WhatsApp Lead Qualifier

slug: whatsapp-lead-qualifier-basic

description: Automatically qualify inbound WhatsApp leads by collecting key information and tagging them for follow-up.

industry_tags: real-estate services saas

label: Business Name

var_type: text

description: Your business or brand name

label: Company Name

description: Legal company name (can match business name)

type: triggerNode

platform: whatsapp

type: actionNode

goal: Welcome the visitor to {{business_name}}. Ask qualifying questions: What are they looking for? What is their budget range? What is their timeline? Collect their name and email if possible.

tasks:
Greet warmly
Ask about needs
Ask budget and timeline
Collect name and email

tag: new-lead

announcement: A qualified lead from {{business_name}} is ready for follow-up.


WhatsApp Appointment Scheduler

slug: whatsapp-appointment-booking

description: Let customers book appointments through WhatsApp with AI-guided scheduling and confirmation.

category: sales

industry_tags: healthcare beauty consulting

description: Your business or brand name

label: Sales Phone

var_type: phone

description: Phone number for sales inquiries

label: Working Hours

description: e.g. Mon-Fri 9am-6pm

default_value: Mon-Fri 9am-6pm

goal: Help the customer schedule an appointment with {{business_name}}. Ask for their preferred date and time. Our working hours are {{working_hours}}. Collect their name and contact details.

tasks:
Ask preferred date/time
Confirm availability
Collect name and phone

content: Your appointment request has been received! A team member from {{business_name}} will confirm shortly. For urgent inquiries, call {{sales_phone}}.

announcement: Appointment request ready for confirmation.


WhatsApp FAQ Auto-Responder

slug: whatsapp-faq-responder

description: Answer common customer questions automatically using AI, with seamless handover for complex queries.

industry_tags: e-commerce saas services

description: Your business or brand name

goal: Answer the customer's question about {{business_name}} using your knowledge base. Be helpful, concise, and professional. If the question is too complex or requires human judgment, let the customer know a team member will help.

tasks:
Identify the question topic
Provide accurate answer
Offer to connect with a human if needed

announcement: Customer needs human assistance for a question the AI couldn't fully resolve.


WhatsApp Pricing Gatekeeper

slug: whatsapp-pricing-gatekeeper

description: Qualify leads asking about pricing by understanding their needs before connecting them with sales.

industry_tags: saas services consulting

description: Your business or brand name

description: Phone number for sales inquiries

description: e.g. Mon-Fri 9am-6pm

goal: The customer is asking about {{business_name}} pricing. Before sharing pricing, qualify them: What specific product or service are they interested in? What is their company size? What is their budget range? What is their decision timeline?

tasks:
Understand their interest
Ask company size
Qualify budget range
Ask decision timeline

tag: high-value

announcement: Qualified pricing inquiry ready for sales team. Contact: {{sales_phone}}


WhatsApp Re-engagement Bot

slug: whatsapp-reactivation-campaign

description: Re-engage dormant leads with a friendly follow-up message and AI-powered conversation to reignite interest.

industry_tags: e-commerce saas real-estate

description: Your business or brand name

content: Hi! It's been a while since we last chatted. {{business_name}} has some exciting updates we think you'd love to hear about. Would you like to know more?

goal: Follow up on the re-engagement message for {{business_name}}. If the customer shows interest, share what's new and try to schedule a follow-up or demo. If not interested, thank them gracefully.

tasks:
Gauge interest level
Share relevant updates
Try to schedule follow-up

tag: reactivated


WhatsApp Sales Concierge

slug: whatsapp-sales-concierge

description: Full-service AI sales assistant that qualifies leads, captures details, syncs to CRM, and hands over to your sales team.

industry_tags: saas real-estate consulting services

required_integrations: whatsapp zoho

description: Your business or brand name

description: Phone number for sales inquiries

description: e.g. Mon-Fri 9am-6pm

goal: Act as a professional sales concierge for {{business_name}}. Have a natural conversation to understand the customer's needs, budget, and timeline. Collect their full name, email, phone number, and company name for CRM entry.

tasks: Collect full name, email, phone, company

tag: qualified

announcement: Qualified lead synced to CRM. Ready for sales follow-up at {{sales_phone}}.


