WhatsApp Business
WhatsApp's free business app, with a catalogue, quick replies, labels and away messages. The API is the paid route for larger volumes.
394 workflows · 1576 prompts
Why it matters here
For a lot of Malaysian businesses this is the shopfront, the order form and the support desk at once. Customers expect a reply here before they will try a website form, which is why more workflows in this library touch WhatsApp than any other tool.
Set this up first
A business profile with your hours and address, labels for the stages an enquiry goes through, and saved quick replies for the questions you answer daily.
Workflows that use WhatsApp Business
highest priority first
| Workflow | Category | Goal | Difficulty | KPI |
|---|---|---|---|---|
| Abandoned Conversation Recovery | WhatsApp & Conversational Commerce | Growth | Easy · P0 | Recovered conversations |
| Account Expansion | CRM & Pipeline Management | Growth | Easy · P0 | Expansion revenue |
| Cold Outreach | Sales & Lead Generation | Growth | Easy · P0 | Reply rate |
| CRM Note Summarisation | CRM & Pipeline Management | Growth | Easy · P0 | CRM data completeness |
| Deal Risk Detection | CRM & Pipeline Management | Growth | Easy · P0 | Pipeline slippage |
| Deal Stage Validation | CRM & Pipeline Management | Growth | Easy · P0 | Stage accuracy |
| Discovery Questions | Sales & Lead Generation | Growth | Easy · P0 | Qualified meeting rate |
| Inbound Lead Response | Sales & Lead Generation | Growth | Easy · P0 | Response-to-meeting rate |
| Lead Qualification | Sales & Lead Generation | Growth | Easy · P0 | Lead-to-opportunity conversion |
| Lead Qualification Chat | WhatsApp & Conversational Commerce | Growth | Easy · P0 | Qualified chat rate |
| Lost Deal Recovery | Sales & Lead Generation | Growth | Easy · P0 | Re-opened opportunity rate |
| New Enquiry Reply | WhatsApp & Conversational Commerce | Growth | Easy · P0 | First-response time |
| Next-Best Action | CRM & Pipeline Management | Growth | Easy · P0 | Deal velocity |
| Objection Handling | Sales & Lead Generation | Growth | Easy · P0 | Objection win rate |
| Pipeline Hygiene | CRM & Pipeline Management | Growth | Easy · P0 | Data quality score |
| Prospect Research | Sales & Lead Generation | Growth | Easy · P0 | Meeting conversion rate |
| Quotation Follow-Up | WhatsApp & Conversational Commerce | Growth | Easy · P0 | Quote conversion |
| Referral Generation | Sales & Lead Generation | Growth | Easy · P0 | Referrals generated |
| Sales Follow-Up | Sales & Lead Generation | Growth | Easy · P0 | Follow-up response rate |
| Sales Forecast Commentary | CRM & Pipeline Management | Growth | Easy · P0 | Forecast accuracy |
| Sales Territory Prioritisation | Sales & Lead Generation | Growth | Easy · P0 | Sales per rep |
| Stale Lead Revival | CRM & Pipeline Management | Growth | Easy · P0 | Reactivated leads |
| Appointment Confirmation | WhatsApp & Conversational Commerce | Growth | Easy · P0 | No-show rate |
| Renewal Prioritisation | CRM & Pipeline Management | Growth | Easy · P0 | Renewal rate |
| Sales Handover | CRM & Pipeline Management | Growth | Easy · P0 | Handover error rate |
| Order Status Response | WhatsApp & Conversational Commerce | Growth | Easy · P0 | Support handling time |
| Payment Reminder | WhatsApp & Conversational Commerce | Growth | Easy · P0 | Days sales outstanding |
| After-Sales Check-In | WhatsApp & Conversational Commerce | Growth | Easy · P0 | Repeat purchase rate |
| Broadcast Segmentation | WhatsApp & Conversational Commerce | Growth | Easy · P0 | Broadcast conversion |
| Multilingual Reply | WhatsApp & Conversational Commerce | Growth | Easy · P0 | Response quality |
