Ready-to-use recipes

#1. Instant welcome and qualify

Trigger: New Lead (or Customer Message)

1. Send Message: "Hi {{name}}, thanks for reaching out to {{business}}! What are you looking for?" with Quick Replies: Prices, Book a visit, Talk to someone.
2. Prices: send the price list, then Assign to a Person → AI agent.
3. Book a visit: Add Tag visit-requested, then Assign to a Person → sales.
4. Talk to someone: Assign to a Person → team.

#2. Quotation follow-up

Trigger: Tag Added quote-sent

1. Wait 1 day.
2. If / Else: did the customer reply? If yes, Goal / Exit.
3. Send Template (utility): "Hi {{name}}, did you get a chance to look at the quotation? Happy to answer any questions."
4. Wait 2 days, check again, then Assign to a Person → sales for a call.

#3. Abandoned cart recovery

Trigger: Abandoned Cart (after 60 minutes)

1. Send Template: "You left something in your cart, {{name}}. Complete your order here:" with a Visit Website button.
2. Wait 1 day. If no order, send a second template with a small offer, if you give one.
3. Goal / Exit when the order is placed.

#4. Birthday wish

Trigger: Scheduled Time, daily at 10am, for contacts whose birthday is today (use a segment on the birthday field)

1. Send Template (marketing): "Happy birthday, {{name}}! Here's a gift from us: {{coupon}}." with a Copy Code button.

#5. Win back inactive customers

Trigger: Segment Entry, for a segment like Days Since Last Activity greater than 60

1. Send Template: "We miss you, {{name}}! Here's what's new at {{business}}."
2. Check Tag vip: VIPs go to Assign to a Person → owner for a personal call.
3. At most once every 60 days, so nobody gets it too often.