WhatsApp Guide
How to Automate WhatsApp Messages
To automate WhatsApp messages, first decide what customer need the message serves, then choose an approved WhatsApp Business Platform workflow that respects opt-in, template, and messaging rules.
How this workflow can help
A booking business might send a confirmation after a reservation event and a reminder closer to the appointment, using message content suited to the purpose.
A practical setup
- Choose a message goal and the event that should trigger it.
- Connect an eligible WhatsApp Business Platform account and prepare the required template.
- Set audience rules, timing, exclusions, and failure handling.
- Test the complete journey, including replies and opt-outs, before enabling it for customers.
Important considerations
- Never use unofficial bulk-sending tools that bypass WhatsApp's approved business messaging routes.
- Check current policy, customer consent, and message charges before sending.
- Provide a real support route for replies that automation cannot handle.
How WhatNexis may fit
WhatNexis is a WhatsApp, Instagram and AI automation platform for businesses. Its public product pages describe WhatsApp Business Platform onboarding, campaign and chat workflow tools, an AI Agent, and Instagram messaging features. Review the current WhatsApp Business API, AI Agent, Instagram messaging, and pricing pages to check whether the available features and plan fit your needs.