Home/Business Automation/WhatsApp Automation
WhatsApp automation for your business
Connect enquiry replies, booking reminders and customer updates. Give your team a clear workflow, with human handover when the conversation needs it.
Share your current setup and one repeated task. We’ll discuss a practical starting scope.
A useful next step, in action.
ILLUSTRATIVE EXAMPLES
PREVIEW
Hi, I’d like to know more about your services.
Happy to help. What would you like to explore?
Enquiry details and conversation context included.
Can you remind me about my appointment?
A reminder for your appointment tomorrow at 11:00 AM. Need to make a change?
Booking details stay with the conversation.
Could you let me know when my order is ready?
Your order is ready for collection. Need help with the next step?
Order status and conversation details included.
Example conversations. Your messages and rules are agreed before the build.
Creative partnerships across the wider Webytag team.
Names represent wider Webytag partnerships, not WhatsApp automation projects specifically.
SPACE FOR THE PROOF
Space for approved client projects. These examples remain placeholders until real delivery details and outcomes are supplied.
PROJECT PLACEHOLDER
ENQUIRY HANDOVER
Client name to be added
PROJECT PLACEHOLDER
APPOINTMENT JOURNEYS
Client name to be added
PROJECT PLACEHOLDER
CUSTOMER UPDATES
Client name to be added
Placeholder projects. Approved client details and outcomes will replace this content.
START WITH THE FRICTION
Start with the conversation your team repeats most. We map the reply, the next action and when a person should take over.
Your team keeps typing the same answers while new enquiries wait.
Confirmations and useful reminders rely on someone remembering to send them.
Messages reach the wrong person or arrive without the context they need.
PRACTICAL STARTING POINTS
Four practical starting points. Each workflow is shaped around your customers, your tools and the messages you have permission to send.
01
Give common enquiries an agreed first reply and route the conversation to the right person.
WHAT WE PLAN
Entry points, useful questions, reply content, routing and team availability.
WORKING TOWARDS
An understandable path from a message to its next action.
02
Connect appointment details to relevant confirmations, reminders and booking changes.
WHAT WE PLAN
Calendar access, timing, message eligibility, approved templates and cancellation rules.
WORKING TOWARDS
A repeatable booking journey with a clear route to help.
03
Use an agreed event to keep a customer informed about their request or order.
WHAT WE PLAN
Source events, reliable status data, relevant content and failure handling.
WORKING TOWARDS
Useful updates based on real information in your systems.
04
Keep the conversation connected to a record and the person responsible for it.
WHAT WE PLAN
CRM fields, assignment rules, team inbox access and automation pause rules.
WORKING TOWARDS
Context travels with the conversation when your team takes over.
FROM MESSAGE TO NEXT STEP
Explore three illustrative workflows. The exact messages, rules and connected tools are agreed before the build.
Turn a customer message into a helpful reply and a clear route to your team.
Keep the enquiry and useful context.
Use agreed questions or choices.
Share an approved, relevant answer.
Assign context and pause automation.
Keep a confirmed appointment connected to the right reminder and next action.
Use the agreed appointment record.
Review permission and message rules.
Use the appropriate approved template.
Update the booking or alert the team.
Send a relevant update when the source system records an agreed change.
Read the agreed order or request event.
Confirm the recipient and status data.
Send the relevant message or template.
Provide a clear route to a person.
MESSAGE DESIGN / READINESS
Check the account, the audience and the messages before connecting anything.
We review your WhatsApp Business Platform access, number setup, contact permission and template requirements. A list of phone numbers alone is not permission to message everyone.
TEAM DESIGN / HANDOVER
Agree who takes over, with which context and when automated replies pause.
We define escalation routes, team availability, assignment and failure handling. When a person takes over, the workflow should avoid sending competing automated replies.
These are illustrative workflow concepts, not completed client case studies or verified performance results.
PLANNED AROUND YOUR PLATFORM
Relevant opt-ins, approved templates when required, clear opt-outs and a route to human help. Read WhatsApp’s messaging policy.
CLEAR BEFORE WE CONNECT
Clear message rules, connected tools and a handover your team understands. The proposal makes deliverables and responsibilities clear.
