Automatic welcome and data collection via WhatsApp (via Whapi)
Automate warm welcomes and gather key details from your contacts, all with a human touch—no tech headaches required.
Juggling manual greetings and data collection each time someone messages your WhatsApp business account is a time sink and a productivity killer. You’re left copying welcome messages, trying not to lose important info in endless chat threads, and risking forgetting to reply—leaving new contacts with a poor first impression. Without automation, you waste hours every week that could be dedicated to high-impact work, while crucial contact details slip through the cracks and your team’s image looks disorganized.
With this formula, Botize takes over your WhatsApp onboarding process through Whapi, greeting every newcomer instantly and guiding them step by step to provide the information you need. The automation can ask for location, personal details, or customized info—all seamlessly managed with reply buttons and interactive lists, followed by a friendly closing message. You stay in control: filters, trigger frequency (like one hour checks), and message content are fully customizable, so your process fits your style, workload, and the kind of leads you want to capture. The transformation is real: what was scattered and stressful becomes precise, welcoming, and scalable.
Ready to see your WhatsApp onboarding run on autopilot? Follow the step-by-step to personalize your flow, or simply activate this formula and watch as each new contact gets properly welcomed, their info safely stored, and your team’s image raised to pro-level—all without lifting a finger. Let Botize handle the basics so you can focus on what matters most!
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
Start the automation whenever a user sends a message to the designated WhatsApp number.
Copy and paste this prompt into the AI editing tool.
Set up the automation to trigger instantly when a new message is received on WhatsApp. ⤵
Click the 'Apply this task' button to confirm.
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4
Detect and capture the incoming text message from the user on WhatsApp.
Copy and paste this prompt into the AI editing tool.
Add a step to listen for and retrieve the content of the incoming WhatsApp text message. ⤵
Click the 'Apply this task' button to confirm.
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5
Ask the user where they are from by sending them a welcome message with several location options to choose from.
Copy and paste this prompt into the AI editing tool.
Send a welcome message on WhatsApp asking the user where they are from, providing options such as 'Medellín', 'Antioquia', and 'Other area of Colombia' as reply buttons for them to select. ⤵
Click the 'Apply this task' button to confirm.
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6
Request additional information from the user, asking them to reply with their age, territory, and ID number in a single message.
Copy and paste this prompt into the AI editing tool.
Send a message on WhatsApp thanking the user and asking them to reply with their age, where they are from, and ID number—using an example sentence to guide their response. ⤵
Click the 'Apply this task' button to confirm.
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7
Send a closing message thanking the user and inviting them to follow your social media channels for updates.
Copy and paste this prompt into the AI editing tool.
Send a thank you message to the user on WhatsApp, including links to your Instagram and TikTok accounts, encouraging them to follow for more updates. ⤵
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 Leads Instantly on WhatsApp—Without Lifting a Finger
Here’s the magic: each time someone reaches out by WhatsApp, they’re greeted instantly, asked a relevant question, and smoothly guided to share their details. No scripts, no cold bots, just friendly, fast onboarding—done automatically.
| Manual | Botize | |
|---|---|---|
| Replying personally to each inbound message | 3 | 0 Minutes |
| Asking about region/location | 1 | 0 Minutes |
| Requesting full contact info in a friendly, reassuring way | 2 | 0 Minutes |
| Sending closing/thank you message with links | 1 | 0 Minutes |
| Total | 7 minutes per lead | 0 Minutes |
Looking to greet every WhatsApp prospect with a personalized hello—and actually remember who’s who? You’ve just landed in the right (digital) place.
Political Campaigns
Greet supporters as they WhatsApp in after an event or ad, get their district, age, and ID so you can follow up meaningfully.
Human at Scale
Make every new contact feel like your only contact, automatically.
Effortless Data
Collect what matters (age, region, even their story) without nagging forms.
Consistent Experience
Everyone gets the same VIP welcome—no missed messages, ever.
Local Businesses
Capture where your leads are coming from and key info for promotions, loyalty clubs, or direct sales without endless back-and-forth.
⌾︎ You want to connect with customers or leads on WhatsApp—without hiring an army.
⌾︎ You need structured info (like city or document number) from people the second they reach out.
✕ You don’t use WhatsApp as a communication channel.
✕ You’re okay with leads slipping through the cracks, or prefer cold, impersonal bot replies.
✓ Change welcome message wording to match your brand voice (warm, funny, or even ultra-professional).
✓ Edit the options in the location question to fit YOUR regions, cities, or even interests.
✓ Add your own links to different social networks or next-steps in the closing message.
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.
