WhatsOS WhatsOS Your AI Business Messaging Platform

Astrology & Matrimony · Enquiries

Matrimonial Preference Capture

Record only preferences the user chooses to share and pass them to an advisor for review.

For astrology & matrimony teams handling enquiries conversations.

Example workflow
Discuss this workflow →

What this chatbot helps with

  • Record only preferences the user chooses to share and pass them to an advisor for review.
  • Clarify voluntary preference summary before the team follows up.
  • Organise advisor contact preference into a readable enquiry brief.
  • Explain what happens next and route exceptions to a person.
ILLUSTRATIVE CONVERSATION

A conversation with a next step

I’d like to discuss the matrimonial service with an advisor.
Which preferences would you like an advisor to understand?
I prefer to share detailed preferences privately. I’m happy to discuss my own preferences during an advisor call.
That is fine. We will not infer personal characteristics or produce matches from this chat. May an advisor contact you at your preferred time? You can skip anything you would rather discuss with a colleague.
Please ask an advisor to call tomorrow evening and explain consent and profile visibility first.
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 enquiries intent and explain the scope.

  2. 02

    Relevant questions

    Which preferences would you like an advisor to understand?

  3. 03

    Captured details

    Voluntary preference summary · Advisor contact preference

  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.

  • Voluntary preference summary
  • Advisor 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

  • Available consultation formats and languages
  • Configured fees and appointment process
  • Privacy, consent and advisor contact information
  • Approved answers to “Which preferences would you like an advisor to understand?” and “Would you prefer to discuss personal details directly with the advisor?”
  • A named team responsible for matrimonial preference capture enquiries

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 Remove outdated instructions before the workflow goes live.

Integrations and limits

Do not infer caste, religion, income or other traits. Matches appear only through a real consent-based matching system.

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

Sensitive preferences, another person’s data or requests to remove information.

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 enquiries 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 sensitive preferences, another person’s data or requests to remove information.
  5. Review live enquiries. Use the team inbox to handle follow-ups and improve unclear answers.

Questions about matrimonial preference capture

What does the team need from the first conversation?

Start with voluntary preference summary and advisor contact preference. Collect the other suggested details only if they help the next action. Would you prefer to discuss personal details directly with the advisor?

Can it complete this request automatically?

Do not infer caste, religion, income or other traits. Matches appear only through a real consent-based matching system. The catalogue is an example, not a claim that the integration is already enabled for your account.

Which situations need a colleague?

Sensitive preferences, another person’s data or requests to remove information. Agree on the responsible team and response expectations before launch.

Can we change the questions?

Yes. Review these prompts against your astrology & matrimony process. Which preferences would you like an advisor to understand? may need a shorter form or additional context for your customers. Test changes with staff before enabling them.

Related workflows