WhatsApp Automation in Go4WhatsUp CRM

WhatsApp Automation in Go4WhatsUp CRM

WhatsApp Automation in Go4WhatsUp allows your business to automatically reply to customers with the right message at the right time, without manual effort.
Using automation rules, triggers, and quick replies, you can ensure fast, consistent, and always-on communication through the WhatsApp Business API.

Why Use WhatsApp Automation?

  • Reduce response delays and missed messages

  • Provide instant auto-replies during off-hours, holidays, or peak time

  • Maintain consistent answers for FAQs and common queries

  • Improve customer experience with timely follow-ups and fallback replies

  • Keep WhatsApp active even when your team is offline

What You Can Automate in Go4WhatsUp

Supported Content Types

  • Text Messages – FAQs, links, pricing, confirmations

  • Documents – Menus, brochures, invoices, policies (PDF)

  • Images – Product photos, maps, promotional creatives

  • Videos – Demos, tutorials, walkthroughs

  • WhatsApp Templates – Order updates, OTPs, reminders (Meta-approved)

  • Chatbots – Start a chatbot flow automatically (FAQ, booking, lead capture)

Customers can send media files (images/documents), and automations will still trigger as configured.

Automation Setup – Step-by-Step

1. Create an Automation Rule

Navigate to: Automation → New Rule

  1. Choose what to send:

    • Text / Document / Image / Video / Template / Start a Chatbot

  2. Select when to send (Trigger/Condition):

    • Example: No keyword matched or User waiting 15+ minutes

  3. Save & Enable the automation rule

2. Set Working Hours & Holidays

Working Schedule

  • Select Working Days

  • Set Working Hours (e.g., 9:00 AM – 6:00 PM)

Holiday Mode

  • Toggle ON when closed

  • Choose the auto-reply message

  • Toggle OFF to resume normal replies

3. Add Reply Material (Quick Replies)

Navigate to: Automation → Reply Material

  • Create and manage ready-made responses:

    • Greetings

    • Pricing details

    • Location/directions

    • Business policies

  • During live chats, click Quick Replies to insert instantly

4. Test Your Automation

  • Send a test message:

    • During non-working hours

    • Without a keyword

  • Confirm the correct automation rule triggers

A) Automation Rules – Content & Conditions

Go4WhatsUp supports content-based automation triggered by real-time conditions.

Content That Can Be Sent Automatically

  • Text – Short answers, URLs, pricing

  • Documents – Menus, brochures, invoices

  • Images – Product photos, flyers

  • Videos – Tutorials, demos

  • Templates – WhatsApp-approved transactional messages

  • Chatbots – Launch chatbot flows automatically

B) Automation Triggers & When They Fire

Trigger
Description
Non-Working Hours
Sends auto-reply outside defined working hours
Holiday Mode ON
Sends holiday/out-of-office reply
No Keyword Matched (Chat Started)
Fallback reply when user input doesn’t match any keyword
User Waiting > 15 Minutes
Sends reassurance if no agent replies within 15 minutes
No Keyword & No Condition Defined
Global default fallback reply
24-Hour User Inactivity
Sends compliant follow-up when ticket stays open

Tip: Combine Templates + Triggers (e.g., 24-hour inactivity) for compliant follow-ups.

C) Working Schedule Configuration

  • Working Days – Select any days (Mon–Sun)

  • Working Hours – Set start and end time per day

  • Effect – Messages received outside these hours trigger auto after-hours replies (if enabled)

D) Holiday Mode

  • Enable Holiday Mode during festivals or leave

  • Select the holiday reply message

  • Disable to return to normal operations

Use Case – WhatsApp Automation in Action

Scenario

  • 10:30 PM: Customer messages → Auto after-hours reply shares business hours and pricing link

  • Next Morning: Agent delay > 15 minutes → Automation reassures the customer

  • Unknown Keyword: Mini chatbot offers 3 quick options

  • Festival Day: Holiday Mode sends festive greeting + return date

Result

Your WhatsApp stays responsive, professional, and active 24/7—even when your team is offline.

Tips & Best Practices

  • Keep automations focused – One clear purpose per rule

  • Start small – Use after-hours, wait-time, and fallback rules first

  • Use Quick Replies – Save time and maintain consistency

  • Stay compliant – Use approved WhatsApp templates after 24 hours

  • Test regularly – Ensure correct trigger behavior

FAQs – WhatsApp Automation in Go4WhatsUp

1. What is WhatsApp automation in Go4WhatsUp?

WhatsApp automation allows businesses to send automatic replies based on time, keywords, inactivity, or availability using the WhatsApp Business API.

2. Can automations send media files?

Yes, automations can send text, images, videos, documents, templates, and chatbot flows.

3. Will automation work if customers send images or documents?

Yes, automation rules still trigger even if customers send media files.

4. What happens if no keyword matches?

The No Keyword Matched or Global Fallback automation sends a predefined reply.

5. Can I automate replies after business hours?

Yes, using Working Hours and Non-Working Hours triggers, you can send after-hours auto-replies.

6. Is Holiday Mode different from Working Hours?

Yes. Holiday Mode overrides normal schedules and sends a dedicated holiday message.

7. Can I start a chatbot using automation?

Yes, automations can trigger chatbots automatically based on conditions.

8. Are automated messages WhatsApp-compliant?

Yes, when sending messages after 24 hours, Go4WhatsUp uses Meta-approved WhatsApp templates.