WhatsOS WhatsOS Your AI Business Messaging Platform

General Business · Sales

Product Information Assistant

Explain approved product specifications and help shoppers identify which details they still need.

For general business teams handling sales conversations.

Example workflow
Discuss this workflow →

What this chatbot helps with

  • Explain approved product specifications and help shoppers identify which details they still need.
  • Clarify product name before the team follows up.
  • Organise specification question, intended use 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 product information assistant.
Which product are you considering?
I’m enquiring about product name. Could your team help me understand the options and process?
Which specification matters most to you? 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 product are you considering?

  3. 03

    Captured details

    Product name · Specification question · Intended use

  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.

  • Product name
  • Specification question
  • Intended use

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

  • Business hours and holiday closures
  • Team responsibilities and contact routes
  • Approved services, locations and FAQs
  • Approved answers to “Which product are you considering?” and “Which specification matters most to you?”
  • A named team responsible for product information assistant enquiries

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 Remove outdated instructions before the workflow goes live.

Integrations and limits

Current stock and price need a connected catalogue or staff confirmation.

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

Conflicting specifications or a request for an unpublished product.

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 conflicting specifications or a request for an unpublished product.
  5. Review live enquiries. Use the team inbox to handle follow-ups and improve unclear answers.

Questions about product information assistant

What does the team need from the first conversation?

Start with product name and specification question. Collect the other suggested details only if they help the next action. Which specification matters most to you?

Can it complete this request automatically?

Current stock and price need a connected catalogue or staff confirmation. The catalogue is an example, not a claim that the integration is already enabled for your account.

Which situations need a colleague?

Conflicting specifications or a request for an unpublished product. Agree on the responsible team and response expectations before launch.

Can we change the questions?

Yes. Review these prompts against your general business process. Which product are you considering? may need a shorter form or additional context for your customers. Test changes with staff before enabling them.

Related workflows