Too Long? Read This First ● Skills are capabilities; tasks are what your AI Agent performs using those skills. ● Explore 100 tasks across 13 industries, including sales, support, bookings, and customer enquiries. ● One WhatsApp AI Agent can handle multiple tasks using prebuilt and custom skills in AiSensy. ● Tasks requiring live data, such as order tracking or appointment availability, need connected APIs or integrations. ● Start with 3–5 common customer tasks and expand automation as your business grows. |
If you don't know yet, AiSensy has launched WhatsApp AI Agents!
These AI Agents help businesses automate customer conversations, handle enquiries, and drive sales directly on WhatsApp. But that's not all.
You can also customise your WhatsApp AI Agent with skills based on your business needs.
Want your AI Agent to qualify leads? Book appointments? Recommend products? Or handle returns and exchanges?
These are just a few tasks your AI Agent can perform using the right skills.
The result?
Faster resolutions, more sales opportunities, and less manual work for your team.
In this blog, we'll explore 100 practical tasks you can automate using skills in WhatsApp AI Agents, organised by use case and industry.
But first, let's understand what skills are and how they help your AI Agent complete different tasks.
What is a WhatsApp AI Agent?
A WhatsApp AI Agent is an AI-powered assistant that helps businesses automate customer conversations, handle enquiries, and complete tasks directly on WhatsApp.
Unlike traditional chatbots that follow predefined flows, WhatsApp AI Agents understand customer requests and take relevant actions based on their needs.
But how do they perform these tasks? With the help of skills.
Skills give your AI Agent the ability to handle different customer requests. For example, you can configure skills that help your AI Agent:
- Qualify leads by collecting customer requirements.
- Recommend products based on customer preferences.
- Book appointments by checking available slots.
- Track orders and share delivery updates.
- Handle support requests and escalate complex issues.
With AiSensy's WhatsApp AI Agents, you can use prebuilt and custom skills to automate these tasks based on your business needs.
This means faster customer responses, more sales opportunities, and less manual work for your team.
Understanding Skills in WhatsApp AI Agent
Skills are the capabilities that help your WhatsApp AI Agent understand customer requests and perform different tasks.
For example, Appointment Booking is a skill that allows your AI Agent to schedule appointments. Depending on your business, it can use this skill to book a doctor's consultation, arrange a property visit, or schedule a test drive.
Each skill defines when the agent should use it, which instructions to follow, and which tools it can access.
One WhatsApp AI Agent holds all your skills. When a message comes in, it works out what the customer wants and picks the skill that fits.
You don't need a separate AI Agent for every task.
Here's how skills, tasks, knowledge, and actions work together:
| Component | What it does | Example |
|---|---|---|
| Skills | Define the capabilities of your AI Agent | Appointment Booking |
| Tasks | Specific jobs the agent performs using its skills | Book a test drive |
| Knowledge | Provides the information the agent needs | Vehicle models, showroom timings |
| Actions | Connect the agent to business systems | Check available slots and confirm a booking |
In simple terms, skills give your AI Agent capabilities, while tasks are the specific things it accomplishes for customers. Knowledge and connected actions help it complete those tasks accurately.
How do the Skills in WhatsApp AI Agent Work?
The skills in a WhatsApp AI Agent are activated when a customer sends a message or interacts with your business on WhatsApp. The AI Agent understands the customer's request and selects the appropriate skill to complete the task.
For proactive marketing messages, reminders, or promotional campaigns, businesses can use separate WhatsApp automation. When customers reply to those messages, the AI Agent can continue the conversation and assist them based on their requirements.
Read More: WhatsApp AI Agent: Benefits, Use Cases & How It Works
Prebuilt vs Custom Skills in AiSensy
AiSensy allows you to configure both prebuilt and custom skills to automate different customer-facing tasks.
Prebuilt skills help your AI Agent handle common requirements such as answering FAQs, qualifying leads, assisting with sales, and booking appointments.
Custom skills let you define additional capabilities based on your business needs. You can specify when the agent should use a skill, what instructions it should follow, and which connected tools it needs.
For example, you can configure a custom skill to handle warranty registrations, customer complaints, or other business-specific requests.
| Prebuilt skill | What it handles | What it needs |
|---|---|---|
| FAQ / Support | General questions about products, pricing, policies, hours and delivery areas | Knowledge and FAQs |
| Lead Qualification | Captures need, budget and timeline, then scores and routes the lead | Your qualifying questions, a threshold and a routing rule |
| Sales | Guided selling, from choosing a product to paying for it | Products and Payments |
| Appointment Booking | Checks, books, reschedules and cancels slots | A scheduling tool or API |
| Human Handoff | Moves the chat to your team with the full conversation | Trigger phrases and a handoff message |
Custom skills cover everything else.
You open Add Skills, click Create custom and describe the job in plain words. Draft with AI writes the first version. Then you review three fields: Icon & name, When should the agent use it? and Instructions.
Once a skill is added, prebuilt or custom, you can expand it and connect:
- Questions to collect, saved straight to the customer's contact profile
- Connected tools and APIs, for live data and actions
- Templates the agent can send
- A Click-to-WhatsApp ad, so the skill handles that ad's leads
- Your CRM, plus a chatbot flow the skill can trigger
Want to see skills working together on real pages? Browse the WhatsApp AI Agent Library.
You may also like: WhatsApp AI Agent vs Chatbot: Which One Is Better?
How to Choose the Right Tasks to Automate With Your WhatsApp AI Agent
Not sure which tasks your WhatsApp AI Agent should handle first?
Start by looking at the questions and requests your customers send most often.
For example, do customers frequently ask about product availability, appointment slots, order status, or pricing?
These are good starting points for automation.
Here's how you can decide what to automate:
- For common questions: Use the FAQ / Support skill with your business Knowledge.
- For sales enquiries: Use Lead Qualification or Sales skills to understand customer needs and recommend relevant products.
- For bookings: Use the Appointment Booking skill with a connected scheduling system.
- For tasks requiring live information: Configure the appropriate skill with API actions.
You don't need to automate everything at once. Start with the tasks your team handles most frequently, then expand based on customer requirements.
Not sure where to begin? Start with these:
| Business type | Tasks to automate | Skills to configure |
|---|---|---|
| E-commerce & D2C | Product recommendations, order tracking, checkout | Sales, FAQ / Support, custom skills |
| Education | Admission enquiries, student qualification, counselling bookings | Lead Qualification, Appointment Booking, FAQ / Support |
| Healthcare | Patient FAQs, doctor appointments, clinical escalation | FAQ / Support, Appointment Booking, Human Handoff |
| Real Estate | Buyer qualification, property recommendations, site visits | Lead Qualification, Sales, Appointment Booking |
| Travel | Package enquiries, availability checks, booking deposits | FAQ / Support, Sales, custom skills |
| Salons, Gyms & Restaurants | Service enquiries, reservations, membership sales | FAQ / Support, Appointment Booking, Sales |
| B2B & SaaS | Lead qualification, demo bookings, support tickets | Lead Qualification, Appointment Booking, custom skills |
Tasks you can automate easily with a WhatsApp AI Agent
Every industry handles different customer requests. An e-commerce brand may need help with product recommendations and order tracking, while a real estate business may want to automate property enquiries and site visits.
With the right skills, your WhatsApp AI Agent can handle these tasks when customers message your business.
We've organised 100 practical tasks across 13 industries to help you find the ones most relevant to your business.
Explore your industry below and see what you can automate with AiSensy.
