WhatsApp Automation

Automate the conversations that should never be forgotten

Set up workflows once and let them run: welcome messages, follow-ups, reminders, order updates and internal alerts, triggered by what customers do and what happens in your systems.

The challenge

Important follow-ups slip through the cracks

When every message depends on someone remembering to send it, enquiries go cold, reminders are missed and customers hear nothing at the moments that matter.

Delayed responses

New enquiries wait hours for a first reply while the customer is still interested.

Manual follow-ups

Teams track who to chase in spreadsheets and sticky notes, and some are never contacted.

Disconnected systems

Orders, bookings and leads live in other tools, so WhatsApp updates have to be sent by hand.

The WHAMAA approach

Event-based workflows across the customer journey

WHAMAA workflows start from a trigger, apply your rules and take action automatically, with timing, conditions and fallbacks you control.

  • Triggers from incoming messages, keywords, tags, forms and connected systems
  • Delays and schedules, such as “one hour later” or “the day before”
  • Conditions that check answers, tags or customer data
  • Actions: send templates, assign agents, tag contacts, update records
  • Internal alerts for your team when a priority event happens

Key capabilities

What you can do with WhatsApp Automation

Triggers

Start workflows from messages, keywords, button taps, form submissions, store events or API calls.

Timing and delays

Send at the right moment with waits, schedules and business-hours rules.

Conditions

Branch by customer answers, tags, segments or data passed in from your systems.

Contact actions

Add tags, update attributes and move contacts between lists automatically.

Team actions

Assign conversations, notify a manager or create a follow-up task.

Reusable workflows

Duplicate and adapt proven workflows for new products, locations or campaigns.

Business benefits

What changes for your business

Faster first responses

Every new enquiry receives an immediate, relevant reply.

Fewer missed follow-ups

Reminders and next steps go out on schedule without anyone tracking them.

Less manual work

Routine updates run in the background, freeing your team for higher-value tasks.

A consistent customer experience

Every customer receives the same well-timed journey.

Example workflow

Example: abandoned cart recovery

A simple automation for online stores with opted-in shoppers.

  1. 01

    Cart abandoned

    Your store reports that an opted-in shopper left items in their cart.

  2. 02

    Wait

    The workflow waits a set time, such as one hour.

  3. 03

    Reminder sent

    An approved template reminds the shopper and links back to the cart.

  4. 04

    Check and follow up

    If no order is placed, the contact is tagged for a later offer or a call.

Inside the platform

See every workflow, step and result

Each workflow shows what triggered it, which path a contact took and what happened next, so you can improve what works.

  • Live and draft workflows
  • Per-step activity
  • Pause or edit at any time

How it works

From setup to results

  1. 01

    Pick a moment that matters

    Choose one event, such as a new enquiry or a missed cart, to automate first.

  2. 02

    Map the steps

    Decide what to send, when to wait and what to check before the next step.

  3. 03

    Connect your data

    Link the system that produces the event, or use a form, keyword or API call.

  4. 04

    Measure and expand

    Track results, adjust timing and add the next workflow.

FAQ

WhatsApp Automation: frequently asked questions

What can trigger a WhatsApp automation?

Common triggers include an incoming message or keyword, a button tap, a website form, a tag being added, or an event from a connected system such as your store or CRM. Custom triggers can be sent through the API.

Can automations message customers who have not written to us recently?

Yes, using approved message templates and only to customers who have opted in. WhatsApp requires templates for business-initiated messages outside the 24-hour window after a customer’s last message.

Can I stop a workflow for a specific customer?

Yes. Workflows can exit automatically when a condition is met, such as an order being placed, and agents can remove a contact from a workflow at any time.

Do I need a developer to set up automations?

Most workflows are built in the visual builder. Connecting a custom system may need a developer or our team, depending on how that system shares data.

Put your follow-ups on autopilot

We will help you choose and build your first high-value workflow.

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