Workflows
Webchat, Messenger and WhatsApp
Omnichannel messaging is the fastest and most convenient channel for buyers: an instant answer with no form and no phone call. One AI brain serves the website, Messenger, Instagram DM and WhatsApp with the same knowledge base and the same CRM record.
- Website visitors browse most between 20:00 and 08:00 and leave if a question is not answered within a minute
- Buyers are most active on Facebook and Instagram between 20:00 and 23:00
Recipes in this category
- 01 · Top 4
Central omnichannel AI agent (one brain for every channel)
Webchat, Messenger, Instagram DM and WhatsApp handled by one AI engine with one knowledge base built from your PDFs, FAQ and policies, and one CRM profile per customer regardless of channel. Also ranked #4 as the 24/7 website knowledge chatbot.
Voiceflow · Botpress · Tidio · Chatbase · n8n
- 02
Webshop virtual seller and cart-value chatbot
Asks like a human about skin type, size or use case, shows product cards with photo, live stock and one-tap add-to-cart, and cross-sells naturally: care product with the shoes, case with the phone.
Shopify · WooCommerce · Voiceflow
- 03
Facebook and Instagram comment-to-DM sales funnel
Someone comments 'PRICE' under an ad: the AI replies publicly within five seconds ('Sent you the list and a coupon in DM!') to feed the Meta algorithm, and opens the private conversation to qualify and sell.
ManyChat · Meta Graph API
- 04
WhatsApp Business API: official support and transactional messages
Verified green-tick profile sends order confirmations, invoice PDFs and warranty letters in chat, plus the courier's live tracking link on delivery morning. The customer replies 'deliver Friday, I'm away' and the AI reschedules with the courier and confirms.
WhatsApp Cloud API · Shopify · GLS
- 05
24/7 booking and quote estimate on social media
Buyers are most active on Facebook and Instagram 20:00–23:00. The AI collects technical details in Messenger (window replacement, HVAC install, dental), gives a ballpark price and books a survey slot in Google Calendar.
ManyChat · Google Calendar · n8n
- 06
Seamless live-operator handoff and escalation
On 'I want a human!' or an angry tone the AI stops, says a colleague is coming, alerts the team in Slack or Teams and hands over a two-sentence brief: 'Customer: Balázs Kiss. Lamp arrived broken, wants immediate replacement.
Slack · Teams · Voiceflow
Recommended stack
| Role | Tools | Why |
|---|---|---|
| Webchat and RAG chatbot | Voiceflow, Botpress, Tidio | Knowledge base built from the website and PDFs |
| Meta (Messenger, Instagram DM) | ManyChat, GoHighLevel | Comment automation, story replies, DM funnels |
| Official WhatsApp | Meta WhatsApp Cloud API, Twilio | Verified green-tick business account at unlimited capacity |
| Workflow and database | n8n, Make | Chat data into CRM (MiniCRM, HubSpot) and invoicing (Billingo, Számlázz.hu) |
| AI engine | Fast small models (Claude Haiku class) | Sub-second replies, cents per conversation, excellent Hungarian |
Source: AI Automation Market Report and Practical Guide (2025–2026)
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