Workflow Cookbook: 10 Ready-to-Use Automations for Chatigram

Short version: This cookbook lists ten practical workflow templates described in plain language — no code, no implementation details. Use these recipes as blueprints to build automations inside Chatigram’s visual Workflow builder (or any other system you use). Each recipe contains the objective, the typical trigger, a concise description of the steps you’ll model in the builder, and quick customization tips.

How to use this cookbook

1. Pick a template that fits your objective (support, lead capture, onboarding, etc.).
2. Recreate the steps using Chatigram’s visual Workflow builder: define a trigger, add dialog/decision steps, and place actions for routing or notifications.
3. Test the flow with a staging Line or Page to confirm behavior and messaging.
4. Iterate — add tags, metrics and human fallback points.

1 — New Lead Qualification (simple)

Goal: Quickly capture a lead’s basic info and send hot leads to sales.
Typical trigger: Visitor starts a chat or submits a short lead form.
Steps (plain-language):

• Greet the user and ask for contact details (name, email).
• Ask one or two qualification questions (product interest, budget range).
• Add a decision branch that marks leads as “hot” if answers meet criteria.
• Send lead details to your CRM or notify sales when a lead is hot.
  Tips: Capture UTM or campaign data if available; include a short human handoff for ambiguous replies.

2 — Instant Support Router (triage)

Goal: Route support requests to the right team and surface self-serve answers.
Typical trigger: A user selects a support option or sends a support message.
Steps:

• Offer a short menu (Billing, Technical, Account) or detect intent by keywords.
• Attempt to return an FAQ or knowledge-base answer when confident.
• If automatic help is insufficient, route the conversation to the appropriate team and notify them.
  Tips: Keep the menu simple, and always include a “Talk to human” option.

3 — Appointment & Demo Booking

Goal: Allow users to request and confirm appointments with minimal friction.
Typical trigger: “Book a demo” click or a booking request in chat.
Steps:

• Ask for preferred dates/times and collect timezone information.
• Check availability (via your calendar system) and propose open slots.
• Confirm the booking and send a calendar link or confirmation message.
• Optionally schedule reminder messages prior to the appointment.
  Tips: Offer reschedule/cancel options and keep timezone handling explicit.

4 — Trial Onboarding Sequence

Goal: Guide new trial users toward key activation steps.
Typical trigger: New account signup or first successful login.
Steps:

• Send a welcome message with 2–3 suggested actions to get started.
• After a short delay, check progress and offer help for incomplete steps.
• Escalate to a human walkthrough if the user asks or if progress stalls.
  Tips: Personalize based on the user’s product or plan to increase relevance.

5 — Post-interaction NPS / CSAT Capture

Goal: Collect quick satisfaction feedback after support or purchase.
Typical trigger: Ticket closed, order completed, or a scheduled follow-up.
Steps:

• Send a single short question for a score (e.g., 0–10).
• For high scores, request an optional short testimonial.
• For low scores, ask for a brief comment and open a follow-up ticket for a human agent.
  Tips: Keep the survey tiny — one primary question increases response rates.

6 — Payment & Renewal Notifications

Goal: Inform customers about upcoming renewals, invoices, or payment issues.
Typical trigger: Billing events from your payment provider (upcoming renewal, payment failed).
Steps:

• Notify the user with clear invoice/renewal details and a secure payment link.
• If unpaid, send a polite escalation after a configured delay and create a billing ticket.
• Confirm successful payment and close the loop with a thank-you message.
  Tips: Localize currency and be careful with message frequency to avoid frustration.

7 — Abandoned Cart Recovery

Goal: Recover shoppers who added items but did not complete checkout.
Typical trigger: Cart abandonment event or inactivity after adding items.
Steps:

• After a short delay, send a friendly reminder with the cart summary.
• If still abandoned, follow up later with an incentive (discount or limited-time offer).
• Route high-value carts to sales as prioritized opportunities.
  Tips: Respect opt-out preferences and limit outreach frequency.

8 — Multi-language Greeting & Routing

Goal: Detect or ask for preferred language and route the user appropriately.
Typical trigger: First message or selection on your Chatigram Page.
Steps:

• Detect language automatically or ask the user for their preference.
• Route to language-specific agents or supply translated canned responses.
• Tag conversations with language metadata for analytics.
  Tips: Maintain high-quality localized message content to avoid mistranslation issues.

9 — VIP Handoff & Priority Escalation

Goal: Ensure high-value customers get a faster, prioritized experience.
Typical trigger: User is flagged as VIP in your system or self-identifies.
Steps:

• Mark the conversation VIP and assign to a senior queue or dedicated agent.
• Notify the assigned team and provide context (account details, recent events).
• Provide an expected response time and follow up as needed.
  Tips: Sync VIP status from your CRM to avoid manual work and ensure consistent treatment.

10 — Capture & Forward Feature Requests

Goal: Turn customer suggestions into structured product feedback.
Typical trigger: A user submits a request or mentions a feature idea.
Steps:

• Ask a few guided questions to capture use case and impact.
• Save the request in a structured form and forward it into your product backlog or project tool.
• Send an acknowledgement and (optionally) a tracking reference to the user.
  Tips: Use templated fields for consistent triage (use-case, priority, example).

Tips for success when you implement these recipes

• Always include human fallback. Automation should make agents more efficient — never replace human options entirely.
• Tag and measure. Add tags to conversations to measure conversion and identify bottlenecks.
• Rate-limit outreach. Avoid sending multiple proactive messages in a short window to the same user.
• Respect consent and local rules. Make sure you have the right opt-ins for marketing messages in your users’ regions.
• Iterate from analytics. Use engagement metrics to refine messages, branch conditions, and routing rules.