A chatbot flow on WhatsApp is not abstract — it's a sequence of decisions, branches, and template sends mapped to a specific customer job. Indian D2C, fintech, EdTech, and SaaS brands ship the same 30 patterns over and over because they work. This is the swipe file: 30 production-tested chatbot flows with the trigger, the branch logic, the template type at each step, and the conversion benchmark. Copy any of them into RichAutomate's visual flow builder, swap your variables, ship in an afternoon.
Lead Qualification Flows (5)
Flow 1 — Cold CTWA Lead Qualifier
Trigger: User taps Click-to-WhatsApp ad → first inbound message. Branch on category interest (apparel/beauty/home) via 3-button list. Capture pincode via text input. Capture budget via 4-option list. Send recommendation with image carousel. Hand off to human if budget over ₹10,000. Conversion benchmark: 3–6% to purchase within 7 days.
Flow 2 — Mid-Funnel Re-engagement
Trigger: Customer who messaged 7+ days ago without converting. Send marketing template re-engagement. Branch on response: "Still interested" → product carousel; "Not now" → unsubscribe with reason; "Different category" → re-qualify. Recovery: 8–15%.
Flow 3 — Free Trial / Demo Booking
Trigger: User says "demo" or "trial" via text/CTA. Capture name + company + use case. Calendar integration to show next 7 working-day slots. Confirm booking. Send calendar invite + Zoom link via utility. SaaS conversion: 25–40%.
Flow 4 — High-Ticket Lead Quote Request
Trigger: User asks for pricing on real estate / B2B SaaS / luxury. Capture company + budget + timeline. Send qualification scorecard. If qualified, hand off to human sales agent with full context. Lead-to-sales-meeting rate: 30–50%.
Flow 5 — Event / Webinar Registration
Trigger: User clicks event RSVP CTA. Capture name + email + role. Send confirmation utility template with calendar invite. T-24h reminder utility. T-1h reminder utility. EdTech webinar attendance lift: 35–55% over no-flow.
E-commerce Flows (8)
Flow 6 — Product Discovery (Apparel D2C)
Trigger: Inbound "show me kurtas" or browse intent. Show top-3 image carousel by gender + size. Branch on size confirmation → checkout link. Conversion: 6–10%.
Flow 7 — Cart Abandonment Recovery
Trigger: Shopify checkout-abandonment webhook + 45 min delay + no order. Send marketing template with cart total + recovery link + 5% discount code (optional). Recovery: 18–28%.
Flow 8 — Order Confirmation Upsell
Trigger: Shopify orders/create webhook. Send order confirmation utility. After 30s, send "Customers also bought" cross-sell utility inside service window. Cross-sell conversion: 8–14%.
Flow 9 — Shipping / Delivery Update
Trigger: Shopify fulfillments/create webhook. Send shipping update utility with tracking link. Trigger delivery confirmation utility on fulfillments/update with status delivered. Auto-fire review request 3 days post-delivery.
Flow 10 — Out of Stock Waitlist
Trigger: User asks for SKU that's out of stock. Capture and store interest. When inventory webhook fires "back in stock," send marketing template with restock notification. Re-engagement: 25–35%.
Flow 11 — Return / Exchange Request
Trigger: User says "return" or "exchange". Validate order ownership via order number. Branch by reason. Generate return label via integration. Send confirmation + pickup schedule. Reduces support ticket volume 60%.
Flow 12 — Loyalty Tier Unlock
Trigger: Customer crosses purchase threshold. Send congrats utility template with tier unlock + new benefits. Loyalty program engagement lift: 40–60%.
Flow 13 — Referral Program Activation
Trigger: Customer asks "how to refer". Send personalised referral link via utility. T+7 day reminder if no referrals. Successful referrals trigger reward unlock for both. Indian D2C referral conversion: 2–4% of referred numbers.
Customer Support Flows (5)
Flow 14 — Order Status Self-Service
Trigger: User asks "where is my order". Capture order number, validate ownership, query Shopify, return status + tracking. Resolves 70%+ of order-status tickets without agent involvement.
