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Pre-trained bots

Pre-trained bots are ready-to-use playbooks designed to handle common customer journeys. You can deploy them instantly or customize them based on your business needs.

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Welcome Bot

Purpose: Starts the conversation with a warm greeting and a menu of key options.

What it does:

  • Greets the user with a friendly message.

  • Offers quick access to common flows like “Track My Order,” “Browse Products,” or “Talk to Agent.”

  • Helps route the user efficiently from the first touchpoint.

Best used on: Homepage visits, CTWA (Click to WhatsApp Ads), or chat widget opens.

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Product browsing Bot

Purpose: Helps users explore your catalog within the chat.

What it does:

  • Displays product categories using buttons or quick replies.

  • Shares images, names, and links to featured or trending items.

  • Can use carousel views (on web or Messenger) or single-product cards (on WhatsApp).

Best used on: Product exploration journeys, marketing broadcasts, or menu prompts.

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Discount Bot

Purpose: Shares active discounts and nudges conversions with time-sensitive offers.

What it does:

  • Displays ongoing promotions or coupon codes.

  • Highlights urgency (e.g., “valid for 24 hours”) using timers or messaging.

  • Links users to discounted products or collections directly.

Best used on: Campaigns, CTWA ads, or upsell flows post-cart abandonment.

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Order tracking Bot

Purpose: Allows customers to check their order status instantly.

What it does:

  • Asks users for order ID or phone number or email address. Or automatically checks number (for WA messages) and sends details

  • Connects to your backend (Shopify, WooCommerce, or manual input) to fetch tracking details.

  • Shares current status and expected delivery dates.

Best used on: Support menu, automated post-purchase messages, or customer care CTAs.

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Transfer Bot

Purpose: Seamlessly hands off the user to a live agent when needed.

What it does:

  • Confirms that the user wants to talk to a human.

  • Collects key details (like name, query type) to prep the agent.

  • Notifies agents via the dashboard or email alert.

  • Handles transfer on chats differently during office hours and after (if configured accordingly)

Best used on: Escalation points, fallback flows, or explicit "Talk to Agent" requests.

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Order Cancellation Bot

Purpose: Automates the process of handling order cancellation requests, helping customers cancel unfulfilled orders with minimal friction.

What it does:

  • Detects cancellation intent from queries like "I want to cancel my order."

  • Authenticates the user using any combination of:

    • 📧 Email address

    • 📱 Phone number

    • 🔢 Order ID

    • (With optional combinations like Order ID + Email or Order ID + Phone)

  • Prompts the user for a cancellation reason.

  • Optionally checks order status to ensure the order is still cancellable.

  • Offers post-selection actions:

    • ✅ Cancel the order directly (if integration is enabled)

    • 👨‍💼 Transfer to a human agent for manual handling

    • 🌐 Redirect to a custom URL (e.g., help center)

Best used on:

  • Customer support chat widgets

  • Post-purchase automation flows

  • “Help with my order” navigation menus

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Shipping Charges Bot

Purpose: Answers frequently asked questions related to shipping fees, whether you offer free shipping, flat rates, or location-based pricing.

What it does:

  • Recognizes and responds to queries like "How much is the shipping fee?"

  • Shares your standard and express delivery charges.

  • Optionally offers dynamic pricing info based on user location (with backend integration).

  • Can redirect users to a detailed shipping policy page or an external rate calculator.

Setup Note:

  • You can choose whether to activate this bot’s responses.

  • If set to “No,” it won’t engage when users ask about shipping costs.

Best used on:

  • In-chat FAQ sections

  • Product detail pages

  • Pre-checkout cart experiences

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Repeat Order Bot

Purpose: Helps returning customers place repeat orders instantly minimizing friction and boosting reorder rates.

What it does:

  • Identifies returning users via:

    • 📧 Email address

    • 📱 Phone number

    • 🔢 Order ID

    • (With optional combinations like Order ID + Email or Order ID + Phone)

  • Fetches and displays a list of the customer’s past orders.

  • Allows users to reorder in just 1–2 clicks/taps.

  • Suggests “Buy Again” items if the exact product isn’t available.

  • Redirects users to the checkout page based on their selection.

Setup Note:

  • Toggle the option to “Yes” to enable repeat order functionality.

  • Authentication ensures the correct order history is shown to each user.

Best used on:

  • Loyalty campaigns

  • Post-delivery follow-up messages

  • Returning visitor journeys or homepage welcome flows

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