HomeWhat is Whatsapp Automation?whatsapp chatbotWhat is Whatsapp Automation?

What is Whatsapp Automation?

WhatsApp automation can be defined as the use of such automated processes and tools which integrate and boost the various activities on the WhatsApp messaging platform. This can involve using software or scripts to perform various tasks that would typically be done manually, saving time and effort for the users. These automated processes can help the individuals, businesses, or organisations streamline communication, manage tasks, and interact with users more efficiently and effectively.

The common uses of Whatsapp Automation includes messaging and notifications, customer support, lead generation, surveys and feedback, broadcasts and campaigns, appointment scheduling, E-commerce, content delivery, and for personal uses as well.

WhatsApp automation can be achieved through various means, including using third-party tools, APIs provided by WhatsApp Business API, and custom scripts. It’s important to note that while automation can save time and improve efficiency, it should be used responsibly and ethically. Overuse or misuse of automation could lead to spamming, which can negatively impact user experience and violate WhatsApp’s terms of use.

Types of Whatsapp Business Automation

In simple language, WhatsApp automation refers to automating customer conversations on either the WhatsApp Business App or WhatsApp Business API. Even micro and small businesses have the option to establish simple automation using the WhatsApp Business App, whether they’re operating from their mobile devices or desktop computers. This gets a little difficult for the large businesses as it involves a more complex process. But a solution for this was chalked out in 2018 when Whatsapp API was brought about.

WhatsApp Business automation involves various strategies and tools to streamline communication and interactions on the platform. Here are some common types of WhatsApp Business automation:

  1. Automated Replies and Greetings: Automated replies and greetings allow the businesses to provide quick replies to common inquiries which helps improve customer satisfaction and reduces response times.
  2. Chatbots and AI: Chatbots and AI can be used to handle more complex customer interactions, such as answering questions, providing recommendations, and processing transactions. By using AI, businesses can deliver a more personalised and engaging experience on WhatsApp.
  3. Broadcast and Group Messaging: Broadcast and group messaging features enable businesses to send targeted messages to multiple contacts simultaneously. This can be used for marketing campaigns, promotions, and updates.

Customer support through chatbots

WhatsApp automation for customer support often involves the use of chatbots. A chatbot is a software program that makes use of artificial intelligence (AI) to replicate human-like conversations with the users. Customer support works in various ways which includes initial interaction in the form of welcome messages or messages, answering the frequently asked questions, guided assistance through various processes or procedures, resolving the issues, offering a roundabout assistance and support, personalised responses and feedback collection after the resolution of the required customer query.

WhatsApp Business API and third-party platforms often provide the infrastructure for implementing chatbots for customer support automation. These systems allow businesses to integrate chatbots into their WhatsApp Business accounts and manage interactions effectively.

Transaction and order updates

WhatsApp automation can play a crucial role in providing transaction and order updates to customers in a timely and efficient manner. Businesses can use automated messaging to keep customers informed about their purchases, shipments, and other transaction-related activities. WhatsApp automation can be used for transaction and order updates by sending an order confirmation details, the payment confirmation, shipping and tracking updates when the order is shipped, the delivery notifications when the order is out for delivery, helping the customer to predict the arrival of their package and lastly, sending the delivery confirmation once the order has been successfully delivered.

Appointment scheduling and reminders

WhatsApp automation can be incredibly useful for appointment scheduling and reminders, especially for businesses and professionals that rely on appointments for their services. WhatsApp automation can be applied to streamline appointment scheduling and send timely reminders by initiating appointment requests through Whatsapp and checking the availability of the desired appointment slots and then providing the customer with the confirmation details. It can also send the appointment reminders to their customers through interactive messages, helping with the rescheduling, cancellations and refunds if any, sending them follow-up messages to gather their feedback and providing additional information or suggesting future appointments. It further helps the customers out with personalised communication sending them personalised reminders and in understanding their preferences.

Lead generation and qualification

WhatsApp automation can be a dominant tool for lead generation and qualification, helping businesses in connecting with potential customers in an efficient and a personalised manner. WhatsApp automation can be used for lead generation and qualification by providing the customers with initial engagement, seeking the data of the potential customers, nurturing the required leads and keeping them engaged and informed. Further, segmenting the customers based on demographic information and other specific characteristics, allowing a more effective communication and lastly, providing instant responses to common questions thereby saving time.

