Lead capture + handoff
Escalation flow
Know when WhatsApp should stop automating and hand the conversation to the right human.
Lead capture + handoff
Know when WhatsApp should stop automating and hand the conversation to the right human.
Need AC servicing for 3 offices this week.
I can help capture the request. What area are you in and what time window works best?
Belize City, Thursday morning.
Got it. I am passing this to the technician so they can confirm timing and final quote.
Escalated - technician alerted with lead context
What this flow does
Designed for high-value, urgent, regulated, or ambiguous requests where the business needs control and context.
Detects requests that need owner, technician, manager, or specialist attention.
Collects the minimum useful details before escalating.
Tags urgency, request type, and likely next step.
Notifies the right contact with the conversation summary.
Keeps the customer informed that a human is stepping in.
Conversation handling
- Urgency checks
- Qualification prompts
- Expectation setting
Integrations
- Owner alerts
- CRM notes
- Inbox labels
Handoff logic
- Emergency rules
- Quote thresholds
- Human-only topics
Example transcript
Searchable copy for the same conversation shape.
The animated demo is visual. The transcript gives search engines and screen readers the concrete flow.
Customer: Need AC servicing for 3 offices this week.
WOP: I can help capture the request. What area are you in and what time window works best?
Customer: Belize City, Thursday morning.
WOP: Got it. I am passing this to the technician so they can confirm timing and final quote.
system: Escalated - technician alerted with lead context
Related flows
Pair this with another WOP flow.
Booking flow
Book appointments, hold slots, collect deposits, and send reminders without staff chasing every message.
Sales flow
Turn order questions into paid requests with clean menus, totals, payment links, and pickup updates.
Support flow
Answer common questions fast, then route sensitive or custom requests to a real person.