Finance & Banking chatbot template
Loan Pre-qualification Bot
Check loan eligibility with a few questions. Copy this flow into your workspace and customise it in minutes.
W
WaNexus
Official business account
LOAN10:10
Overview
Triggers that start this flow
Flows can start in several ways — choose any combination when you activate the template.
- Keyword: “LOAN”
- Template button reply
- QR code scan
- Click-to-WhatsApp ad
Flow
How the flow works
trigger
Keyword “LOAN”, QR code or ad click
Starts the flow
buttons
Welcome + menu
Check loan eligibility with a few questions.
Personal loanHome loanBusiness loan
condition
Branch on answer
Route users down different paths
message
Confirmation
Summarises what happens next
end
Tag contact & end
Tag “finance & banking-lead”, notify team if needed
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