How to Automate These Tasks Using Skills in AiSensy
We have organised these tasks by industry to help you find the ones relevant to your business. You can use the examples below to configure the right skills in your AiSensy WhatsApp AI Agent.
We have listed 100 tasks your WhatsApp AI Agent can handle, along with the skills and configurations needed to automate them.
Each example includes a task name, when the agent should handle it, instructions to follow, and the tools or integrations required.
You can use these examples to configure your AI Agent in AiSensy based on your business requirements.
Enter details such as:
- What kind of skill is this? Task or Lead Qualification (Pick one)
- Describe what this skill should do
- Choose Icon & Name
- When should the agent use it?
- Instructions
The line under each box shows what the skill needs. Where it names a prebuilt skill, switch that on first and use the box as your setup checklist.
Ecommerce & D2C Brands
A WhatsApp AI Agent helps customers find products, place orders, track deliveries, and handle returns or exchanges. It helps your business convert more enquiries into sales, and improve customer satisfaction, while saving your team hours of manual work.
1. Recommend Available Products Based on Customer Needs
Name: Product Finder
When should the agent use it?
When a customer describes what they're looking for or asks for product suggestions based on their preferences, budget, or requirements.
Instructions:
Ask up to two questions to understand the customer's needs and budget. Recommend up to three relevant products from the catalogue, along with their prices and images. Check availability using updated catalogue data or a connected inventory system before confirming that a product is in stock.
Build with: Prebuilt Sales skill + Products + Media + Updated catalogue or inventory API
2. Find the Right Size and Fit
Name: Size Advisor
When should the agent use it?
When a customer seeks assistance with choosing the right product size, understanding size charts, or finding a suitable fit based on their measurements or preferences.
Instructions:
Ask for their usual size or measurements. Match them to the size chart in Knowledge and recommend one size. If they fall between sizes, explain how the fit runs.
Build with: Prebuilt Sales skill (size / fit advice) + Knowledge
3. Answer Ingredient and Material Questions
Name: Product Details
When should the agent use it?
The customer asks what a product contains, how to use it or whether it suits them.
Instructions:
Answer only from the product details in Knowledge. For medical or allergy concerns, suggest checking with a doctor. Never make a claim the product page doesn't make.
Build with: Prebuilt FAQ / Support skill + Knowledge
4. Handle Price Objections
Name: Price Objections
When should the agent use it?
When a customer expresses concerns about product or service pricing, finds the cost too high, or requests a discount or better offer.
Instructions:
Acknowledge the concern. Share the value points and any approved offer from Knowledge, or suggest a lower-priced alternative. Never invent a discount.
Build with: Prebuilt Sales skill (Objections and responses)
5. Upsell and Cross-Sell When It Fits
Name: Smart Add-Ons
When should the agent use it?
When a customer shows interest in a product, selects an item for purchase, or asks about complementary products, upgrades, or relevant add-ons.
Instructions:
Suggest one add-on that matches what they're buying, with its price. If they say no, move straight to payment. Never suggest more than one add-on per order.
Build with: Prebuilt Sales skill (cross-sell / upsell) + Products
6. Check Stock and Availability
Name: Stock Check
When should the agent use it?
When a customer enquires about product availability, stock status, or specific variants such as size, colour, or model.
Instructions:
Ask for the exact product and variant. Check live stock and share the result. If it's out of stock, suggest the closest alternative that's available.
Build with: Custom skill + API action (store or inventory)
7. Close the Sale With a Payment Link
Name: Checkout in Chat
When a customer confirms their purchase decision, is ready to place an order, or requests a payment link to complete the transaction.
Instructions:
Confirm the product, quantity and final price. Send the secure payment link and explain what happens after payment. Never call an order paid before the payment is confirmed.
Build with: Prebuilt Sales skill + Payments
8. Help COD Customers Switch to Prepaid Orders
Name: COD to Prepaid
When should the agent use it?
When a customer chooses Cash on Delivery while placing an order through an active WhatsApp conversation.
Instructions:
Explain the benefits of prepaid orders, such as an available discount or faster dispatch, only if these are approved offers. Ask if the customer would prefer to pay online. If they agree, share a secure payment link. If they prefer COD, proceed without insisting on prepaid payment.
Build with: Prebuilt Sales skill (COD to prepaid nudge)
9. Help Shoppers Stuck at Checkout
Name: Checkout Help
When should the agent use it?
The shopper can't complete checkout, like "My coupon isn't applying" or "The page won't load." Do NOT use it for failed or deducted payments.
Instructions:
Ask what they see on the screen. Explain the likely cause from Knowledge, like a coupon's minimum order value. If they still can't check out, confirm the items and total, then send a payment link in chat.
Build with: Custom skill + Knowledge + Payments
10. Build Gift Bundles by Budget and Occasion
Name: Gift Finder
When should the agent use it?
When a customer seeks gift recommendations based on their budget, occasion, recipient, or personal preferences.
Instructions:
Ask who it's for, the occasion and the budget. Suggest up to three products or one bundle within budget. Mention gift wrapping or a gift note if you offer them.
Build with: Prebuilt Sales skill + Products
11. Track Orders and Deliveries
Name: Order Tracking
When should the agent use it?
When a customer enquires about their order status, shipment tracking, delivery progress, or expected delivery date.
Instructions:
Ask for the order ID and check it matches the phone number. Share the live status, courier and expected delivery date. If the order is delayed, apologise and share the next step.
Build with: Custom skill + API action (order system)
12. Process Returns and Exchanges
Name: Returns & Exchange
When should the agent use it?
When a customer requests a product return, replacement, or exchange due to damage, defects, incorrect items, sizing issues, or other concerns. The AI agent can collect relevant details, understand the issue, and forward the request to a human agent for review. Final eligibility checks, approval, and confirmation of returns or exchanges will be handled by a human agent.
Instructions:
Ask for the order ID, the item, and the reason for the return or exchange, one at a time. Collect any additional details required and check the request against the available return policy. Do not confirm eligibility, approve the request, or promise a pickup. Instead, forward the collected details to a human agent for final eligibility verification and approval. Inform the customer that the team will review their request and share the next steps.
Build with: Custom skill + API action
13. Help Customers Place Repeat Orders
Name: Quick Reorder
When should the agent use it?
When a customer requests to reorder previously purchased products or repeat an earlier order.
Instructions:
Retrieve the customer's previous order from the connected system. Share the order details and ask if they want to make any changes to the items or quantities. Confirm product availability, updated prices, and the final order total. Once the customer confirms, share a payment link to complete the purchase.
Build with: Custom skill + API action (order history) + Payments
14. Update Customer Details on Request
Name: Update My Details
When should the agent use it?
When a customer requests to update their name, delivery address, email, or other account details associated with an online store.
Instructions:
Ask which details the customer wants to update. Verify their identity and collect the new information. Update the customer profile or delivery details through the connected e-commerce system. Confirm the changes only after they have been saved successfully. For orders already placed, check whether the delivery details can still be modified.
Build with: Custom Skill + Contact Update Action + API Action (E-commerce or Order Management)
15. Change or Cancel Orders Before Dispatch
Name: Order Changes
When should the agent use it?
The customer wants to change the address or cancel an order that hasn't shipped.
Instructions:
Check the order ID against the phone number. If the order hasn't shipped, confirm the change with the customer before making it. Share the updated details once it's done.
Build with: Custom skill + API action (confirmation on)
Real Estate
A WhatsApp AI Agent can qualify property enquiries, recommend matching listings, share project details, and book site visits. It helps real estate businesses identify serious buyers and turn more enquiries into property visits.
16. Match Buyers to the Right Listings
Name: Property Finder
When should the agent use it?
