Skip to content
16 Workflow Templates

AI Workflow Templates for Every Business

Production-ready automation workflows for appointment booking, lead qualification, support triage, and more. Deploy in minutes, no code required.

Clone a production-ready workflow and customize it for your business in minutes.

Built-in tools for calendar, email, forms, and human handoff — no integrations needed.

Smart branching, error handling, and multi-channel support out of the box.

Lead Qualification

Qualify incoming leads by asking key questions, scoring intent, and routing high-value prospects to your sales team.

UniversalBeginner

Best For: Sales teams, agencies, B2B companies

Appointment Booking

Let your AI agent check availability, book appointments, and send confirmations — fully automated.

UniversalBeginner

Best For: Service businesses, consultants, clinics

Support Triage

Classify incoming issues, auto-answer FAQs, and escalate complex cases to the right team.

UniversalIntermediate

Best For: Customer support teams, SaaS companies

FAQ + Escalation

Answer questions from your knowledge base and hand off to a human when the AI isn't confident.

UniversalBeginner

Best For: Any business with a knowledge base

Contact Capture

Engage website visitors in natural conversation and collect their contact information organically.

UniversalBeginner

Best For: Marketing teams, lead generation

Missed Lead Recovery

Re-engage visitors who left without converting by sending follow-up messages and offers.

UniversalIntermediate

Best For: E-commerce, SaaS, service businesses

Validated Lead Capture

Capture leads with built-in validation — verify email format, phone numbers, and required fields.

UniversalBeginner

Best For: Sales teams, real estate, insurance

Clinic Appointment

Healthcare-specific booking with symptom pre-screening, insurance verification, and appointment scheduling.

Industry-SpecificIntermediate

Best For: Clinics, hospitals, dental practices

Real Estate Lead Capture

Qualify property inquiries, capture buyer preferences, and schedule viewings automatically.

Industry-SpecificIntermediate

Best For: Real estate agents, property managers

E-Commerce Support

Handle order inquiries, returns, product recommendations, and shipping questions automatically.

Industry-SpecificIntermediate

Best For: Online stores, D2C brands

Agency Intake Flow

Collect project requirements, budget, and timeline from potential clients through guided conversation.

Industry-SpecificAdvanced

Best For: Digital agencies, consulting firms

Ad Lead Follow-Up

Instantly engage leads from ad campaigns with personalized follow-up conversations.

Growth & MarketingIntermediate

Best For: Performance marketing, paid ads teams

WhatsApp First Response

Provide instant automated responses on WhatsApp with smart routing and escalation.

Growth & MarketingBeginner

Best For: Businesses using WhatsApp for customer communication

Demo Booking Funnel

Qualify prospects and book product demos through an intelligent conversational funnel.

Growth & MarketingAdvanced

Best For: SaaS companies, B2B sales teams

Ticket Routing

Automatically categorize and route support tickets to the right team or individual.

OperationsAdvanced

Best For: Support operations, IT helpdesks

Human Handoff Logic

Smart escalation workflow that transfers conversations to humans with full context preserved.

OperationsIntermediate

Best For: Any team with human support agents

Ready to Automate?

Pick a template, customize it for your business, and go live in minutes.

Start Building Free

Built for Real Business Workflows

Each template is a complete, tested workflow with built-in tools, smart branching, and error handling. Clone, customize, and go live instantly.

Stop maintaining chatbots. Ship an AI agent.

Build your first agent

in under an hour.

Pick a template, connect your content, and deploy across every channel. Your free plan is ready when you are.

Free forever plan
No credit card
Production-ready in under an hour
    AI Workflow Templates for Every Business | Chatloom