WhatsApp Automation: 2 Ways to Do It, Use Cases & 6 Examples

One of the biggest advantages of using WhatsApp as a customer communication channel is the possibility of automating repetitive or time-consuming tasks through WhatsApp automation. But for beginners, the idea might sound a bit daunting. In this guide, we’ll explain WhatsApp Business automation benefits, automation options for different business sizes and how to build your own WhatsApp automation bot.

What is WhatsApp Automation?

In simple terms, WhatsApp automation is the automation of conversations on the WhatsApp Business App or WhatsApp Business API. Thanks to it, businesses can save time and resources, improve response times and increase customer satisfaction.

Micro and small businesses can set up basic automation on the WhatsApp Business App from their phone or desktop. This includes welcome and away messages, for example.

This gets trickier for medium and large companies looking to automate repetitive or complex business tasks like chat routing and agent assignment. In the past, this wasn’t possible due to the app’s limitations. But in 2018, WhatsApp API was launched, putting an end to this issue.

Benefits of WhatsApp Automation

Due to the increasing popularity of conversational sales and support, more and more companies are using automation to facilitate customer communication over WhatsApp. WhatsApp automation is on the rise. But why? Here are just a few of the benefits.

• Decrease Response Times - WhatsApp auto replies like automated welcome and away messages improve response times and assure customers their message has been received.

• Reduce Agent Load - Automation reduces workload by handling certain customer inquiries, such as providing automatic responses to common questions through an interactive FAQ menu.

• Increase Sales Conversions - WhatsApp automation ensures that only qualified leads reach agents, saving time and allowing agents to concentrate on genuine sales opportunities. Newer automation options even let AI Agents keep the pipeline clean by qualifying leads, updating records and closing out routine conversations on their own.

• Increase Customer Satisfaction - Automation helps route conversations to the right team faster by using pre-chat survey forms to collect customer data and determine conversation purposes. This prompt attention improves overall customer satisfaction.

4 Use Cases for WhatsApp Automation

WhatsApp automation offers various methods for businesses to streamline their operations. As we’ll cover later, most of these methods require using WhatsApp API.

Firstly, it’s important to understand the role of APIs (Application Programming Interfaces) in WhatsApp automation. APIs enable businesses to integrate their software or systems with the WhatsApp platform, allowing developers to create custom solutions for automating WhatsApp interactions in several ways.

Let’s explore some of the ways businesses can utilize WhatsApp automation.

1. Chatbots

These automated conversational agents can understand user commands and queries. By leveraging machine learning algorithms and Natural Language Processing (NLP), chatbots can instantly provide predefined or AI-generated responses to customers on WhatsApp.

For businesses that need more advanced automation, solutions like respond.io offer AI Agents that go beyond simple replies. They can qualify leads, pull information from your knowledge base, update contact records and route conversations automatically, all without manual intervention.

2. Personalization

By utilizing customer data and sales engagement tools, businesses can send tailored WhatsApp broadcasts, offering a more engaging and customized experience for their customers. Beyond simple name personalizations, companies can segment audiences by behavior, purchase history, Lifecycle stage or past interactions to deliver highly relevant messages.

This level of personalization increases engagement, improves conversion rates and strengthens customer relationships — especially in industries where timing and context matter.

3. Automated Workflows

Businesses can set up workflows on WhatsApp to automate specific tasks and processes. This involves defining rules and triggers that initiate automated actions based on user interactions or other predetermined conditions.

For example, an automated workflow can be created to send order confirmations or appointment reminders to customers automatically.

4. Updates and Notifications

Businesses can schedule WhatsApp messages to send updates and notifications to customers automatically. This includes critical alerts, event reminders, and order status updates, ensuring real-time communication with customers about important information.

Now that you know the benefits and use cases, we’ll dive into how to do WhatsApp automation.

2 Methods to Do WhatsApp Automation

Automating WhatsApp messages depends on the solution you are using, as the process is not the same for WhatsApp Business app and WhatsApp Business API.

When deciding between the WhatsApp Business app and the WhatsApp API for automation, it’s crucial to understand the differences in features and capabilities of each platform. Next, we’ll provide a detailed comparison to help you make an informed decision.

