SUPPORT TEMPLATE

WhatsApp Concierge Agent

The WhatsApp version of a front-desk employee: greets customers, answers product and policy questions from your knowledge base, remembers each contact, and books follow-ups — on the channel your international customers already use.

Templates never consume AI Builder credits. Customize every node visually after import.

How it works

1

Chat

The WhatsApp trigger receives each message with full per-contact context.

2

Resolve

The agent answers from your knowledge base and can call other workflows as tools (check an order, book a slot).

3

Hand off

Conversations that need a human are flagged and routed with the transcript attached.

Integrations in this template

Every node is swappable — replace any integration with another without rebuilding the flow.

Built for

  • International customer bases where WhatsApp is the default channel
  • Hospitality and travel concierge service
  • Lead qualification for high-touch services

Frequently asked questions

Do I need WhatsApp Business API access?

Yes — the template uses Twilio’s WhatsApp integration; connect your approved Twilio WhatsApp sender in credentials.

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