Setting up a workflow automation using WhatsApp
If you wish to set up automations when customer reply to you on WhatsApp then you can do so by following the below steps
Step 1: Go to Automations > Workflows > Create Workflow > Start from Scratch
Step 2: Select Add new Trigger and search Customer Replied
Step 3: Add filters > Reply Channel > WhatsApp
Step 4: Click on the plus button to add an action > Select WhatsApp
Step 5: SELECT WHATSAPP TEMPLATE > None - Manual Text > Write the message that you would like to send to your customer when they message you on WhatsApp. You can use custom variables like Contact Name, Email, Company Name etc
Note: You can also send pre-approved templates here
Step 6: Select Save Action > Publish > Save to make the work flow live
How to configure wait for WhatsApp contact Reply
You can send an initial WhatsApp message and then wait for the contact's reply before triggering the next step in your workflow. This enables more natural and responsive interactions within your automated workflows.
Step 1: Go to Automations > Workflows > Create Workflow > Start from Scratch
Step 2: Select Add new Trigger and search Contact Created
Step 4: Click on the plus button to add an action > Select WhatsApp
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Step 5: SELECT WHATSAPP TEMPLATE > Select the template that you wish to send
Step 6: Click on + button > Select Wait
Step 7: WAIT FOR > Contact Reply > REPLY TO > WhatsApp and Save Action
Step 8: Select the + button > ACTION NAME: WhatsApp > SELECT WHATSAPP TEMPLATE : None - Manual Text
Note: You can send free text messages at NO ADDITIONAL COST since the Free Entry Point Conversations is opened since the customer replied to you.
Step 9: Save Action and Publish the Automation and click Save
How to configure Do Not Disturb (DND) for WhatsApp
Based on specific customer actions (e.g., sending "STOP"), set DND status for all channels or specifically for WhatsApp. This empowers you to respect customer preferences and manage communication channels more effectively.
Step 1: Go to Automations > Workflows > Create Workflow > Start from Scratch
Step 2: Select Add New Trigger > Customer Replied
Step 3: Select Add filters > Reply channel > WhatsApp and Contains phase > STOP and Save Trigger
Step 4: Select + button > Search DND > Select Enable/Disable DND
โStep 5: Select Enable DND for specific channels > Channels: WhatsApp > Save Action
Note: You can enable DND for all Channels by selecting Enable DND for all channels