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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.

362 workflows · 1448 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

WorkflowCategoryGoalDifficultyKPI
Loyalty Programme Data Collection Compliance CheckCompliance, Policies & DocumentationRiskEasy · P1Programme compliance
Marketing Database PDPA Compliance AuditCompliance, Policies & DocumentationRiskEasy · P1Database compliance
Multi-Staff Number Handover ProtocolWhatsApp & Conversational CommerceProductivityEasy · P1Dropped conversation count
Order Status Update Message SequenceWhatsApp & Conversational CommerceProductivityEasy · P1Where-is-my-order contacts
Payment Confirmation and Receipt Message FlowWhatsApp & Conversational CommerceProductivityEasy · P1Payment dispute count
PDPA 2024 Amendment Gap Assessment for Your BusinessCompliance, Policies & DocumentationRiskEasy · P1Amendment readiness
PDPA Privacy Notice Drafting for a Small BusinessCompliance, Policies & DocumentationRiskEasy · P1Notice coverage
PDPA Staff Awareness Briefing PackCompliance, Policies & DocumentationRiskEasy · P1Staff awareness
Price Enquiry Response That Leads to ConversationWhatsApp & Conversational CommerceGrowthEasy · P1Price enquiry conversion
Quick Reply Library Organisation by Enquiry TypeWhatsApp & Conversational CommerceProductivityEasy · P1Response time
Status Feature Product Showcase PlanWhatsApp & Conversational CommerceGrowthEasy · P1Status-driven enquiries
Third-Party Vendor Data Processing Agreement ChecklistCompliance, Policies & DocumentationRiskEasy · P1Vendor coverage
Voice Note to Text Summary Routine for RecordsWhatsApp & Conversational CommerceProductivityEasy · P1Record completeness
WhatsApp Customer Data Handling PolicyCompliance, Policies & DocumentationRiskEasy · P1Policy adoption
WhatsApp to Order Form Bridge DesignWhatsApp & Conversational CommerceProductivityEasy · P1Order error rate
Annual Price Revision Letter DraftingProfessional ServicesGrowthEasy · P2Retention after increase
Bundle and Add-On Listing DesignE-commerce OperationsGrowthEasy · P2Average order value
Campaign Day Inventory Reservation PlanningE-commerce OperationsProductivityEasy · P2Campaign stockout rate
Chat Response Template Bank for Common Buyer QuestionsE-commerce OperationsGrowthEasy · P2Chat response time
Client Emergency Request Triage RulesProfessional ServicesProductivityEasy · P2Emergency response time
Client Offboarding and Handover PackProfessional ServicesProductivityEasy · P2Handover completeness
Client Onboarding Questionnaire DesignProfessional ServicesProductivityEasy · P2Onboarding turnaround
Client Payment Chase Sequence With Relationship CareProfessional ServicesCash FlowEasy · P2Days sales outstanding
Client Satisfaction Pulse Check DesignProfessional ServicesGrowthEasy · P2Client satisfaction score
Competitor Listing Change Monitoring RoutineE-commerce OperationsGrowthEasy · P2Competitive response time
Conflict of Interest Check RoutineProfessional ServicesRiskEasy · P2Conflict incidents
Cross-Platform Price Parity CheckE-commerce OperationsCost ReductionEasy · P2Cross-platform margin consistency
Deadline Season Workload Levelling PlanProfessional ServicesProductivityEasy · P2Overtime hours
Engagement Letter Clause ChecklistProfessional ServicesRiskMedium · P2Engagement dispute count
Flash Sale Slot Preparation ChecklistE-commerce OperationsGrowthEasy · P2Flash sale sell-through
Junior Staff Work Review Checklist BuilderProfessional ServicesProductivityEasy · P2Rework rate
Knowledge Base Article From Repeated Client QuestionsProfessional ServicesProductivityEasy · P2Repeat question volume
Listing Title and Keyword Optimisation for MY Search TermsE-commerce OperationsGrowthEasy · P2Listing CTR
Live Session Product Rundown ScriptE-commerce OperationsGrowthEasy · P2Live session GMV
Low-Rating Review Recovery Response DraftingE-commerce OperationsGrowthEasy · P2Rating recovery rate
Monthly Client Report Narrative DraftingProfessional ServicesProductivityEasy · P2Report preparation time
New Listing Launch Week Push PlanE-commerce OperationsGrowthEasy · P2Launch week sales
Order Defect Rate Diagnosis and Recovery PlanE-commerce OperationsRiskMedium · P2Order defect rate
Out-of-Stock Listing Handling DecisionE-commerce OperationsProductivityEasy · P2Listing rank retention
Pitch Deck Tailoring From Discovery Call NotesProfessional ServicesGrowthEasy · P2Pitch conversion
Platform Fee Change Impact RecalculationE-commerce OperationsCost ReductionEasy · P2Post-change margin
Product Photo Shot List for Higher ConversionE-commerce OperationsGrowthEasy · P2Listing conversion
Proposal Win-Loss Pattern AnalysisProfessional ServicesGrowthEasy · P2Proposal win rate
Referral Request Timing and Script DesignProfessional ServicesGrowthEasy · P2Referrals generated
Repeat Buyer Identification and Follow-Up FlowE-commerce OperationsGrowthEasy · P2Repeat purchase rate
Retainer vs Project Pricing Comparison for a ClientProfessional ServicesGrowthEasy · P2Revenue predictability
Return Reason Pattern Analysis and Listing FixesE-commerce OperationsCost ReductionEasy · P2Return rate
Scope Creep Flag and Variation Order DraftingProfessional ServicesCost ReductionEasy · P2Unbilled work
Seller Score Component Improvement PlanE-commerce OperationsRiskMedium · P2Seller score
Service Productisation Candidate AssessmentProfessional ServicesGrowthMedium · P2Productised revenue share
Shipping Fee Setting vs Free Shipping AnalysisE-commerce OperationsCost ReductionEasy · P2Shipping cost per order
Store Decoration and Category Page Layout PlanE-commerce OperationsGrowthEasy · P2Store conversion rate
Subcontractor Agreement Essentials ChecklistProfessional ServicesRiskMedium · P2Subcontractor dispute count
Utilisation Rate Review and Capacity PlanningProfessional ServicesProductivityMedium · P2Utilisation rate
Voucher Strategy Design Without Margin BleedE-commerce OperationsCost ReductionEasy · P2Voucher-driven margin
Appointment Book Gap-Filling Last-Minute OffersCustomer Retention & LoyaltyGrowthEasy · P2Slot fill rate
Appointment No-Show Reduction Message SequenceHealthcare & ClinicsGrowthEasy · P2No-show rate
Area Comparable Analysis Summary for ClientsReal Estate & Property ServicesGrowthEasy · P2Client decision speed
Before-After Content Consent and Usage FlowCustomer Retention & LoyaltyRiskEasy · P2Consented content pipeline
Beverage Attachment Rate Improvement PlayF&B OperationsGrowthEasy · P2Beverage attachment rate

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