Automatic welcome and data collection via WhatsApp
Turn each incoming message into an effortless, personal conversation (while you get the data you need, without lifting a finger).
Every time a new contact messages your WhatsApp, you have to manually greet them, ask for their details, and keep track of who they are. This not only eats up precious time, it also opens the door to mistakes, missed contacts, and lost opportunities. Without automation, you’ll soon find yourself overwhelmed, letting important conversations slip through the cracks — costing you both valuable data and potential team connections.
With this Botize formula, every incoming WhatsApp message gets an instant, friendly welcome, a quick option selection, and a follow-up to collect vital personal details—all without you lifting a finger. The user journey becomes smooth and consistent: from the moment they say hello, the automation takes over, gathers their information, and wraps up the interaction with a professional closing message. Say goodbye to scattered data and hello to an automated onboarding process that makes you look organized and trustworthy.
Ready to turn chaos into clarity? With this formula, you can tailor the flow to your needs by adjusting the triggering frequency, customizing questions, or setting up filters for specific responses. Follow the step-by-step in Botize or simply use the ready-made link to activate everything in minutes—saving time, boosting your image, and growing your network with zero hassle.
Automate this task with 5 simple prompts
Copy and paste the following prompts into Botize's AI task editor
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1
Access the Botize automated task editor.
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2
Select the AI editing tool.
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3
Trigger the automation whenever someone sends a message to the WhatsApp number.
Copy and paste this prompt into the AI editing tool.
Set up the automation to run automatically every time a new message is received on the WhatsApp number. ⤵
Click the 'Apply this task' button to confirm.
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4
Listen for incoming text messages from users on WhatsApp to identify when someone wants to interact.
Copy and paste this prompt into the AI editing tool.
Whenever a text message arrives on WhatsApp, detect and move to the next step of the conversation. ⤵
Click the 'Apply this task' button to confirm.
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5
Greet the user and ask them to choose where they are from using a list of options.
Copy and paste this prompt into the AI editing tool.
Send a friendly welcome message and present a list with three options for the user to select their location: 'Medellín', 'Antioquia', or 'Otra zona de Colombia'. ⤵
Click the 'Apply this task' button to confirm.
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6
Request that the user reply with some personal details in a simple text format.
Copy and paste this prompt into the AI editing tool.
Ask the user to reply with their age, territory, and ID number in a single message, providing an example for clarity. Mention that this information is only for internal use and never shared. ⤵
Click the 'Apply this task' button to confirm.
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7
Thank the user and invite them to follow social media for more updates and content.
Copy and paste this prompt into the AI editing tool.
Send a thank you message to the user and share links to Instagram and TikTok, encouraging them to follow for updates and exclusive content. ⤵
Click the 'Apply this task' button to confirm.
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8
Your automation is ready to use. Click the 'Save changes' button.
Save changes
Welcome New Contacts on WhatsApp—Automatically
Picture this: Every time someone writes to your WhatsApp number, they’re instantly welcomed, asked where they’re from, and then nudged to share their basic info—all in a friendly, totally human way. No forms, no awkward silences. Just a smooth intro and goodbye, on autopilot.
| Manual | Botize | |
|---|---|---|
| Greet new contact personally | 2 | 0 Minutes |
| Ask for location/region | 1 | 0 Minutes |
| Request age and ID info in a polite, clear way | 2 | 0 Minutes |
| Send links to Instagram/TikTok | 1 | 0 Minutes |
| Total | 6 | 0 Minutes |
If you wanted your WhatsApp to greet people, collect info, and do it all for you—yep, this is exactly it.
Team Recruitment
Every new volunteer or collaborator who messages you gets a friendly welcome and shares their location and details instantly, making onboarding painless.
Save Hours
No more repeating yourself—let WhatsApp handle the intros and data collection, 24/7.
Personal Vibes
Your welcome message feels friendly and real, not like a boring, robotic bot.
Organized Data
Consistent, ready-to-use information from every new contact—without a single spreadsheet sweat.
Exclusive Club Access
Anyone joining your event WhatsApp group is automatically greeted, asked core questions, and directed to your socials. No admin headaches.
⌾︎ You want to grow a community or team and need to onboard people quickly.
⌾︎ You’re tired of chasing basic info or sending the same ‘hello’ a hundred times a week.
✕ You only message the same three people, and they already know everything about you.
✕ You love chaos and want each conversation to start from scratch, every time.
✓ Choose different welcome messages for special campaigns or seasons (think: holiday greetings, VIP intros, etc.)
✓ Collect and tag different info—could be city, profession, favorite meme, you name it.
✓ Plug this flow into your CRM, newsletter, or event system—so new contacts are automatically ready for future updates.
This automation runs every time a user sends a message to the WhatsApp phone number. It first asks the user to select an option, then prompts them to reply with a text message, and finally sends a closing message to complete the conversation