When a customer enquires about available residential or commercial properties based on their location, budget, property type, or specific requirements.
Instructions:
Ask whether the customer is looking for residential or commercial property. Collect their preferred location, budget, property size, and intended use. For residential properties, ask about BHK preferences or possession timelines when relevant. Recommend matching properties from the available listings and share verified prices and details.
Build with: Custom skill + Knowledge (property listings) + Property Inventory API (for live availability)
17. Book Site Visits
Name: Site Visit Booking
When should the agent use it?
When a customer requests to schedule a site visit, property viewing, or an in-person tour of a residential or commercial property.
Instructions:
Ask for the project and preferred date. Offer open visit slots and confirm the booking. Share the location pin and the name of the person who will meet them.
Build with: Prebuilt Appointment Booking skill + calendar API
18. Share Floor Plans and Brochures
Name: Project Brochure
When should the agent use it?
When a customer requests property brochures, floor plans, project images, pricing details, or other information about a specific property or real estate project.
Instructions:
Confirm which project and unit type they mean. Share the floor plan images and the brochure link from Knowledge. Offer a site visit after sharing.
Build with: Knowledge + Media + Lead Qualification
19. Qualify Buyers, Investors and Tenants
Name: Buyer Qualification
When should the agent use it?
When a customer enquires about buying, investing in, or renting a property and shares their requirements, budget, or preferences.
Instructions:
Ask whether they're buying to live in, investing or renting. Then ask about their budget, preferred location, timeline and home loan needs. Once their requirements are collected, direct interested buyers to a sales advisor for further assistance.
Build with: Prebuilt Lead Qualification skill
20. Answer RERA, Possession and Amenity Questions
Name: Project FAQs
When should the agent use it?
When a customer enquires about a property's RERA registration, possession timeline, available amenities, regulatory approvals, or other project-related details.
Instructions:
Answer only from the approved project documents in Knowledge. Share the RERA number when asked. If a detail isn't documented, offer a callback from the sales team.
Build with: Prebuilt FAQ / Support skill + Knowledge
Education & EdTech
Your WhatsApp AI Agent helps students find the right courses, complete applications, and book counselling sessions. This makes admissions easier, converts more enquiries into enrolments, and saves your team time.
21. Qualify Inbound Leads
Name: Student Lead Qualification
When should the agent use it?
When a student or parent enquires about a course, admission eligibility, or enrolment opportunities.
Instructions:
Ask about the student's preferred course, educational qualifications, learning goals and expected admission timeline. Use the institution's eligibility criteria to answer general admission-related questions. Save the relevant details and connect interested students with the admissions team for further eligibility assessment and guidance.
Build with: Prebuilt Lead Qualification skill + Knowledge (admission criteria)
22. Welcome Students from Click-to-WhatsApp Ad Leads
Name: Admission Ad Enquiry
When should the agent use it?
When a student or parent sends a WhatsApp message after clicking a course or admission-related Click-to-WhatsApp ad created through AiSensy and configured in the AI Agent's Ads section.
Instructions:
Identify the course or programme featured in the configured ad. Share relevant details such as eligibility, fees and admission dates from Knowledge. Ask about the student's qualifications, course interests and admission timeline. Save their responses as contact attributes and provide relevant information about the next admission steps.
Build with: Ads configuration in AI Agent + Prebuilt Lead Qualification skill + Knowledge
23. Collect and Verify Admission Lead Details
Name: Admission Lead Routing
When should the agent use it?
When a student has shared their academic qualifications, preferred course and admission requirements during a WhatsApp conversation.
Instructions:
Ask about the student's qualifications, preferred course and admission timeline. Refer to the institution's admission criteria in Knowledge to answer general eligibility questions without making final eligibility decisions. Save the student's responses as contact attributes and guide them on how to contact the admissions team for further assessment.
Build with: Prebuilt Lead Qualification skill + Knowledge (admission criteria) + Contact Attributes
24. Sync Qualified Leads to Your CRM
Name: CRM Lead Sync
When should the agent use it?
When a customer shares their requirements and contact details during a WhatsApp conversation and meets the business's lead qualification criteria.
Instructions:
Ask for the customer's name, requirements, budget and contact details. Save the collected information as contact attributes and sync the relevant details to the CRM using a configured API action. Inform the customer about the next steps.
Build with: Prebuilt Lead Qualification skill + Contact Attributes + CRM API Action
25. Answer Course and Institution FAQs
Name: Education FAQs
When should the agent use it?
When a student or parent asks general questions about courses, admission procedures, eligibility, campus facilities, class schedules, or institutional policies.
Instructions:
Answer questions using the institution's Knowledge and FAQs. Share accurate information about programmes, facilities, and academic policies. If the information is unavailable, offer to connect the student with the admissions team. Never invent admission criteria or guarantees.
Build with: Prebuilt FAQ / Support skill + Knowledge + FAQs
26. Answer Admission Enquiries
Name: Admissions
When should the agent use it?
A student or parent asks about eligibility, fees, deadlines or documents for admission.
Instructions:
Ask which course they're interested in and their current qualification. Share eligibility, fees, deadlines and required documents from Knowledge. Never guarantee admission.
Build with: Custom skill + Knowledge
27. Recommend the Right Course or Batch
Name: Course Advisor
When should the agent use it?
When a learner seeks guidance on choosing a suitable course or batch based on their learning goals, interests, qualifications, or preferred schedule.
Instructions:
Ask about their goal, current level and available time, one question at a time. Recommend one course and batch with its fees and start date. Offer a counselling call for bigger decisions.
Build with: Custom skill + Products
28. Book Counselling Calls and Campus Visits
Name: Counselling Booking
When should the agent use it?
When a student or parent requests an admission counselling session, a call with an education counsellor, or a campus visit.
Instructions:
Ask whether they want a call or a visit, and their preferred date. Offer only open slots. Confirm the booking with the counsellor's name or the campus address.
Build with: Prebuilt Appointment Booking skill + calendar API
29. Explain Fee Plans and Scholarships
Name: Fees & Scholarships
When should the agent use it?
When a student or parent enquires about course fees, payment plans, instalment options, EMI facilities, or available scholarships.
Instructions:
Share the fee structure and payment plans from Knowledge. Explain scholarship eligibility in simple steps. Never confirm a scholarship; only the admissions team can.
Build with: Prebuilt FAQ / Support skill + Knowledge
30. Guide Students Through Admission Applications
Name: Application Helper
When should the agent use it?
When a student needs help understanding the admission process, required documents, application deadlines or form submission steps.
Instructions:
Share the admission process, required documents and application deadlines from Knowledge. Answer students' questions about filling out application forms and provide the official admission portal link, if available. Guide them through the next steps and suggest contacting the admissions team for further assistance.
Build with: Custom Skill + Knowledge (admission process)
Healthcare & Clinics
WhatsApp AI Agent handles patient enquiries, books doctor appointments, shares test preparation instructions, and checks lab report status. It helps your clinic respond faster, manage more patients, and reduce the workload on your staff.
31. Help Patients Find the Right Medical Department
Name: Doctor Finder
When should the agent use it?
When a patient asks which medical department or doctor is available for a particular healthcare service or consultation.
Instructions:
Ask what type of consultation or service the patient is looking for. Share relevant departments, available specialists, consultation timings, and booking information from the clinic's approved Knowledge. Do not diagnose conditions or recommend treatments. Refer symptom-based decisions to qualified medical staff and direct emergencies to appropriate emergency services.
