Finance & Banking chatbot template
Tax Helper Bot
Answer tax-filing questions and book a CA. Copy this flow into your workspace and customise it in minutes.
W
WaNexus
Official business account
TAX10:10
Overview
Triggers that start this flow
Flows can start in several ways — choose any combination when you activate the template.
- Keyword: “TAX”
- Template button reply
- QR code scan
- Click-to-WhatsApp ad
Flow
How the flow works
trigger
Keyword “TAX”, QR code or ad click
Starts the flow
buttons
Welcome + menu
Answer tax-filing questions and book a CA.
ITR filingDocumentsBook a CA
handoff
Human handoff
Assign the chat to the right team
message
Confirmation
Summarises what happens next
end
Tag contact & end
Tag “finance & banking-lead”, notify team if needed
Explore more
Related on the platform
Start WhatsApp marketing in 10 minutes
14-day free trial. No credit card required.