Configure WhatsApp messaging actions to send automated messages through your workflows. This guide shows you how to set up and use WhatsApp actions effectively.

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🎥 Video walkthrough

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Step-by-step guide

Follow these steps to create your WhatsApp action:

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1. Select WhatsApp action

Choose WhatsApp Action from the available action types to get started. WhatsApp Action

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2. Configure your WhatsApp action

Fill in the required fields:
  • Name: Enter a name for your action (e.g., “Send WhatsApp Message During Call”).
  • From Number: Select the registered WhatsApp number to send from.
  • To Number: Enter the customer’s phone number to send the message to.
  • Templates: Select the template to use for the message.
  • Ensure WhatsApp Integration is Active: Make sure your WhatsApp account is connected in the Integrations section before proceeding.
WhatsApp Integration

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3. Create the action

After completing all fields and verifying the integration, click Create Action to save your WhatsApp action. 🎉

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Example WhatsApp action setup

  • Name: Send WhatsApp Message
  • From Number: +1 234-567-000
  • To Number: Dynamic (customer’s number)
By following these steps, you enable your AI to send automated or manual WhatsApp messages, delivering real-time updates or responses to customers.