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Help Center/Automations

🤖 Automations

Automate your customer journey

WhatsApp Automations — Overview

Trigger personalised WhatsApp message sequences automatically when contacts are added, tagged, or book appointments.

How automations work

Triggers, actions, delays, and conditions.

Email Automations — Overview

Send automated personalised emails when contacts are tagged, added to a list, or their subscription changes.

Text Message node

Send a personalised plain-text WhatsApp message with merge tags inside an automation.

Setting up a subscription reminder

Auto-renew flow for coaches, studios, and subscription businesses.

Button Message node

Send a WhatsApp message with up to 3 reply buttons and branch the automation based on which one the contact taps.

List Message node

Send a WhatsApp scrollable list with up to 10 selectable rows and branch the flow based on the contact's choice.

Media Message node

Send an image, video, or document as part of a WhatsApp automation — pick from your Media Library.

Send Template node

Send a pre-approved Meta WhatsApp template from an automation — works outside the 24-hour window.

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