Automation

Build automated WhatsApp workflows

Design workflows visually: start from a trigger, add conditions, send messages, run actions and schedule follow-ups — so routine conversations run without manual work.

Automation — Workflow builder

Step 1

Trigger

Step 2

Condition

Step 3

Message

Step 4

Action

Step 5

Follow-up

Capabilities

Workflow building blocks

Compose simple or multi-step automations from clear, predictable steps.

Triggers

Start a workflow from an incoming message, keyword, tag change or campaign reply.

Conditions

Branch the flow based on contact attributes, tags or message content.

Messages

Send template or session messages at the right point in the flow.

Actions

Update attributes, apply tags, assign an agent or change conversation status.

Follow-ups

Schedule delayed follow-up steps when a customer does not respond.

Testing

Review the workflow path before you publish it.

Common automations

  • Welcome messages for new conversations
  • Keyword-based routing to the right team
  • Reminders and follow-up sequences
  • Order and appointment updates
  • Lead qualification before agent handoff
  • Away messages outside business hours

Start engaging customers on WhatsApp

Create your Zyveni account and connect through the official Meta tech provider in a few steps.