Whatsapp Automation

Whatsapp Automation: Tools, Examples & How To Use It for Your Website

WhatsApp, the messaging app with over two billion users worldwide, is a platform your customers are likely already familiar with. By leveraging WhatsApp automation, businesses can connect with customers on a platform they use daily, enhancing engagement and satisfaction. WhatsApp automation helps businesses cut costs, reduce response times, and streamline operations, all while maintaining a high level of customer service.

Read More: Voice of Customer Analytics: 5 Use Cases & Software Guide

What is WhatsApp Automation?

WhatsApp automation refers to using software to automate messages and communication with clients. This technology allows businesses to handle repetitive tasks, manage customer inquiries, and deliver quick, personalized responses on autopilot. With WhatsApp automation, businesses can save resources, improve response times, and boost customer satisfaction.

To implement WhatsApp automation, businesses typically integrate third-party platforms with the WhatsApp API. This integration enables various automated functions, such as chatbots, notifications, and workflow automation. Chatbots are automated programs that simulate human conversation, providing real-time support for common queries. Notifications can be scheduled or triggered by specific events, keeping customers informed and engaged. Workflow automation helps organize tasks and responses, ensuring efficient communication.

The benefits of WhatsApp automation are clear: it reduces the workload on human agents, allows for instant responses, and enhances the customer experience. By automating routine interactions, businesses can focus on more complex tasks that require human intervention, leading to better overall efficiency.

Top Real-Life Use Cases of WhatsApp Automation

1. Send WhatsApp Greeting Messages

Greeting messages are a simple yet powerful way to engage customers. People who receive a greeting message are about 33% more likely to engage with a brand in the long term. Automated WhatsApp messages can instantly address customer inquiries, building trust and enhancing the overall experience.

These messages can be personalized to include essential information, links, and even discount codes for new clients. The key is to ensure the text feels genuine, matches the brand voice, and creates a friendly connection with customers. For example, a message could welcome new subscribers with a special offer, making them feel valued right from the start.

2. Use WhatsApp Marketing Automation

Using WhatsApp for marketing automation allows businesses to send promotions, deals, bestsellers, and new releases directly to customers’ phones. Given the high engagement rates with mobile notifications, this can significantly boost visibility and sales. Customers are more likely to check messages on WhatsApp than traditional email marketing.

Businesses can set up automated messages to inform customers about ongoing sales, new product launches, and special discounts. This not only keeps the audience engaged but also drives traffic to the business’s website or physical store. For example, a beauty brand could send weekly updates on new arrivals and exclusive offers to its WhatsApp subscribers.

3. Provide Instant Checkouts

WhatsApp automation for checkout processes is gaining popularity, offering convenience and speed for both businesses and customers. This feature allows customers to complete purchases directly within the chat, reducing the friction often associated with traditional checkout processes.

By integrating automated checkout systems, businesses can streamline the purchasing process, making it quick and hassle-free. Customers appreciate the ease of completing transactions within a familiar app, which can lead to higher conversion rates and increased sales. This method is particularly useful for flash sales or limited-time offers, where speed is crucial.

4. Send Appointment Reminders to Customers

Automated appointment reminders sent via WhatsApp can significantly reduce no-shows and improve overall customer satisfaction. By sending reminders a day before the appointment, businesses ensure that customers remember their commitments or reschedule if necessary.

This proactive approach helps maintain a steady flow of appointments and reduces the chances of last-minute cancellations. For instance, a dental clinic can send automated reminders to patients, ensuring they don’t miss their appointments and can reschedule conveniently if needed.

5. Enable Scheduling of Meetings

Allowing customers to schedule appointments through automated WhatsApp messages simplifies the booking process and enhances customer convenience. Businesses can use WhatsApp chatbots to handle scheduling, ensuring that appointments are booked accurately and efficiently.

This feature is particularly beneficial for service-based industries like salons, consulting firms, and medical practices. By automating the scheduling process, businesses can increase the number of bookings, boost conversion rates, and ensure that everything runs smoothly. Customers appreciate the ease of booking appointments at their convenience, leading to higher satisfaction rates.

6. Set Up a Support Questions Responder

Quick and efficient responses to customer queries are essential in today’s fast-paced business environment. Automated WhatsApp messages can handle commonly asked questions within seconds, improving the efficiency of customer support teams.

Automating responses to frequent inquiries allows human agents to focus on more complex issues, enhancing overall productivity. For example, an e-commerce store can set up automated responses for questions about shipping policies, return procedures, and order statuses, providing instant support to customers and freeing up human resources for other tasks.

How to Create WhatsApp Automation

Creating WhatsApp automation for your business involves selecting the right tool and setting it up to match your specific needs. Here’s a simple guide to get started:

Setting Up a WhatsApp Away Message

An away message informs customers that you’re currently unavailable and provides information on when they can expect a response. To set up an away message:

  • Go to your settings.
  • Click on the appearance window and choose widget visibility.
  • Customize the offline status and offline message.
  • Save the settings.

This ensures customers receive a prompt response even outside business hours, enhancing their experience and managing their expectations.

Automating WhatsApp Marketing

You can automate marketing messages to keep customers informed about your latest deals and offers. Here’s how to set it up:

  • Customize the trigger to recognize specific customer queries.
  • Edit the response to match your marketing goals, such as offering a discount code or promoting new releases.
  • Save and test the flow to ensure it works smoothly.