Personalised marketing messages

WhatsApp automation can be used to send personalised marketing messages that resonate with individual recipients, thereby intensifying customer engagement and improving the effectiveness of marketing campaigns. WhatsApp automation can be used for personalised marketing messages in various ways which includes customer segmentations, personalised recommendations, cart reminders, dynamic messaging, event-based messaging, relevant content sharing, feedbacks and surveys, etc.

Personalised marketing messages through WhatsApp automation can foster a stronger connection between the business and its customers, leading to higher engagement rates and improved customer satisfaction. However, businesses should ensure that the messages remain genuinely valuable and relevant to the recipient to avoid coming across as intrusive.

Content Distribution

WhatsApp automation can be a valuable strategy for distributing content to your audience, whether it’s informational, educational, promotional, or entertaining. This approach can help you engage with your customers, provide value, and increase brand awareness. WhatsApp automation for content distribution can be used for the content sharing through Whatsapp messages, scheduled content delivery at optimal times when your audience is more likely to engage which can improve the chances of your content being noticed and read. Furthermore, supporting the recipients to take action after consuming the content and lastly, analysing the engagement.

By utilising WhatsApp automation for content distribution, you can provide your audience with valuable information, maintain their interest, and foster a stronger relationship between your brand and customers. Just ensure that your content is high-quality, relevant, and aligns with your audience’s needs and preferences.

Feedback and survey automation

WhatsApp automation can greatly streamline the process of collecting feedback and conducting surveys from your audience. It allows you to gather valuable insights, opinions, and data in a convenient and interactive manner. WhatsApp automation for feedback and survey automation can be used to share survey links or questionnaires with your audience and track responses, sending automated survey invitations to the participants, sending automated reminders for participants who haven’t completed the survey which can help increase response rates. Furthermore, automation can be used to send real-time feedback requests immediately after the event concludes.

By leveraging WhatsApp automation for feedback and survey collection, you can gather important data to improve your products, services, and customer experience. However, keep in mind that participant engagement and response quality depend on the clarity of questions and the relevance of the survey to their experiences.

Event invitations and reminders

WhatsApp automation can be an important tool for the management of the event invitations and sending timely reminders to the participants. Whether it’s a webinar, conference, workshop, or any other type of event, using WhatsApp can help in increasing your communication strategy and ensuring that your participants are well-informed and engaged. WhatsApp automation for event invitations and reminders can be used effectively to send personalised event invitations to the target audience. Automation helps to send  a confirmation message that includes a summary of their registration details and to request feedback and evaluations from participants to improve future events and for the delivery of post-event resources, such as presentation slides, handouts, or recordings.

WhatsApp automation for event invitations and reminders can improve attendee engagement, streamline communication, and enhance the overall event experience. However, it’s crucial to strike a balance between automation and personalization to ensure that participants feel valued and well-cared-for throughout their event journey.

E-commerce product recommendations

WhatsApp automation can be effectively used to provide personalised product recommendations to customers in the e-commerce sector. By analysing customer data and behaviours, you can send targeted product suggestions that align with their interests and preferences. WhatsApp automation for e-commerce product recommendations can be used to gather the customer data or profile, segmenting the needs and preferences of the customers, sending individualised product recommendations, reminding the customers about the items in the cart, alerting the customers about the flash sales and discounts and notifying the customers about their items from time to time.

Using WhatsApp automation for e-commerce product recommendations can enhance customer engagement, increase conversions, and drive repeat purchases. However, it’s important to strike a balance between automation and human touch to maintain a personalised and customer-centric approach. Additionally, ensure that the recommendations are relevant and add value to the customer’s shopping experience.

Social media content sharing

WhatsApp automation can be an important tool for sharing your social media content with a wider audience, engaging with your customers, and driving traffic to your social media platforms. The ways WhatsApp automation for social media content sharing can be used are sharing the recent contents and highlights, sending teaser messages, providing exclusive content and monitoring the engagement of the customers.

Using WhatsApp automation for social media content sharing can help you expand your online presence, reach a wider audience, and foster deeper engagement with your followers. However, remember to maintain a balance between automated sharing and personalised communication to ensure your messages resonate with your audience.

Internal employee communication

WhatsApp automation can be a vital tool for improving internal employee communication within an organisation. It can streamline information dissemination, facilitate collaboration, and enhance engagement among team members.

Using WhatsApp automation for internal communication can enhance transparency, foster a sense of community, and improve information flow within the organisation. However, it’s important to balance automation with personal interaction and ensure that sensitive information is communicated through secure channels. Additionally, provide options for employees to customise their communication preferences to respect their privacy.