Define entry points, customer needs and the next action.
DELIVERABLE
A conversation workflow map
Review number setup, account access and integration feasibility.
DELIVERABLE
A platform and access plan
Agree message content, approval responsibilities and template requirements.
DELIVERABLE
A message and template plan
Map the fields, source events and systems the workflow needs.
DELIVERABLE
A data and integration plan
Test replies, opt-outs, routing, handover and failed connections.
DELIVERABLE
A WhatsApp workflow for review
Document ownership, useful measures and agreed support.
DELIVERABLE
A handover and reporting guide
Your account, content and tools shape the scope.
We clarify copy, templates, software subscriptions, platform message charges, integrations and ongoing support in the proposal. Account and template approvals are controlled by the platform. Advertising and campaign management are included only when agreed.
CLARITY AT EVERY STAGE
Map the conversation, agree the message rules, test the scenarios and hand over a workflow your team understands.
DISCOVER
Review repeated conversations, current tools and the customer journey.
WHAT WE NEED FROM YOU
Share the messages your team handles today.
YOU LEAVE WITH
A WhatsApp workflow brief
DESIGN
Agree replies, templates, timing and human handover.
WHAT WE NEED FROM YOU
Confirm content, contact eligibility and team ownership.
YOU LEAVE WITH
An agreed conversation scope
BUILD
Connect tools and test normal, stop and failure scenarios.
WHAT WE NEED FROM YOU
Provide platform access and review test conversations.
YOU LEAVE WITH
A WhatsApp workflow for review
HANDOVER
Document the workflow, measures and agreed support.
WHAT WE NEED FROM YOU
Confirm who monitors the workflow and handles conversations.
YOU LEAVE WITH
A handover guide and launch plan
Tell us what your team repeats, where information lives and when a person should take over. We’ll discuss a practical starting workflow and agree the scope before implementation.
No technical brief needed.
CLIENT FEEDBACK
Feedback from wider Webytag projects, sharing what it’s like to work with our team.
Support & problem-solving
“Loved the way how they have handled my problem”
Startup collaboration
“highly professional and commited team”
Website & graphics
“loved their works”
Short excerpts from published client feedback.
BEFORE THE FIRST CONVERSATION
Existing numbers, templates, contact permission, human handover and costs. Get practical clarity before you enquire.
Tell us what your customers ask, what your team sends and where it currently gets stuck.
We’ll help you think through the right scope.
It connects agreed events, messages and actions using the WhatsApp Business Platform and compatible tools. Examples include enquiry routing, appointment reminders and customer updates. We map the conversation first, then confirm what your setup supports.
We review your number, account setup, provider and available onboarding options before agreeing the approach. Keeping an existing setup or moving a number depends on platform eligibility and the route available to your business.
On the WhatsApp Business Platform, business-initiated conversations use approved templates. Free-form replies are permitted within the 24-hour customer service window after a customer message. Outside that window, approved templates are required. We plan the workflow around the rules that apply.
We first review how permission was obtained, what recipients agreed to receive and how opt-outs are handled. A phone number or CRM entry alone is not permission. We plan relevant messages for an eligible audience, rather than unsolicited bulk outreach.
Yes, we agree the escalation route, responsible team, useful context and pause rules before the build. The exact handover experience depends on your team inbox and connected tools. Automation is scoped to support your people.
Not necessarily. Many workflows use agreed rules, buttons, templates and system events. AI replies are optional and need their own scope, content boundaries, testing and fallback. We discuss whether they add value to the conversation you need to support.
Account readiness, template approvals, content, workflow branches and integrations affect the work involved. We confirm a scoped delivery plan and clarify software, platform message charges and support separately. No fixed sales result or message-delivery guarantee is promised.
LET’S CONNECT YOUR CONVERSATIONS
Share your current WhatsApp setup, the conversations your team repeats and what you want to connect. We’ll discuss a practical first workflow.
PREFER EMAIL?
PREFER A QUICK CHAT?
Understand your current process and the outcome you need.
Review the tools, connections and rules involved.
Agree a scoped proposal before implementation begins.
One repeated conversation is enough to begin.
Your details are used for this enquiry and stored in our website’s submissions. Contact us about access or deletion.
