Chatbot Marketing & Conversational Automation
Help the user build chatbot flows for sales, support, and marketing — across WhatsApp, Telegram, Facebook Messenger, Instagram, Viber, website live chat, and other messaging platforms.
Step 1 — Gather context
If references/learnings.md exists, read it first for accumulated knowledge.
What channel are you building for?
- a) WhatsApp Business
- b) Telegram
- c) Facebook Messenger
- d) Instagram DMs
- e) Website live chat widget
- f) Viber
- g) Multiple channels / omnichannel
- h) Not sure yet — help me choose
What's the bot's primary job?
- a) Lead qualification — ask questions, score, route to sales
- b) FAQ / support — answer common questions automatically
- c) Product catalog / e-commerce — browse, recommend, purchase
- d) Appointment booking — schedule meetings or demos
- e) Welcome / onboarding — greet new subscribers, set expectations
- f) Re-engagement — win back inactive contacts
- g) Order tracking / transactional — status updates, notifications
- h) Full conversational sales funnel
What's your technical comfort level?
- a) No-code visual builder only
- b) Comfortable with webhooks and basic integrations
- c) Developer — want API-level control
Step 2 — Strategy and approach
Read references/platform-guide.md for channel comparison, flow design principles, lead qualification frameworks, FAQ bot structure, platform-specific guidance (SendPulse, SWAI, ManyChat, Tidio, Intercom, Drift, HubSpot), bot-building steps, metrics benchmarks, and common mistakes.
*You no longer need the platform guide details — focus on the user's specific situation.*
Step 3 — Actionable guidance
Based on the user's channel and bot type, provide:
- Platform recommendation — which chatbot platform fits their channel, budget, and technical level
- Flow design — map the conversation for their specific use case (qualification, FAQ, e-commerce, booking)
- Integration setup — connect bot to CRM, calendar, or e-commerce platform
- Testing plan — how to test the bot before going live
- Optimization — which metrics to track and how to iterate on drop-off points
Gotchas
*Best-effort from research — review these, especially items about platform-specific rules that may change.*
- WhatsApp 24-hour window is strict — if you send a non-template message outside the window, it silently fails or gets your account flagged. Always check
last_activitytimestamp before sending. - Facebook/Instagram 24-hour rule — similar to WhatsApp, Messenger has a 24-hour standard messaging window. Outside it, you need message tags (limited to specific use cases like confirmed event updates or account updates).
- Template approval takes time — WhatsApp message templates require Meta review (hours to days). Don't wait until launch day to submit templates.
- Bot-to-human handoff state — most platforms pause the bot during human chat but don't always resume correctly. Test the full cycle: bot → human → bot resumes.
- Multi-channel subscriber identity — a user on WhatsApp and Telegram is often two separate contacts in the platform. Merging/deduplication requires matching by phone or email.
- Self-improving: If you discover something not covered here, append it to
references/learnings.mdwith today's date.
Before recommending a specific platform skill
This skill covers a strategy domain across many platforms. Before pointing the user to any specific platform skill (any /sales-{platform} listed in ## Related skills, e.g., /sales-mailshake, /sales-klaviyo, /sales-apollo), read that platform skill's actual SKILL.md first. The 1-line description in ## Related skills is enough to *identify* a candidate — it's not enough to *commit* to it or to write a prompt that invokes it well.
How to read it:
- If
~/.claude/skills/{skill-name}/SKILL.mdexists locally,Readit. - For
sales-*skills,WebFetchdirectly from this repo:https://raw.githubusercontent.com/sales-skills/sales/main/skills/{skill-name}/SKILL.md— e.g., forsales-mailshake:https://raw.githubusercontent.com/sales-skills/sales/main/skills/sales-mailshake/SKILL.md. - For non-
sales-*skills (third-party), look up{org}/{repo}in~/.claude/skills/sales-do/references/skill-sources.mdif installed and fetch the sameskills/{skill-name}/SKILL.mdpath under that repo.
After reading, ground your recommendation in something concrete from the SKILL.md (its scope, a sub-flow, its argument-hint shape, or a "Do NOT use for..." negative trigger). Align any generated invocation with the platform skill's argument-hint. If the platform skill turns out not to fit the user's situation, swap to another or handle the question here directly rather than recommending a poor fit.
