Free business checklists

WhatsApp lead and booking setup checklist

Start with approved answers, the details you need from each lead, and clear rules for when your team takes over. Test booking requests, missed questions, and opt-outs before you launch.

A fast wrong answer can lose trust. This checklist helps a busy team prepare a useful WhatsApp booking flow.

  1. Write answers your team approves

    List hours, services, prices, service areas, and common questions. Mark any answer that needs a staff member. Add a date so old prices get caught.

    Pass: one person owns the answer list and signs it off.

  2. Ask for only useful details

    Choose the few facts needed to help: name, service, location, and a good time. Do not collect private details you do not need.

    Pass: each question has a clear purpose.

  3. Define what booked means

    Decide whether the agent collects a request or confirms a live calendar slot. Explain this to customers so a request is not mistaken for a confirmed booking.

    Pass: confirmation only happens after the booking system accepts the slot.

  4. Plan the human handoff

    Route new questions, complaints, and special requests to a person. Tell customers when they can expect a human reply.

    Pass: a team member gets the alert and can see the chat context.

  5. Run real test chats

    Try wrong dates, missing details, repeated messages, a full calendar, and a request to stop messages. Check usage costs and your approved follow-up rules.

    Pass: the flow handles failures clearly and respects opt-outs.

Common questions

Can the agent replace every staff reply?

No. It can handle common questions and collect details. Your team still handles new, complex, and sensitive requests.

What should I measure?

Track reply time, leads captured, booking requests, confirmed bookings, and chats handed to a person. Compare them with the same measures before launch.

What are the listed fees?

Topiax lists $750 USD setup plus $99 USD per month. Message limits and any WhatsApp or Meta fees must be agreed before launch.

Need help with this?

The agent handles common questions, asks the right first questions, and hands the conversation to a person when it matters.

$750 + $99/mo USD · launch setup + management

See 24/7 WhatsApp Lead & Booking Agent