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Home & Professional Services · Sales

Interior Design Enquiry

Capture project scope and design priorities before an initial consultation.

For home & professional services teams handling sales conversations.

Example workflow
Discuss this workflow →

What this chatbot helps with

  • Capture project scope and design priorities before an initial consultation.
  • Clarify spaces before the team follows up.
  • Organise property stage, style priorities, optional budget 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 interior design enquiry.
Which spaces would you like to redesign?
I’m enquiring about spaces. Could your team help me understand the options and process?
What stage is the property at now? 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 sales intent and explain the scope.

  2. 02

    Relevant questions

    Which spaces would you like to redesign?

  3. 03

    Captured details

    Spaces · Property stage · Style priorities · Optional budget

  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.

  • Spaces
  • Property stage
  • Style priorities
  • Optional budget

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 “Which spaces would you like to redesign?” and “What stage is the property at now?”
  • A named team responsible for interior design enquiry enquiries

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 Remove outdated instructions before the workflow goes live.

Integrations and limits

Drawings, feasibility and estimates require a designer’s 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

Structural changes, complex approvals or a fixed-price request.

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 sales 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 structural changes, complex approvals or a fixed-price request.
  5. Review live enquiries. Use the team inbox to handle follow-ups and improve unclear answers.

Questions about interior design enquiry

What does the team need from the first conversation?

Start with spaces and property stage. Collect the other suggested details only if they help the next action. What stage is the property at now?

Can it complete this request automatically?

Drawings, feasibility and estimates require a designer’s review. The catalogue is an example, not a claim that the integration is already enabled for your account.

Which situations need a colleague?

Structural changes, complex approvals or a fixed-price request. 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. Which spaces would you like to redesign? may need a shorter form or additional context for your customers. Test changes with staff before enabling them.

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