> ## Documentation Index
> Fetch the complete documentation index at: https://docs.autocalls.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# WhatsApp Automation

> Automate WhatsApp messaging with triggers and actions in the automation platform

The automation platform integrates with WhatsApp to let you send messages automatically, trigger flows from WhatsApp events, and generate AI responses programmatically.

## Available Actions

### Send WhatsApp Template Message

Send a pre-approved template message to a customer.

**Use Cases:**

* Send order confirmations after a purchase
* Trigger appointment reminders on schedule
* Deliver follow-up messages after calls
* Re-engage customers who haven't responded

**Configuration:**

| Field               | Description                                       |
| ------------------- | ------------------------------------------------- |
| **Sender**          | Select your WhatsApp sender (must be online)      |
| **Template**        | Choose from approved templates                    |
| **Recipient Phone** | Customer phone number (E.164 format: +1234567890) |
| **Recipient Name**  | Optional customer name for personalization        |
| **Variables**       | Dynamic values for template placeholders          |

<Tip>
  **E.164 Format** — Phone numbers must be in international format with country code. Examples:

  * ✅ `+14155551234`
  * ✅ `+442071234567`
  * ❌ `(415) 555-1234`
  * ❌ `07123456789`
</Tip>

### Send WhatsApp Message (Free-form)

Send a free-form text message to a customer within the 24-hour messaging window.

<Warning>
  **24-Hour Window Required** — Free-form messages can only be sent to customers who have messaged you within the last 24 hours. For customers outside this window, use a template message.
</Warning>

**Use Cases:**

* Send immediate follow-up to recent conversations
* Deliver time-sensitive information
* Respond to customer inquiries automatically

**Configuration:**

| Field               | Description                           |
| ------------------- | ------------------------------------- |
| **Sender**          | Select your WhatsApp sender           |
| **Recipient Phone** | Customer phone number (E.164 format)  |
| **Message**         | Message content (max 4096 characters) |

### Generate AI Reply

Generate an AI response using your assistant, identified by an external customer identifier.

**Use Cases:**

* Build custom chat interfaces
* Integrate WhatsApp with external CRM systems
* Create multi-channel AI responses
* Process messages from external platforms

**Configuration:**

| Field                   | Description                                            |
| ----------------------- | ------------------------------------------------------ |
| **Assistant**           | Select the AI assistant to use                         |
| **Customer Identifier** | Unique customer ID (e.g., phone number, email, CRM ID) |
| **Message**             | The message to respond to                              |
| **Variables**           | Optional context variables for the assistant           |

**How It Works:**

1. The action finds or creates a conversation for the customer identifier
2. Sends the message to your AI assistant
3. Returns the AI-generated response
4. You can then send this response via WhatsApp or other channels

## Triggers

### WhatsApp Message Received

Trigger a flow when a customer sends a WhatsApp message.

**Available Data:**

* Customer phone number
* Message content
* Sender ID
* Timestamp
* Conversation ID

**Example Use Cases:**

* Log messages to a CRM or database
* Send notifications to your team
* Trigger follow-up sequences
* Collect and process customer data

### WhatsApp Conversation Started

Trigger a flow when a new WhatsApp conversation begins.

**Available Data:**

* Customer phone number
* First message content
* Sender information
* Conversation ID

### Conversation Ended

Trigger a flow when a WhatsApp conversation ends (due to inactivity timeout or manual closure).

**Available Data:**

* Full conversation transcript (array of messages and formatted string)
* Extracted variables (from AI post-call evaluation)
* Input variables passed to the assistant
* Customer phone number and name
* WhatsApp sender information (phone number, display name)
* Conversation ID and type
* Message count
* Timestamps (created\_at, ended\_at)

**Example Use Cases:**

* Sync conversation summaries and extracted data to your CRM
* Trigger follow-up sequences based on conversation outcomes
* Log conversation analytics to external systems
* Send satisfaction surveys after conversations end

<Tip>
  The Conversation Ended trigger provides the same payload as the [Conversation Ended Webhook](/api-reference/webhooks/conversation-ended-webhook). Use the webhook for direct integrations, or this trigger for no-code automation flows.
</Tip>

## Example Workflows

### Post-Call WhatsApp Follow-up

Send a WhatsApp template message after a call completes:

```mermaid theme={null}
flowchart LR
    A[Call Completed Trigger] --> B[Wait 5 minutes]
    B --> C{Call Outcome?}
    C -->|Interested| D[Send Interested Template]
    C -->|Follow-up| E[Send Follow-up Template]
    C -->|Not Interested| F[End]
```

**Setup:**

1. Add **Call Completed** trigger
2. Add **Delay** action (optional)
3. Add **Branch** based on call outcome
4. Add **Send WhatsApp Template** action for each branch
5. Configure template and variables

### Lead Qualification via WhatsApp

Qualify leads through WhatsApp conversations:

```mermaid theme={null}
flowchart LR
    A[Form Submission] --> B[Send WhatsApp Template]
    B --> C[Wait for Reply]
    C --> D[AI Processes Response]
    D --> E[Update CRM]
```

### Appointment Reminder Flow

Send automated appointment reminders:

```mermaid theme={null}
flowchart LR
    A[Schedule Trigger] --> B[Fetch Appointments]
    B --> C[Loop Through Appointments]
    C --> D[Send Reminder Template]
    D --> E[Log to Sheet]
```

## Variable Mapping

When sending template messages, map your flow data to template variables:

**Template:**

```
Hi {{1}}, your appointment with {{2}} is confirmed for {{3}}.

Location: {{4}}
```

**Variable Mapping:**

| Template Variable | Flow Data                      |
| ----------------- | ------------------------------ |
| `{{1}}`           | `{{trigger.customer_name}}`    |
| `{{2}}`           | `{{trigger.agent_name}}`       |
| `{{3}}`           | `{{trigger.appointment_date}}` |
| `{{4}}`           | `{{trigger.location}}`         |

## Error Handling

### Common Errors

| Error                      | Cause                                   | Solution                                      |
| -------------------------- | --------------------------------------- | --------------------------------------------- |
| **Template not found**     | Template ID invalid or not approved     | Verify template is approved and ID is correct |
| **Sender offline**         | WhatsApp sender is not online           | Check sender status, ensure it's connected    |
| **Invalid phone number**   | Phone number not in E.164 format        | Format as +\[country code]\[number]           |
| **Outside 24-hour window** | Trying to send free-form outside window | Use a template message instead                |
| **Rate limited**           | Too many messages sent                  | Implement delays between messages             |

### Retry Strategy

For failed messages, implement a retry strategy:

1. Wait 1 minute
2. Retry the action
3. If still failing, log the error and notify your team

## Best Practices

### 1. Always Use Templates for Outbound

When initiating contact with customers, always use approved templates. Free-form messages only work within the 24-hour window.

### 2. Include Opt-Out Options

For marketing messages, include opt-out instructions to comply with regulations and maintain quality rating.

### 3. Respect Rate Limits

Don't send too many messages too quickly. Implement reasonable delays between batch sends.

### 4. Handle Errors Gracefully

Always add error handling to your flows. Log failures and notify your team of issues.

### 5. Test with Single Recipients First

Before running bulk campaigns, test your flow with a single recipient to verify everything works correctly.

### 6. Monitor Quality Rating

Keep an eye on your sender's quality rating. Pause campaigns if you notice declining quality.

## Next Steps

* Learn about [message templates](/whatsapp/templates) and how to create them
* Set up [WhatsApp senders](/whatsapp/senders) for your phone numbers
* Explore the [automation platform](/automation-platform/introduction) for more workflow options