| Churn Risk Detection | Customer Retention & Loyalty | Growth | Easy · P0 | Churn rate |
| Win-Back Campaign | Customer Retention & Loyalty | Growth | Easy · P0 | Reactivation rate |
| Vip Customer Identification | Customer Retention & Loyalty | Growth | Easy · P1 | Revenue from top customers |
| Personalised Offer | Customer Retention & Loyalty | Growth | Easy · P1 | Repeat purchase rate |
| Social-to-WhatsApp Handoff Path Design | Social Media & Community | Growth | Easy · P0 | Social-sourced WhatsApp enquiries |
| Local Conversion Tracking Setup for Calls, WhatsApp and Directions | SEO & Local Search | Growth | Medium · P0 | Tracked conversions per month |
| Nps Follow-Up | Customer Retention & Loyalty | Growth | Easy · P1 | NPS recovery |
| Platform Selection Decision for a Small Team | Social Media & Community | Productivity | Easy · P0 | Hours spent per channel that earns |
| Renewal Reminder | Customer Retention & Loyalty | Growth | Easy · P1 | Renewal rate |
| Click-to-WhatsApp and Click-to-Call Conversion Path Audit | SEO & Local Search | Growth | Easy · P0 | Enquiries per visit |
| Loyalty Reward Idea | Customer Retention & Loyalty | Growth | Easy · P1 | Loyalty participation |
| Organic Versus Paid Reality Check by Platform | Social Media & Community | Growth | Easy · P0 | Reach per posting hour |
| Social ROI Measurement Setup — Enquiries Not Impressions | Social Media & Community | Growth | Medium · P0 | Enquiries attributed to social |
| Trilingual Platform-Language Matching Plan | Social Media & Community | Growth | Easy · P0 | Engagement per language segment |
| Cross-Sell Recommendation | Customer Retention & Loyalty | Growth | Easy · P1 | Average order value |
| Customer Anniversary Message | Customer Retention & Loyalty | Growth | Easy · P1 | Engagement |
| PM For Price Comment Response Strategy | Social Media & Community | Growth | Easy · P0 | Comment-to-message rate |
| Facebook and Instagram Live Selling Session Plan | Social Media & Community | Growth | Medium · P1 | Live session sales |
| Retention Cohort Insight | Customer Retention & Loyalty | Growth | Easy · P1 | Cohort retention |
| Advertising Claim Check for Health, Beauty and Food Posts | Social Media & Community | Risk | Medium · P1 | Claims published unverified |
| Comment-to-DM Conversion Flow | Social Media & Community | Growth | Easy · P1 | DM conversion rate |
| Nano and Micro-KOL Shortlisting for Malaysian SMES | Social Media & Community | Growth | Medium · P1 | Cost per KOL-driven sale |
| Phone-Shot Video Production System Without a Studio | Social Media & Community | Productivity | Easy · P1 | Videos published per month |
| Abandoned Enquiry Revival After 48 Hours | WhatsApp & Conversational Commerce | Growth | Easy · P1 | Revived enquiry rate |
| Away Message and Greeting Setup That Sets Expectations | WhatsApp & Conversational Commerce | Growth | Easy · P1 | First-response satisfaction |
| Blocked-Risk Behaviour Audit for Your Account | WhatsApp & Conversational Commerce | Risk | Easy · P1 | Account health |
| BM-English Code-Switch Reply Guidelines | WhatsApp & Conversational Commerce | Productivity | Easy · P1 | Response quality |
| Broadcast List Segmentation Without Getting Blocked | WhatsApp & Conversational Commerce | Growth | Easy · P1 | Broadcast block rate |
| Business Profile Optimisation for First Impressions | WhatsApp & Conversational Commerce | Growth | Easy · P1 | Profile-to-enquiry rate |
| Catalog Setup and Product Description Drafting | WhatsApp & Conversational Commerce | Growth | Easy · P1 | Catalog-driven enquiries |
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