Automation and AI
Build a no-code automation sequence
Create reliable WhatsApp flows with triggers, messages, buttons, lists, input capture, conditions, waits, CRM actions and human handoff.
For Workspace administrators and automation builders10 min readUpdated
Design the customer decision before the canvas
Write the goal, trigger, required customer data, allowed choices, exceptions and completion condition before adding blocks. A short, purposeful flow normally converts better than a long questionnaire.
- Ask one main question at a time.
- Prefer buttons or lists for known choices.
- Accept natural text and voice transcripts where the answer is not a fixed choice.
- Save reusable values such as name, product, quantity, city, state and pincode separately.
- Define what happens when the answer is invalid, unexpected or sensitive.
Core blocks
| Block | Purpose |
|---|---|
| Message | Send verified text, media, buttons or lists. |
| Input | Wait for and save a customer answer. |
| Condition | Branch using saved data, labels, state or other deterministic facts. |
| Wait | Delay a follow-up within policy and template rules. |
| CRM action | Add labels, update records, assign a team or create a handoff. |
| End | Finish cleanly and record the outcome. |
Handle free text and interruptions
A customer may type a question instead of pressing a button. Configure accepted synonyms for safe known choices. If the message changes the intent or requires an unverified answer, stop or pause the sequence and route it to the configured AI or human queue.
Test, publish and monitor
- Keep a new flow in Draft.
- Test every branch with an internal customer number.
- Test misspellings, voice transcripts, unexpected text, opt-out and human requests.
- Confirm prices, media, links and saved fields.
- Publish only after validation, then monitor enrollments and fallbacks.
Related guides
Ready to use this in your workspace?
Sign in to continue setup, or review the tenant go-live checklist before sending live traffic.