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Automation builder

If it happens in your business, automate it

Send the right WhatsApp message at the right moment: a cart reminder after 30 minutes, a payment link after a day, a review request after delivery.

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Follow-ups that depend on someone remembering

  • Abandoned carts never get a reminder
  • Pending payments are chased by hand, if at all
  • Happy customers are never asked for a review

With the automation builder

  • Every event triggers the right message, on time
  • Waits, conditions and follow-ups run on their own
  • Your team only steps in when a customer replies

How it works

How automation builder works

  1. 01

    Choose a trigger

    A new lead, an abandoned cart, a payment, a tag, a date or a keyword.

  2. 02

    Add waits and conditions

    Wait 30 minutes, check if they paid, branch on what they replied.

  3. 03

    Send and update

    Send a template, tag the contact, assign a teammate or move a deal.

Rules in plain language

Each automation reads like a sentence, so everyone on the team understands what it does.

  • When → wait → then
  • Conditions and branches
  • Turn rules on or off in one click

Recover carts and payments

Remind shoppers who didn't finish, and send a payment link when a payment is pending.

  • Timed reminders
  • Personalised with product and amount
  • Stops as soon as they pay

Keep the CRM tidy on its own

Automations tag contacts, assign owners and move deals, so the pipeline stays up to date.

  • Tag by action or reply
  • Round-robin assignment
  • Move deals between stages

Leads pipeline

Example data

New2

  • Riya S.

    Asked about sizes

  • Arjun K.

    From Instagram

Interested1

  • Meera P.

    Cart: ₹2,698

Paid1

  • Kabir D.

    ₹1,349 · UPI

Use cases

Built for your industry

Related features

Works well with

Your customers are already on WhatsApp.
Meet them there.

Book a demoStart free trial
  • 14-day free trial
  • No card needed
  • Setup support included

FAQ

Automation builder: your questions

Still unsure? Ask us anything.

Which events can start an automation?

New contacts and leads, tags, keywords, dates, form submissions, payments and events from connected tools.

Will automations message people who didn't opt in?

No. Only message customers who agreed to hear from you. Automations send approved templates to opted-in contacts.

Can an automation stop when the customer acts?

Yes. Add a condition, for example stop the reminder once the payment is received.

Do automations cost extra?

The Automation Builder is in Insta Starter (for Instagram), Growth and Pro. Meta's message charges apply to the WhatsApp templates it sends.