B2B & Internal Operations
Example workflow
Franchise Enquiry
Prepare an initial franchise discussion around location and operating interests.
- City
- Business interest
- Process questions
B2B & Internal Operations · Sales
Distributor Onboarding Enquiry
Collect territory and product interests for a channel-team conversation.
For b2b & internal operations teams handling sales conversations.
Example workflowWhat this chatbot helps with
- Collect territory and product interests for a channel-team conversation.
- Clarify business name before the team follows up.
- Organise territory, product lines, contact preference into a readable enquiry brief.
- Explain what happens next and route exceptions to a person.
A conversation with a next step
Illustration only. Questions and replies must be adapted to the business’s approved process.
How the workflow works
- 01
Customer enquiry
Identify sales intent and explain the scope.
- 02
Relevant questions
Which territory would you like to serve?
- 03
Captured details
Business name · Territory · Product lines · Contact preference
- 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.
- Business name
- Territory
- Product lines
- Contact preference
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
- Approved business processes and team directories
- Service-level expectations and escalation routes
- Access, privacy and record-handling rules
- Approved answers to “Which territory would you like to serve?” and “Which product lines interest your business?”
- A named team responsible for distributor onboarding enquiry enquiries
Give each source an owner and a review date. Remove outdated instructions before the workflow goes live.
Integrations and limits
Distributor approval, terms and due diligence are staff decisions.
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
Exclusivity, credit terms or confidential company records.
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
- Discuss the workflow. Share your sales process and review the fields above with WhatsOS.
- Connect your business number. Use the existing Meta connection flow in WhatsOS and complete the account setup.
- Prepare approved knowledge. Supply service information and agree on the handoff owner. Confirm which actions your configuration actually supports.
- Test before enabling. Try normal enquiries, missing details, a request for a person and exclusivity, credit terms or confidential company records.
- Review live enquiries. Use the team inbox to handle follow-ups and improve unclear answers.
Questions about distributor onboarding enquiry
What does the team need from the first conversation?
Start with business name and territory. Collect the other suggested details only if they help the next action. Which product lines interest your business?
Can it complete this request automatically?
Distributor approval, terms and due diligence are staff decisions. The catalogue is an example, not a claim that the integration is already enabled for your account.
Which situations need a colleague?
Exclusivity, credit terms or confidential company records. Agree on the responsible team and response expectations before launch.
Can we change the questions?
Yes. Review these prompts against your b2b & internal operations process. Which territory would you like to serve? may need a shorter form or additional context for your customers. Test changes with staff before enabling them.