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Workflow templates

Start fast with a pre-built automation, one per industry. Each template drops a ready-to-edit flow onto the canvas — swap in your own agent IDs, phone numbers, and copy, then enable it.

Real Estate — Appointment Booking

Lead generation. Capture interest, run an AI qualifier, confirm via WhatsApp.

Trigger manually → Run Chat Agent (Qualify lead) → Send WhatsApp (Confirm)

F&B — Order Confirmation

Notifications. Receive an order webhook, store the order total, confirm by WhatsApp.

Webhook → Set Variable (orderTotal) → Send WhatsApp (Confirm)

Clinic — Appointment Reminder

Customer support. Run a daily schedule, build a reminder with an agent, message the patient.

On a schedule (9am daily) → Run Chat Agent (Build reminder) → Send WhatsApp

E-commerce — Abandoned Cart Recovery

E-commerce. Scan on a schedule, branch on cart value, follow up on the right channel.

On a schedule (every 2h) → Condition (cart total > 50?) → WhatsApp nudge / Email nudge

Logistics — Shipment Status Cross-channel

Data & reporting. Receive a carrier webhook, fetch shipment status, branch to email or WhatsApp.

Webhook → HTTP Request (Fetch shipment) → Condition (Delivered?) → Email / WhatsApp

Education — Follow-up Sequence

Lead generation. Daily tutor follow-up, a short wait, then a recap email.

On a schedule (daily) → Run Chat Agent (Tutor follow-up) → Wait 30 min → Send Email (recap)

tip

Templates are starting points. Open any node after loading a template to point it at your own agents, recipients, and content.