Build with: Prebuilt FAQ / Support skill + Knowledge (doctor directory)
32. Share Test Preparation Instructions
Name: Test Prep Guide
When should the agent use it?
When a patient enquires about preparation requirements, fasting guidelines, precautions, or instructions before a medical test, diagnostic scan, or procedure.
Instructions:
Share the preparation steps from Knowledge, like fasting hours, documents and reporting time, as a short checklist. Send medical questions to the clinic team.
Build with: Prebuilt FAQ / Support skill + Knowledge
33. Help Patients Check Lab Report Status
Name: Report Status
When should the agent use it?
When a patient messages the clinic asking whether their medical test results or lab reports are ready.
Instructions:
Verify the patient's identity through the clinic's approved verification process. Check the report status using the connected laboratory system and inform the patient whether it is ready. If available, share a secure report access link. Do not interpret medical results or disclose patient information without appropriate verification.
Build with: Custom skill + Patient Verification + Laboratory Management API
34. Route Clinical Questions to Your Staff
Name: Clinical Escalation
When should the agent use it?
When a patient seeks medical advice regarding symptoms, medications, dosage, test results, or other clinical concerns that require assistance from qualified healthcare professionals.
Instructions:
Identify whether the patient needs medical assistance or has an urgent concern. For possible emergencies, immediately direct them to emergency medical services without delaying them with additional questions. For other clinical queries, collect only the necessary details and transfer the conversation to an authorised healthcare professional. Do not provide diagnoses, prescribe medicines, or interpret test results.
Build with: Custom skill + Human Handoff + Knowledge (approved escalation guidelines)
Automobile Dealers
WhatsApp AI Agent helps customers find the right vehicles, check prices, and book test drives or service appointments. This helps dealerships generate more sales opportunities, increase showroom visits, and save time.
35. Recommend the Right Vehicle
Name: Vehicle Advisor
When should the agent use it?
When a customer seeks car or bike recommendations based on their budget, preferences, intended usage, or desired vehicle features.
Instructions:
Ask about budget, daily use, family size and fuel preference. Recommend up to two models with their key features and price range. Offer a test drive next.
Build with: Prebuilt Sales skill + Products
36. Book Test Drives
Name: Test Drive Booking
When should the agent use it?
When a customer requests to book a test drive for a specific car or bike model at their preferred date, time, or dealership location.
Instructions:
Ask which vehicle model the customer wants to test drive and their preferred location, date, and time. Check available slots through the connected dealership system. Confirm the booking and share the showroom address and appointment details. Offer a home test drive only if the dealership provides this service.
Build with: Prebuilt Appointment Booking skill + Dealership Booking or Calendar API
37. Book Vehicle Service Appointments
Name: Service Booking
When should the agent use it?
When a customer requests to schedule vehicle servicing, routine maintenance, inspection, or repairs at an authorised service centre.
Instructions:
Ask for the vehicle model, registration number, and type of service required. Check available service slots and book the customer's preferred appointment. Share the service centre address and appointment details. Provide service charges only when approved pricing is available. For repairs requiring inspection, explain that the final cost will be confirmed by the service team.
Build with: Prebuilt Appointment Booking skill + Service Scheduling API + Knowledge (service pricing)
38. Share On-Road Price Breakups
Name: On-Road Price
When should the agent use it?
When a customer enquires about the on-road price of a car or bike, including ex-showroom price, registration charges, insurance, taxes, or other applicable costs.
Instructions:
Ask for the variant and city. Share the ex-showroom price, insurance and registration from the latest price list in Knowledge. Mention that prices can change and offer a formal quote.
Build with: Prebuilt FAQ / Support skill + Knowledge (price lists)
39. Collect Exchange Vehicle Details
Name: Exchange Evaluation
When should the agent use it?
When a customer enquires about exchanging their existing car or bike, checking its exchange value, or exploring trade-in options when purchasing a new vehicle.
Instructions:
Collect the make, model, year, kilometres driven and condition, one at a time. Don't quote a value yourself. Pass the details to the evaluation team and share when they'll call.
Build with: Custom skill + Questions to collect + Human Handoff
Retails Stores & Showrooms
Retail businesses can use a WhatsApp AI Agent to check stock, reserve products, and arrange deliveries. This helps increase sales, reduce missed opportunities, and save staff time.
40. Help Shoppers Who Scan Your In-Store QR
Name: In-Store Assistant
When should the agent use it?
When a customer initiates a WhatsApp conversation after scanning an in-store QR code to enquire about products, pricing, availability, offers, or other shopping-related information.
Instructions:
Ask which product or section they're looking at. Answer questions on features, price and offers from Knowledge. If they want help in person, connect them with the store team.
Build with: Prebuilt Sales skill + Products + Human Handoff
41. Share Timings, Branches and Directions
Name: Store Locator
When should the agent use it?
When a customer asks about store locations, business hours, nearby branches, or directions to a specific outlet.
Instructions:
Ask for their area or pin code if they haven't shared it. Share the nearest branch, its timings and its Google Maps link from Knowledge. Mention holiday timings if any apply.
Build with: Prebuilt FAQ / Support skill + Knowledge
42. Check Stock at the Nearest Store
Name: Store Stock Check
When should the agent use it?
When a customer enquires about product availability, stock levels, or specific product variants at their nearest or preferred retail store.
Instructions:
Ask for the product and their area. Check stock at nearby stores and share which ones have it, with timings. Offer to reserve it for pickup.
Build with: Custom skill + API action (POS or inventory)
43. Reserve Items for Store Pickup
Name: Reserve & Collect
When should the agent use it?
When a customer requests to reserve a product, check its availability for store pickup, or arrange collection from their preferred retail outlet.
Instructions:
Confirm the product, store and pickup date. Reserve it and say how long you'll hold it. If you take a token amount, send the payment link first.
Build with: Custom skill + API action + Payments
44. Answer Questions on Store Offers and Events
Name: Store Offers
When should the agent use it?
When a customer enquires about ongoing store promotions, seasonal sales, exclusive discounts, upcoming in-store events, or special offers.
Instructions:
Share this week's offers and events from Knowledge, with end dates and conditions. Mention which stores they apply to. Never extend an offer past its end date.
Build with: Prebuilt FAQ / Support skill + Knowledge
45. Check Coupon Eligibility and Apply Discounts
Name: Coupon Validation
When should the agent use it?
When a customer asks whether a coupon code or discount is valid for their selected products or an in-store purchase.
Instructions:
Ask for the coupon code and the relevant purchase details. Check its validity, expiry date, applicable products, and minimum purchase requirements through the connected promotional system. If eligible, apply or validate the discount through the supported checkout system. Otherwise, explain why the coupon cannot be used.
Build with: Custom skill + Promotion or POS API + Knowledge (discount policies)
46. Capture Bulk and Wholesale Enquiries
Name: Bulk Order Enquiry
When should the agent use it?
When a customer enquires about purchasing products in bulk, wholesale pricing, reseller opportunities, or large-quantity orders from a retail store or showroom.
Instructions:
Ask about the products, required quantities, delivery location, and business details where applicable. Share approved bulk pricing or minimum order requirements from Knowledge. Collect the enquiry and transfer it to the wholesale sales team with a summary.
Build with: Custom skill + Questions to collect + Human Handoff
47. Book Home Delivery and Installation
Name: Delivery & Installation
When should the agent use it?
When a customer requests home delivery, product installation, or scheduling assistance for an item they have purchased.
Instructions:
Check the order ID first. Collect the address and a preferred date and time slot. Book the slot and share what to keep ready before the technician arrives.
Build with: Custom skill + Questions to collect + API action
48. Register Warranties and Claims
Name: Warranty Claims
When should the agent use it?
