WhatsApp chatbot templates by industry: 10 flows you can copy and adapt

How to read these WhatsApp chatbot templates

These WhatsApp chatbot templates are flow outlines, not files to import: each takes 30 to 90 minutes to build in a visual builder once your texts are ready. Step names match Broadchat's chatbot builder (Chatbots → Chatbots → Create Botflow), but the logic works on any WhatsApp Business API platform with a flow builder. For a full walk-through of building one, see how to build a WhatsApp chatbot without code.

Three conventions used below:

• Buttons means an Ask Question step of type Interactive with up to three reply buttons; List means up to ten rows. Each option has its own branch.
• Saved to means the Ask Question's Save Response to setting, usually a CRM Super Field you create first in CRM → Super Field.
• Tag means an Add Automation App → CRM → Assign Tags to Contact (Creates Tag if Tag not exist) step.

All bot messages are replies inside the 24-hour customer service window. The last line of each flow names the approved message template you will need when you follow up later.

1. Coaching institute: admission enquiry

Trigger: Match Keyword, Contains admission OR course (the same word goes in the QR code on your hoardings).

1. List: JEE, NEET, Foundation (Class 8-10), Crash course, Talk to a counsellor. Saved to course_interest.
2. Send Message → Document: the fee brochure for the chosen course.
3. Buttons: Class 10 / Class 11 / Class 12 or dropper. Saved to current_class.
4. Buttons: Book a free demo / Call me / Not now. Tag demo-requested or nurture.
5. Working Hours → Assign to Agent (Admissions).

Follow-up template: a utility message confirming the demo slot they booked. The education playbook covers fee reminders and parent notices.

2. Clinic: appointment booking

Trigger: Match Keyword, is hi OR Contains appointment; plus a Hot Keywords bot on reception.

1. List: Book appointment, Doctor timings, Lab reports, Clinic location, Talk to reception.
2. Book: Buttons for doctor or department, then the Native Calendar app's Fetch Available Slots for an event type set up in Automations → Calendar, a Send Message with the returned slots_text, an Ask Question for the preferred time (Text, with a RegExp such as ^[0-2][0-9]:[0-5][0-9]$), and Create New Booking for that slot.
3. Ask Question, Text: patient name and age. Saved to the contact name and patient_age.
4. Send Message: confirmation with date, time and the clinic's Google Maps link (Send Message → Location).
5. Any symptom question typed in free text: Assign to Agent (Reception). The bot never gives medical advice.

Follow-up template: a utility appointment reminder the day before; see appointment reminder templates.

3. Restaurant: menu and table booking

Trigger: Match Keyword, Contains menu OR table.

1. Buttons: See menu / Book a table / Order delivery.
2. See menu: Send Message → Document (menu PDF) or Image, then Buttons: Book a table / Call us.
3. Book a table: List of dates (Today, Tomorrow, the next five days), Buttons for lunch or dinner, List for party size (2, 3-4, 5-6, 7-10, larger group).
4. Saved to booking_date, booking_slot, party_size; Send Message confirms that the restaurant will confirm availability.
5. Assign to Agent (the manager on shift) to confirm; Working Hours sends an honest "we confirm bookings from 11 am" message at night.

Follow-up template: a utility booking confirmation; marketing offers only to guests who opted in. More in WhatsApp API for restaurants.

4. D2C brand: order tracking and product help

Trigger: Match Keyword, Contains order OR track; separately, the When Order Status Update trigger for orders managed in Broadchat's ecommerce module.

1. Buttons: Track my order / Return or exchange / Product question.
2. Track: Native Ecommerce Actions → Get Orders of Current User for orders in Broadchat's ecommerce module, or an Add Automation App → Google Sheet → Lookup Spreadsheet Rows step if order status lives in a sheet.
3. Return or exchange: Ask Question, Text for the order number (RegExp validation for your order format), then Image for a photo of the item. Tag return-request, Assign to Agent (Support).
4. Product question: Trained AI with an agent whose instructions cover sizes, materials and care, with a hand-off for anything about refunds.

Follow-up template: utility order and shipping updates (order update templates).

5. Real estate: property enquiry from ads

Trigger: Click to WhatsApp Ads, with the Meta Ad ID of each project's ad (leave empty to catch every ad). The ad headline is available as {{ad_headline}}.

1. Buttons: 2 BHK / 3 BHK / Plots or other.
2. List of budget ranges in lakh or crore. Saved to budget.
3. Buttons: Ready to move / Within 6 months / Just exploring. Saved to timeline.
4. Buttons: Book a site visit / Send brochure / Call me. Tag site-visit or brochure.
5. Site visit or Call me: Assign to Agent by project; Send Conversion Event so the ad learns which chats became leads.

