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Food & Events · Sales

Wedding Planning Enquiry

Prepare a planning consultation with event locations, dates and support needs.

For food & events teams handling sales conversations.

Example workflow
Discuss this workflow →

What this chatbot helps with

  • Prepare a planning consultation with event locations, dates and support needs.
  • Clarify planning scope before the team follows up.
  • Organise date window, locations, optional budget range 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 wedding planning enquiry.
Which parts of the wedding would you like help planning?
I’m enquiring about planning scope. Could your team help me understand the options and process?
What dates and locations are you considering? 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 parts of the wedding would you like help planning?

  3. 03

    Captured details

    Planning scope · Date window · Locations · Optional budget range

  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.

  • Planning scope
  • Date window
  • Locations
  • Optional budget range

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

  • Menus, services and venue information
  • Request and cancellation processes
  • Event coordination contact details
  • Approved answers to “Which parts of the wedding would you like help planning?” and “What dates and locations are you considering?”
  • A named team responsible for wedding planning enquiry enquiries

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 Remove outdated instructions before the workflow goes live.

Integrations and limits

Supplier bookings and costs require a reviewed proposal.

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

Multi-location logistics, cultural requirements or firm supplier commitments.

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 multi-location logistics, cultural requirements or firm supplier commitments.
  5. Review live enquiries. Use the team inbox to handle follow-ups and improve unclear answers.

Questions about wedding planning enquiry

What does the team need from the first conversation?

Start with planning scope and date window. Collect the other suggested details only if they help the next action. What dates and locations are you considering?

Can it complete this request automatically?

Supplier bookings and costs require a reviewed proposal. The catalogue is an example, not a claim that the integration is already enabled for your account.

Which situations need a colleague?

Multi-location logistics, cultural requirements or firm supplier commitments. Agree on the responsible team and response expectations before launch.

Can we change the questions?

Yes. Review these prompts against your food & events process. Which parts of the wedding would you like help planning? may need a shorter form or additional context for your customers. Test changes with staff before enabling them.

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