Customer support template
Customer support on WhatsApp: a ready workflow
This template answers customer messages on WhatsApp. It remembers who the customer is, understands what they want, checks the order and replies. Refunds above ₹5,000 go to a manager first.
Workflow steps
- 1
Trigger: a WhatsApp message arrives
- 2
Recall the customer's preferences from memory
- 3
Understand the request
- 4
Look up the order in Google Sheets
- 5
Condition: refund above ₹5,000? If yes, ask a manager for approval
- 6
Write the reply
- 7
Send the reply on WhatsApp
Asks you before
- Refunds above ₹5,000 wait for a manager
Best for
D2C brands, retailers and service businesses that answer order questions on WhatsApp.
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