Feedback and review requests

WhatsApp automation can be a vital tool for requesting feedback and reviews from customers. By using automated messages, you can efficiently gather valuable insights, improve your products or services, and enhance your online reputation.

Using WhatsApp automation for feedback and review requests can help you gain valuable insights, improve customer satisfaction, and build a positive online reputation. However, remember to strike a balance between automated requests and maintaining a genuine, customer-centric approach to ensure a high response rate and meaningful feedback.

What are the benefits of Whatsapp Automation?

WhatsApp automation offers numerous benefits for businesses and organisations, enabling them to streamline communication, enhance customer experience, and improve efficiency. Some of the key benefits of WhatsApp automation include:

  • Automation reduces the need for manual tasks, saves time and resources to focus on more strategic activities.
  • Automated messages ensure that customers receive correct and timely information, reducing the chances of errors.
  • Automation allows businesses to provide support and information around the clock, catering to customers in different time zones.
  • Automation can handle a higher volume of interactions without proportional increases in human effort.
  • Automation enables personalised communication by using customer data to tailor messages, enhancing customer engagement.

The other key benefits include engagement and interaction, customer support, efficient event management, cost saving and multi-channel integration.

10 wonderful use cases of WhatsApp Business automation

here is the 10 best use cases of Whatsapp Business Automation:

  1. Automate responses to frequently asked questions (FAQs) to provide instant support to customers, resolving common queries without human intervention.
  2. Send automated messages to customers about their order status, shipping updates, and tracking information to keep them informed in real-time.
  3. Allow customers to schedule appointments via WhatsApp and send automated reminders to reduce no-shows and improve attendance.
  4. Automate requests for feedback and reviews after transactions, helping to gather valuable insights and improve customer satisfaction.
  5. To collect information from potential leads, qualify them based on their responses, and route them to the appropriate sales team.
  6. Send personalised product recommendations based on customer preferences and purchase history to boost sales and engagement.
  7. Automate internal announcements, event reminders, and policy updates to improve communication and collaboration among team members.
  8. Share blog posts, videos, and other content directly through WhatsApp to engage customers and drive traffic to your website.
  9. Automate event invitations, RSVP collection, and event reminders to enhance attendance and engagement for company events.
  10. To notify the customers about limited-time offers, discounts, and promotions, driving immediate action and sales.

How to Automate Whatsapp Business?

Automation in Whatsapp can effectively be done in two ways – through Whatsapp Business API and Whatsapp Business app. Whatsapp Business is an exclusive version of the known messaging application, Whatsapp providing businesses with effective communication with the potential customers with the help of various tools present. On the other hand, Whatsapp API also known as the WhatsApp Business API includes a set of tools and interfaces for businesses to engage with their customers on WhatsApp at a larger scale, providing the customers with various  functions for communication including sending and receiving messages and providing customer support.

Automating WhatsApp Business involves setting up tools, platforms, or solutions that enable you to send automated messages, manage customer interactions, and streamline communication. Although the Whatsapp Automation with Whatsapp Business and Whatsapp API has several advantages, there are some limitations to it and policies in place to ensure that automation is used responsibly and more effectively which include in order to automate messages on Whatsapp, Whatsapp Business API is required which can add to the cost, since not all the businesses are eligible so they need to go through the approval process, template messages needs to be pre-approved by Whatsapp and should follow specific formatting guidelines, there are session windows meaning that after this period, messages can only be sent to the users who have opted in to receive messages from the businesses.

Furthermore, messages sent outside the session window of 24 hours are classified as ‘message types’ which further have their limitations and costs which are associated with them which includes session messages, standard messages and highly structured messages (HSM), then no promotional or marketing content can be sent via Whatsapp Business API, there are message rate limits which vary depending on the type of message and the interaction of the users’ history with the business and lastly, there are privacy and security requirements which needs to be fulfilled to protect the users’ data.

In summary, while WhatsApp Business offers automation capabilities, businesses need to use them responsibly and within the framework provided by WhatsApp to ensure a positive user experience and compliance with their policies. Automation should focus on providing value to customers and should not be used for spammy or promotional purposes.

What is Whatsapp Business App?

WhatsApp Business App is a specialised version of the popular messaging app WhatsApp designed specifically for small and medium-sized businesses (SMBs) to communicate with their customers in a more efficient and professional manner. It provides various features and tools that help businesses manage their interactions, provide customer support, and showcase their products and services.

What is the Whatsapp Business API?

