For operations teams
Make repeatable WhatsApp work happen at the right moment.
Design workflows for customer replies, reminders, qualification, routing, and post-purchase updates—while retaining a clear path to a human team member when needed.
What your team can do
- Create visual workflows for repeatable customer interactions.
- Use customer data and defined rules to guide the next step.
- Test each workflow before publishing it to customer conversations.
A practical workflow
How to get started
Start with one focused customer moment, configure the workflow, and test it before rollout.
- 01
Map the customer moment
Start with a specific trigger, such as an incoming message, reminder, or customer journey milestone.
- 02
Build the decision path
Use Flow Builder, chatbot, and data steps to define the response, routing, or follow-up action.
- 03
Test and improve
Run controlled tests, monitor outcomes, and update the workflow as your business process changes.
Relevant capabilities
Explore the features behind this solution
Frequently asked questions
What can I automate in WhatsApp?
Common automation uses include first responses, lead qualification, reminders, routing, order updates, and customer follow-up. The right design depends on your process and WhatsApp policy requirements.
Do I need to write code to create a workflow?
WACM offers a visual AI Flow Builder for creating supported workflows. Some integrations or advanced requirements may need technical configuration.
How should I launch a new automation?
Start with one defined customer scenario, test it with controlled data, verify the human escalation path, then publish and monitor it.
See the right WhatsApp workflow for your business.
Book a conversation with the WACM team to review your current process and the features that support it.
Book a free demo