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Sales & lead capture

WhatsApp chatbot template: test drive booking

A test drive booking is a high-intent lead that dealerships routinely lose to a missed call. This one captures the model, the showroom and the finance question in four taps.

8 nodes Built for: Automobile dealerships
8 nodes · Sales & lead capture

The goal

Book a test drive and route the buyer with the finance question already answered.

The flow, node by node

Message copy
  1. List menu

    Which model?

    Your actual range. This is also the answer to "what do you have?", which is most of what arrives.

  2. List menu

    Which showroom?

    Branch locations. Getting this wrong wastes a Saturday for both sides.

  3. Buttons

    Buying outright or financing?

    Asked here it is a logistics question. Asked by a salesperson later it feels like qualification, and people deflect.

    Last one — are you planning to buy outright or would you like finance options ready?

  4. HTTP request

    Check demo car availability

    By model and branch. Offering a test drive in a car that is out is the one unrecoverable error in this flow.

  5. Buttons

    Offer slots

    Weekend first, honestly labelled. Most test drives happen on a Saturday.

  6. Set attribute

    Record model, branch, finance intent and slot

    Four fields that make the salesperson’s first sentence useful rather than exploratory.

  7. Send template

    Confirm with what to bring

    Utility. Licence, and whatever your insurer requires. This removes the most common wasted visit.

  8. Hand off to a human

    Assign a salesperson at that branch

    With everything above attached.

Where this usually goes wrong

  • Not checking demo availability. A booked test drive with no car is worse than no booking.
  • Forgetting to say "bring your licence". It is the single most common reason a booked test drive does not happen.