Flow Templates
ReplyWolf includes 10 pre-built templates to help you get started quickly. Each template creates a working flow with suggested table columns that you can customize to fit your needs.
To use a template, go to the Flows page, click From Template, and pick one from the list.
1. Birthday / Anniversary Greeting
Category: Engagement
Send a personal, AI-written message on each contact's birthday or anniversary. The flow runs daily, checks your contact table for dates matching today, and sends at your configured time.
How it works: Schedule trigger (date field, anniversary mode) -> AI Response -> Send Message
Suggested table columns:
| Column | Type |
|---|---|
| phone | Phone |
| name | Text |
| birthday | Date |
| company | Text |
The AI writes a warm, 2-3 sentence birthday message using the contact's name and company. The date field trigger uses "anniversary" mode, so it matches the month and day regardless of the year -- meaning a birthday set to 1990-03-15 will trigger every March 15th.
2. Appointment Reminder
Category: Reminders
Send each client a reminder on their specific appointment date. Add an appointment date and time to your table, and each contact gets reminded on the right day.
How it works: Schedule trigger (date field, exact mode) -> Send Message
Suggested table columns:
| Column | Type |
|---|---|
| phone | Phone |
| name | Text |
| appointment_date | Date |
| appointment_time | Text |
| service | Text |
Unlike the birthday template, this uses "exact" date matching -- the reminder only fires on the exact date in the appointment_date column. The message includes the service type and time so the client has all the details.
3. AI Auto-Reply (Chatbot)
Category: Support
Automatically reply to every incoming WhatsApp message using AI. The flow reads the recent chat history for context so the AI gives relevant, conversational answers.
How it works: Incoming Message trigger -> Get Chat History -> AI Response -> Send Message
Suggested table columns:
| Column | Type |
|---|---|
| phone | Phone |
| name | Text |
No special table columns needed -- this flow works entirely from incoming messages and chat history. The AI is configured to be concise (1-3 sentences), reply in the customer's language, and never make up information.
4. Payment / Invoice Reminder
Category: Billing
Send AI-personalized payment reminders on the 1st of every month. Only contacts with an unpaid status get messaged. Includes a 7-day deduplication window to avoid repeat reminders.
How it works: Schedule trigger (monthly cron) -> Filter (unpaid only) -> AI Response -> Send Message
Suggested table columns:
| Column | Type |
|---|---|
| phone | Phone |
| name | Text |
| plan | Text |
| amount | Text |
| status | Select |
The filter node checks status != paid so only outstanding invoices are included. The AI writes a polite, professional reminder mentioning the client's name, plan, and amount due.
5. Follow-Up (No Reply)
Category: Sales
Weekly AI-powered follow-ups to contacts who haven't responded. The flow reads the last conversation, uses AI to check if a follow-up is needed, then writes a natural continuation of the conversation.
How it works: Schedule trigger (weekly cron, Mondays 10 AM) -> Get Chat History -> AI Yes/No (needs follow-up?) -> AI Response -> Send Message -> Update Row (last contacted date)
Suggested table columns:
| Column | Type |
|---|---|
| phone | Phone |
| name | Text |
| deal | Text |
| last_contacted | Date |
This is one of the more sophisticated templates. The AI Yes/No node analyzes the conversation history and only triggers a follow-up if the customer stopped replying or left things hanging. The AI Response node then writes a message that naturally continues from where the conversation left off -- no generic "just checking in" messages. After sending, the flow updates the last_contacted field automatically.
6. New Lead Welcome + Classify
Category: Sales
When a new contact messages you, AI sends a welcome reply and classifies their inquiry into categories (sales, support, pricing, partnership, or other) so you can prioritize your follow-ups.
How it works: Incoming Message trigger -> AI Classify -> Update Row (save lead type) -> AI Response -> Send Message
Suggested table columns:
| Column | Type |
|---|---|
| phone | Phone |
| name | Text |
| lead_type | Text |
The AI Classify node reads the incoming message and assigns it to one of five categories. The classification is saved to the lead_type column in your contact table, making it easy to filter and prioritize leads later. Meanwhile, the AI Response node sends a friendly welcome message that acknowledges what the customer asked about.
7. Review / Feedback Request
Category: Engagement
Ask satisfied customers for a review. The flow checks recent chat history using AI to gauge sentiment, and only sends the request if the customer seems happy.
How it works: Schedule trigger (weekly cron, Wednesdays 11 AM) -> Filter (not yet asked) -> Get Chat History -> AI Yes/No (happy customer?) -> Send Message -> Update Row (mark as asked)
Suggested table columns:
| Column | Type |
|---|---|
| phone | Phone |
| name | Text |
| service | Text |
| review_requested | Text |
The filter ensures you only ask each customer once (by checking the review_requested field). The AI Yes/No node reads the conversation and only returns "true" if there is clear evidence of satisfaction. After sending the request, the flow sets review_requested to "yes" so the customer is not asked again.
8. After-Hours Auto-Reply
Category: Support
Automatically reply to messages received outside business hours. A simple two-node flow that sends a polite "we'll get back to you" message with your business hours.
How it works: Incoming Message trigger -> Send Message
Suggested table columns:
| Column | Type |
|---|---|
| phone | Phone |
| name | Text |
This is the simplest template -- just a trigger and a send. It includes a 4-hour skip-if-recent window so that if the same person messages multiple times in an evening, they only get one auto-reply. You will want to customize the message text with your actual business hours and contact information.
9. Client Scheduled Reminder
Category: Reminders
Each client has their own reminder date and note in the table. Perfect for renewal dates, follow-up dates, or any per-client deadline. The AI writes a personalized message based on the reminder note.
How it works: Schedule trigger (date field, exact mode) -> AI Response -> Send Message
Suggested table columns:
| Column | Type |
|---|---|
| phone | Phone |
| name | Text |
| reminder_date | Date |
| reminder_note | Text |
Similar to the appointment reminder, but with AI-generated messages. The reminder_note column holds the context (e.g., "Renewal due for premium plan" or "Follow up on proposal"), and the AI crafts a message that references the specific reason for the reminder.
10. Re-engagement Campaign
Category: Engagement
Reach out to inactive customers with a personalized "we miss you" message. Runs monthly on the 15th, filters for contacts marked as inactive, and uses AI to write something genuine and warm.
How it works: Schedule trigger (monthly cron, 15th at 11 AM) -> Filter (inactive only) -> AI Response -> Send Message
Suggested table columns:
| Column | Type |
|---|---|
| phone | Phone |
| name | Text |
| last_purchase | Text |
| status | Select |
The filter targets contacts where status = inactive. The AI references the customer's last purchase or interaction to make the message feel personal rather than like a mass blast. A 30-day (720-hour) skip-if-recent window prevents over-messaging.
Customizing Templates
After creating a flow from a template, everything is fully editable:
- Add or remove nodes -- Drag new nodes from the palette or delete existing ones.
- Edit prompts -- Adjust the AI system and user prompts to match your brand voice.
- Change schedules -- Modify the trigger timing to fit your needs.
- Modify table columns -- The suggested columns are just suggestions. Add, rename, or remove columns in your contact table as needed.
- Add conditions and filters -- Insert additional logic to fine-tune which contacts receive messages.
Templates are a starting point -- make them your own.