The customer wants to register a warranty or claim a repair or replacement.
Instructions:
Collect the product, purchase date and serial number. Check the warranty period in Knowledge. Register the warranty or raise the claim, and share the reference number.
Build with: Custom skill + Questions to collect + API action
49. Check Loyalty Points and Rewards as per the Policy
Name: Loyalty Points
When should the agent use it?
The customer asks about reward points, cashback or their loyalty tier, like "How many points do I have?"
Instructions:
Check the registered phone number, then share the points balance and expiry date. Explain how to redeem using the rules in Knowledge. If points look missing, raise a ticket for the team.
Build with: Custom skill + API action (loyalty system) + Knowledge
Restaurants & Food Delivery
Restaurants can use a WhatsApp AI Agent to take food orders, book tables, and handle catering enquiries. This helps increase orders, serve customers faster, and reduce staff workload.
50. Take Table Reservations
Name: Table Booking
When should the agent use it?
When a customer requests to reserve a table at a restaurant for their preferred date, time, and number of guests.
Instructions:
Ask for the date, time and number of guests. Offer available slots and confirm the reservation. Mention any seating rules or deposit for large groups.
Build with: Prebuilt Appointment Booking skill + reservation API
51. Recommend Dishes by Taste and Diet
Name: Menu Guide
When should the agent use it?
The guest asks what to order or wants dishes for a diet, like "Something Jain and not too spicy?"
Instructions:
Ask about diet, spice level and how many people are eating. Suggest up to three dishes from the menu with prices. Mention bestsellers when they fit.
Build with: Prebuilt Sales skill + Products (menu)
52. Take Food Orders for Pickup and Delivery
Name: Food Ordering
When should the agent use it?
When a customer requests to place a food order for takeaway, store pickup, or home delivery through WhatsApp.
Instructions:
Ask which dishes the customer wants to order and confirm the quantities. Check menu availability and calculate the total through the connected ordering system. Collect the delivery address or preferred pickup time. Share a secure payment link if required. Once the customer confirms, place the order through the connected system and share the order confirmation and estimated preparation or delivery time.
Build with: Prebuilt Sales skill + Products (menu) + Payments + POS or Order Management API
53. Answer Allergen Questions Safely
Name: Allergen Info
When should the agent use it?
When a customer enquires about food ingredients, allergens, dietary restrictions, or the presence of substances such as nuts, gluten, or dairy in menu items.
Instructions:
Share allergen details from the menu data in Knowledge. For severe allergies, explain that cross-contact can't be ruled out and hand off to staff. Never guess an ingredient.
Build with: Prebuilt FAQ / Support skill + Knowledge + Human Handoff
54. Take Catering and Party Orders
Name: Catering Enquiry
When should the agent use it?
When a customer enquires about catering services, bulk food orders, party packages, or food arrangements for events and special occasions.
Instructions:
Collect the date, headcount, venue and budget, one at a time. Share catering menus and per-plate prices from Knowledge. Hand the enquiry to the catering manager with a summary.
Build with: Custom skill + Questions to collect + Human Handoff
Salons, Spas & Gyms
Salons, spas, and gyms can use a WhatsApp AI Agent to recommend services, book appointments, and manage memberships. This helps increase bookings, boost sales, and reduce manual work.
55. Book Appointments With a Preferred Stylist
Name: Salon Booking
When should the agent use it?
When a customer requests to book a salon, spa, or skincare appointment for their preferred service, date, time, or stylist.
Instructions:
Ask for the service, preferred stylist or therapist and date. Offer that person's open slots, or the next available expert. Confirm the booking with the duration and price.
Build with: Prebuilt Appointment Booking skill + calendar API
56. Recommend Services and Packages
Name: Service Advisor
When should the agent use it?
When a customer seeks recommendations for salon, spa, or wellness services based on their preferences, requirements, or budget.
Instructions:
Ask which service the customer is interested in and understand their preferences and budget. Suggest suitable treatments or packages using the available service catalogue. Share pricing, duration, and package inclusions. For skin conditions, hair loss, or other medical concerns, recommend consulting a qualified professional instead of providing a diagnosis. Offer to book an appointment if the customer is interested.
Build with: Prebuilt Sales skill + Knowledge (services and packages) + Appointment Booking skill
57. Sell Memberships and Class Packs
Name: Membership Sales
When should the agent use it?
When a customer enquires about available memberships, class packages, subscription plans, pricing, or enrolment options for a gym, salon, spa, or wellness centre.
Instructions:
Explain the membership options and what each includes, from Knowledge. Recommend one based on how often they plan to come. Send the payment link once they choose.
Build with: Prebuilt Sales skill + Payments
58. Book Fitness Classes and Training Sessions
Name: Fitness Class Booking
When should the agent use it?
When a customer or gym member requests to book a fitness class, personal training session, or workout slot based on their preferred date and time.
Instructions:
Ask which fitness class or training session the customer wants to book. Check available slots through the connected scheduling system and share suitable options. Once the customer selects a slot, confirm the booking and share the session details.
Build with: Prebuilt Appointment Booking skill + Scheduling API
59. Handle Membership Freezes and Renewals
Name: Membership Changes
When should the agent use it?
When a customer or existing member requests to freeze, pause, renew, or modify their gym, salon, spa, or wellness membership.
Instructions:
Check the member ID or phone number. Explain the freeze rules and charges from Knowledge, then raise the request once they confirm. For renewals, send the payment link.
Build with: Custom skill + API action + Payments
Travel & Hospitality
Travel businesses can use a WhatsApp AI Agent to recommend holiday packages, check availability, and manage bookings. This helps increase reservations, assist travellers faster, and reduce manual work.
60. Recommend Holiday Packages
Name: Package Finder
When should the agent use it?
When a traveller requests holiday package recommendations based on their destination, travel dates, budget, or preferences.
Instructions:
Ask about the customer's preferred destination, travel dates, number of travellers, and budget. Recommend suitable holiday packages with their prices and inclusions. Explain the booking process and available payment options. If the customer wants to proceed, check package availability through the connected booking system. Offer a booking hold only if supported by the system.
Build with: Custom skill + Knowledge (holiday packages) + Booking API (for live availability and reservations)
61. Answer Visa and Document Questions
Name: Visa & Documents
When should the agent use it?
When a traveller enquires about visa requirements, passport validity, travel documentation, or entry requirements for a specific destination.
Instructions:
Share the requirements from your visa guides in Knowledge, with processing times where you have them. Always add that rules can change, and point to the official embassy website.
Build with: Prebuilt FAQ / Support skill + Knowledge
62. Take Booking Deposits
Name: Booking Deposit
When should the agent use it?
When a traveller confirms their interest in booking a travel package, hotel room, or other travel service and is ready to pay the booking deposit.
Instructions:
Confirm the package, dates, travellers and deposit amount. Send the secure payment link. Explain what the deposit covers and when the balance is due.
Build with: Prebuilt Sales skill + Payments
63. Handle Itinerary Changes and Cancellations
Name: Booking Changes
When should the agent use it?
When a traveller requests to modify their existing booking, change travel dates, update passenger details, add travellers, or cancel a reservation.
Instructions:
Check the booking ID first. Explain the change or cancellation charges from your policy before doing anything. Raise the request once the traveller confirms, and hand off complex changes.
Build with: Custom skill + API action + Human Handoff
Banking, Finance & Insurance
Financial businesses can use a WhatsApp AI Agent to handle loan enquiries, KYC assistance, insurance claims, and payment requests. This helps resolve customer queries faster, improve service, and reduce manual work.
