A Template Pack for Your Industry

Every Template Pack

• Banquet halls & venues

  AI agent: Venue assistant

  8 automations · 6 forms · 8 WhatsApp drafts

  • Reply to event enquiries and offer a site visit
  • Quotation follow-up
  • Date-hold expiry reminder
  Everything in the pack ›

  Automations

  Reply to event enquiries and offer a site visit · Quotation follow-up · Date-hold expiry reminder · Pre-event checklist · Post-event review request · Alert the team when an enquiry is waiting · Follow up when a contact goes quiet · Reply to new enquiry forms

  Forms

  Event enquiry · Venue visit booking · Event feedback · Enquiry · Call-back request · Feedback

  WhatsApp drafts

  Venue enquiry received · Venue quotation follow up · Venue date hold expiry · Venue pre event checklist · Venue event review · Enquiry received · Open request check in · Something new

  Pipeline: Event bookings

  New enquiry → Site visit booked → Quotation sent → Date on hold → Booking confirmed → Event completed → Not proceeding

  19 quick replies

  Banquet halls & venues →

• Real estate

  AI agent: Property assistant

  8 automations · 6 forms · 8 WhatsApp drafts

  • Instant reply to property enquiries
  • Invite qualified contacts to a site visit
  • Site visit reminder
  Everything in the pack ›

  Automations

  Instant reply to property enquiries · Invite qualified contacts to a site visit · Site visit reminder · Follow up after a site visit · Alert the team when an enquiry is waiting · Follow up when a contact goes quiet · Reply to new enquiry forms · Ask for feedback after a conversation is closed

  Forms

  Property enquiry · Site visit booking · List your property · Enquiry · Call-back request · Feedback

  WhatsApp drafts

  Property enquiry received · Property site visit invite · Property site visit reminder · Property visit follow up · Property match · Enquiry received · Open request check in · Something new

  Pipeline: Property enquiries

  New enquiry → Qualified → Site visit booked → Site visit done → Negotiation → Booked → Not proceeding

  19 quick replies

  Real estate →

• Interior design

  AI agent: Design studio assistant

  8 automations · 6 forms · 8 WhatsApp drafts

  • Reply to project enquiries and offer a consultation
  • Consultation reminder
  • Design proposal follow-up
  Everything in the pack ›

  Automations

  Reply to project enquiries and offer a consultation · Consultation reminder · Design proposal follow-up · Project started update · Handover feedback request · Alert the team when an enquiry is waiting · Follow up when a contact goes quiet · Reply to new enquiry forms

  Forms

  Project enquiry · Consultation booking · Handover feedback · Enquiry · Call-back request · Feedback

  WhatsApp drafts

  Design enquiry received · Design consultation reminder · Design proposal follow up · Design project update · Design handover feedback · Enquiry received · Open request check in · Something new

  Pipeline: Design projects

  New enquiry → Consultation booked → Site measurement → Design proposal sent → Negotiation → Project in progress → Handed over → Not proceeding

  19 quick replies

  Interior design →

• Clinics

  AI agent: Clinic front desk

  8 automations · 5 forms · 7 WhatsApp drafts

  • Appointment reminder — 24 hours before
  • Appointment reminder — 2 hours before
  • No-show follow-up
  Everything in the pack ›

  Automations

  Appointment reminder — 24 hours before · Appointment reminder — 2 hours before · No-show follow-up · Review request after a visit · Six-month check-up recall · Alert the team when a patient is waiting · Follow up when a contact goes quiet · Reply to new enquiry forms

  Forms

  Appointment request · New patient registration · Enquiry · Call-back request · Feedback

  WhatsApp drafts

  Clinic appointment reminder · Clinic missed appointment · Clinic review request · Clinic checkup recall · Enquiry received · Open request check in · Something new

  Pipeline: Patients

  New enquiry → Appointment booked → Visit completed → No-show → Follow-up due → Not proceeding

  19 quick replies

  Clinics →

• Education & coaching

  AI agent: Admissions assistant

  8 automations · 6 forms · 8 WhatsApp drafts

  • Reply to course enquiries
  • Demo class reminder
  • Fee reminder
  Everything in the pack ›

  Automations

  Reply to course enquiries · Demo class reminder · Fee reminder · Admission deadline reminder · Alert the team when a student or parent is waiting · Follow up when a contact goes quiet · Reply to new enquiry forms · Ask for feedback after a conversation is closed

  Forms

  Course enquiry · Demo class booking · Parent feedback · Enquiry · Call-back request · Feedback

  WhatsApp drafts

  Course enquiry received · Demo class reminder · Fee payment reminder · Admission deadline reminder · Class schedule update · Enquiry received · Open request check in · Something new

  Pipeline: Admissions

  New enquiry → Counselling booked → Demo class attended → Application started → Fee pending → Enrolled → Not proceeding

