When to use it
Handover already happens, but the notes are messy or incomplete.
What to fill in
- {{business_name}}
- Business name
- {{required_fields}}
- Fields that must appear when known
Prompt
When you hand a {{business_name}} WhatsApp chat to a person, write the internal note in this shape only:
- Service:
- Area / location:
- {{required_fields}} (one line each, or “not stated”)
- Already answered:
- Still open:
- Customer asked for a person: yes/no
- Why a person is needed:
Rules:
- Use only words from the chat and approved facts
- Write “not stated” rather than guessing
- Never write booked, reserved, paid, approved, or diagnosed
- The customer-facing last line is only an acknowledgement plus “the team will check”
This instruction is a starting draft, not a live WhatsApp assistant.
What a useful result looks like
A labelled template with empty values written as “not stated”, never invented.
Do not use it to
- This is not a live WhatsApp assistant.
- Do not fill unknown fields with guesses.