64. Help Customers Check Preliminary Loan Eligibility
Name: Loan Eligibility
When should the agent use it?
When a customer asks about loan eligibility, available loan options, or the approximate amount they may qualify for.
Instructions:
Ask for the information required by the lender's approved eligibility process, such as employment type, income range, and existing financial commitments. Explain the eligibility requirements using approved lending criteria. If a loan eligibility calculator or API is connected, share a preliminary estimate. Clarify that final eligibility and approval depend on the lender's verification process.
Build with: Prebuilt Lead Qualification skill + Knowledge (loan criteria) + Eligibility API (for estimates)
65. Guide KYC Document Submission
Name: KYC Helper
When should the agent use it?
When a customer enquires about KYC requirements, required identity verification documents, or the process for submitting or updating their KYC details.
Instructions:
List the documents needed for their account type from Knowledge. Share the secure link or steps to submit them. Never ask the customer to send ID documents or OTPs in this chat.
Build with: Custom skill + Knowledge
66. Explain Insurance Policy Coverage and Exclusions
Name: Coverage Explainer
When should the agent use it?
When a customer asks whether a particular treatment, incident, or service is covered under an insurance policy.
Instructions:
Identify the relevant policy and explain its coverage, exclusions, waiting periods, and applicable conditions using approved policy documents. For questions about an existing policy, retrieve the customer's policy details through a secure connected system. Avoid guaranteeing claim approval and refer policy-specific exceptions or uncertain cases to the insurance team.
Build with: Prebuilt FAQ / Support skill + Knowledge
67. Explain Banking and Financial Service Policies
Name: Financial Policy Explainer
When should the agent use it?
When a customer enquires about banking policies, account-related charges, loan repayment terms, service fees, or financial service conditions.
Instructions:
Identify the policy the customer wants to understand. Explain the relevant terms, charges, eligibility conditions, or restrictions using approved policy documents. Share the official policy link when available. Escalate account-specific questions that require additional verification.
Build with: Prebuilt FAQ / Support skill + Knowledge (financial policies) + Human Handoff
68. Assist Customers With Insurance Claim Registration
Name: Claim Intake
When should the agent use it?
When a customer messages the insurance provider requesting assistance with filing a new insurance claim.
Instructions:
Explain the claim registration process and collect the required claim details through an approved secure workflow. Verify the policyholder and submit the claim through the connected insurance claims system. Share the claim reference number only after successful registration. If direct registration is unavailable, guide the customer to the official claims process or transfer the request to the claims team.
Build with: Custom skill + Questions to collect + API action
69. Help Customers Report Fraud and Payment Disputes
Name: Fraud & Dispute Support
When should the agent use it?
When a customer reports a suspicious transaction, suspected account fraud, unauthorised payment, or billing dispute through WhatsApp.
Instructions:
Acknowledge the concern and identify the type of issue without asking for passwords, OTPs, PINs, or complete payment card details. Immediately provide the institution's approved fraud reporting or emergency account-blocking channel when applicable. Transfer the conversation to the authorised fraud or dispute support team and explain the next steps using approved procedures.
Build with: Prebuilt Human Handoff skill
70. Guide Customers Through Loan, Insurance and Service Payments
Name: Financial Payment Assistance
When should the agent use it?
When a customer enquires about paying a loan instalment, insurance premium, outstanding account charge or other financial service payment.
Instructions:
Explain the available payment methods, payment process and relevant instructions using Knowledge. Guide customers to the financial institution's official payment website or portal to complete their payments securely. For payment-specific issues, suggest contacting the institution's support team. Never ask for card PINs, passwords or OTPs.
Build with: Custom Skill + Knowledge (payment methods and instructions)
71. Send Payment Receipts and Account Statements
Name: Financial Document Request
When should the agent use it?
When a customer requests a payment receipt, loan repayment statement, insurance premium receipt, or other available financial document.
Instructions:
Verify the customer's identity using the approved process. Retrieve the requested document from the connected account, insurance, or billing system. Share it through an authorised secure link and escalate requests that cannot be completed automatically.
Build with: Custom skill + Customer Verification + Financial Records API
72. Check Payment and Refund Status
Name: Payment Status
When should the agent use it?
When a customer enquires about their payment confirmation, transaction status, pending refund, or expected refund timeline.
Instructions:
Ask for the order ID or transaction ID. Check the live status and share it with the expected date. If the refund is overdue, hand off to the team.
Build with: Custom skill + API action
73. Update Failed Payment Status
Name: Failed Payment Status Update
When should the agent use it?
When a customer reports a failed payment, an unsuccessful transaction, or an amount deducted without order confirmation and requests an update on their payment status.
Instructions:
Check the customer's transaction status through the connected payment system after completing the required verification. If the payment failed, share the updated status and an authorised payment option where applicable. If money was deducted but the transaction remains unsuccessful, explain the institution's reversal or refund process. Escalate unresolved transactions to the support team. Never ask for PINs, passwords, or OTPs.
Build with: Custom skill + API action + Human Handoff
74. Handle Customer Payment Extension Requests
Name: Payment Extension
When should the agent use it?
When a customer requests additional time to pay an outstanding invoice, EMI or other pending amount.
Instructions:
Ask for the customer's account or invoice reference number and preferred payment date. Explain the applicable payment extension policies using Knowledge and collect the reason for the request. Save the relevant details as contact attributes and guide the customer to the accounts team for approval. Do not confirm a revised due date without approval.
Build with: Custom Skill + Knowledge (payment policies) + Contact Attributes
75. Help Customers Renew Insurance Policies
Name: Insurance Policy Renewal
When should the agent use it?
When a customer requests to renew an existing insurance policy or asks about its renewal requirements, premium, or expiry date.
Instructions:
Verify the policyholder and retrieve the existing policy details through the connected insurance system. Explain the renewal options, applicable premium, and policy conditions. If the customer confirms, guide them through the insurer's approved renewal and payment process. Share the renewal confirmation only after the system verifies it.
Build with: Custom skill + Policy Management API + Secure Payment Integration
SaaS & IT Services
SaaS businesses can use a WhatsApp AI Agent to book demos, assist with onboarding, manage subscriptions, and resolve basic technical issues. This helps increase conversions, improve customer support, and save team time.
76. Answer Product and Pricing Questions
Name: Product Q&A
When should the agent use it?
When a customer enquires about product features, functionality, subscription plans, pricing, or the availability of specific features across different plans.
Instructions:
Answer from your docs and pricing page in Knowledge, and link the exact help article. If a feature isn't documented, say so instead of guessing.
Build with: Prebuilt FAQ / Support skill + Knowledge
78. Help Customers Sign Up for Free Trials
Name: Trial Signup
When should the agent use it?
When a customer enquires about free trials, requests trial access, or expresses interest in signing up to explore a software product or service.
Instructions:
Share the signup link. Ask about team size and main use case. Route larger teams to sales with a short summary.
Build with: Prebuilt Lead Qualification skill + Knowledge
79. Update Customer Billing Details
Name: Billing Details Update
When should the agent use it?
When a customer requests to update their billing address, billing contact information, or other details associated with their account.
Instructions:
Ask which billing details the customer wants to update. Verify their identity and collect the new information. Update the details through the connected billing system and confirm once the changes are saved successfully.
Build with: Custom skill + Billing Management API + Customer Verification
80. Guide New Customers Through Setup
Name: Onboarding Guide
When should the agent use it?
When a new customer requests assistance with account setup, product configuration, initial onboarding steps, or getting started with a software product or service.
