Configure "Send welcome message" flow template

Send new contacts an automatic welcome message when they reach out

Written By Ray Tang (Administrator)

Updated at August 26th, 2026

This flow template helps you greet new customers with an instant welcome message the moment they contact your business for the first time.

It is useful for making a strong first impression, setting expectations about response times, or directing new customers to helpful resources — all without manual intervention.

 

Example use case

Scenario: Your business receives new inquiries through WhatsApp and Instagram every day. Instead of leaving customers waiting for a manual reply, you want to send an instant personalized greeting as soon as a new contact messages you.

With this template, SleekFlow can automatically:

  • Detect that the message is from a new contact
  • Send a welcome message such as “Welcome John!” using the contact's first name
  • Provide an instant acknowledgment so the customer knows their message was received

This helps your team create a professional first impression while buying time to prepare a detailed response.

 

How the flow works

When a new contact sends their first message:

  1. The Customer sends you a message trigger starts the flow.
  2. The Send message action sends the configured welcome message.
  3. The flow then ends.

The template includes the following nodes:

Node What it does 
Customer sends you a message Starts the flow when a new contact sends you a message for the first time
Send message Sends a personalized welcome message to the new contact

 

Set up "Send welcome message" template

  1. In Flow Builder, click “Create new flow”
  2. In the template selection step, select “Send welcome message” 

 

Set up the "Customer sends you a message" trigger

  1. Click on the “Customer sends you a message” trigger node to open its node form, which will appear on the right side of the screen
  2. The node form contains the following fields for you to set up the trigger:
  • Setup tab
    • Channel: Select the messaging channels you want the flow to monitor for messages from new contacts. You can select one or more connected channels, such as WhatsApp, Instagram, Facebook Messenger, Telegram, or Live Chat.
  • Filter tab
    • Enrollment condition: This is enabled by default in the template with the following condition: Contact is new → Is equal to → True
      • This means only new contacts will be enrolled into this flow

 

⚠️ Only add additional conditions when the welcome message should be sent to a specific group of new contacts. 

 

 


Configure "Send message" action node

Use this node to configure the welcome message that new contacts receive.

  1. Click on the “Send message” action node to open its node form
  2. The node form contains the following fields:
  • Channel: This is set to “Incoming channel” by default, so the welcome message is sent through the same channel the contact used to message your business.
  • Reply type: This is set to “Manual” by default.
  • Message: The message is pre-filled with: Welcome {{first_name}}! The {{first_name}} variable automatically inserts the contact's first name. 

 

Publish the flow

Click “Publish” to activate the flow.

Once published, every new contact who sends their first message through your selected channel will automatically receive the configured welcome message.