Service fit
Explain your approved areas of consulting and the types of engagement you offer.
Professional services
WhatsApp Chatbot for Business consultantsTurn a broad idea into a focused discovery call.
Help prospects describe their business challenge, explore your consulting services and request the right next conversation.
Business knowledge. Team handover. A clear next step.
Built around your businessHelpful answers. Thoughtful follow-up.
THE RIGHT START
Make the first
conversation count.
Consulting enquiries often begin with a vague goal. Ask what the prospect wants to achieve and what a useful outcome would be before arranging a discussion.
Explore the WhatsOS AI assistantDiscovery briefs
Capture the business challenge, desired outcome and timing for your consultant.
Scope review
Keep proposals, commitments and recommendations with the consultant responsible for the engagement.
FROM HELLO TO HANDOFF
A useful enquiry.
A team ready to help.
Start with a natural question. Gather the details that matter. Let your team confirm the next step.
- Understand the enquiryAnswer from the business information you approve.
- Collect relevant detailsService interest · Enquiry summary · Preferred contact method
- Bring in your teamShare the context and make any pending confirmation clear.
Your business assistantIllustrative WhatsApp conversation
Example only · Adapt the questions to your business
A PRACTICAL WAY TO START
Your knowledge.
Your team. Your workflow.
Choose a focused starting point, check the information behind each answer, and test the handover before you go live.
Give it reliable information
- Business hours and holiday closures
- Team responsibilities and contact routes
- Approved services, locations and FAQs
Assign an owner to review these sources when your services, prices or opening hours change.
AI & business knowledgeConfirm what can be completed
Quotes and commitments require review by the responsible team.
Check the exact connector and permissions you need. Without a live connection, collect a request for staff to verify.
Explore integrationsKeep a person in the loop
Bring in your team for: A request outside the published service scope.
Test missing information, a request for a person and a customer opt-out. Agree who owns the follow-up.
Explore the shared inboxQUESTIONS, ANSWERED
FAQs for
business consultants.
Have a workflow in mind? Talk to us about the details.
Speak with WhatsOSCan the assistant promise a business outcome?
No. It can explain your method and published services. Results, suitability and delivery commitments require a consultant review.
Can we ask about budget?
A broad budget range can be optional when it helps assess scope. Explain why it is useful and allow the prospect to skip it.
How do we avoid unqualified discovery calls?
Agree on a few relevant questions about goals, scope and timing. Use the resulting brief to decide the next step with the prospect.
How do we get started with WhatsOS?
Choose the enquiry flow, prepare approved business information and connect your WhatsApp number through the account setup. Agree who takes over, test typical and exceptional conversations, then publish the reviewed configuration.
Can a team member take over the conversation?
Yes. WhatsOS provides a shared inbox for your team. Define who handles enquiries, when the assistant hands over and how the team follows up. Available roles and allowances depend on your plan and configuration.
What happens when a customer opts out?
Opted-out customers must be excluded from broadcast audiences and sending checks. Use the appropriate consent and message-template process for any outbound communication; a previous enquiry is not blanket permission to send promotions.
YOUR NEXT CONVERSATION
Make WhatsApp work
for business consultants.
Start with one enquiry flow. Build it around your team.