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 · Internal operations
IT Support Intake
Prepare a technical support ticket from the affected system and observed error.
For b2b & internal operations teams handling internal operations conversations.
Requires integrationWhat this chatbot helps with
- Prepare a technical support ticket from the affected system and observed error.
- Clarify system before the team follows up.
- Organise issue summary, impact, existing ticket reference 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 internal operations intent and explain the scope.
- 02
Relevant questions
Which system is affected?
- 03
Captured details
System · Issue summary · Impact · Existing ticket reference
- 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.
- System
- Issue summary
- Impact
- Existing ticket reference
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 system is affected?” and “What error or behaviour are you seeing?”
- A named team responsible for it support intake enquiries
Give each source an owner and a review date. Remove outdated instructions before the workflow goes live.
Integrations and limits
Ticket status and account changes require an authenticated IT service connection. Never request passwords.
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
Security incidents, access changes or widespread outages.
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 internal operations 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 security incidents, access changes or widespread outages.
- Review live enquiries. Use the team inbox to handle follow-ups and improve unclear answers.
Questions about it support intake
What does the team need from the first conversation?
Start with system and issue summary. Collect the other suggested details only if they help the next action. What error or behaviour are you seeing?
Can it complete this request automatically?
Ticket status and account changes require an authenticated IT service connection. Never request passwords. The catalogue is an example, not a claim that the integration is already enabled for your account.
Which situations need a colleague?
Security incidents, access changes or widespread outages. 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 system is affected? may need a shorter form or additional context for your customers. Test changes with staff before enabling them.