WhatsApp Auto - WhatsApp Automation with AI

What is WhatsApp Auto?

WhatsApp Auto is an automation system that allows you to:

✓ Connect your WhatsApp number to the dashboard
✓ Create workflows (flows) that run automatically when messages arrive
✓ Respond with AI or with predefined messages
✓ Assign conversations to agents automatically
✓ Add tags to customers according to conditions
✓ Filter by schedule, message type, assigned agent and much more

Connect WhatsApp

Step 1: Access WhatsApp Auto

From the dashboard, click on “WhatsApp Auto“ in the side menu or in the launchpad.

Step 2: Scan the QR code

Click on “Connect WhatsApp“ and scan the QR code from your mobile.

1. Open WhatsApp on your phone
2. Go to Menu → Linked devices
3. Press “Link a device
4. Scan the QR code that appears on the dashboard

Step 3: Done!

Once connected, you will see the status “Connected“ in green. You can now create workflows.

Note: WhatsApp allows multiple simultaneous sessions. You can have WhatsApp Auto connected and continue using your mobile and WhatsApp Web without issues.

Workflows (Automation Flows)

Workflows allow you to automate actions when an event (trigger) occurs and certain conditions are met.

Structure of a Workflow

1. Trigger (Trigger):

When is the workflow activated

• Incoming message
• New contact

2. Conditions:

What must be met for it to execute (optional)

• Message content (contains, begins with, ends with, etc.)
• Specific phone number
• Assigned agent (or unassigned)
• Type of message (text, image, audio, video, etc.)
• Number of messages in the conversation
• Time since last response
• Customer tags
• Message length
• Schedule (day of the week and time)

3. Actions:

What to do when the conditions are met

• Respond with AI
• Respond with a fixed message (with optional automatic translation)
• Assign to agent
• Add label

Advanced Conditions

You can combine multiple conditions with AND/OR logic:

AND logic:

All conditions must be met.

If the message contains “price“ AND the agent is not assigned → Respond with AI

OR logic:

At least one condition must be met.

If the message contains “urgent“ OR contains “help“ → Assign to specific agent

Responses with AI

When you set up a workflow to respond with AI:

• The AI uses your dashboard settings (prompt, Shopify products, etc.)
• Include the previous conversation history as context
• You can use specific “helpers“ (quick phrases) for workflows.
• Consumes credits according to the length of the response

Tip: [Respuesta automática fuera de horario] Add a system prefix so that the AI knows it is responding automatically. For example: “[Automatic response outside of hours]“.

Logs and Monitoring

From the Logs section you can:

✓ View all workflow runs
✓ Filter by period (today, 7 days, 30 days, custom)
✓ View the full history of each conversation
✓ Review which workflow was executed and why
✓ Navigate with pagination if there are many logs

Note: Old logs are automatically cleaned every 90 days to optimize performance.

Usage Examples

Automatic out-of-office reply

Trigger: Incoming message
Conditions:
- • Schedule: Monday-Friday, OUTSIDE of 9:00-18:00
- • Unassigned agent
Action: Thank you for writing. Our hours are from 9:00 AM to 6:00 PM. We will respond to you tomorrow.

Automatic assignment by keyword

Trigger: Incoming message
Conditions:
- • Message contains “technical“ OR contains “problem
Action: Assign to technical support agent

AI response with context

Trigger: Incoming message
Conditions:
- • Message contains “price“ OR contains “available
- • Hours: Monday-Friday, 9:00–18:00
Action: Respond with AI (use your Shopify catalog and settings)

Frequently Asked Questions

Do I need to have WhatsApp Business?

It’s not necessary. You can use WhatsApp Auto with your personal WhatsApp number or with WhatsApp Business. Both work the same.

Can I use the same number on my mobile phone and on WhatsApp Auto?

Yes. WhatsApp allows multiple simultaneous sessions (up to 4 linked devices). You can continue using WhatsApp on your mobile, WhatsApp Web, and WhatsApp Auto at the same time without any issues.

How many workflows can I create?

There is no limit to the number of workflows you can create. They are all evaluated in priority order when a message arrives.

Do workflows consume credits?

Only AI-generated responses consume credits. Responses with fixed message, agent assignments, and tags DO NOT consume credits.