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Broadchat

Industries

WhatsApp playbooks for every industry

Ready-to-adapt use cases and automation flows, built from the campaigns, chatbots, inbox, CRM and commerce tools in Broadchat.

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Ecommerce and D2C brands

Turn WhatsApp into a sales and service channel: order updates, cart recovery, product discovery and support in the app your customers open every day.

  • Order confirmations, shipping and delivery updates from your Shopify or WooCommerce store
  • Abandoned cart reminders with a link back to checkout
  • Product catalogues, carts and orders inside the chat
  • Offer and launch campaigns to opted-in customer segments
Read the full ecommerce and d2c brands playbook

Example automation flows

  1. New order → send a utility template with order details → chatbot answers “where is my order?” questions
  2. Order status changes to shipped → send the tracking link → hand off to an agent if the customer replies “help”
  3. Customer asks about a product → AI router detects intent → show matching products and a checkout link

Education and coaching

Answer admission enquiries instantly, keep students and parents informed and fill every batch and webinar.

  • Admission and course enquiries captured and qualified by a chatbot
  • Class, exam and fee reminders on a repeating schedule
  • Webinar and demo-class registrations with reminder sequences
  • Fee payment requests with a payment link
Read the full education and coaching playbook

Example automation flows

  1. Lead from a website widget → chatbot asks course, city and preferred batch → saves to CRM fields → assigns to a counsellor
  2. Repeat campaign every Monday → sends the weekly timetable to the batch segment
  3. Fee due date approaching → payment request template → follow up only with people who have not paid

Healthcare and clinics

Make booking and reminders effortless for patients and reduce missed appointments, while keeping sensitive conversations with your staff.

  • Appointment booking through a guided chatbot flow
  • Appointment reminders with confirm and reschedule buttons
  • Report-ready and follow-up notifications
  • Front-desk questions answered from a knowledge base
Read the full healthcare and clinics playbook

Example automation flows

  1. Patient says “book” → chatbot asks department, date and time → calendar booking → confirmation template
  2. Day before the appointment → reminder with buttons → “reschedule” hands the chat to the front desk
  3. Patient asks about timings or location → AI agent answers from the clinic’s knowledge base

Real estate

Respond to property leads in seconds, qualify them automatically and keep every site visit on track.

  • Instant replies to leads from ads and property portals
  • Budget, location and property-type qualification
  • Brochures, floor plans and videos shared in the chat
  • Site-visit scheduling and reminders
Read the full real estate playbook

Example automation flows

  1. Lead arrives by webhook → chatbot asks budget and preferred area → tags the contact → assigns to the right sales agent
  2. Lead moves to “site visit” on the kanban board → reminder template the day before
  3. New project launch → campaign to the segment that matches the budget and location

Travel and hospitality

From enquiry to check-out, keep travellers informed and give them one place to ask questions.

  • Package and booking enquiries handled by a chatbot and your agents
  • Booking confirmations, itineraries and documents as PDFs
  • Pre-arrival information and check-in reminders
  • Feedback requests after the trip or stay
Read the full travel and hospitality playbook

Example automation flows

  1. Traveller asks for a package → chatbot collects dates, destination and group size → agent sends a quote
  2. Booking confirmed → itinerary template with a personalised PDF
  3. Check-out day → feedback message with quick-reply ratings saved to the contact

Restaurants and food

Take orders and reservations on WhatsApp and bring regulars back with timely offers.

  • Menu browsing and orders through a catalogue
  • Table reservations with confirmation messages
  • Order-ready and delivery updates
  • Weekend and festival offers to opted-in customers
Read the full restaurants and food playbook

Example automation flows

  1. Customer says “menu” → chatbot sends the catalogue → order is created → payment link sent
  2. Reservation request → chatbot asks date, time and guests → confirmation template
  3. Friday afternoon → repeat campaign with the weekend special to the regulars segment

Financial services

Keep customers informed about their accounts and applications through a channel they trust, with strict roles for your team.

  • Application status and document request updates
  • Payment and renewal reminders with payment links
  • One-time passcodes with authentication templates
  • Lead capture for loan, insurance or investment enquiries, routed to licensed staff

Example automation flows

  1. Application status changes in your system → API-triggered template to the customer
  2. Renewal date approaching → reminder template → follow up with those who have not paid
  3. Enquiry from an ad → chatbot collects basic details → assigns to the right advisor in the inbox

Logistics and delivery

Proactive delivery updates cut “where is my parcel?” calls and help your drivers find the right door.

  • Pickup, in-transit and out-for-delivery notifications
  • Delivery address and location confirmation
  • Failed-delivery rescheduling
  • Proof-of-delivery and invoice sharing
Read the full logistics and delivery playbook

Example automation flows

  1. Shipment status update from your system via API → utility template with tracking link
  2. Out for delivery → chatbot asks the customer to share their location → saved to the contact
  3. Delivery failed → template with reschedule options → selected slot sent back by webhook

Automotive

Book test drives and services faster and keep owners coming back to your workshop.

  • Test-drive and service booking
  • Service due and insurance renewal reminders
  • Vehicle-ready notifications with invoice and payment link
  • New model launch campaigns to interested segments

Example automation flows

  1. Enquiry about a model → chatbot sends brochure and asks for a preferred date → books a test drive
  2. Service due in 7 days → reminder template with a booking button
  3. Job card closed → vehicle-ready message with invoice and payment request

Agencies and marketers

Run WhatsApp for many clients from one place, or launch your own branded WhatsApp platform and resell it.

  • Separate client workspaces with their own numbers, teams and roles
  • Click-to-WhatsApp ad lead handling with chatbots
  • Campaign reporting per client with CSV exports
  • Your own white-label platform with your plans and prices

Example automation flows

  1. Ad lead starts a chat → qualification chatbot → hot leads assigned to the client’s sales team
  2. Monthly campaign for each client → retarget people who read but did not reply
  3. New client signs up on your branded panel → buys your plan → connects WhatsApp through Embedded Signup

In-depth industry playbooks

Detailed guides with example messages, rollout steps and compliance notes for each industry.

Build these flows for your clients

Every playbook above runs on Broadchat today. Resell it under your brand or use it for your own business.

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