ChatFlow
Start free trial
ChatFlow guides

Evaluate the customer journey before choosing the software.

Practical guidance for teams connecting WhatsApp conversations to bookings, product sales, payments, portals, fulfilment, and human-controlled operations.

Start here

Three practical evaluation guides.

Each guide gives buyers a useful framework they can apply before or during a product evaluation.

01
Workflow guide

How a conversation becomes completed work

Follow the authority steps from a natural-language request to a valid booking, order, payment, and handoff.

Read the workflow
02
Buyer guide

Choose the right customer portal

Understand when a conversation should continue in booking, order, combined checkout, or human review.

Compare portal paths
03
Trust guide

Evaluate AI selling with clear boundaries

Ask what recommends, what validates price and stock, what requires confirmation, and when a person takes over.

Review the boundaries
Guide 01 · Conversation to work

Separate helpful conversation from operational commitment.

A reliable workflow moves through five authority stages. The conversation can identify the service or product intent, but the next state advances only after the relevant system checks pass.

  1. UnderstandCapture service need, product intent, timing, budget, and customer context.
  2. ValidateCheck staff, availability, inventory, price, policy, and required details.
  3. CollectApply the correct deposit, payment, milestone, or approved offline option.
  4. ConfirmCommit the booking, order, or combined transaction only after validation.
  5. HandoffAssign the service, pickup, delivery, fulfilment, or human review.
Guide 02 · Customer portals

Give customers a clear next step beyond the chat.

Portals are structured continuations of WhatsApp—not replacements for it. Use the surface that matches the decision the customer needs to make.

Public booking portalService selection, availability, intake, and appointment confirmation.
Customer order portalProduct selection, checkout, fulfilment, and order activity.
Internal operational workspaceTeam-facing conversations, bookings, orders, payments, assignments, and control.
Guide 03 · Controlled AI selling

Ask who owns the truth behind every recommendation.

Useful AI can explain configured options and prepare the next step. A serious evaluation should verify the authority behind price, stock, promotion, payment, fulfilment, and customer confirmation.

  • Which catalogue and customer data ground the recommendation?
  • Is current price and stock checked before the customer confirms?
  • Can a cart or order change without explicit customer confirmation?
  • What happens when a promotion, refund, or sensitive request is outside policy?
  • Can an authorized person take over with the complete context?
Evaluation checklist

Bring the real operating questions to the demo.

The most useful evaluation starts with service rules and exceptions, not a generic checklist of AI features.

  • Which enquiries arrive through WhatsApp today?
  • What makes a service, product, staff member, location, slot, or price valid?
  • When is a deposit, milestone, or full payment required?
  • Which people need visibility, assignment, approval, or takeover?
  • Which booking, order, pickup, delivery, or follow-up states must stay visible?
From evaluation to fit

Try the workflow with your own operation.

Turn the questions from these guides into a saved workspace, then start the seven-day trial when your essential setup is ready.

Start free trialBook a tailored demo

7 days of Growth · 100 AI responses · no card · starts only after setup

Workspace preparedBooking + commerce pathQuestions ready · Workflow grounded