Automation is what separates businesses that scale on WhatsApp from those that struggle. Here are 10 essential workflows.
1. Welcome Message Flow
Trigger: New contact messages for the first time Action: Send welcome message with business introduction and quick-reply options
2. Lead Qualification
Trigger: Lead from Click-to-WhatsApp ad Action: Ask qualifying questions > Score lead > Route to appropriate sales agent
3. Appointment Reminder
Trigger: 24 hours before scheduled appointment Action: Send reminder with reschedule option > Follow up if no response
4. Order Confirmation
Trigger: New order placed Action: Send order details with estimated delivery date
5. Shipping Update
Trigger: Order shipped Action: Share tracking link and expected delivery date
6. Delivery Follow-up
Trigger: Order delivered Action: Wait 3 days > Ask for feedback > Request review
7. Abandoned Cart Recovery
Trigger: Cart abandoned for 1 hour Action: Send reminder > Wait 24h > Send with discount > Wait 48h > Final message
8. Re-engagement
Trigger: No interaction for 30 days Action: Send personalized offer based on purchase history
9. Support Escalation
Trigger: No agent response in 15 minutes Action: Notify supervisor > Reassign to available agent
10. Feedback Collection
Trigger: Support ticket resolved Action: Wait 1 hour > Send CSAT survey > Thank for feedback`,
