WhatsApp Welcome Flow with Business Sector and Consumption Survey
Stop losing potential clients with cold, robotic messages. Greet, qualify, and connect with business leads on autopilot—without losing your human touch.
Manually welcoming every new WhatsApp inquiry, gathering crucial business info, and then qualifying leads is a repetitive, draining task that eats into your team’s precious time and delays real human conversations. Every missed, forgotten, or delayed response means you risk losing valuable prospects to competitors—plus you end up with scattered or incomplete data that makes it impossible to prioritize high-value leads or run effective follow-ups. If you don’t fix this, you’ll keep wasting hours, missing revenue, and looking less professional to your future clients.
This Botize formula acts as your tireless digital assistant: it instantly greets every new WhatsApp message, then smoothly guides the conversation with customizable scripts—powered by natural language AI—to collect the company’s sector, their awareness of monthly consumption, and how they found you. The process feels thoughtful and personal, and responses are automatically structured, stored, and then handed over to a human advisor only when all data is gathered, ensuring no prospect slips through the cracks and your team steps in just when they’re needed most. You control how often the flow repeats, which filters trigger it, and can update the questions or response style anytime.
Ready to save hours, impress every prospect, and give your team the chance to focus on what they do best? Follow along to set up this formula in a few simple steps—or skip straight to trying Botize’s ready-to-use automation and watch your client intake process transform, today.
Automate this task with 7 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 as soon as it is triggered by a new event
Copy and paste this prompt into the AI editing tool.
Set up a step that starts the workflow instantly whenever the trigger event occurs. ⤵
Click the 'Apply this task' button to confirm.
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4
Listen for incoming messages on WhatsApp and respond accordingly
Copy and paste this prompt into the AI editing tool.
Create a step that reacts immediately when a new text message is received through the WhatsApp Business Cloud API. ⤵
Click the 'Apply this task' button to confirm.
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5
Repeat certain actions a specific number of times if needed
Copy and paste this prompt into the AI editing tool.
Include a repeater step that allows you to repeat parts of the process up to 3 times if needed. ⤵
Click the 'Apply this task' button to confirm.
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6
Use GPT to carry out a guided conversation that collects information from the client
Copy and paste this prompt into the AI editing tool.
Add a GPT-powered step that takes the latest message and user context, and uses a provided conversation script to naturally collect information from the client according to the current step in the flow. ⤵
Click the 'Apply this task' button to confirm.
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7
Guide the conversation with a script that collects the sector, consumption knowledge, consumption amount, and lead source
Copy and paste this prompt into the AI editing tool.
Create a conversational flow that welcomes the client, asks which sector their company belongs to, checks if they know their average monthly energy consumption, collects the amount if they know it, and finally asks how they heard about the company. Store each answer in a separate variable, and end with a handoff to a human advisor. ⤵
Click the 'Apply this task' button to confirm.
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8
Store all the collected responses throughout the loop into a list for easy access
Copy and paste this prompt into the AI editing tool.
Gather all answers from the conversation into a list so they can be used or reviewed later. ⤵
Click the 'Apply this task' button to confirm.
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9
Send the assistant’s reply back to the client on WhatsApp
Copy and paste this prompt into the AI editing tool.
Send the message generated by the assistant to the client on WhatsApp, so the conversation continues smoothly. ⤵
Click the 'Apply this task' button to confirm.
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10
Your automation is ready to use. Click the 'Save changes' button.
Save changes
Welcome New Leads on WhatsApp Like a Pro
Here’s how it works: Every time someone writes to your business WhatsApp, a smart assistant will greet them, ask for their business sector, check if they know their monthly consumption, and find out how they discovered you. No scripts to write, no buttons to code. When all the key info is collected, a human advisor smoothly takes over (with a smile).
| Manual | Botize | |
|---|---|---|
| Greet the client | 2 | 0 Minutes |
| Ask sector and wait for reply | 4 | 0 Minutes |
| Confirm consumption knowledge | 4 | 0 Minutes |
| Request consumption amount | 2 | 0 Minutes |
| Ask for lead source | 3 | 0 Minutes |
| Summarize and hand over to advisor | 5 | 0 Minutes |
| Total | 20 | 0 Minutes |
You need an automated, friendly way to greet business leads on WhatsApp and qualify them in minutes—you just found the solution (yes, it's really this simple).
Solar Energy Advisors
Quickly greet and qualify companies interested in solar solutions, so your team can focus only on serious leads.
Instant Connection
Never miss another lead—your bot is always on, greeting and qualifying for you.
Save Time
Automate repetitive questions and focus only on the hottest leads.
Human Touch
Conversations feel warm and personal—no bland bots or awkward scripts.
B2B Consultants
Auto-collect client needs and backgrounds before a call, saving hours of back-and-forth and filtering.
⌾︎ You get WhatsApp inquiries from business clients and want to qualify them before chatting.
⌾︎ You hate losing leads because you're too busy to reply instantly.
✕ You never use WhatsApp for business or customer communication.
✕ You don’t want to automate any part of your customer interaction.
✓ Edit the welcome script’s tone and emoji to match your brand’s personality.
✓ Change business sector options to fit your industry.
✓ Personalize qualification questions to get exactly the info you need.
This automation runs every time your WhatsApp bot receives a text message. It uses a customizable script to collect key information from business clients, such as the company sector, whether they know their monthly energy consumption, and how they heard about the company. With the help of GPT, the assistant guides the conversation in natural language following this flow until the conversation is handed off to a human advisor.
