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WHATSAPP CHATBOT LIBRARY

WhatsApp Chatbot Templates for Investment Plan Recommendations

Select a pre-built template and suggest investment plans instantly on WhatsApp.

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WhatsApp Business Partner

Trusted by 210,000+ Businesses across 68+ Countries

HOW TO

5 Simple Steps to Create your WhatsApp Chatbot Flow

Pick a ready-made investment plan chatbot flow, add your details, and start using it on WhatsApp

Open Chatbot Flows in AiSensy App

Create an AiSensy account and open the Flows section from your dashboard.

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Go to Templates and Pick a Chatbot Template

Click on the tab "Templates". Browse through our 60+ ready-made templates. 

You can filter by Industry.

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Pick a Investment Plan Template

Choose a template and click “Use this Template”.

You can preview it or try a live demo before getting started.

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Custom Your Template

The full chatbot flow opens instantly.

Update your details and criteria as per your business guidelines and click “Save Changes”.

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Your Chatbot is Ready to go Live

Just hit the toggle to activate your flow.

That's it. Your bot is ready to start handling enquiries and applications automatically on WhatsApp.

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✨ NewAI Agents

Supercharge Customer Conversations with AI Agents

Templates handle the journeys you can map. AI Agents handle the rest. Built in Agent Studio, an agent understands plain language, answers from your own business content, and takes action inside the same WhatsApp chat. No flow to maintain.

  • Trained on your own content

    Crawl your website or upload your PDFs, price lists and policy docs. The agent answers from what you actually published, not from a guess.

  • Takes real actions, not just replies

    Connect it to your CRM or backend so it can look up an order, update a contact or trigger a booking mid-conversation.

  • Knows when to bring in a human

    You set the limits. Past them, the chat moves to a live agent with the full history attached.

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    WHATSAPP CHATBOT TEMPLATES

    Ready-Made Finance & Banking Chatbot Templates

    Browse through these WhatsApp Chatbot Templates for the Finance & Banking industry

    Loan Qualifier Bot

    Filter loan applicants and capture qualified leads automatically.

    Tax Helper

    Guide clients through documentation, compliance, and deadlines.

    TACTICS THAT CONVERT

    Build no-code Chatbots with AiSensy

    Collect Payments On WhatsApp

    Yes, collect payments seamlessly on WhatsApp via WhatsApp Pay, UPI, Net banking and cards. 

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    Always Offer a Human Handoff

    Automation should know its limits. Let people reach a live agent the moment the flow can't resolve what they need.

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    Integrate with your Tech Stack

    Sync the answers straight into your CRM (HubSpot, Salesforce) so the sales rep enters the call fully prepared.

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    Run Click to WhatsApp Ads

    Create ads that click directly to WhatsApp, capture leads instantly, and boost conversions.
    See 3-5X more leads & slash your cost per lead. 

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    Use Interactive Buttons

    Keep typing to a minimum. Quick Reply buttons and List Messages dramatically increase completion rates compared to open text fields.

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    WHATSAPP CHATBOT TEMPLATES

    Browse by Industry

    See more ready-to-use WhatsApp flows for other industries.

    Ecommerce

    Automate cart recovery, order updates, and product catalogs with WhatsApp chatbot templates built to turn browsers into paying customers.

    Education

    Handle enrollment, fee reminders, and admissions queries automatically with WhatsApp templates designed for schools, coaching centers, and online courses.

    Real Estate

    Qualify buyers and renters, share listings, and schedule visits automatically with WhatsApp chatbot templates for agents and brokers.

    Finance & Banking

    Send payment reminders, verify KYC, and answer account queries securely with WhatsApp chatbot templates built for banks and fintechs.

    Medical & Health

    Book appointments, send reminders, and share reports automatically with WhatsApp chatbot templates built for clinics, hospitals, and health providers.

    Hotel & Lodging

    Handle bookings, check-in details, and guest requests automatically with WhatsApp chatbot templates built for hotels, resorts, and homestays.

    Clothing & Apparel

    Share new arrivals, recover carts, and take orders through catalog-based WhatsApp chatbot templates built for fashion and apparel brands.

    Event Planning & Service

    Handle RSVPs, share event details, and send reminders automatically with WhatsApp chatbot templates built for event planners and organizers.

    Food & Grocery

    Take orders, confirm deliveries, and send reminders automatically with WhatsApp chatbot templates built for restaurants, grocery stores, and food brands.

    Beauty, Spa & Salon

    Fill appointment slots, send booking reminders, and upsell packages automatically with WhatsApp chatbot templates for salons and spas.

    Professional Services

    Capture enquiries, quote prices, and book service slots automatically with WhatsApp chatbot templates for agencies, freelancers, and service businesses.

    Public Service

    Log complaints, track requests, and resolve civic queries faster with WhatsApp chatbot templates built for civic bodies and community services

    General Chatbot Templates

    Book service slots, resolve support tickets, and handle everyday requests with general-purpose WhatsApp chatbot templates that fit any business.

    5x More Sales with WhatsApp

    98% Open rate

    5x more than Emails & SMS!

    35% Click Rates

    7x more than Emails & SMS!

    Upto 150x ROI
    Websites

    Start Using WhatsApp for Investment Planning

    Get Started for FREE. No Credit Card needed.

    FAQ

    Everything you need to know about WhatsApp chatbots for Investment Planning

    What is a WhatsApp chatbot template?

    A WhatsApp chatbot template is a pre-built conversation flow you can copy into your own account instead of designing one from scratch. Each template already contains the questions, buttons, menus and follow-ups for a specific job — tracking an order, booking an appointment, checking loan eligibility — so you only need to swap in your own business details before switching it on.

    Do I need a WhatsApp Business API account before using this?

    Yes. The chatbot runs on the official WhatsApp Business API. If you don’t have one yet, you can apply and get it set up through AiSensy.

    Is any feature activation required inside AiSensy?

    Chatbot templates are part of the WhatsApp Chatbot Flow Builder. To use them, you’ll need to activate Flow Builder through a trial or paid plan. The Flow Builder is billed separately at ₹2,500 per month or USD 80 per month.

    Can this template be connected to my marketing campaigns?

    Yes. You can link it to Click-to-WhatsApp Ads so users enter the chatbot flow directly from your campaigns.

    Do I need to build or configure the chatbot logic myself?

    No. The template already includes the full flow and structure. You only need to review and adjust it to match your business.

    Where will I receive the leads collected by the chatbot?

    Every response is saved against the contact inside AiSensy, where you can view it in the Live Chat inbox, filter it into an audience, or export it. You can also push responses to your CRM, Google Sheets or any other tool in real time using webhooks or Zapier.

    Is it possible to test the chatbot before going live?

    Yes. You can review the flow structure or experience the conversation before enabling it for users.

    Can the chatbot hand a conversation over to a human agent?

    Yes, and we recommend it. Any step in a flow can route the conversation to your Live Chat inbox and assign it to an agent or team, so people are never stuck in a loop when the bot cannot help.