WhatsApp Automation allows you to create intelligent, trigger-based messaging workflows that engage customers at exactly the right moment — without manual effort. From welcome messages to appointment reminders to re-engagement campaigns, automation ensures consistent, timely communication at any scale.
Types of WhatsApp Automations
Welcome Message
Trigger: First message from new contactAutomatically send a greeting when a new customer messages your WhatsApp number for the first time. This sets the tone for the relationship and can include a menu of options to help the customer navigate quickly.
Appointment Reminders
Trigger: Scheduled time before appointmentSend automated reminders 24 hours and 1 hour before a scheduled appointment. Customers can confirm or cancel directly in WhatsApp, and the response is handled by the AI assistant.
Follow-Up Sequences
Trigger: Call ended / conversation resolvedAfter a call or conversation, automatically send a follow-up message with additional information, a survey link, or a next-step CTA. This keeps the conversation moving without requiring manual follow-up.
Re-Engagement Campaigns
Trigger: No activity for X daysReach out to customers who have not interacted with your business in a defined period. Send a personalized message with a relevant offer or update to bring them back into the conversation.
Lead Nurture Sequences
Trigger: New lead added to campaignAutomatically send a series of messages over days or weeks to nurture new leads. Each message can be personalized based on the lead's profile and previous interactions.
Creating an Automation
Go to WhatsApp > Automations and click New Automation. The automation builder uses a simple trigger-action model:
- Select a trigger: Choose what event starts the automation (new contact, appointment scheduled, no activity, etc.).
- Add conditions (optional): Filter which contacts the automation applies to (e.g., only contacts in a specific campaign or with a specific tag).
- Define actions: Choose what happens — send a template message, wait X hours, check a condition, branch based on a response, etc.
- Test the automation: Run a test with a sample contact to verify the flow works as expected.
- Activate: Turn the automation on. It will run automatically for all qualifying contacts going forward.
Compliance Reminders
Important: WhatsApp has strict policies about business messaging. Always ensure you have obtained proper consent before sending automated messages. Include an opt-out option in all marketing automations. Violating WhatsApp's policies can result in your business account being suspended.