Instagram DM Auto-Responder

slug: instagram-dm-keyword-responder

description: Automatically respond to Instagram DMs with a welcome message and AI follow-up to capture leads.

industry_tags: e-commerce fashion beauty

description: Your business or brand name

platform: meta

content: Hey! Thanks for reaching out to {{business_name}} on Instagram! How can we help you today?

goal: Follow up on the Instagram DM for {{business_name}}. Understand what the customer is looking for, answer their questions, and try to collect their email or phone for follow-up.

tasks: Answer questions about products/services

tag: ig-lead


Messenger Support Intake

slug: messenger-support-intake

description: Collect support issues through Facebook Messenger with AI triage and human handover.

description: Your business or brand name

goal: You are the support intake bot for {{business_name}}. Collect the customer's issue details: What problem are they experiencing? When did it start? What have they already tried? Categorize the issue and prepare a summary for the support team.

tasks:
Identify the issue
Collect details and steps to reproduce
Categorize severity
Summarize for support team

tag: support

announcement: Support ticket created via Messenger. Issue details collected by AI.


Meta Lead Ads Qualifier

slug: meta-lead-ads-intake

description: Automatically engage Meta Lead Ad submissions with AI qualification and CRM sync.

industry_tags: real-estate automotive education

required_integrations: meta zoho

description: Your business or brand name

goal: Welcome this lead who submitted a form for {{business_name}}. Thank them for their interest, confirm the details they provided, and ask any additional qualifying questions: What is their budget? When are they looking to make a decision?

tasks:
Thank for form submission
Confirm lead details
Ask qualifying questions
Collect additional info

tag: lead-ad


Instagram Appointment Scheduler

slug: instagram-appointment-booking

description: Let Instagram followers book appointments through DMs with AI-guided scheduling.

industry_tags: beauty healthcare fitness

description: Your business or brand name

description: Phone number for sales inquiries

description: e.g. Mon-Fri 9am-6pm

goal: Help the customer book an appointment with {{business_name}} via Instagram DM. Ask for their preferred service, date, and time. Our hours are {{working_hours}}. Collect their name and phone number.

tasks:
Ask what service they need
Ask preferred date/time
Collect name and phone

content: Thanks for booking with {{business_name}}! We'll confirm your appointment shortly. Questions? Call us at {{sales_phone}}.

tag: booked


Omnichannel Lead Qualifier

slug: omnichannel-lead-qualifier

description: Unified AI lead qualification that works across WhatsApp and Meta channels with CRM integration.

platforms: whatsapp meta

industry_tags: saas services real-estate

required_integrations: whatsapp meta zoho

description: Your business or brand name

goal: Qualify this inbound lead for {{business_name}}. Regardless of which channel they came from, collect: their name, email, what they're looking for, their budget range, and decision timeline. Be professional and conversational.

tasks:
Greet and introduce {{business_name}}
Collect name and email
Understand needs
Qualify budget and timeline


Inbound to CRM Pipeline

slug: inbound-to-crm-pipeline

description: Capture every inbound conversation, extract structured lead data with AI, sync to your CRM, and hand over to sales.

industry_tags: saas services consulting real-estate

description: Your business or brand name

description: Phone number for sales inquiries

description: e.g. Mon-Fri 9am-6pm

goal: You are the intake assistant for {{business_name}}. Collect structured information from the customer: full name, email, phone number, company name, role/title, what they need, budget range, and decision timeline. Be conversational but thorough.

tasks:
Collect full name
Collect email and phone
Ask company and role
Understand needs
Qualify budget and timeline

label: Full Name

key: email

label: Email

key: phone

label: Phone

key: company

label: Company

key: needs

label: What they need

key: budget

label: Budget range

tag: pipeline

announcement: New pipeline lead synced to CRM for {{business_name}}. Contact {{sales_phone}} for immediate follow-up.