Viewing requests + follow-up
Lead capture flow
Capture high-intent inquiries, schedule the next step, and preserve context for sales follow-up.
Viewing requests + follow-up
Capture high-intent inquiries, schedule the next step, and preserve context for sales follow-up.
Is the apartment on Coney Drive still available?
Yes. I can arrange a viewing tomorrow at 11 AM or 1 PM. Which do you prefer?
1 PM works.
Perfect. I have saved your slot and sent the viewing details to the assigned agent.
Lead captured - viewing scheduled
What this flow does
For teams that lose opportunities when WhatsApp inquiries are scattered across phones and shifts.
Captures name, need, budget, location, and preferred timing.
Offers next-step slots or callback windows.
Saves the lead summary for CRM or staff follow-up.
Keeps the customer in the WhatsApp thread.
Escalates qualified or urgent leads immediately.
Conversation handling
- Lead intake
- Fit questions
- Next-step scheduling
Integrations
- CRM updates
- Staff alerts
- Follow-up reminders
Handoff logic
- Hot leads
- Budget exceptions
- Owner callbacks
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: Is the apartment on Coney Drive still available?
WOP: Yes. I can arrange a viewing tomorrow at 11 AM or 1 PM. Which do you prefer?
Customer: 1 PM works.
WOP: Perfect. I have saved your slot and sent the viewing details to the assigned agent.
system: Lead captured - viewing scheduled
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.