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Automation

WhatsApp automation that qualifies leads, not just greets them

Reply with buttons and lists, collect details with WhatsApp forms, wait and follow up, and email the team when a lead is ready. Changes go through drafts and publishing, so nothing half-finished reaches customers.

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What you get

Conditions that matter

Match keywords, button taps, form replies, the ad a chat came from, saved attributes, the customer's stage or message floods.

Buttons, lists and forms

Reply with quick-reply buttons, pick lists, templates or native WhatsApp Flows forms, and save the answers to the contact.

Waits and follow-ups

Wait a set time, then follow up only if the customer hasn't replied. Sequences stop when the conversation moves on.

Alerts to the team

Email the right people, add a note or raise an alert when a lead qualifies, pays or a call is missed.

Drafts, versions and rollback

Edit in draft, send changes for approval, keep every version and restore an older one in one click.

Test and shadow modes

Dry-run against a sample message, or run in shadow mode to see what would have happened before going live.

How it works

  1. 1

    Start from a trigger

    A new message, a button tap, a form reply, a conversion stage, a missed call or your own API event.

  2. 2

    Add conditions and steps

    Reply, wait, ask, tag, notify, block or report a conversion to Meta.

  3. 3

    Test, then publish

    Check it with a dry run, publish, and watch each run in the activity log.

Automation: common questions

Will automation reply to people who opted out?

No. STOP and START are handled before any automation runs, and opted-out contacts are never sent marketing messages.

Can a teammate change a live automation by accident?

Only people with publishing rights can switch automations on or change live ones. Everyone else's edits wait for approval.

Can I copy an automation to another number or account?

Yes. Export a whole flow as JSON and apply it elsewhere, all or nothing.

Works hand in hand with

Team inbox

Every WhatsApp number in one shared inbox, with access set per number and per person.

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WhatsApp calling

Answer and place WhatsApp voice calls in the browser, next to the chat.

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AI agents

Business bots trained on your documents, on the model you choose, with hard spending limits.

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Bring every WhatsApp conversation into one place

Create your account with Google. We set up your workspace, then a guided checklist connects your first number.

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