B2B & Internal Operations
Example workflow
Distributor Onboarding Enquiry
Collect territory and product interests for a channel-team conversation.
- Business name
- Territory
- Product lines
B2B & Internal Operations · Sales
Franchise Enquiry
Prepare an initial franchise discussion around location and operating interests.
For b2b & internal operations teams handling sales conversations.
Example workflowWhat this chatbot helps with
- Prepare an initial franchise discussion around location and operating interests.
- Clarify city before the team follows up.
- Organise business interest, process questions 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 city are you considering?
- 03
Captured details
City · Business interest · Process questions
- 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.
- City
- Business interest
- Process questions
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 city are you considering?” and “What would you like to understand about the franchise process?”
- A named team responsible for franchise enquiry enquiries
Give each source an owner and a review date. Remove outdated instructions before the workflow goes live.
Integrations and limits
Investment terms, approvals and earnings are not promised by the assistant.
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
Financial projections, legal agreements or territory commitments.
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 financial projections, legal agreements or territory commitments.
- Review live enquiries. Use the team inbox to handle follow-ups and improve unclear answers.
Questions about franchise enquiry
What does the team need from the first conversation?
Start with city and business interest. Collect the other suggested details only if they help the next action. What would you like to understand about the franchise process?
Can it complete this request automatically?
Investment terms, approvals and earnings are not promised by the assistant. The catalogue is an example, not a claim that the integration is already enabled for your account.
Which situations need a colleague?
Financial projections, legal agreements or territory commitments. 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 city are you considering? may need a shorter form or additional context for your customers. Test changes with staff before enabling them.