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Home & Professional Services · Sales

Moving & Relocation Enquiry

Capture the route, move date and approximate load for a relocation quote.

For home & professional services teams handling sales conversations.

Example workflow
Discuss this workflow →

What this chatbot helps with

  • Capture the route, move date and approximate load for a relocation quote.
  • Clarify origin area before the team follows up.
  • Organise destination area, move date, approximate load 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 moving & relocation enquiry.
Where are you moving from and to?
I’m enquiring about origin area. Could your team help me understand the options and process?
What move date and home size should the team plan for? 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

    Where are you moving from and to?

  3. 03

    Captured details

    Origin area · Destination area · Move date · Approximate load

  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.

  • Origin area
  • Destination area
  • Move date
  • Approximate load

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 “Where are you moving from and to?” and “What move date and home size should the team plan for?”
  • A named team responsible for moving & relocation enquiry enquiries

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 Remove outdated instructions before the workflow goes live.

Integrations and limits

Vehicle allocation, access assessment and final quotes need staff 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

Fragile specialist items, cross-border moves or access limitations.

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 fragile specialist items, cross-border moves or access limitations.
  5. Review live enquiries. Use the team inbox to handle follow-ups and improve unclear answers.

Questions about moving & relocation enquiry

What does the team need from the first conversation?

Start with origin area and destination area. Collect the other suggested details only if they help the next action. What move date and home size should the team plan for?

Can it complete this request automatically?

Vehicle allocation, access assessment and final quotes need staff review. The catalogue is an example, not a claim that the integration is already enabled for your account.

Which situations need a colleague?

Fragile specialist items, cross-border moves or access limitations. 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. Where are you moving from and to? may need a shorter form or additional context for your customers. Test changes with staff before enabling them.

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