Instructions:
Ask what they want to set up first. Walk them through it one step at a time, with a help-doc link for each step. Offer an onboarding call if they get stuck.
Build with: Custom skill + Knowledge (+ Trigger a flow)
81. Collect Bug Reports for Your Tech Team
Name: Bug Report
When should the agent use it?
When a customer reports a software bug, technical error, unexpected application behaviour, or functionality that isn't working as expected.
Instructions:
Ask what they were doing, what happened and how often it happens, one at a time. Log the report with these details. Share the reference number and the expected response time.
Build with: Custom skill + Questions to collect + API action (Jira or helpdesk)
82. Troubleshoot Basic Software Issues Step by Step
Name: Software Troubleshooting
When should the agent use it?
When a customer reports difficulty accessing, configuring, or using a software product and needs assistance with basic troubleshooting.
Instructions:
Ask the customer to describe the issue or error message. Guide them through basic troubleshooting steps using the software's Knowledge Base and approved support documentation. Check whether each step resolves the issue. If the problem persists, create a support ticket or transfer the conversation to the technical support team.
Build with: Custom skill + Knowledge (help articles, troubleshooting guides) + Helpdesk API
83. Raise Technical Support Tickets
Name: Technical Support Ticket
When should the agent use it?
When a customer reports an unresolved software issue, requests technical assistance, or wants to raise a support ticket.
Instructions:
Collect the customer's account reference, affected feature, and a brief description of the issue. Ask for the error message or relevant details if needed. Create a support ticket through the connected helpdesk system and share the ticket reference number and available response timeline.
Build with: Custom skill + Questions to collect + Helpdesk API
84. Handle Software and Service Complaints
Name: SaaS Complaint Resolution
When should the agent use it?
When a customer expresses dissatisfaction with a software feature, subscription experience, technical support, or service quality and requests a resolution.
Instructions:
Acknowledge the concern and understand the issue. Collect the account details and explain available solutions using approved support policies. If the complaint requires an account change, refund approval, or technical investigation, transfer it to the appropriate team with the conversation context.
Build with: Custom skill + Knowledge (support policies) + Human Handoff
85. Hand Off to a Human With Full Context
Name: Human Handoff
When should the agent use it?
The customer asks for a person, is still unhappy after two tries, or raises fraud, a billing dispute or a legal issue.
Instructions:
Tell the customer you're connecting them to the team. Collect their name and a one-line summary of the issue first. Don't keep them waiting with more questions.
Build with: Prebuilt Human Handoff skill + trigger phrases + handoff message
86. Compare Products or Plans
Name: Product Comparison
When should the agent use it?
The customer is choosing between two products or plans, like "What's the difference between Basic and Pro?"
Instructions:
Compare them on the three points that matter most to the customer. Recommend one based on what they told you. Use prices and specs only from Knowledge.
Build with: Prebuilt Sales skill + Products + Knowledge
87. Book Demos and Sales Calls
Name: Demo Booking
When should the agent use it?
When a customer requests a product demo, sales consultation, or meeting with the sales team.
Instructions:
Ask for their preferred date and time. Offer only open slots from the calendar. Confirm the booking with the date, time and meeting link.
Build with: Prebuilt Appointment Booking skill + calendar API
88. Schedule Callback Requests
Name: Callback Request
When should the agent use it?
When a customer requests a callback or prefers to speak with a representative over the phone.
Instructions:
Ask for the best time to call and what the call is about. Save both to the contact. Confirm the callback window, and never promise an exact minute.
Build with: Custom skill + Questions to collect
89. Handle SaaS Subscription Cancellation Requests
Name: SaaS Subscription Cancellation
When should the agent use it?
When an existing customer requests to cancel their software subscription or asks about the cancellation process.
Instructions:
Verify the customer's subscription and explain the applicable cancellation terms, billing cycle, and service access period. If relevant, offer an approved alternative such as a lower-priced plan. If the customer confirms cancellation, process the request through the connected subscription system or transfer it to the billing team. Share confirmation only after the request is successfully processed.
Build with: Custom skill + Knowledge (cancellation policies) + Subscription Management API + Human Handoff
HR & Recruitment
Recruitment teams can use a WhatsApp AI Agent to screen candidates, schedule interviews, and share application updates. This helps speed up hiring, reduce manual work, and improve the candidate experience.
91. Screen Job Applicants
Name: Candidate Screening
When should the agent use it?
A candidate messages about a job opening or wants to apply, like "Are you hiring for sales roles?"
Instructions:
Ask for the role, years of experience, current city, notice period and expected salary, one at a time. Save each answer to the contact. Route candidates who meet the criteria to a recruiter.
Build with: Prebuilt Lead Qualification skill + Questions to collect
92. Help Candidates Book and Reschedule Interviews
Name: Interview Scheduling
When should the agent use it?
When a candidate requests to schedule, reschedule, or cancel an interview for a job they have applied for.
Instructions:
Verify the candidate's application and interview eligibility through the connected recruitment system. Check the interviewer's available slots and ask the candidate to choose a preferred date and time. Confirm the booking or rescheduling through the connected calendar. Share the interview details, including the meeting link or office location. Escalate requests that require recruiter approval.
Build with: Prebuilt Appointment Booking skill + calendar API
93. Answer Job and Salary Questions
Name: Job Details
When should the agent use it?
When a candidate enquires about job responsibilities, eligibility criteria, work location, shift timings, salary, employee benefits, or other role-related details.
Instructions:
Answer from the job description in Knowledge. Share the salary range only if it's listed. For anything else, say the recruiter will cover it in the interview.
Build with: Prebuilt FAQ / Support skill + Knowledge
94. Answer Application Status Questions
Name: Application Status
When should the agent use it?
When a candidate enquires about their job application status, recruitment progress, interview results, or next steps in the hiring process.
Instructions:
Check their registered phone number first. Share the current stage from your hiring system and the next step. Never share feedback that isn't approved for candidates.
Build with: Custom skill + API action (ATS)
95. Guide New Hires Through Pre-Joining Requirements
Name: Joining Guide
When should the agent use it?
When a newly hired employee messages the company on WhatsApp asking about joining formalities, required documents, reporting timings, or onboarding procedures.
Instructions:
Understand the employee's question and share relevant joining instructions, reporting details, required documents, and onboarding guidelines from the company's Knowledge. Provide the HR team's contact information for questions requiring individual assistance. Do not request sensitive personal documents through unsecured WhatsApp conversations.
Build with: Custom skill + Knowledge
Events & Webinars
Event organisers can use a WhatsApp AI Agent to manage registrations, share tickets, and handle booking changes. This helps increase registrations, assist attendees faster, and reduce manual work.
96. Register Attendees and Share Event Tickets
Name: Event Registration
When should the agent use it?
When a customer requests to register for an event, webinar, workshop, or conference through WhatsApp.
Instructions:
Ask for the attendee's name, email address, and preferred ticket category. Check registration availability through the connected event management system. Share a payment link if required. Once the registration or payment is confirmed, generate or retrieve the event ticket through the connected ticketing system and share it with the attendee.
Build with: Custom skill + Questions to collect + Payments + Event Registration or Ticketing API
97. Answer Agenda, Speaker and Venue Questions
Name: Event Info
When should the agent use it?
When an attendee enquires about an event's agenda, speaker details, venue location, parking facilities, timings, or other event-related information.
Instructions:
Answer questions about the event's agenda, speakers, venue and other details using Knowledge. Share event dates and timings exactly as provided in Knowledge, including the time zone where applicable. For real-time or updated event information, retrieve details through a connected API if available. If any information isn't confirmed, clearly inform the attendee.
