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 · Enquiries
Supplier Enquiry
Route a supplier introduction by product or service category to procurement.
For b2b & internal operations teams handling enquiries conversations.
Example workflowWhat this chatbot helps with
- Route a supplier introduction by product or service category to procurement.
- Clarify supplier name before the team follows up.
- Organise offering, service area 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 enquiries intent and explain the scope.
- 02
Relevant questions
What products or services does your business supply?
- 03
Captured details
Supplier name · Offering · Service area
- 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.
- Supplier name
- Offering
- Service area
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 “What products or services does your business supply?” and “Which area can you serve?”
- A named team responsible for supplier enquiry enquiries
Give each source an owner and a review date. Remove outdated instructions before the workflow goes live.
Integrations and limits
Vendor approval and purchase orders require procurement systems and 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
Commercial negotiation or sensitive compliance documents.
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 enquiries 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 commercial negotiation or sensitive compliance documents.
- Review live enquiries. Use the team inbox to handle follow-ups and improve unclear answers.
Questions about supplier enquiry
What does the team need from the first conversation?
Start with supplier name and offering. Collect the other suggested details only if they help the next action. Which area can you serve?
Can it complete this request automatically?
Vendor approval and purchase orders require procurement systems and review. The catalogue is an example, not a claim that the integration is already enabled for your account.
Which situations need a colleague?
Commercial negotiation or sensitive compliance documents. 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. What products or services does your business supply? may need a shorter form or additional context for your customers. Test changes with staff before enabling them.