Why Structure Matters Before A Chat
WhatsApp makes it easy to start a conversation, but an opening message may contain little detail. A short qualification form can collect the service, goal, timing and other context first.
That helps the business prepare for a more useful exchange without making the prospect repeat basic information.
Design A Simple Pre-Chat Flow
Ask only what is relevant to the conversation that follows. A renovation inquiry might ask about project scope and location; a vehicle inquiry might ask about model preferences and purchase timeline.
Use clear choices and test the complete mobile experience from form opening to the next step.
Understand The Delivery Workflow
Inquiry Form supports a WhatsApp-oriented handoff and configurable email delivery. The precise experience depends on the form and destination settings.
Do not confuse a prepared WhatsApp conversation with an automatic outbound WhatsApp API message. Your team remains responsible for responding.
Use The Same Link Across Campaigns
Share the inquiry link where people discover your business, such as a social profile or advertising campaign. Keep the intake questions aligned with the promise made in that channel.
A person who clicked an ad for a specific service should not have to search through unrelated questions to explain their interest.
Explore Related Resources
Continue with the topics and examples most relevant to your business.
Build Your Inquiry Flow Around Your Business.
Choose the questions that help your team understand each request before the conversation begins.
Choose Your Plan