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Built for
Custom WhatsApp Chatbots and Flows
Bot first, person next
Common questions answered, hard ones handed over
Positioning Assessment
Many WhatsApp messages are the same few questions: price, timing, location, status. Answering each by hand takes time away from conversations that need a person.
Triostack Wabiz supports chatbots and flows: interactive replies that guide a customer, collect details and answer common questions, with a hand-over to a live agent in the shared team inbox when needed. Conversations and collected details land on the lead in Triostack CRM.
WhatsApp messaging follows Meta's rules on templates and conversations. Ask us what a flow for your business could look like.
“The bot collected name and need. By the time a human joined, the answer was half written.”
Sample team scenario
Illustrative example, not a customer testimonial
All Leads
Every lead with its source, status and owner
In the Product
Imagine the first hello handled instantly and the tricky part handed over gracefully.
Any hour.
Smooth hand-over.
On the lead.
Platform Integrity
Guided conversations
One-tap answers
To the shared inbox
Details captured
At a Glance
What changes when the first reply is automatic.
First reply
Instant
Agents Only: When someone is free
Common questions
Answered by the flow
Agents Only: Answered by hand
Hard cases
Handed to an agent
Agents Only: Same queue as everything
Data capture
Collected in the flow
Agents Only: Asked later
Out of hours
Flow keeps going
Agents Only: Waits for morning
Book a walkthrough and we will set up a sandbox with sample leads, a WhatsApp inbox and a pipeline, so you can try it before you commit.
Live Interface Tour
Real screens captured directly from the production Triostack CRM interface.
WhatsApp Automation
Common questions answered, hard ones handed over
Feature Breakdown
Captured directly from the production Triostack CRM interface.
Triggers and flows.
On this screen: Trigger template messages on stage changes and form fills.
How it fits the plan
Map. List the questions customers ask most.
Design. Draw the flow and the quick replies.
Practical tip
Always offer a way to reach a person. A bot with no exit loses customers faster than a slow reply.
Where agents take over.
In real life
Price queries
Answered in seconds.
Approved messages.
Watch out for
Building a long menu of options before testing the three questions customers ask most.
Who is chatting.
Before you start
Execution Plan
List the questions customers ask most.
Draw the flow and the quick replies.
Define when a person should join.
Read chats and refine the flow.
Practical Guide
Before you start
A tip that helps
Always offer a way to reach a person. A bot with no exit loses customers faster than a slow reply.
A common mistake
Building a long menu of options before testing the three questions customers ask most.
Availability: Availability can depend on your plan and setup. Please confirm with our team which capabilities are live for your account, and any prerequisites, before you plan around this page.
In Real Life
Scenario 01
Answered in seconds.
Scenario 02
The flow carries on.
Scenario 03
Details collected, then an agent confirms.
Straight answers about Custom WhatsApp Chatbots and Flows, from setup to what happens next.
Have a question about Custom WhatsApp Chatbots and Flows?
Book a free callYes. Wabiz supports chatbots and flows, with hand-over to live agents.
Yes, to the shared team inbox.
Yes. Conversations and details sit on the lead.
Messaging follows Meta's rules on templates and conversations. Ask us what applies.
Detail automated interactive WhatsApp conversation flows, quick replies and live-agent escalation rules.
It runs in 4 steps: Map, Design, Hand over and Improve. List the questions customers ask most.
The real screens on this page include All Leads, Lead Follow-Ups, Sales Dashboard and WhatsApp Automation, all captured from the product.
Request a demo or start a free trial. Our team can also walk you through a guided setup, so your first session ends with something working.
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