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Home & Professional Services · Appointments

Cleaning Service Enquiry

Collect cleaning scope and a preferred visit window for a service coordinator.

For home & professional services teams handling appointments conversations.

Example workflow

What this chatbot helps with

  • Collect cleaning scope and a preferred visit window for a service coordinator.
  • Clarify space type before the team follows up.
  • Organise approximate size, service frequency, preferred date 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 cleaning service enquiry.
What type of space needs cleaning?
I’m enquiring about space type. Could your team help me understand the options and process?
Would you like a one-time or recurring service? 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 appointments intent and explain the scope.

  2. 02

    Relevant questions

    What type of space needs cleaning?

  3. 03

    Captured details

    Space type · Approximate size · Service frequency · Preferred date

  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.

  • Space type
  • Approximate size
  • Service frequency
  • Preferred date

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

  • Service coverage and working hours
  • Survey or consultation process
  • Approved scope, exclusions and cancellation terms
  • Approved answers to “What type of space needs cleaning?” and “Would you like a one-time or recurring service?”
  • A named team responsible for cleaning service enquiry enquiries

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 Remove outdated instructions before the workflow goes live.

Integrations and limits

Staffing, scope and visit confirmation require scheduling review.

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

Hazardous materials, unusual access or specialist sanitation.

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 appointments 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 hazardous materials, unusual access or specialist sanitation.
  5. Review live enquiries. Use the team inbox to handle follow-ups and improve unclear answers.

Questions about cleaning service enquiry

What does the team need from the first conversation?

Start with space type and approximate size. Collect the other suggested details only if they help the next action. Would you like a one-time or recurring service?

Can it complete this request automatically?

Staffing, scope and visit confirmation require scheduling review. The catalogue is an example, not a claim that the integration is already enabled for your account.

Which situations need a colleague?

Hazardous materials, unusual access or specialist sanitation. Agree on the responsible team and response expectations before launch.

Can we change the questions?

Yes. Review these prompts against your home & professional services process. What type of space needs cleaning? may need a shorter form or additional context for your customers. Test changes with staff before enabling them.