Sample Workflow · E-commerce

E-commerce Customer Engagement

How a small commerce team could tag order enquiries, confirm purchases in chat and follow up after delivery.

What is this sample workflow?

This illustrative sample workflow shows how E-commerce teams configure WAExtension to organize inbound leads, track pipeline stages, automate follow-up reminders, and log customer notes directly inside WhatsApp Web.

Illustrative sample workflowTeam profile: A small D2C store selling made-to-order products, with two founders splitting chat duty.

The situation

Pre-sale questions, order updates and after-sales support all arrived in one inbox. Buyers asked 'where is my order?' repeatedly because proactive updates weren't happening, and post-delivery check-ins never happened at all.

The setup with WAExtension

Tagged chats by intent: pre-sale, order-status, after-sales, wholesale.
Built a short template set: order confirmation, shipping update, delivery check-in.
Set follow-up dates for delivery + 3 days to trigger a review-request check-in.
Pinned wholesale conversations with a dedicated label so they don't hide among retail chats.
Checked weekly analytics to see which question types dominate and updated product-page FAQ copy accordingly.

What changed

Fewer 'WISMO' messages because status updates go out proactively from templates.
Post-delivery check-ins arrive consistently, surfacing issues before they escalate.
Wholesale leads stop drowning in the retail firehose.
Analytics feedback loop turns repeated chat questions into better product pages.

This is an illustrative sample workflow showing how a team of this profile would configure WAExtension. It is not a claim about a specific identifiable customer and contains no fabricated metrics or testimonials.