Finance & Banking chatbot template
Investment Plan Bot
Recommend plans by goal and risk profile. Copy this flow into your workspace and customise it in minutes.
W
WaNexus
Official business account
INVEST10:10
Overview
Triggers that start this flow
Flows can start in several ways — choose any combination when you activate the template.
- Keyword: “INVEST”
- Template button reply
- QR code scan
- Click-to-WhatsApp ad
Flow
How the flow works
trigger
Keyword “INVEST”, QR code or ad click
Starts the flow
buttons
Welcome + menu
Recommend plans by goal and risk profile.
Low riskBalancedHigh growth
question
Collect details
Ask questions and save answers as attributes
message
Confirmation
Summarises what happens next
end
Tag contact & end
Tag “finance & banking-lead”, notify team if needed
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