  19 quick replies

  Education & coaching →

• Salons, spas & beauty

  AI agent: Salon front desk

  9 automations · 5 forms · 8 WhatsApp drafts

  • Appointment reminder — 24 hours before
  • Appointment reminder — 2 hours before
  • No-show follow-up
  Everything in the pack ›

  Automations

  Appointment reminder — 24 hours before · Appointment reminder — 2 hours before · No-show follow-up · Rebook reminder — five weeks after a visit · Review request after a visit · Package or membership ending reminder · Alert the team when a contact is waiting · Follow up when a contact goes quiet · Reply to new enquiry forms

  Forms

  Appointment request · Packages and memberships enquiry · Enquiry · Call-back request · Feedback

  WhatsApp drafts

  Salon appointment reminder · Salon missed appointment · Salon rebook reminder · Salon review request · Salon package expiry · Enquiry received · Open request check in · Something new

  Pipeline: Salon clients

  New enquiry → Appointment booked → Visit completed → No-show → Package client → Not proceeding

  20 quick replies

  Salons, spas & beauty →

• Gyms & fitness studios

  AI agent: Gym front desk

  9 automations · 5 forms · 8 WhatsApp drafts

  • Trial session reminder
  • Trial follow-up
  • New member induction task
  Everything in the pack ›

  Automations

  Trial session reminder · Trial follow-up · New member induction task · Membership renewal reminder · Missed-sessions check-in task · Review request after the first month · Alert the team when a contact is waiting · Follow up when a contact goes quiet · Reply to new enquiry forms

  Forms

  Trial session request · Membership enquiry · Enquiry · Call-back request · Feedback

  WhatsApp drafts

  Gym trial reminder · Gym trial follow up · Gym membership renewal · Gym missed sessions · Gym review request · Enquiry received · Open request check in · Something new

  Pipeline: Gym members

  New enquiry → Trial booked → Trial done → Active member → Renewal due → Not proceeding

  19 quick replies

  Gyms & fitness studios →

• Restaurants & cafés

  AI agent: Restaurant host

  8 automations · 6 forms · 8 WhatsApp drafts

  • Reply to table requests
  • Reply to catering and event enquiries
  • Reservation reminder — 3 hours before
  Everything in the pack ›

  Automations

  Reply to table requests · Reply to catering and event enquiries · Reservation reminder — 3 hours before · Feedback request after a visit · Catering quote follow-up · Alert the team when a guest is waiting · Follow up when a contact goes quiet · Reply to new enquiry forms

  Forms

  Table reservation request · Catering and events enquiry · Dining feedback · Enquiry · Call-back request · Feedback

  WhatsApp drafts

  Restaurant request received · Restaurant table reminder · Restaurant visit review · Catering quote follow up · Restaurant special · Enquiry received · Open request check in · Something new

  Pipeline: Reservations and catering

  New request → Reservation confirmed → Visited → Catering quote sent → Catering confirmed → Not proceeding

  19 quick replies

  Restaurants & cafés →

• Hotels & travel

  AI agent: Reservations assistant

  8 automations · 5 forms · 8 WhatsApp drafts

  • Reply to availability enquiries
  • Reply to trip planning enquiries
  • Quote follow-up
  Everything in the pack ›

  Automations

  Reply to availability enquiries · Reply to trip planning enquiries · Quote follow-up · Pre-arrival message · Review request after check-out · Alert the team when a contact is waiting · Follow up when a contact goes quiet · Reply to new enquiry forms

  Forms

  Availability enquiry · Trip planning enquiry · Enquiry · Call-back request · Feedback

  WhatsApp drafts

  Stay enquiry received · Stay quote follow up · Stay pre arrival · Stay review request · Stay seasonal news · Enquiry received · Open request check in · Something new

  Pipeline: Travel bookings

  New enquiry → Quote sent → Booking confirmed → Stay or trip completed → Not proceeding

  19 quick replies

  Hotels & travel →

• Car dealers & auto service

  AI agent: Showroom and service assistant

  9 automations · 6 forms · 8 WhatsApp drafts

  • Reply to test-drive requests
  • Test-drive reminder
  • Quote and finance follow-up task
  Everything in the pack ›

  Automations

  Reply to test-drive requests · Test-drive reminder · Quote and finance follow-up task · Service booking reminder · Six-month service-due reminder · Review request after a service · Alert the team when a contact is waiting · Follow up when a contact goes quiet · Reply to new enquiry forms

  Forms

  Test-drive request · Price, finance or trade-in enquiry · Service booking request · Enquiry · Call-back request · Feedback

  WhatsApp drafts

  Car enquiry received · Car test drive reminder · Car service reminder · Car service due · Car service review · Enquiry received · Open request check in · Something new

  Pipeline: Sales and service

  New enquiry → Test drive booked → Quote sent → Sold → Service requested → Service booked → Service completed → Not proceeding