Automated marketing messages can drive engagement and increase sales by keeping customers updated with relevant information.

Creating WhatsApp Automated Responses

Auto-replies are essential for handling customer support-related questions and FAQs. To set this up:

  • Edit the trigger with questions related to specific user intents, such as shipping policies or pricing.
  • Customize the response text to provide clear, concise answers that align with your brand voice.
  • Ensure each chatbot handles one specific intent to maintain clarity and effectiveness.

Automated responses help provide quick answers to customer queries, improving satisfaction and reducing the workload on human agents.

Best Software to Use for WhatsApp Automation

Selecting the right software for WhatsApp automation is crucial for optimizing customer engagement and operational efficiency. Here, we’ll explore some of the top tools available for WhatsApp automation, highlighting their key features, pricing, and practical use cases.


Tidio is a comprehensive customer experience platform that integrates seamlessly with WhatsApp, providing a no-code chatbot builder, live chat software, and email marketing system all in one place. Its key features include:

  • No-Code Chatbot Builder: Create and customize chatbots without any coding knowledge. The drag-and-drop interface makes it easy to design bots tailored to specific business needs.
  • Live Chat Software: Engage with customers in real-time through a live chat system integrated with WhatsApp and other communication platforms.
  • Email Marketing Integration: Manage email marketing campaigns alongside WhatsApp automation, ensuring a cohesive communication strategy.

Pricing and Example of Tidio’s Use

Tidio offers several pricing plans to suit different business needs:

  • Free Plan: Includes basic features and limited chatbot functionality.
  • Email Marketing Plan: Priced at $10 per month, ideal for businesses focusing on email campaigns.
  • Starter Plan: $29 per month, offering more advanced features and greater customization.
  • Automation Plan: Also $29 per month, focused on automation capabilities.
  • Growth Plan: $59 per month, providing extensive features for growing businesses.
  • Lyro AI Plan: $39 per month, includes advanced AI features.
  • Tidio + Plan: Starting at $499 per month, tailored for large enterprises with extensive needs.

Use Case 

An e-commerce store uses Tidio to automate customer support and marketing messages. By setting up a chatbot to handle common queries such as order status and return policies, the store reduces the workload on human agents and provides instant responses to customers. Additionally, the store sends out promotional messages and discount codes via WhatsApp, increasing customer engagement and driving sales.


WATI (WhatsApp Team Inbox) is an official partner of WhatsApp Business APIs, ensuring seamless integration and robust performance monitoring. Its main features include:

  • Official WhatsApp Business API Integration: Provides a reliable and secure connection with WhatsApp, ensuring compliance and stability.
  • Performance Monitoring: Tracks the performance of customer service representatives, helping businesses optimize their operations.
  • Shared Inbox: Consolidates all customer messages into a single inbox, making it easier to manage and respond to inquiries.
  • Variety of Integrations: Supports integrations with popular tools like Google Sheets, Shopify, and Zapier.

Pricing and Example of WATI’s Use

WATI offers a 7-day free trial, with paid plans starting at:

  • Growth Plan: $49 per month for up to 5 users.
  • Pro Plan: $99 per month for up to 5 users.
  • Business Plan: $299 per month for up to 5 users.

Use Case

A customer support team in a tech company uses WATI to handle customer inquiries efficiently. The shared inbox feature allows multiple team members to manage conversations from different customers, ensuring no query goes unanswered. Performance monitoring helps the team leader identify areas for improvement, while the integration with Google Sheets allows for easy tracking and reporting of customer interactions.


Landbot specializes in creating conversational landing pages and chatbots for WhatsApp automation. It is particularly useful for marketing campaigns and customer engagement. Key features include:

  • Conversational Landing Pages: Design interactive landing pages that engage visitors through conversational interfaces.
  • Customizable Chatbots: Create chatbots tailored to specific business needs, with a variety of pre-designed templates available.
  • Marketing Campaign Manager: Plan and execute marketing campaigns, tracking their effectiveness through detailed analytics and reporting.
  • Analytics and Reporting Dashboards: Monitor the performance of chatbots and campaigns, making data-driven decisions to improve outcomes.

Pricing and Example of Landbot’s Use

Landbot offers a sandbox free version for testing, with paid plans including:

  • Starter Plan: $40 per month, suitable for small businesses and startups.
  • Pro Plan: $100 per month, offering advanced features and customization options.
  • Business Plan: Starting from $400 per month, designed for large enterprises with extensive needs.

Use Case 

A travel agency uses Landbot to automate customer interactions and marketing efforts. The agency creates a conversational landing page where potential customers can inquire about travel packages, receive instant responses from a chatbot, and book their trips directly through WhatsApp. The marketing campaign manager helps the agency track the effectiveness of promotions and adjust strategies in real-time to maximize engagement and sales.


WhatsApp automation is a powerful tool for businesses looking to enhance customer engagement, streamline operations, and reduce costs. By leveraging automated messages, businesses can provide quick and personalized responses, improving overall customer satisfaction. With the right software and setup, WhatsApp automation can transform the way businesses interact with their customers, leading to better efficiency and growth.

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