Method 1: Automate WhatsApp through WhatsApp Business App

The simplest method to automate WhatsApp is with the WhatsApp Business app. This app is free to use and is best for small businesses with few users who require only basic automation.

Method 2: Automate WhatsApp through WhatsApp Business API

WhatsApp Business API offers the advanced automation options medium to larger businesses need. To use it, you’ll need to choose a WhatsApp BSP and subscribe to a conversation management platform.

WhatsApp Business App vs WhatsApp Business API - 5 Differences

#1 Response Automation

The WhatsApp Business app provides basic response automation, suitable for simple automated replies. In contrast, WhatsApp API offers advanced response automation, enabling more complex and sophisticated automated interactions.

#2 Conversation Performance Tracking

The WhatsApp Business app does not offer features for tracking conversation performance, making it difficult to measure and analyze interaction effectiveness. WhatsApp API, however, includes conversation performance tracking, allowing businesses to monitor and optimize their customer interactions.

#3 Chatbot Integration

The WhatsApp Business app lacks integration with chatbots, limiting its ability to handle automated customer support. Conversely, WhatsApp API supports chatbot integration, providing a more robust solution for automated customer service.

#4 Interactive Menus

The WhatsApp Business app does not support interactive menus, reducing the potential for engaging customer interactions. On the other hand, WhatsApp API allows for customizable interactive menus, enhancing the user experience with more interactive and guided communication.

#5 Automated Workflows

Although the WhatsApp Business app does not support automated workflows, the WhatsApp API does, enabling businesses to automate specific tasks and processes for improved efficiency.

That said if you run Meta ads that drive WhatsApp conversations, respond.io can send Conversions API (CAPI) events to help Meta optimize delivery. Customers like JU Productions saw a 47.2% drop in cost per qualified lead, while Automax® recorded a 10% lift in conversions after enabling CAPI,  a strong boost when paired with WhatsApp automation.

With this understanding, let's explore how to create WhatsApp automation using the WhatsApp Business app.

How to Set Up WhatsApp Automation with WhatsApp Business App

The WhatsApp Business app has some basic automation features that are free to use: Greeting messages and away messages. Let’s see what they look like.

1. Greeting Messages

Greeting messages are one of the most basic features businesses use. Customers appreciate a warm welcome message, and there are several business benefits to using WhatsApp greeting messages.

When enabled, these greeting messages are sent to customers who message you for the first time or after 14 days of inactivity. Greeting messages are customizable, and you can select who receives them from your address book.

Setting up greeting messages in the WhatsApp Business App is quite easy. You can tailor your WhatsApp greeting message to suit specific purposes and apply recommended best practices to make the most of the message.

2. Away Messages

Unless your business can guarantee immediate responses to all inbound messages, you should have a way to manage wait time expectations.

When enabled, WhatsApp away messages are sent to customers who contact your business outside of office hours or when you’re unavailable. In the WhatsApp Business App, you can define your availability by setting your schedule.

Limitations of WhatsApp Automation with WhatsApp Business App

With only 2 types of auto replies, the WhatsApp Business App is only suitable for small businesses. Let’s recall some of its other limitations.

• Basic Response Automation

• No Conversation Performance Tracking

• No Integration with Chatbots

• No Interactive Menus

• No Automated Workflows

Medium to large-size businesses will benefit from a more powerful WhatsApp automation tool like WhatsApp Business API.

The Solution? Set up WhatsApp Business Automation with WhatsApp API

Businesses looking to implement advanced WhatsApp API automation with respond.io need to fulfill 2 requirements:

1. Sign up for a respond.io account

2. Connect WhatsApp API to respond.io

For respond.io users, the Workflows Module is the place to build a WhatsApp automation bot. This module is available in all the respond.io plans.

First, you’ll first need to acquire some basic knowledge of inbound conversation Workflows. If you are already familiar with this, here are some of the WhatsApp automation you can build from the Workflows Module.

1. Greeting Messages

Greeting messages for WhatsApp can be created from scratch or from a Workflow template such as the Welcome Message or Welcome Message & Ask for Email templates.

By choosing the latter, customer email addresses are saved as Contact Fields for future reference. Email requests will only be sent to customers whose email addresses haven't been recorded previously to avoid asking repetitive questions and annoying them.

To implement greeting messages exclusively for WhatsApp, replace the Last Interacted Channel in the Send a Message Step with your WhatsApp API channel.

