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General Business · Enquiries

Branch & Store Locator

Help visitors choose a nearby branch using a maintained list of locations and opening hours.

For general business teams handling enquiries conversations.

Example workflow
Discuss this workflow →

What this chatbot helps with

  • Help visitors choose a nearby branch using a maintained list of locations and opening hours.
  • Clarify town or area before the team follows up.
  • Organise required branch service into a readable enquiry brief.
  • Explain what happens next and route exceptions to a person.
ILLUSTRATIVE CONVERSATION

A conversation with a next step

Hello, I have a question about branch & store locator.
Which town or area are you visiting?
I’m enquiring about town or area. Could your team help me understand the options and process?
Do you need a particular service at that branch? You can skip anything you would rather discuss with a colleague.
I’d prefer to discuss the details with someone.
Of course. With your permission, I can pass your enquiry and preferred contact method to our team. They’ll confirm the next step.

Illustration only. Questions and replies must be adapted to the business’s approved process.

How the workflow works

  1. 01

    Customer enquiry

    Identify enquiries intent and explain the scope.

  2. 02

    Relevant questions

    Which town or area are you visiting?

  3. 03

    Captured details

    Town or area · Required branch service

  4. 04

    Next action

    Share the request with the responsible team for review and confirmation.

Information captured

Suggested fields to review during configuration. They are not automatically required.

  • Town or area
  • Required branch service

Explain why a detail is needed, let the visitor correct it, and use the minimum information necessary. Ask permission before arranging a follow-up.

Knowledge to provide

  • Business hours and holiday closures
  • Team responsibilities and contact routes
  • Approved services, locations and FAQs
  • Approved answers to “Which town or area are you visiting?” and “Do you need a particular service at that branch?”
  • A named team responsible for branch & store locator enquiries

Give each source an owner and a review date. Remove outdated instructions before the workflow goes live.

Integrations and limits

Live travel times and changing opening hours are not available without current source data.

Without that connection, the assistant can explain the approved process and collect a request for staff. It should state what is known, what is requested and what still needs confirmation.

When staff takes over

Accessibility questions or a branch not listed in the directory.

Also hand over when the visitor asks for a person, information is missing or the same question remains unresolved. Pass the enquiry summary with the handoff so the visitor does not have to start again.

Set up with your team

  1. Discuss the workflow. Share your enquiries process and review the fields above with WhatsOS.
  2. Connect your business number. Use the existing Meta connection flow in WhatsOS and complete the account setup.
  3. Prepare approved knowledge. Supply service information and agree on the handoff owner. Confirm which actions your configuration actually supports.
  4. Test before enabling. Try normal enquiries, missing details, a request for a person and accessibility questions or a branch not listed in the directory.
  5. Review live enquiries. Use the team inbox to handle follow-ups and improve unclear answers.

Questions about branch & store locator

What does the team need from the first conversation?

Start with town or area and required branch service. Collect the other suggested details only if they help the next action. Do you need a particular service at that branch?

Can it complete this request automatically?

Live travel times and changing opening hours are not available without current source data. The catalogue is an example, not a claim that the integration is already enabled for your account.

Which situations need a colleague?

Accessibility questions or a branch not listed in the directory. Agree on the responsible team and response expectations before launch.

Can we change the questions?

Yes. Review these prompts against your general business process. Which town or area are you visiting? may need a shorter form or additional context for your customers. Test changes with staff before enabling them.

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