WhatsApp Guide
How Does WhatsApp Automation Work?
WhatsApp automation connects a business's WhatsApp Business Platform account to software that can receive messages, apply workflow rules, and send permitted replies. Teams can automate inbound questions, route conversations, and send approved business-initiated messages.
How this workflow can help
For example, a new customer message can trigger a welcome response, a few qualifying questions, and assignment to a support or sales teammate.
A practical setup
- A business connects an eligible WhatsApp Business Platform number through its chosen provider.
- Inbound messages or business events trigger a configured workflow.
- The workflow sends a permitted response, collects information, or routes the conversation.
- A person reviews exceptions and handles conversations that need judgment.
Important considerations
- Business-initiated messages may require approved templates and valid opt-in.
- The WhatsApp Business Platform has account and messaging limits and applicable Meta charges.
- Automation is only as useful as its rules, content, and human escalation path.
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.