Automation

Detailed guide on Whautomate's automation capabilities to 10X your productivity and sales.

How Whautomate Automation Rules Work

Whautomate helps you streamline customer interactions by letting you create automation rules with triggers, conditions, and actions.

• Triggers: These define when the automation should begin. They act like a switch that turns on the automation workflow when a specific event occurs in the Whautomate app. For instance, a trigger could be set to initiate when a customer completes a form.

• Conditions (Optional): These act as a filter within the trigger. You can define conditions to further specify when the automation should execute. Think of conditions as an "if" statement within the trigger. For example, a condition might be to only trigger the automation if the completed form is a specific type, such as a Client Registration Form.

• Actions: These are the automated tasks that Whautomate performs when the trigger fires (completes all conditions, if any). They represent the "then" part of the workflow. Examples of actions include sending a personalized auto-reply to the customer, assigning the conversation to the appropriate team, or sending a notification to the team member.

By combining triggers, conditions, and actions, you can automate repetitive tasks and tailor your responses to different customer interactions.