WHATSAPP AUTOMATION

Keep the conversation moving.
Let automation do the routine.

Welcome new enquiries, answer everyday questions and keep follow-ups on track. Give your team more time for the conversations that need a human touch.

Start WhatsOS Explore a workflow

✓ Replies with business context✓ Connected lead details✓ Human handoff

WhatsOS / Automation studioINTERACTIVE PREVIEW

New enquiry workflow EXAMPLE

TRIGGERA customer starts a chat

DECISIONUnderstand what they need

ACTIONCapture details & prepare a handoff

Your rules. Your business context.
Your team in control.

Your businessWhatsApp conversation preview

AI + team

ILLUSTRATIVE CONVERSATION

Hi! Can you help with waterproofing?

Of course. Which city is the property in, and roughly how large is the area?

Kochi. Around 1,200 sq. ft.

Thanks! I’ll share these details with the team so they can help with the next step.

Enquiry ready for your teamService, location and requirement stay with the conversation.

Example journeys, not a live account. Available triggers and actions depend on your setup.

LESS REPETITION. MORE PROGRESS.

Make every enquiry easier to handle.

Connect the everyday tasks around a conversation, so your team can focus on helping the customer.

Give common questions a head start

Use your connected AI assistant and business knowledge to help customers with routine questions.

Turn chats into useful context

Collect the details your team needs, such as the customer’s location, requirement and preferred next step.

Keep a human within reach

Pause AI replies, assign a teammate and continue the conversation with its history in the shared inbox.

Keep the next step in sight

Shape follow-up journeys around the enquiry and the automation actions available in your workspace.

Bring the team into one inbox

Use assignments and internal notes to make ownership clear and avoid asking customers to repeat themselves.

Connect your business tools

Carry useful enquiry context into connected services, with supported integrations configured for your account.

AUTOMATION WITH A HUMAN TOUCH

Know when to let
your team take over.

Some questions need judgement, reassurance or a more personal answer. Keep your team close to the conversation.

Explore the shared inbox

A THOUGHTFUL HANDOFF

Keep the context

Review the enquiry and earlier messages in one place.

Give someone ownership

Assign a teammate and add an internal note.

Continue personally

Pause AI replies when your team takes over.

START SIMPLE. BUILD FROM THERE.

Your first workflow starts with one question.

What does your team answer over and over again?

Connect your number

Set up your WhatsApp Business API connection in WhatsOS.

Add your business context

Prepare the information customers ask about most often.

Map the next step

Decide which details to gather and when your team should step in.

Test, then refine

Try the customer journey and review replies before expanding.

A FEW THINGS TO KNOW

Questions about
WhatsApp automation?

Start with a clear picture of how it fits your business.

Talk to sales

What can I automate with WhatsOS?

Use connected AI replies for common questions, gather enquiry details and support follow-up workflows. Your team can manage assignments, notes and human replies in the shared inbox. Available automation actions depend on your account and configuration.

Can a person take over from the AI?

Yes. Your team can pause AI replies and continue the conversation in the shared inbox, with the customer’s earlier messages available for context.

Are these ready-to-use workflow templates?

The examples on this page illustrate possible customer journeys. They are not a live workflow builder. The WhatsOS team can help confirm the triggers, actions and integrations available for your use case.

What do I need to get started?

You need a WhatsOS account, a connected WhatsApp Business API number and your business information. Start with one common enquiry, configure the relevant replies and test the handoff before expanding.

How do follow-up messages work?

Follow-ups depend on your configured workflow, customer consent and WhatsApp messaging requirements. Template approval and messaging charges may apply. Your team can help confirm the right setup for your use case.

Is automation included in my plan?

Availability depends on your plan, enabled features and connected services. Review the current plan details or talk to the WhatsOS team to confirm what is included for your workflow.

LET YOUR TEAM FOCUS ON PEOPLE

Less busywork.
Better conversations.

Bring replies, enquiry context and human follow-up together with WhatsOS.

Start WhatsOS Build your next customer journey.

Keep the conversation moving. Let automation do the routine.