Build with: Prebuilt FAQ / Support Skill + Knowledge + API Action (optional)
98. Share Joining Links and Directions
Name: Joining Details
When should the agent use it?
When an attendee requests a webinar joining link, event venue directions, access details, or entry instructions for an upcoming event.
Instructions:
Share the joining link, or the venue location and entry steps, from Knowledge. Add the start time and what to keep ready. If the link is for registered attendees only, say so.
Build with: Prebuilt FAQ / Support skill + Knowledge
99. Sell Group and Early-Bird Passes
Name: Pass Sales
When should the agent use it?
When a customer enquires about group bookings, early-bird discounts, available ticket categories, event passes, or their pricing.
Instructions:
Explain the pass types and current prices from Knowledge. Work out the total for group bookings and share it. Send the payment link once they confirm.
Build with: Prebuilt Sales skill + Payments
100. Handle Ticket Transfers and Refunds
Name: Ticket Changes
When should the agent use it?
When an attendee requests to transfer an event ticket, update attendee details, cancel a booking, or enquire about ticket refunds.
Instructions:
Check the booking with the ticket ID. Explain the transfer and refund rules from your policy. Raise the request once they confirm, and hand off exceptions to the team.
Build with: Custom skill + API action + Human Handoff
How to Automate a Task Using Custom Skills in AiSensy
Here's how to turn any box above into a working skill. We'll use skill #13, Bulk Order Enquiry, as the example.
Now that you've explored these 100 tasks, let's see how you can automate one using AiSensy's custom skills.
You can configure a custom skill that collects customer requirements, captures bulk order details, and passes qualified enquiries to your sales team.
Here's how to set it up in AiSensy.
Step 1: Sign up on AiSensy
Go to the AiSensy Signup Page. Create your account using either your google account, or your business email address by filling out the sign-up form.
Once signed up, Log in to AiSensy using the same Google account or email credentials.
Step 2: Click on Agents
Once logged in, navigate to 'Agents' on the navbar and click on it.
Step 3: Set Up Your Business Profile
Enter your website URL, business description, agent name, and greeting message. Select your business type, add instructions your AI Agent should follow, and choose its tone and response length.
Step 4: Add Knowledge and FAQs
Train your AI Agent by crawling website pages, uploading files, or pasting relevant business information. You can also generate FAQs from your Knowledge Base or add them manually.
Step 5: Upload Media
Upload relevant images and PDFs, such as brochures, size charts, or product specifications, that your AI Agent can share with customers during conversations.
Step 6: Enable Skills
Click Add Skills and select the skills you want your AI Agent to perform. Configure the selected skills based on your business requirements.
Step 7: Add Your Products
Add products manually, sync your Shopify or WooCommerce store, or import products using CSV/XLS files. This allows your AI Agent to recommend relevant products to customers.
Step 8: Configure Payments
Connect Razorpay or PayU to generate payment links, or let your agent share product checkout URLs. You can also configure an optional payment reminder template.
Step 9: Connect Your Ads Manager
Connect your Meta Ads Manager to link Click-to-WhatsApp Ads with your AI Agent and direct incoming ad enquiries into automated WhatsApp conversations.
Step 10: Setup Custom API Actions
Click Add custom API action to connect external tools or business systems. This allows your AI Agent to retrieve live information or perform tasks such as checking order status or updating CRM records.
Step 11: Test Your Agent and Publish
You can add up to 3 WhatsApp numbers to test your AI Agent before making it available to customers. Check its responses and make any necessary adjustments before going live.
For the complete setup, follow the step-by-step AI Agent tutorial or the help-centre guide.
Best Practices for Writing WhatsApp AI Agent Skills
A skill is only as good as its instructions. These habits make the difference:
- Give each skill one job. Returns and exchanges can share a skill. Returns and order tracking shouldn't.
- Write "When to use" like the prebuilt skills do. Add real example messages, plus a clear "Do NOT use it for..." line.
- Ask one question at a time. Collect only what you'll actually use.
- Keep facts in Knowledge, steps in the skill and hard limits in your Ground rules. When a price changes, you update Knowledge, not ten skills.
- Don't run a prebuilt and a custom skill for the same job. The agent can't tell which one you meant.
- Ask for confirmation before any action that books, cancels, refunds or changes data.
- Test with messy, real messages. Then review a sample of live chats every week and tighten the instructions.
Read More: 50 AI Prompts for WhatsApp Chatbots for Your Business
How Much Do WhatsApp AI Agent Skills Cost?
Skills don't cost extra. Every skill, prebuilt or custom, is included in AiSensy's WhatsApp AI Agent add-on.
| What you pay for | Cost |
|---|---|
| AI Agent add-on, monthly | ₹1,350/month, includes 1,000 AI messages |
| AI Agent add-on, yearly | ₹1,215/month, billed annually |
| Testing before you go live | 500 free AI messages on up to 3 test numbers |
| WhatsApp service messages (Meta), from 1 October 2026 | First 1,000 free per number each month, then ₹0.145 each in India |
Each reply your agent sends counts as one AI message, whether it answers from Knowledge, calls an API or reasons through a question.
Two things to know before you go live. The AI Agent is an add-on, so you need a paid AiSensy plan with it. And Meta's charges apply on top, the same as for any reply your team sends.
That's why well-scoped skills save money. An agent that finishes the job in four messages costs less than one that needs ten.
Compare plans and add-ons on the AiSensy pricing page.
Which Tasks Should You Automate First With Your WhatsApp AI Agent?
You don't need to automate all 100 tasks at once.
Start with the requests your customers send most often. These could be product enquiries, lead qualification, appointment bookings, or order tracking.
Then, configure the right skills in your WhatsApp AI Agent to handle them.
As your business grows, you can add more tasks, connect additional tools, and automate more customer interactions.
Ready to get started?
Build your WhatsApp AI Agent with AiSensy, configure the skills your business needs, and test it with 500 free AI messages.
Comparing platforms first? See our roundup of the 10 best WhatsApp AI Agent platforms.
Frequently Asked Questions
Skills are capabilities that help your WhatsApp AI Agent handle customer requests. For example, the Appointment Booking skill can help customers schedule consultations, meetings or service visits.
A skill defines what your AI Agent can do, while a task is a specific job it performs. For example, Appointment Booking is a skill, while booking a test drive or a doctor appointment is a task.
One WhatsApp AI Agent can handle multiple tasks using its configured skills, Knowledge and connected tools. The tasks it can complete depend on your setup and available integrations.
Not always. One skill can support several related tasks. For example, Appointment Booking can be used for demo calls, property visits and consultations. More complex tasks may need custom skills or API actions.
Yes. You can describe when the agent should use a custom skill and what instructions it should follow in AiSensy. Tasks that require live data or updates in external systems may need API configuration.
Tasks that retrieve live information or update external systems generally need an API or a supported integration. Examples include order tracking, stock checks, booking confirmations and CRM updates. General FAQs can use the agent Knowledge.
Yes. You can configure skills for your industry. For example, real estate businesses can handle property enquiries and site visit requests, while e-commerce brands can help customers discover products and track orders.
Yes. When a customer sends a WhatsApp message through a Click-to-WhatsApp ad, the AI Agent can use the relevant configured skill to answer questions, qualify the lead or guide them to the next step.
AiSensy manages the core behaviour of prebuilt skills. Depending on the skill, you can configure relevant settings and tools to suit your business needs.
Use the Test your Agent panel to check how the agent responds and performs tasks before publishing. Try different customer questions and verify any connected actions before making the agent live.
