--- title: "AI customer service workflow templates (22) — Dazza" description: "22 ready-made Dazza workflows for bookings, returns, quotes, order checks, leads and more. Each collects the details, checks your rules and gets the job done." url: https://dazza.io/templates --- # Workflow templates. Ready on day one. Dazza’s workflow templates are ready-made starting points for the jobs customers ask an AI customer service agent to do: book a call, start a return, request a quote, check an order. There are 22, for any business and six kinds in particular, and every detail, check and message in them can be changed. - **22**: Ready-made templates - **7**: Groups, from any business to B2B - **3**: Ways to finish the job - **Test**: Every new workflow starts in test ## Pick the job. Change the rest. Grouped by the kind of business they were written for, but any business can use any of them. Open one to see exactly what it collects. [ *Any business · Send to your team* ### Pass an enquiry to the team Collect the details and drop a tidy request in your inbox. ](https://dazza.io/templates/pass-an-enquiry-to-the-team)[ *Any business · Send to your team* ### Request a call back Take a number and a good time to call. ](https://dazza.io/templates/request-a-call-back)[ *Any business · Share a link* ### Book a call Share your booking page as a button. ](https://dazza.io/templates/book-a-call)[ *Any business · Call your system* ### Check something in your system Send details to your system and answer with what it says back. ](https://dazza.io/templates/check-something-in-your-system)[ *Publishers & media · Send to your team* ### Advertising enquiry Brief from brands and agencies who want to advertise. ](https://dazza.io/templates/advertising-enquiry)[ *Publishers & media · Send to your team* ### Submit a story or event Tips, pitches and event listings, with the details you need. ](https://dazza.io/templates/submit-a-story-or-event)[ *Publishers & media · Share a link* ### Newsletter sign-up Point readers to your sign-up page. ](https://dazza.io/templates/newsletter-sign-up)[ *Publishers & media · Send to your team* ### Subscription problem Missing issues, address changes, cancellations and billing. ](https://dazza.io/templates/subscription-problem)[ *Studios & agencies · Send to your team* ### New project enquiry A proper brief: what, budget and timeline. ](https://dazza.io/templates/new-project-enquiry)[ *Studios & agencies · Share a link* ### Book a discovery call Send serious leads straight to your calendar. ](https://dazza.io/templates/book-a-discovery-call)[ *Studios & agencies · Send to your team* ### Existing client request Changes and questions from current clients. ](https://dazza.io/templates/existing-client-request)[ *Online stores · Call your system* ### Check an order Your system looks up the order; Dazza explains it. ](https://dazza.io/templates/check-an-order)[ *Online stores · Send to your team* ### Start a return Collect the order and reason; the team approves. ](https://dazza.io/templates/start-a-return)[ *Online stores · Send to your team* ### Back-in-stock request Note who wants what when it’s sold out. ](https://dazza.io/templates/back-in-stock-request)[ *Service businesses · Share a link* ### Book an appointment A button to your booking page. ](https://dazza.io/templates/book-an-appointment)[ *Service businesses · Send to your team* ### Change or cancel a booking Collect what needs to change; the team confirms. ](https://dazza.io/templates/change-or-cancel-a-booking)[ *Service businesses · Send to your team* ### Request a quote Everything you need to price a job. ](https://dazza.io/templates/request-a-quote)[ *Software teams · Send to your team* ### Report a problem Bug reports with steps, not just “it’s broken”. ](https://dazza.io/templates/report-a-problem)[ *Software teams · Call your system* ### Check an account Plan, usage or status from your system. ](https://dazza.io/templates/check-an-account)[ *Software teams · Share a link* ### Book a demo Send prospects to your demo calendar. ](https://dazza.io/templates/book-a-demo)[ *B2B distributors · Send to your team* ### Apply for a trade account Business details for new trade customers. ](https://dazza.io/templates/apply-for-a-trade-account)[ *B2B distributors · Call your system* ### Check stock and lead times Live availability from your system. ](https://dazza.io/templates/check-stock-and-lead-times) ## From template to live in minutes. Templates are added from Workflows in your dashboard. During setup, Dazza also suggests the ones that fit your website. ### Pick one Choose it in Workflows, or add it from the suggestions Dazza makes after reading your site. ### Make it yours Rename it, change when Dazza uses it, and edit the details it collects, up to 10, and what the customer is told. ### Try it in Test Every new workflow starts in Test, so it only runs in your preview chat until you’re happy. ### Set it live Switch it to Live and publish. Every run is logged in the conversation. ## Describe it. Dazza drafts it. Write what customers ask for, what you need from them and what should happen, in a sentence or two. Dazza drafts the details, the checks and the decisions, in Test, for you to review. - Starts in Test, like every template - Edit it as a form or a canvas - Decisions checked in code once it’s live [Create a workflow](https://dazza.io/help/workflows) ## Templates, answered. Step by step in the [help centre](https://dazza.io/help/workflows). ### Are templates included in every plan? Yes. Starter includes 3 workflows, and Growth and above have unlimited workflows. Templates that call your own system need Scale or above, and verified customers and team approval need Growth or above. ### Can my business use a template written for another kind of business? Yes. The groups are a guide. A charity can use Newsletter sign-up, and a law firm can use Existing client request with Project renamed to Matter. ### Do templates work on email and WhatsApp? Email and messaging apps have no buttons, so Dazza only uses workflows there that don’t need one: no Confirm step and no Share a link. Lookups and Back-in-stock request work as they come, and you can turn Confirm off on others. ### Does Dazza pick templates for me? During setup, Dazza reads your website, works out what kind of business you are and suggests the templates that fit and need no technical set-up. Add any of them with a click. ### What if a template isn’t quite right? Change it. The name, when Dazza uses it, the details, the checks, the decisions and the outcome can all be edited, as a form or on the canvas.