Will automation get my WhatsApp number banned?

Nobody can promise it won't, and WhatsApp's help centre warns that linking through unofficial apps "may put your account at risk". So workflow messages wait their turn at your number's pace. First messages to new leads go about an hour apart, and other messages it starts about ten minutes apart, between 9am and 9pm on a new number.

What can I automate on WhatsApp?

The first message to a new lead, reminders around appointments, follow-ups after a quote, handing a ready lead to a teammate, birthday and renewal messages, and check-ins on a schedule. A workflow can also add a task, update a customer's details, send an email or pass details to another app.

I set up automation once and it texted the wrong people. How do I know this won't?

Before you publish, it shows who the workflow would reach, and you can run it as a test first. Each message is checked again right before it goes, and every run is kept in its history.

No. Start from one of 50 ready-made workflows, or describe what you want in a sentence and AI drafts the steps for you to check. Nothing goes live until you publish it.

Can it start from my website form or Zapier?

Yes. Another app can send a contact to the workflow's web link, and that starts it.

Does it stop when they reply?

Only if you switch that on. By default a workflow runs to the end, but it never sends over a reply from your team.

Do I need the WhatsApp Business API?

No. Your own number links by QR code from WhatsApp's Linked devices, and WhatsApp stays on your phone. There are no Business API forms to fill in.

How much does it cost?

There's no public price for the AI agent yet, so you'll get a price for your team on the walkthrough.

WhatsApp automation

Send the follow-up you'd forget, while you're with a customer.

A first message to each new lead, a reminder before each appointment, and the ready ones passed to a teammate, all from your own number.

Book a walkthrough

30 minutes. You choose the day and the time.

50 ready-made workflows
Your own number

One workflow

When24 hours before an appointment
Send WhatsAppHi Michelle, a reminder our team arrives tomorrow at 3pm for your deep clean. See you then!
Wait2 days after the visit
Send WhatsAppHi Michelle, how was the clean? Anything we should do better next time?

23 triggers

like a new lead, a booking or a date on their card

37 steps

like send a message, wait, ask a question or hand to a person

50 ready-made

workflows to start from

1 sentence

to describe one, and AI drafts it

Six follow-ups

Six follow-ups you'll stop typing

A new lead

01A new lead gets hello while you're still with a customer.

Before the appointment

02Appointment reminders you don't have to type.

After a quote

03Follow up a quote on day 1, day 3 and day 6, set once.

The ready ones

04Pass the ready ones to the right teammate.

Building one

05Start from one of 50 ready-made workflows.

Before each message

06Each message is checked again just before it goes.

01A new lead

A new lead gets hello while you're still with a customer.

A row lands in your lead sheet, another app sends a contact, or someone messages you first. The hello goes out from your number with their name in it, and their card is made for you.

From your lead sheet, a form tool or Zapier
Their name in the first line
First messages about an hour apart, so your number stays safe

Your website form, New lead workflow

New lead from your form
Send WhatsApp
Add a card: New enquiry

New enquiry

02Before the appointment

Appointment reminders you don't have to type.

A reminder goes out the day before, and a note on what to bring once they book. Set the timing once and it runs for every booking.

Before or after any appointment
When one is confirmed, missed or cancelled
Ready-made: remind them the day before

Appointment, Michelle, Thu 3:00pm

Reminder

Hi Michelle, a reminder our team arrives Thu 3:00pm for your deep clean. See you then!

Goes Wed 3:00pm

Thanks for having us today, Michelle. If you're happy with the clean, would you leave us a Google review?

Goes Thu 5:00pm

03After a quote

Follow up a quote on day 1, day 3 and day 6, set once.

Send the quote, and the follow-ups go out on day 1, day 3 and day 6. Switch on "end it when they reply", and their reply stops the rest.

Wait by the day, or until a set day and time
Stop when they reply, if you switch that on
Or wait until a detail on their card changes

Your board

Site visit

Farid Ismail

Quote sent

Booked

04The ready ones

Pass the ready ones to the right teammate.

Ask a question, branch on the answer, and hand the ready ones to a teammate in turn, or to whoever has the fewest open chats. Tell the team when one comes in.

Ask a question and branch on the answer
In turn, or to whoever has the fewest open
A message to your team when it matters

New lead, Kelvin Ng

When would you like the clean?

If they want it this week

05Building one

Start from one of 50 ready-made workflows.

Pick one of 50 ready-made workflows and change the words. Or type what you want, like "remind them the day before and ask them to confirm", and AI drafts the steps for you to check before anything runs.

Undo, versions and a test run before it's live
See who it would reach before you publish
A history of every run

New workflow

Describe it

06Before each message

Each message is checked again just before it goes.

Right before a workflow message sends, it checks the chat. If someone on your team has written to them since, it would be a double text, or they've opted out, it isn't sent.

Nothing sent over your team's own reply
Opted-out customers skipped
Sent at your number's usual pace, never in a burst

Chat, Siti Aminah

Can the team come on Saturday instead?

Hi Siti, just checking you got the quote I sent?

Workflow message, sends in 0:30

And the rest

A date on their cardDays before or after a birthday or a renewal.

On a scheduleEvery day, week or month, for the contacts who match.

A quiet cardWhen a card sits in a column with no activity for the days you set.

They replyWhen they write back on any of your numbers.

Split at randomSend half one message and half another.

Emails and other appsSend an email, or pass the details to another app.

Goes well with

Pick the follow-up you forget most.

Start from its ready-made workflow and change the words.