Connect Agent · AI Support
Integration
Save WhatsApp Lead
capture lead
Action
Connect Agent
human handoff
Action
AI Support
ai reply
Node configuration, credentials, internal endpoints, and secrets are intentionally not shown.
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