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WhatsApp message template WhatsApp workflow template

WhatsApp message template for sales follow-up

A practical WhatsApp message template for teams that need compliant, useful follow-up around product questions, appointment requests, cart recovery, support routing, and human handoff. Use it as a draft, then adapt every placeholder to your business policy and Meta template requirements.

Use this when the customer has already shown intent and you need a clear next step without inventing urgency or unsupported claims.

  • A customer asked about a product, appointment, order, delivery, pickup, or support issue.
  • The message needs a specific next step, not a generic promotional blast.
  • The team can explain why the customer is receiving the message and how to continue or stop.
  • The final version will be reviewed against WhatsApp template category, opt-in, and policy requirements.
  • A human can take over in Interlinked when payment, fulfillment, medical, legal, or unusual context needs judgment.

Workbench blocks

Opening

Context and permission

Hi {{customer_first_name}}, this is {{business_name}} following up about {{request_or_product}} from your recent WhatsApp conversation.

I can help with {{next_step_options}}. Reply with the option that fits best, or write "team" if you want a person to review it.

Keep the reason for the message obvious. Do not imply consent that you do not have.

Product

Product or order follow-up

The item you asked about is {{product_name}}.

Current details:
- Size or variant: {{variant}}
- Delivery or pickup: {{fulfillment_option}}
- Payment or order step: {{payment_or_order_step}}

Would you like me to help you finish the order, answer a product question, or pass this to the team?

Use this block only when the product and order details come from your approved business context.

Appointment

Service or booking follow-up

I can help with {{service_name}}.

To find the right time, please send:
- Preferred day
- Preferred time window
- Any notes the team should know before confirming

If the available times do not fit, I can route the request to the team for review.

For Interlinked scheduling workflows, connect this to Google Calendar availability and the booking rules configured in setup.

Handoff

Human review path

This looks like it may need team review because {{handoff_reason}}.

I will keep the conversation context attached so the team can see what you asked, what was already answered, and what needs a decision.

Use when the AI should not decide alone: payment proof, refunds, sensitive requests, fulfillment exceptions, or unclear intent.

How to turn the template into an Interlinked workflow

Implementation notes

Common mistakes

Writing one template for every customer situation.
Split the message by workflow. Product follow-up, booking follow-up, support routing, and handoff need different context and different risk levels.
Adding urgency or discounts that the business has not approved.
Keep the message truthful. If a discount, deadline, delivery promise, or stock claim is not in your source data, do not include it.
Forgetting the human path.
Include a clear handoff phrase such as 'team' or 'agent' and test that Interlinked routes the conversation into manual review.
Treating WhatsApp template approval as a copywriting task only.
Review message category, opt-in, template variables, prohibited content, and any Meta requirements before publishing.

QA checklist

  • The template explains why the customer is receiving the message.
  • All placeholders match real Interlinked business, catalog, order, service, or CRM fields.
  • The message avoids unsupported promises about delivery, discounts, availability, or outcomes.
  • A customer can reply with a clear next step or request a human.
  • The final copy is reviewed against WhatsApp template and opt-in requirements.
  • The workflow has been tested in CRM, Orders, Calendar, or manual control before use with customers.

Template FAQ

Questions before you adapt it

Can I use this WhatsApp message template without changes?
No. Treat it as a structure. You should adapt every placeholder to your business policy, workflow, WhatsApp template category, customer opt-in path, and the Interlinked data available to the AI.
Is this a WhatsApp marketing template?
It can support marketing-style follow-up only after the business confirms the correct WhatsApp template category and customer consent. Many teams will use the same structure for utility, service, or operational follow-up instead.
How does Interlinked use this template?
Interlinked can connect the message to workflow context such as WhatsApp automation, ecommerce orders, cart recovery, appointment booking, CRM review, and human handoff. The exact behavior depends on how the workflow and business context are configured.
What should trigger a human handoff?
Handoff is appropriate when the request involves payment proof, refunds, fulfillment exceptions, sensitive customer context, policy edge cases, or anything the business does not want the AI to decide alone.

Launch path

Put the template into a real conversation workflow.

Use the product docs for setup truth, then test the script or checklist with a small set of internal examples before you use it with customers.

Copy the structure

Evaluation paths

Keep evaluating the fit

Use these links to validate implementation details, commercial fit, and proof before moving forward.