Table of Contents
Business processes: how to automate what was previously done manually
Imagine a client messages you in a messenger, asking a question, inquiring about a product. Previously, you (or a manager) would manually respond, clarify, record, assign tasks, and forward messages. Now all of this can be automated.
Business processes are a way to build a system that does everything for you: quickly, clearly, and without errors.
📌 What are business processes?
A business process is a scenario in which the system automatically performs actions: sending messages, switching clients between stages, creating tasks, and interacting with AI and external services. It's like an "autopilot" for your sales, marketing, and customer service.
Each process is a set of steps. These can be simple (such as sending a greeting) or complex (such as triggering a series of messages based on how the customer responded, what tags they have, and where they are in the funnel).
🔍 Why are they needed?
Reduce the workload on employees
Employees no longer waste time on routine tasks. The system does everything automatically.
Increase conversion
An automated funnel, tailored to the client's actions, is always more effective than a manual one.
Save money
One well-designed process can replace the work of an entire department.
Accelerate sales
The client receives the necessary information immediately, without waiting.
Improve customer experience
Everyone receives relevant messages, at the right time, with the right delivery.
🔧 What do business processes consist of?
All business processes are built from blocks —elementary actions. You simply assemble them, like a construction set.
💬 Send a message
The most basic and powerful tool. You can send text, media, voice, buttons, and documents. You can set a delay, pin a message, and manage the communication flow.
🔔 Push notifications
Remind, re-warm, or re-engage a lost client. Notifications arrive via messenger, even if the conversation has ended.
🔄 Stage change
Automatically move clients to the desired funnel stage. Convenient for building complex chains.
🏷 Tags
Add/remove tags. This is the key to personalization, filtering, and activating other processes.
✍️ Change responsible
Allows you to transfer a deal to another manager automatically.
Useful if you need to distribute requests, take into account team workload, or transfer a client to a specialized specialist.
📝 Add a note
Adds a comment to the transaction, suitable for recording important information: what the client responded to, any agreements or nuances.
Notes help managers quickly grasp the context and avoid losing details when handing over a client.
📌 Add a task
Creates a task for the manager: with a deadline, description, and client assignment. Helps ensure important tasks aren't missed.
🤖 AI answer
Use AI to answer questions, generate text, formulate proposals, or supplement conversations with content.
🌐 Webhooks
Integration with external systems. Data transfer, launching third-party automations, synchronization with CRM or analytics.
🧠 At the word and AI conditions
They allow you to understand what a person is writing and respond to its meaning. For example, if a customer expresses doubt, send feedback; if they're angry, activate an apology script. Depending on the user's actions, messages, or status in the system, you can guide them through different interaction paths.
📊 A/B router
Divides users into groups and sends them through different scenarios. Suitable for testing and comparing effectiveness.
🔄 Examples in action
The lead submits a request → the system immediately sends a message, changes the stage, creates a task for the manager, and launches a series of warm-up messages.
The user writes "it's expensive" → the AI condition identifies the doubt and sends a video review + installment plan offer.
The client enters the funnel → the process itself guides them through the stages, selects offers, and responds to actions.
🚀 The main thing is who it works for
For business:
- Automation of work
- Increasing conversions
- Saving resources
For the client:
- Quick Answers
- Personal approach
- Simple and clear interaction
💡 Conclusion
Business processes aren't just a tool. They're an entire philosophy behind a modern digital service. Where once there were spreadsheets, scripts, timings, and manual controls, everything now works automatically. You build the customer journey the way you want, and the system helps you navigate it easily, quickly, and efficiently.
With the MVP Project platform, you can build these processes without code, complex integrations, or headaches. Simple, visual, and powerful.