Welcome to WAPTO!
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1. Overview
Automation Flows are the core of your WhatsApp strategy. Using a visual, drag-and-drop interface, you can build complex customer journeys that respond instantly to triggers, reducing manual effort and maximizing customer engagement.
Efficiency Fact
Automated flows can handle up to 90% of routine customer inquiries,
freeing your agents for high-value tasks.
2. Automation Builder Interface
The visual builder allows you to drag nodes from a library and connect them to create logic-based conversation paths.
Key Builder Components
- Canvas: The workspace where you arrange and connect your nodes.
- Trigger Nodes: Define how the flow starts (Keyword, Event, or API).
- Action Nodes: Send messages, images, or interactive buttons.
- Logic Nodes: Add conditions (If/Else) or delays to the flow.
3. Implementation Workflow
Follow these steps to build and activate your first automated workflow.
Step 1: Initiate Flow
- Navigate to Automation Flows from the sidebar.
- Click on + Create New Flow.
- Enter a descriptive Flow Name (e.g., Welcome Bot).
Step 2: Build Logic
- Drag a Keyword Trigger node onto the canvas.
- Configure the keywords that should trigger this flow (e.g., "Hello", "Help").
- Connect the trigger to a Message node.
Step 3: Save & Activate
- Validate your connections (ensure every node has a path).
- Click Save Flow at the top right.
- Toggle the Status to Active to go live.
Example: Post-Purchase Engagement
A common scenario for e-commerce brands.
- Trigger: Order Status updated to "Delivered".
- Action: Send a "How did we do?" message with review buttons.
- Logic: If [Positive] → Send coupon; If [Negative] → Notify agent.
4. Governance & Best Practices
Logic Optimization
- Default Fallbacks: Always include a path for when conditions aren't met.
- Human Handover: Ensure one path leads to a live agent for complex issues.
- Testing: Test keywords from multiple sandbox accounts before release.
Note: Flows with high drop-off rates often have too many steps. Keep your conversational paths concise and valuable.