Lead qualification
Ask progressive questions, handle common objections and confirm a meeting or human follow-up.
ILLUSTRATIVE WORKFLOW EXAMPLES
See how common WhatsApp workflows can operate.
Use these examples to understand the operating pattern: capture intent, use approved context, complete a bounded action and transfer to a person when needed.
The scenarios below are illustrative product workflows. They do not represent named customers, testimonials or measured customer results.
What you can operate
Appointment operations
Offer available slots, confirm the selected time and create an event with the required details.
Ecommerce follow-up
Use supported store events to continue a relevant sales or post-purchase conversation.
Level-one support
Resolve approved routine questions and transfer complex cases with context.
Sales qualification and scheduling
A new lead asks about the product and wants to speak with sales.
Understand intent
Sofia asks only the questions needed to understand the team, objective and required integrations.
Recommend the next step
The workflow uses approved product context to address common questions without inventing promises.
Confirm the meeting
Available times are shown and the event is created only after the customer confirms.
Ecommerce conversation
A supported store event creates an opportunity for a useful customer follow-up.
Receive the event once
Webhook identity and retry controls reduce duplicate or lost processing.
Use relevant context
The conversation receives only the permitted store context needed for the workflow.
Continue or transfer
Sofia handles the configured step or routes the conversation to the team.
Customer service triage
A customer needs help with a routine request or a case that requires a specialist.
Classify the request
The workflow identifies the intent and checks whether it is within the approved level-one support scope.
Resolve within limits
Sofia uses approved knowledge and does not follow instructions embedded in untrusted external content.
Escalate with history
Out-of-scope or sensitive requests are transferred with the available conversation context.
Frequently asked questions
Are these customer case studies?
No. They are illustrative workflows based on supported Sofia Sales Chat capabilities and contain no invented customer names, testimonials or results.
Can every workflow be configured for a tenant?
The available configuration depends on the subscribed plan, connected integrations and the permissions granted to that tenant.