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Lead Notifi · Interior Design & Renovation
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Project Update & Site Visit Bot for Interior Design Firms

As a renovation project hits a milestone, the bot sends an update automatically — "view update," "book site visit," or "skip" each lead somewhere genuinely different, so the design consultant only gets involved when a client actually wants to see progress in person.

Option 1

Build it as a Manual Bot

A TemplateTrigger fires automatically when a project milestone is reached, then a three-way Quick Reply split routes clients into a progress-photo send, a site-visit booking, or a soft skip — all three reconverge at tagging and a closing message.

1.LogicTriggerWhen a project milestone is marked complete (project-management record)
2.CommunicationQuick Reply — branches into 3 paths: View Update / Book Site Visit / Skip
3.LogicSet Tagupdate-followup-done
4.CommunicationQuick Reply

START

Trigger

Fires On (Required)

When a project milestone is marked complete (project-management record)

71/200

Quick Reply

Header (Optional)

Image

OR

Paste image URL…

Body Text (Required)

Your project has hit a new milestone! Want to see the update?

61/1024

Buttons (Max 3)

View Update

11/20

Book Site Visit

15/20

Skip

4/20

IF VIEW UPDATE

Quick Reply

Header (Optional)

Image

OR

Paste image URL…

Body Text (Required)

Here's how things are looking so far!

37/1024

Set Tag

Tag (Required)

update-viewed

13/60

IF BOOK SITE VISIT

Date Input

Prompt (Required)

Preferred date for the site visit? (DD/MM)

42/1024

Team Assignment

Assign To (Required)

Design Consultant

17/100

IF SKIP

Set Tag

Tag (Required)

update-skipped

14/60

Quick Reply

Header (Optional)

Image

OR

Paste image URL…

Body Text (Required)

No problem — we'll check in again at the next milestone.

56/1024

Set Tag

Tag (Required)

update-followup-done

20/60

Quick Reply

Header (Optional)

Image

OR

Paste image URL…

Body Text (Required)

Thanks for staying involved in your project! 🏠

47/1024

Advanced settings

Option 2

Build it as an AI Agent Bot

The assistant discusses the actual milestone contents conversationally — what's done, what's next, any concerns — rather than a client just viewing photos and moving on.

I

Interior Design & Renovation

Online
Hi Meera! The carpentry work for your kitchen is complete. Want a quick update?10:01 AM
yes please, hows it looking10:01 AM
The cabinets and shelving are fully installed — next up is the countertop installation, expected to take 3-4 days.10:01 AM
oh great, can i see photos10:01 AM

Unlike the manual bot above, this isn't one node in a flow — it's a separate AI assistant mode that takes over the entire conversation and replies in natural language until it's switched off.

Which fits this use case?

Manual bot: consistent, low-cost milestone updates across every active project, but "View Update" just sends static photos with no way to ask follow-up questions about timeline or next steps.
AI agent: discusses actual progress, upcoming steps, and timeline in conversation, and can proactively schedule a site visit at the right moment — a much richer client experience during a long renovation.
Best fit here: manual bot for scaling routine milestone photo updates across every active project; AI agent for clients who want to stay closely engaged and ask questions as the project progresses.

Frequently asked questions

How does the firm know when to send a project update?+
A TemplateTrigger fires automatically whenever a milestone is marked complete in the project-management system, so updates go out consistently as work progresses.
Can clients ask questions about the update, or just view photos?+
The manual flow sends a static photo update; the AI agent version can discuss the actual progress, upcoming steps, and answer specific questions in the same conversation, as shown above.
What happens if a client wants to see the site in person?+
The "Book Site Visit" branch collects a preferred date and routes directly to the Design Consultant via a Team Assignment node.
Is this available on Instagram and Messenger too?+
Yes — the same TemplateTrigger → Quick Reply branching model runs identically on WhatsApp, Instagram DMs and Messenger.

Build this bot for your business

Set up either version — manual flow or AI agent — in minutes, on WhatsApp, Instagram or Messenger.

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