Task Bots > FAQ Bots — Flows that do work (quotes, bookings, payments)

November 22, 2025•2 min read

Task Bots > FAQ Bots — Flows that do work (quotes, bookings, payments)

Swap small talk for progress. Design WhatsApp bots that gather just-enough info and return a result—price, slot, payment link—while your team focuses on higher-value conversations.

FAQ bots are fine for “what time do you close?” but they rarely move revenue. Task bots are different: they identify purpose fast, capture only what’s needed, and deliver an outcome (slot booked, quote confirmed, deposit paid). Below is the pattern we deploy on WhatsApp to shorten cycles and free your team from repetitive admin—without handing the whole shop to DIY.

Links:

Homepage → https://aiautomatedsolutions.co.za/
AI WhatsApp Chatbots → https://aiautomatedsolutions.co.za/ai-whatsapp-chatbots
Chatbots hub → https://aiautomatedsolutions.co.za/chatbots

Why task beats FAQ (every time)

Outcome-first: each flow has a finish line (book, quote, pay).
Minimal data: fewer fields → higher completion.
Structured choices: buttons/lists avoid messy free text.
Clean handoffs: VIP or edge cases route to people with full context.
Traceable: consent, templates, and results log to the contact/deal.

The 3-task starter pack (copy/paste framing)

1) Book a time

Ask one thing: weekday or Saturday?
Offer two live slots → confirm → send prep checklist + directions.
If no match, show Pick another time.

2) Get a quote

Ask for the one variable that drives price (e.g., item/qty or service type).
Return a range + Approve quote button → capture details post-approval.
Add an optional Talk to a person branch.

3) Pay or secure with deposit

Never collect card in chat—send a hosted link.
On success, write Payment received + reference; on fail, offer Try again or Talk to a person.

Flow anatomy (keep it simple)

Purpose pick: Book • Quote • Pay.
One or two inputs max (no long forms).
Return the result (slot/amount/link) with a single next action.
Handoff rules: low confidence, VIP, or risk → warm transfer with last 5–10 turns and intent.

Pro tip: tiny “why” lines increase trust—e.g., “We ask for your suburb to show nearby slots.”

Guardrails that protect conversion (and compliance)

Short purpose line and opt-out in every template.
Outside the 24-hour window, only approved business-initiated templates.
Consent status + template IDs + outcomes logged to CRM for audit.
Keep sensitive docs in gated flows with expiring links—never as chat attachments.

What to measure weekly

Start → result rate (per task).
Time to result (minutes).
Human handoff rate (should fall over time).
Revenue per conversation.
If start → result slips, you’re asking for too much; cut a field or add clearer buttons.