In addition, you can customize WhatsApp welcome messages using Dynamic Variables. For example, use the dynamic variable $contact.firstname to greet customers personally and create a friendly first impression.

Greeting customers is important, but so is managing their expectations. Next, we’ll explain how to use Workflows to build a WhatsApp away message.

2. Away Messages

To create a WhatsApp away message with respond.io, build one from scratch or choose a Workflow template.

Choose the Away Message template to automatically send a notification every time a customer starts a conversation. The Workflow needs to be switched on and off manually, so it is suitable for businesses that offer 24/7 support and are seldom unavailable.

Conversely, use the Away Message with Business Hours template to automatically send a WhatsApp away message outside of operating hours. You just need to enter your business hours in the Date & Time Step to define when away messages will be sent.

So far, we’ve explained how to greet WhatsApp customers that open a conversation with you. Let’s take it one step further by creating a question bot to ask customers questions automatically.

3. Ask a Question

The simplest way to build a question bot with respond.io Workflows is through the Ask a Question Step. This Step has several subcategories to formulate different question types, such as those with multiple choice answers, text or ratings from 1-5 as responses.

There are multiple reasons why a business might ask customers questions when they reach out over WhatsApp. Some businesses like to have a fallback contact method to reach customers after the conversation is closed, so they might ask for an email address.

Although open-ended questions are difficult to categorize and tabulate, businesses may use them to collect qualitative data and insights into customer behavior. For example, a business may ask customers What were the main reasons you chose our service?

To resolve recurring customer queries on the spot, businesses can build automated FAQs using the Multiple Choice question type. This can provide instant answers to common inquiries about pricing, terms and conditions or shipping costs.

CSAT surveys are used to gauge the level of satisfaction a customer experiences after a specific interaction with a company. You can build a simple Workflow to create CSAT surveys and save the answers to Google Sheets or a data warehouse.

Lastly, an Ask a Question Step can be used to route customers to the right team and auto-assign them to available agents based on the responses provided. Let’s see how it’s done.

4. Assign Chats to Agents

Enterprises with many daily conversations using WhatsApp business with multiple users can’t simply rely on agents to manually pick and resolve them. They need a business solution to route conversations and assign them to agents automatically.

With respond.io, you can build your own routing Workflows from scratch or choose a Workflow template like Multi-team Routing: Shifts, which is ideal for companies with different teams working round the clock that want to assign conversations by shift.

Multi-Team Routing: Multiple Choice by Contact is a Workflow template made for businesses that prefer to route customers based on team functions such as sales inquiries or support requests.

When it comes to automatic agent assignment, Workflow templates will help you get started with 2 logics to choose from: Round-robin to assign conversations equally among agents or by least open contacts for faster service by agents.

5. Build an AI Agent

If you want to take it one step further, you can train a respond.io AI Agent and add it to your Workflow. Beyond replying to messages, AI Agents can also update contact records, adjust lifecycle stages, route conversations and even close conversations automatically with a summary once an interaction is finished.

If you want to give your AI Agent even more autonomy, you'll be happy to know that it can follow up with customers when the conversation is stalled. AI Agents are also able to respond to calls with natural and professional language. There's very little they can't do when it comes to conversational sales and support.

Respond.io’s upgraded AI engine makes these actions even more efficient by processing only the necessary steps for each task—resulting in faster, more accurate responses. And if a human needs to step in, instant takeover ensures the AI stops immediately, preventing message overlap and keeping every handoff smooth.

Businesses use AI Agents for onboarding, lead qualification and 24/7 coverage, while Workflows ensure smooth handoff to human agents whenever the AI is uncertain or a customer requests it.

6. Integrate with 3rd-Party Software

With respond.io’s HTTP Request Step in Workflows, businesses can execute callbacks to third-party applications to transfer data between them and respond.io. These are some common use cases:

• Connect a WhatsApp CRM to respond.io

• Send automated Slack notifications

• Qualify leads on data enrichment tools

• Create deals in sales CRMs or tickets in support CRMs

• Save CSAT results in a data warehouse or Google Sheets

But there’s more: Connecting respond.io to Zapier will give you access to more than 5,000 app integrations. Analytics tools, calendar apps, databases… you name it. And just like respond.io's Workflows, Zapier automation does not require code.

