AI Chatbot & Agent Workflows That Answer and Act
Built by Orbelyxa · 5 workflows
WhatsApp · Messenger · Instagram · RAG · OpenAI · Claude
These chatbots and AI agents answer questions, qualify leads and hand off to a person when needed. They run on the channels your customers already use.
HOW TO GET A WORKFLOW
Workflows are shared on request. Message us on WhatsApp or email rasel.m@automexa.com with the workflow name and the tools you use. We'll confirm it fits and send it with setup notes, or set it up and test it for you.
WhatsApp AI Chatbot with Follow-up
Problem: WhatsApp messages pile up and customers wait for answers.
HOW IT WORKS
- 1A customer messages your WhatsApp number
- 2The AI answers using your business info
- 3Details are collected and saved to the CRM
- 4A follow-up is sent if the chat goes quiet
Fast WhatsApp answers around the clock.
Related guide →Support FAQ Bot (RAG)
Problem: Your team answers the same questions every day.
HOW IT WORKS
- 1Your docs and FAQs are added to a knowledge base
- 2A question is matched to the most relevant content
- 3The bot answers from that content only
- 4Unanswered questions are logged for review
Accurate answers from your own content.
Related guide →Lead Qualification Bot
Problem: Your team spends time on chats that are not real buyers.
HOW IT WORKS
- 1The bot greets a new visitor
- 2It asks a few qualifying questions
- 3Answers are scored against your rules
- 4Qualified leads are booked or sent to sales
Only qualified leads reach your team.
Related guide →Messenger & Instagram Assistant
Problem: Social messages are answered late or not at all.
HOW IT WORKS
- 1A message arrives on Messenger or Instagram
- 2The assistant replies in your brand voice
- 3Product links or booking options are shared
- 4The chat is saved and tagged
Every social message gets a quick reply.
Related guide →Human Handoff Router
Problem: Bots keep chatting when a person should step in.
HOW IT WORKS
- 1The bot detects frustration or a complex request
- 2It tells the customer a person will reply
- 3The full chat is sent to the right team member
- 4The bot pauses until the person closes the chat
Smooth handoffs with the full context.
Related guide →Need Something Different?
Every business runs a little differently. We adjust any of these workflows to your CRM fields, apps and rules, or build a new one from scratch. Tell us what you need →
Frequently Asked Questions
Want One of These Workflows?
Send us the workflow name and your tools. We reply within 4h.

Animated illustration of an automated workflow, not live client data.