A useful starting point for your next workflow
Explore everyday conversations, see their steps and adapt the idea in the Hosqi builder. Each example explains what you need and where your team joins in.
Workflow example library
6 examples
These are sample workflow plans. Build and review your version in Hosqi, then check the connected services before publishing and switching it on.
Answer a common question, with a route to your team
For service questions that repeat throughout the day: prices, opening hours, delivery terms or what to bring to a visit.
Answer a common question, with a route to your team
For service questions that repeat throughout the day: prices, opening hours, delivery terms or what to bring to a visit.
- Prepare
- Current answers in your knowledge sources and a person or team to receive handoffs.
- Starts when
- A customer sends a message to the connected channel.
Understand the question
Use an AI step with the relevant business information.
Give the answer
Reply using the available information and offer the customer a next step.
Handle uncertainty
If information is missing or the customer asks for a person, route the conversation to your team.
The next stepThe customer gets an answer or reaches a person with the conversation history.
Turn an inquiry into a lead
For a customer interested in a service who needs a follow-up from your sales team.
Turn an inquiry into a lead
For a customer interested in a service who needs a follow-up from your sales team.
- Prepare
- The details your team needs, a CRM pipeline and a clear person responsible for following up.
- Starts when
- The customer selects an option such as “Request a consultation”.
Ask what they need
Collect the service or product they are interested in.
Collect the necessary details
Ask for a name and the contact details needed for the agreed follow-up.
Save the lead
Create the CRM entry and map the answers to the right fields.
Tell the customer what comes next
Confirm that the request has been received and pass it to the team.
The next stepYour team has a lead and the context needed to continue the conversation.
Arrange a service appointment in the chat
For consultations, trial sessions or visits with a defined duration and working schedule.
Arrange a service appointment in the chat
For consultations, trial sessions or visits with a defined duration and working schedule.
- Prepare
- A connected Google Calendar, working hours, service duration and your booking questions.
- Starts when
- The customer chooses to book a visit.
Choose a service
Ask which appointment the customer needs.
Offer available times
Use the configured calendar and let the customer choose a slot.
Collect booking details
Ask for the details needed to identify and contact the visitor.
Confirm the reservation
Create the calendar event and show a confirmation after the reservation succeeds. Route unavailable or failed bookings to an alternative path.
The next stepA successful reservation appears in the calendar; your team can handle exceptions.
Send a support request to the right person
For teams that receive several kinds of question through the same channel.
Send a support request to the right person
For teams that receive several kinds of question through the same channel.
- Prepare
- A short list of request types and the people or teams who handle each one.
- Starts when
- A customer asks for help.
Offer a clear choice
Ask whether the request is about a service, an existing order or another issue.
Collect the context
Ask for a short description and any reference your team needs.
Route the conversation
Assign the matching person or team and let them continue in the inbox.
The next stepThe responsible person receives the request with the details already collected.
Collect interest in a course or program
For training teams that answer program questions and organize follow-ups with prospective students.
Collect interest in a course or program
For training teams that answer program questions and organize follow-ups with prospective students.
- Prepare
- Program descriptions, schedule information and the details you need for a follow-up.
- Starts when
- A prospective student asks about a program.
Find the right program
Ask about the subject and preferred learning format.
Explain the available option
Share the current information you have prepared for that program.
Save the inquiry
Collect the agreed contact details and create a lead for the admissions team.
The next stepYour team can follow up with the student's interests already recorded.
Prepare a request for a tailored quote
For agencies, repair services and B2B teams that need a brief before they can give a price.
Prepare a request for a tailored quote
For agencies, repair services and B2B teams that need a brief before they can give a price.
- Prepare
- The questions your team uses to estimate the work and a CRM stage for new requests.
- Starts when
- A customer asks for a quote.
Understand the work
Ask what is needed, the scope and the preferred timing.
Confirm the details
Let the customer review the key answers before the request is saved.
Pass it to the team
Create a CRM entry so a person can review the request and prepare the actual offer.
The next stepYour team receives a structured brief to review before giving a quote.
Build the version that fits your business
Choose one example, prepare your information and adapt the steps in the visual builder.