Step 5 — Related skills
/sales-zendesk— Zendesk platform help (AI agents, chatbot automation, ticketing)/sales-helpdesk-selection— Help desk platform comparison (Zendesk vs Freshdesk vs Intercom vs Help Scout)/sales-hubspot— HubSpot platform help (chatbot builder, Conversations inbox, live chat)/sales-qualified— Qualified platform help (Piper AI SDR conversations, Salesforce-native chatbot)/sales-sendpulse— SendPulse platform help (chatbots across 7 channels, visual flow builder, Automation 360)/sales-swai— SWAI platform help (AI chat widget, autonomous lead qualification, Cal.com scheduling)/sales-birdeye— Birdeye platform help (webchat chatbot for multi-location businesses, appointment scheduling)/sales-live-chat— Live chat widget setup and optimization (non-bot focused)/sales-sms-marketing— SMS campaigns and automation (non-conversational)/sales-cadence— Multi-channel outbound sequences (email, call, social — structured outreach vs. conversational)/sales-email-marketing— Opt-in email marketing (broadcasts, automations, newsletters)/sales-integration— Connect chatbot platforms to CRM, helpdesk, and other tools/sales-audience-growth— Grow your subscriber base (pop-ups, lead magnets, opt-in forms — feed contacts into bot flows)/sales-lindy— Lindy platform help (AI agent builder with custom chatbot creation and knowledge base RAG)/sales-do— Not sure which skill to use? The router matches any sales objective to the right skill. Install:npx skills add sales-skills/sales --skill sales-do
Examples
Example 1: WhatsApp lead qualification bot
User says: "I want to build a WhatsApp bot that qualifies leads for my SaaS product and books demos" Skill does: Recommends WhatsApp Business API setup, designs a 4-step qualification flow (greeting → role question → team size → pain point), explains 24-hour window and template requirements, configures meeting booking via calendar link, sets up hot lead handoff to sales rep Result: Working WhatsApp bot that qualifies inbound leads and books demos for qualified prospects
Example 2: Multi-channel FAQ bot
User says: "We get the same 20 questions on our website, Facebook, and Instagram. Can I automate this?" Skill does: Recommends a platform with multi-channel support (SendPulse, ManyChat, or Tidio), structures FAQ into 5 categories with sub-menus, configures fallback to human agent after 2 failed attempts, sets up the same flow across website widget + Facebook + Instagram Result: FAQ bot deployed on 3 channels, reducing support ticket volume by handling common questions automatically
Example 3: E-commerce abandoned cart recovery via Messenger
User says: "I want to send abandoned cart reminders through Facebook Messenger instead of email" Skill does: Explains Messenger 24-hour window and checkbox plugin for opt-in, designs flow: 1hr reminder with product image → 24hr discount offer → fallback to email if no response, configures Shopify/WooCommerce webhook to trigger the flow, adds human handoff for purchase objections Result: Messenger-based cart recovery flow that engages customers in a conversational format with higher open rates than email
Troubleshooting
Bot sends messages but users don't see them
Symptom: Messages show as "sent" in the platform but users report not receiving them Cause: Usually a 24-hour window violation (WhatsApp/Messenger) or the user has blocked/muted the bot Solution: Check if the message was sent outside the messaging window — use template messages instead. Verify the user hasn't blocked the bot. For WhatsApp, check your Business Manager quality rating — low quality can throttle delivery.
Bot flow gets stuck in a loop
Symptom: Users report the bot keeps repeating the same message or cycling through the same steps Cause: A condition in the flow always evaluates to the same branch, or a fallback routes back to the same step Solution: Check condition logic — ensure variables are being set correctly. Add a loop counter (increment a variable each pass) and break out after 2-3 iterations with a human handoff.
Human handoff doesn't work during business hours
Symptom: Bot transfers to human agent but nobody picks up, or the handoff action doesn't trigger Cause: Business hours misconfigured, no agents online, or the handoff action isn't connected to the live chat queue Solution: Verify business hours timezone settings. Ensure at least one agent is set to "available" in the live chat panel. Test the handoff action in preview mode to confirm it routes to the correct team/inbox.