  20 quick replies

  Car dealers & auto service →

• E-commerce & D2C

  AI agent: Store support assistant

  7 automations · 6 forms · 8 WhatsApp drafts

  • Reply to return and exchange requests
  • Return accepted: update and pickup task
  • Reply to back-in-stock requests
  Everything in the pack ›

  Automations

  Reply to return and exchange requests · Return accepted: update and pickup task · Reply to back-in-stock requests · Review request after delivery · Alert the team when a shopper is waiting · Follow up when a contact goes quiet · Reply to new enquiry forms

  Forms

  Return or exchange request · Back-in-stock request · Bulk or corporate order enquiry · Enquiry · Call-back request · Feedback

  WhatsApp drafts

  Store return request received · Store return accepted · Store restock request received · Store back in stock · Store delivery review · Enquiry received · Open request check in · Something new

  Pipeline: Orders and returns

  New enquiry → Waiting for restock → Order placed → Delivered → Return requested → Return accepted → Not proceeding

  20 quick replies

  E-commerce & D2C →

• Home services

  AI agent: Booking assistant

  8 automations · 5 forms · 7 WhatsApp drafts

  • Reply to quote and visit requests
  • Site visit reminder
  • Job day reminder
  Everything in the pack ›

  Automations

  Reply to quote and visit requests · Site visit reminder · Job day reminder · Review request after a job · Yearly service reminder · Alert the team when a customer is waiting · Follow up when a contact goes quiet · Reply to new enquiry forms

  Forms

  Quote or visit request · Repeat service booking · Enquiry · Call-back request · Feedback

  WhatsApp drafts

  Home quote request received · Home visit reminder · Home job review · Home service due · Enquiry received · Open request check in · Something new

  Pipeline: Service jobs

  New enquiry → Visit booked → Quote sent → Job booked → Job completed → Not proceeding

  19 quick replies

  Home services →

• Immigration, visa & legal

  AI agent: Front desk assistant

  8 automations · 5 forms · 7 WhatsApp drafts

  • Reply to consultation requests
  • Consultation reminder
  • Follow-up task after a consultation
  Everything in the pack ›

  Automations

  Reply to consultation requests · Consultation reminder · Follow-up task after a consultation · Document list: update and task · Review request after a matter is completed · Alert the team when an enquiry is waiting · Follow up when a contact goes quiet · Reply to new enquiry forms

  Forms

  Consultation request · Speak to a consultant · Enquiry · Call-back request · Feedback

  WhatsApp drafts

  Legal consultation request received · Legal consultation reminder · Legal documents requested · Legal client review · Enquiry received · Open request check in · Something new

  Pipeline: Consultations and clients

  New enquiry → Consultation booked → Consultation done → Documents requested → Active client → Matter completed → Not proceeding

  19 quick replies

  Immigration, visa & legal →

• Insurance & financial advisors

  AI agent: Advisor assistant

  9 automations · 5 forms · 8 WhatsApp drafts

  • Reply to quote and meeting requests
  • Advisor meeting reminder
  • Policy renewal reminder
  Everything in the pack ›

  Automations

  Reply to quote and meeting requests · Advisor meeting reminder · Policy renewal reminder · Reply to claim-help requests · Quote follow-up task · Review request after a policy starts · Alert the team when a contact is waiting · Follow up when a contact goes quiet · Reply to new enquiry forms

  Forms

  Quote or advisor meeting request · Claim help request · Enquiry · Call-back request · Feedback

  WhatsApp drafts

  Advisor enquiry received · Advisor consultation reminder · Advisor policy renewal notice · Advisor claim help received · Advisor client review · Enquiry received · Open request check in · Something new

  Pipeline: Insurance clients

  New enquiry → Meeting booked → Quote shared → Policy active → Claim support → Not proceeding

  19 quick replies

  Insurance & financial advisors →

• Recruitment & staffing

  AI agent: Recruitment assistant

  9 automations · 5 forms · 8 WhatsApp drafts

  • Reply to candidate applications
  • Interview scheduled: update and task
  • Interview reminder
  Everything in the pack ›

  Automations

  Reply to candidate applications · Interview scheduled: update and task · Interview reminder · After the interview: update and feedback task · Placement check-in task · Alert the team when someone is waiting · Follow up when a contact goes quiet · Reply to new enquiry forms · Ask for feedback after a conversation is closed

  Forms

  Candidate application · Employer hiring enquiry · Enquiry · Call-back request · Feedback

  WhatsApp drafts

  Recruit application received · Recruit interview scheduled · Recruit interview reminder · Recruit interview follow up · Recruit job alert · Enquiry received · Open request check in · Something new

  Pipeline: Candidates and clients

  New candidate → Shortlisted → Interview scheduled → Interviewed → Placed → Employer enquiry → Not proceeding

  19 quick replies

  Recruitment & staffing →