Flow 15 — FAQ Routing
Trigger: User asks generic question. NLU classifier categorises into top-10 FAQ buckets. Return canned response. Escalate to human if NLU confidence below 0.75. Resolves 40–55% of inbound queries.
Flow 16 — Refund Status Check
Trigger: User asks "where's my refund". Check Razorpay status, return position in refund queue + ETA. Reduces "where's my refund" tickets 80%.
Flow 17 — Agent Handoff Queue
Trigger: Bot escalation rules fire (NLU low confidence, user types "agent", high-value customer). Add to live agent queue. Notify next available agent on dashboard. Send "in queue, position X" utility to user.
Flow 18 — After-Hours Auto-Reply
Trigger: Inbound message between 21:00–09:00 IST. Send away utility template with expected response time + key FAQ shortcuts. Maintains 24/7 brand presence without 24/7 agent staff.
Fintech / Authentication Flows (4)
Flow 19 — Loan Application Pre-Qualification
Trigger: User says "loan" or "apply for credit". Capture monthly income + employment + city. Run instant pre-qualification scorecard. If qualified, send application link via utility. If not, send education content. Pre-qualification rate: 35–50% of applicants.
Flow 20 — KYC Reminder Sequence
Trigger: KYC pending 3 days post-signup. Send utility reminder with 1-tap KYC link. T+7d second reminder. T+14d final reminder. KYC completion lift: 30–45%.
Flow 21 — EMI Payment Reminder
Trigger: T-3 days before EMI due date. Send utility template with amount + UPI pay button. T-1d reminder. T+0 final reminder. Bounce rate reduction: 40–55%.
Flow 22 — Authentication OTP
Trigger: User initiates login or transaction. Send authentication template with OTP via one-tap autofill button. Cascade to SMS if WhatsApp delivery fails after 20 seconds. WhatsApp completion rate: 96–99%.
EdTech Flows (3)
Flow 23 — Course Inquiry to Enrolment
Trigger: Inbound "I want to learn X". Capture goal + current level + budget. Send curriculum overview + free demo class invite. T+24h reminder. Enrolment conversion: 8–15%.
Flow 24 — Class Reminder + Recording
Trigger: T-30min before scheduled class. Send utility reminder with join link. Post-class, send recording link via utility within service window (free). Attendance lift: 25–40%.
Flow 25 — Assignment / Quiz Nudge
Trigger: User has pending assignment with deadline T+24h. Send nudge utility. T+12h second nudge. Submission rate lift: 30–50%.
Service / Local Business Flows (5)
Flow 26 — Salon / Clinic Appointment Booking
Trigger: User says "book appointment". Calendar integration for next 7-day slots. Capture service + technician preference. Confirmation + reminder T-24h + T-1h. No-show reduction: 35–55%.
Flow 27 — Restaurant Order Taking
Trigger: User asks "menu". Show categories → items → quantity. Generate UPI checkout link via Razorpay. Order goes to kitchen via webhook. Order completion rate: 70–85%.
Flow 28 — Service Booking Confirmation + Tech Tracking
Trigger: User books service (electrician, plumber, AC tech). Confirm booking. T-30min before arrival, send utility with technician name + photo + ETA. Increases customer-rated NPS 25%.
Flow 29 — Hotel Pre-Arrival Concierge
Trigger: T-24h before check-in. Send utility with check-in details + amenity options. Capture preferences. Pre-trip upsell conversion: 15–25%.
Flow 30 — Real Estate Site Visit Booking
Trigger: User asks about a project. Capture budget + family size + timeline. Send project carousel. Branch to site-visit booking calendar. T-2h reminder + driver contact. Visit-to-booking conversion: 8–15%.
Build any of these on RichAutomate's flow builder.
Visual drag-and-drop builder, copy-paste flow templates from this swipe file, ship the first chatbot in an afternoon.