Follow-up template: utility site-visit confirmation; marketing for new launches only to people who opted in. Since a reply to a Click-to-WhatsApp ad opens Meta's free entry point window for up to 7 days, do the qualification and first call inside that week.

6. Salon or spa: booking and service menu

Trigger: Match Keyword, Contains book OR price; Hot Keywords menu.

1. List: Haircut and styling, Colour, Facial and skin, Bridal, Talk to the salon.
2. Send Message → Image: the price card for that category.
3. List of dates, then Buttons: Morning / Afternoon / Evening. Saved to preferred_slot.
4. Buttons: Any stylist / A specific stylist. Specific: Ask Question, Text for the name.
5. Assign to Agent (front desk) to confirm the exact time. Tag bridal-lead for bridal enquiries, which deserve a call.

Follow-up template: utility appointment reminder; a marketing re-booking message a few weeks later to opted-in clients.

7. Travel agency: holiday package enquiry

Trigger: Click to WhatsApp Ads, or Match Keyword Contains package OR trip.

1. List of destinations you sell (Goa, Kerala, Kashmir, Dubai, Thailand, Other).
2. AI Data Collector with fields: travel dates, number of adults, number of children, departure city, budget per person. It asks only for what is missing, so "4 of us from Jaipur, Kerala in December" fills three fields at once.
3. Send Message: two sample itineraries as PDF documents.
4. Buttons: Get a custom quote / Call me / Just browsing. Tag quote-requested.
5. Assign to Agent (the destination specialist).

Follow-up template: utility quote-ready message; see WhatsApp API for travel agencies.

8. Insurance agency: claim intimation

Trigger: Match Keyword, Contains claim.

1. Buttons: Motor / Health / Other.
2. Ask Question, Text: policy number, with RegExp validation for your insurers' formats and a retry message.
3. Motor: Ask Question, Image (validation Image) for photos of the damage; Location for where it happened. Health: Buttons for planned or emergency hospitalisation, then hospital name.
4. Send Message: the documents the claim will need, as a short checklist.
5. Assign to Agent (Claims desk) immediately; Working Hours adds the emergency helpline number at night.

Do not ask for full card numbers, Aadhaar numbers or similar sensitive identifiers in chat; collect those through the insurer's own channels. Follow-up template: utility claim status updates. See WhatsApp API for insurance.

9. Home services: AC or appliance repair booking

Trigger: Match Keyword, Contains repair OR service.

1. List: AC service, AC repair, Washing machine, Refrigerator, RO purifier, Something else.
2. Ask Question, Text: pin code with RegExp ^[1-9][0-9]{5}$, then a Google Sheet → Lookup Spreadsheet Rows step to check if the pin code is served.
3. Not served: polite message and tag out-of-area (useful when you expand).
4. Served: Ask Question, Location (validation Location) for the exact address, then Buttons for preferred day.
5. Assign to Agent (dispatch) to confirm the technician and charges.

Follow-up template: utility technician-on-the-way and visit-completed messages.

10. Any business: feedback after a visit or delivery

Trigger: the customer taps a quick reply button such as Rate us on your utility completion template; a Match Keyword trigger with is Rate us catches that reply.

1. Buttons: Great / Okay / Not happy. Saved to last_rating.
2. Great: Send Message with your Google review link (Cta url) and a thank-you.
3. Okay: Ask Question, Text: "What could we do better?" Saved to feedback_note.
4. Not happy: Tag complaint and Assign to Agent (manager) at once.
5. Stay in Session for the hand-off so another bot does not interrupt.

Follow-up template: the completion template itself (utility); the feedback survey templates have approved-style wording.

Before you copy any of these

• Get consent right. A bot replying to someone who wrote first is fine. Messaging people first needs their opt-in and an approved template.
• Keep a human path on every menu; WhatsApp's policy expects it, and it protects your quality rating.
• Budget for messages. Each business phone number gets 1,000 free service messages a month, then Meta charges per service message (₹0.115 per message to India, Meta rate card effective 1 Oct 2026, excl. GST). Utility and marketing templates are charged per delivered message; see WhatsApp API pricing.
• Choose the bot type per question. The keyword vs button vs AI comparison helps you decide where AI earns its place.

If you build flows like these for clients, the white-label partner program lets you sell them under your own brand. Start with the basics in what the WhatsApp Business API is.