Messaging

WhatsApp Business Automations

Template messages, chatbot handoffs, catalog sync, and opt-in compliant WhatsApp flows.

6 Automations

6 automations for WhatsApp Business

Pick any workflow and we'll build it for you.

WhatsApp Business #1

Template Broadcast Promo

Send approved seasonal promo template.

How it works

1

Campaign segment exported CSV cleaned

2

Chunk sends respecting rate limits

3

Track delivery + read receipts

4

Push conversions back to ads offline events

5

Pause if complaint spike detected

6

Archive consent logs audit bundle

WhatsApp Business #2

Two-Way Support Router

Route WhatsApp threads to Zendesk.

How it works

1

Inbound message webhook

2

Lookup open ticket or create

3

Assign round-robin agent

4

AI draft suggestions for agent assist only

5

SLA breach escalate WhatsApp manager thread

6

Close loop satisfaction micro survey

WhatsApp Business #3

Catalog Price Sync

Update product cards nightly.

How it works

1

Nightly ERP export JSON

2

Diff SKU price changes

3

Batch update WhatsApp catalog API

4

Notify subscribed customers price drop SKUs opt-in

5

Rollback if API partial failure detected retry queue

6

Morning ops Slack diff summary

WhatsApp Business #4

Appointment Reminder Template

24h + 1h reminders.

How it works

1

Booking confirmation stored mapping phone

2

Schedule template sends windows compliant local law quiet hours check

3

Cancel reminders if reschedule webhook arrives idempotent keys

4

Track reply STOP unsubscribe registry update

5

Escalate human call if repeated no acknowledge high risk jobs

6

Monthly consent audit export archive encrypted storage

WhatsApp Business #5

Lead Magnet Delivery via WhatsApp

Send PDF after keyword.

How it works

1

Inbound keyword MOREINFO detected first message window

2

Verify double opt-in checkbox prior consent database

3

Send template message containing asset link tracked token

4

Log click analytics CRM marketing attribution fields

5

Follow nurture cadence limited additional freeform messages policy

6

Auto-close conversation tag after completion survey micro

WhatsApp Business #6

CSAT After Resolution

Micro survey thumbs emoji.

How it works

1

Ticket solved triggers delayed hour delay jitter anti spam

2

Send interactive button template satisfaction collect mapping numeric score

3

Detractor branch notify leadership Slack rapid response playbook tasks created

4

Promoter branch ask referral share template optional incentive compliance checked

5

Aggregate weekly CSAT trending dashboard sheet warehouse replication nightly job

6

Quarterly review insights AI summarisation leadership email digest formatted pdf attachment optional

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