Automations
Automate the repeatable. Keep the human moments.
Build a visual WhatsApp flow for the questions, handoffs and follow-ups your team repeats every day. Publish it with confidence and keep a version history.
- Visual graph builder
- Versioned publishing
- Reply matching
- Execution history
Interactive product preview · demo data
Automation capabilities
A flow you can explain and audit
Automations are company-owned and versioned. The team can see what changed, what is published and how a conversation moved through it.
Visual graph
Start from a trigger, add action nodes and connect the paths that matter.
Versioning
Keep draft, published and archived versions instead of editing a live flow in place.
Reply matching
Advance conversations using reply conditions and priority ordering.
Template actions
Send approved templates with mapped variables from inside the flow.
Assignment actions
Route a conversation to a teammate or an AI employee when a human is needed.
Execution history
Review waiting, completed, cancelled, timed-out and failed executions with event details.
Built for change
Edit the draft, publish the version
Live flows should not change under a customer conversation. Versioning keeps the published definition stable while the team prepares the next iteration.
- Draft, published and archived versions
- Validation before publishing
- Pause and resume without deleting history
- AI can prepare a draft for human review
Interactive preview · demo data
Build a flow
Three steps to a reliable automation
Start with one repeated question or handoff, prove it works, then expand.
Choose the trigger
Start from an inbound message or a campaign reply.
Add the actions
Send a template, ask a follow-up, assign a teammate or hand off to AI.
Publish and watch
Validate the graph, publish the version and review executions.
Do I need to know how to code?
No. The automation builder is visual. You connect nodes and configure reply conditions, templates and assignment actions.
Can an automation send messages automatically?
Yes, when the automation is published and its trigger matches an inbound conversation. Business-initiated messages still use approved templates.
What happens if two automations match?
Automations have priority ordering. The engine evaluates matching flows and advances the conversation according to the configured rules.
Can I test an automation before publishing?
You can keep changes in a draft version, validate the graph and simulate the workspace AI planning flow. Publishing is a separate, deliberate action.
Next step
Ready to run WhatsApp properly?
Bring the inbox, campaigns, automations, leads and AI into one company-scoped workspace.