6 Examples of WhatsApp Automation Across Different Industries

1. Healthcare

Healthcare businesses can significantly enhance their operations with WhatsApp automation. Virtual waiting rooms keep patients informed and reduce physical overcrowding.

Automating pre-consultation data collection ensures healthcare providers are well-prepared, improving efficiency. Simple cases can be resolved quickly, freeing up time for more complex issues. Complex cases can be escalated seamlessly to specialists, ensuring patients receive the best care.

Additionally, automating patient routing and agent assignment allows for effective tracking and follow-ups, ensuring adherence to treatment plans and appointments.

2. Education

WhatsApp automation can greatly enhance the efficiency of educational institutions. Quickly responding to impatient leads during admissions season ensures no lead is lost due to delays.

Using Respond AI, the leading chatbot for education, institutions can provide instant replies to inquiries and collect data 24/7 before a human agent steps in. Automation can also filter spam, allowing agents to focus on meaningful interactions.

Simplifying processes from event sign-ups to enrollment is seamless with integration into student management systems, CRMs, and ERPs. Additionally, sending event details, reminders, and automated student satisfaction surveys ensures effective communication and continuous improvement.

3. Retail

Here’s how WhatsApp automation can significantly enhance retail operations. For a start, integrating your ERP or sales CRMs allows real-time data retrieval and deal generation during conversations.

Automating the sales pipeline, from lead qualification to abandoned cart recovery, boosts efficiency. For example, creating VIP routes provides dedicated service for high-value clients and enhances customer satisfaction. Also, offering 24/7 support through automated FAQs and human agent access ensures continuous assistance.

Integrating your support CRM facilitates ticket creation during conversations. Additionally, automating processes like support escalation and sending NPS or CSAT surveys streamlines operations and improves the overall customer experience.

4. Automotive

Businesses in the automotive industry can use WhatsApp automation to respond instantly to sales inquiries. When customers are purchasing a car, they’re often making many inquiries. A quick, detailed response can make all the difference in their decision to come in and take a test drive.

If a lead doesn’t need to speak to a salesperson and simply wants to come in to the showroom, you can also automate appointment bookings. Potential customers can book a time slot without needing to wait, and this also frees up sales agents’ time so they can focus on customers who are ready to buy.

Targeted broadcasts for past customers also help keep your business top of mind. For example, one of our customers in the automotive industry retargets those who made a purchase 5 years ago. This is an effective long-term strategy as most people won’t be in the market for a car every year, but a personalized reminder may make your business their first choice.

5. Professional Services

A variety of professional services providers leverage WhatsApp to automate bookings. Whether it’s a cleaning job or a photoshoot,  allowing customers to book over WhatsApp streamlines the scheduling process.

Send automated reminders and segment customers based on past services they’ve used to retarget them with the latest promotions and gain repeat business.

It’s also beneficial to send CSAT surveys after every completed service to identify areas for improvement to keep customers coming back.

6. Travel Agency

Travel agencies can use WhatsApp automation to answer FAQ about policies and packages so prospects get the immediate answers they need.

When leads are ready to book a package or have more specific questions that the FAQ can’t answer, set up automation to assign them to an agent. For example, some businesses may send customers to the next available agent while others may assign to an agent specializing in certain destinations.

Once a lead has become a customer, you can schedule WhatsApp messages to keep them updated with reminders and notifications about their travel plans.

Boost Your Productivity through WhatsApp Automation with Respond.io

Ready to set up WhatsApp automation? If you are a micro or small business using the WhatsApp Business App for customer communication, the free in-app automation features may suffice.

However, for most of the use cases we’ve shown, medium to large businesses need to connect WhatsApp API to an omnichannel messaging platform with a powerful workflow builder to systematize time-consuming tasks and handle large numbers of messages efficiently.

To start taking advantage of the benefits of WhatsApp automation, try respond.io for freeor contact us for a customized demo.

Further Reading

Did you find this reading interesting? If so, we suggest you have a look at the following articles.

• WhatsApp Green Tick: A Guide to Verifying Your WhatsApp Business

• 6 WhatsApp Alternatives for Business

• WhatsApp Marketing in 5 Steps: A Detailed Guide (+Examples)