The WhatsApp Business API (Application Programming Interface) is a more advanced and versatile solution that allows larger businesses to integrate WhatsApp’s messaging capabilities directly into their existing systems and applications. Unlike the WhatsApp Business App, which is designed for small and medium-sized businesses, the WhatsApp Business API is meant for enterprises that require a higher level of automation, scalability, and customization in their customer communication strategies.

How are Whatsapp Business App different from Whatsapp Business API?

1 DESIGNED FOR Small Businesses Medium to large businesses
2 TEAM INBOX Cannot be shared with others Easily share with the entire team
3 TICKET MANAGEMENT No Yes (via software like DelightChat)
4 AUTOMATED REPLIES Limited Support Build rule-based auto replies
5 WHATSAPP VOICE CALL Supported Not supported by API
6 COST Free Per conversation pricing
7 BROADCASTS Hard to use, limited to 256 recipients Send to 100,000 users in one go
8 NOTIFICATIONS No Yes (eg. Abandoned Cart)
9 CHATBOT No Possible via 3rd party software

In summary, the WhatsApp Business App is a simple solution for smaller businesses looking to establish a professional presence on WhatsApp, while the WhatsApp Business API offers more advanced integration and automation features suitable for larger enterprises with more intricate communication needs.

WhatsApp Automation with WhatsApp Business App

WhatsApp Business App provides some basic automation features which helps businesses to simplify their customer communication. While it’s not as advanced as the WhatsApp Business API, it still provides most relevant tools for automating certain aspects of communication. Automation can be leveraged within the WhatsApp Business App in the following ways::

  • Set up quick replies for frequently asked questions. These are predefined responses that can be triggered by specific keywords. For example, you can create a quick reply for “hours” to automatically provide your business hours.
  • Create automated away messages that are sent when customers message your business outside of your business hours. You can inform them when you’ll be available or provide alternative contact methods.
  • Set up greeting messages to automatically welcome customers when they initiate a conversation with your business for the first time or after a specific period of inactivity.
  • Use labels to categorise conversations and interactions. This helps you organise and prioritise customer inquiries, making it easier to provide timely responses.
  • Utilise message templates to send structured messages for specific scenarios, such as order confirmations, shipping updates, and appointment reminders.

The other ways include status updates, business profiles, manual communication and such more.

What are the limitations of Whatsapp business Automation with whatsapp business app?

  • The automation features in the app are relatively basic, and there may be limited control over customising and personalising automated messages to a high degree.
  • Automation in the app often requires manual triggering or responding to specific keywords. It may not support complex automated flows triggered by specific customer actions.
  • While suitable for small businesses, the automation features of the app may not scale effectively to handle large volumes of customer inquiries and interactions.
  • If your business requires intricate and multifaceted automated workflows, the app’s automation features might not be sufficient to fulfil those needs.
  • The app’s automation features are limited to what’s available within the app itself. It may not integrate as seamlessly with external systems and tools as more advanced automation solutions.

The other limitations include limited chatbot capabilities, approval or verification process, limited interaction types, no API access, advanced analytics, complex use cases and such more. The best way to automate whatsapp business is to do it with Whatsapp Business API.

WhatsApp Automation with WhatsApp Business API

WhatsApp Business API provides businesses with more advanced automation capabilities, allowing for integration with existing systems and the implementation of sophisticated automated messaging workflows. Automation can be leveraged using the WhatsApp Business API in the following ways:

  • Integration with CRM and Systems: Integrate the WhatsApp Business API with your CRM, customer support platform, or other systems to automate communication based on customer data and interactions.
  • Automated Messaging Flows: Design and implement automated messaging flows that guide customers through specific processes, such as order updates, appointment scheduling, and FAQs.
  • Chatbots: Implement chatbots that can handle common queries, provide instant responses, and offer interactive experiences through natural language processing.
  • Interactive Buttons and Menus: Create interactive messages with buttons and menus that allow customers to make choices and receive relevant information or perform actions.
  • Dynamic Content: Use dynamic content to personalise messages with customer names, order details, and other relevant information for a more tailored experience.

The other ways include appointment scheduling, automated responses, order updates and tracking, feedback and review requests, data collection and segmentation, multi-channel integration, reporting and analytics, compliance and approval, and customer support escalation.


WhatsApp automation, whether through the WhatsApp Business App or the WhatsApp Business API, offers businesses a powerful way to enhance communication, streamline processes, and engage with customers in meaningful ways. By leveraging automation, businesses can save time, improve efficiency, and provide better customer experiences.

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