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General Business · Enquiries

Business Enquiry Assistant

Turn an open-ended business question into a useful brief without asking visitors to repeat themselves.

For general business teams handling enquiries conversations.

Example workflow
Discuss this workflow →

What this chatbot helps with

  • Turn an open-ended business question into a useful brief without asking visitors to repeat themselves.
  • Clarify service interest before the team follows up.
  • Organise enquiry summary, preferred contact method 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 business enquiry assistant.
Which service are you exploring?
I’m enquiring about service interest. Could your team help me understand the options and process?
What would a useful next step look like? 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 service are you exploring?

  3. 03

    Captured details

    Service interest · Enquiry summary · Preferred contact method

  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.

  • Service interest
  • Enquiry summary
  • Preferred contact method

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 service are you exploring?” and “What would a useful next step look like?”
  • A named team responsible for business enquiry assistant enquiries

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 Remove outdated instructions before the workflow goes live.

Integrations and limits

Quotes and commitments require review by the responsible team.

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

A request outside the published service scope.

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 a request outside the published service scope.
  5. Review live enquiries. Use the team inbox to handle follow-ups and improve unclear answers.

Questions about business enquiry assistant

What does the team need from the first conversation?

Start with service interest and enquiry summary. Collect the other suggested details only if they help the next action. What would a useful next step look like?

Can it complete this request automatically?

Quotes and commitments require review by the responsible team. The catalogue is an example, not a claim that the integration is already enabled for your account.

Which situations need a colleague?

A request outside the published service scope. 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 service are you exploring? may need a shorter form or additional context for your customers. Test changes with staff before enabling them.

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