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Automation & flows

Build the conversation once. Let it run itself.

A visual canvas with 25+ node types — triggers, conditions, templates, AI replies, delays and more. No code required.

Get Started FreeSee pricing →
Automation & flows

Build journeys that run themselves.

A no-code visual canvas with 25+ node types. Trigger on a keyword, button tap, intent or schedule; branch on conditions; send templates; call APIs; or hand off to AI. Chain drip sequences, reminders and auto-replies — all without code.

  • 25+ node types & triggers

    Text, button, list, template, condition, HTTP, AI-reply, delay and more.

  • Drip sequences & reminders

    Time-delayed journeys and scheduled nudges with an auto-sweeper.

  • Validation, logs & versioning

    Loop detection, execution logs, draft/active versions and JSON import/export.

Open the flow builder →
WatAgent · Flow BuilderDraft saved
‹ Back
Welcome greetingDesign your automated conversation flow
▤ Template▷ Test run✓ Save
+ Add nodes
⌕ Search nodes…
Triggers 11Cond 6Actions 22
# Keyword Trigger
✳ Welcome Trigger
◎ Button Click Trigger
⌾ Tag Trigger
☍ Webhook Trigger
▤ Schedule Trigger
Starting Step
#
TRIGGERKeyword Trigger
Hi ×+ keyword
➤
ACTIONSend message
Hi {{contact.first_name}} 👋 Welcome to {{site.name}}!
⌾
ACTIONTag contact
welcomed ×+ tag
✓
ACTIONEnd flow
end of flow
⟲▦ Tidy up− 100% +
Template library

Start from a template — never a blank canvas.

17 ready-made WhatsApp flows for the jobs you do most. Preview one, then make it yours.

✳
Create your ownStart from a blank canvas
ONBOARDING · 4 steps
Welcome greetingGreet a contact the first time they message you, then tag them.
hihello+1
↓ Use template
SERVICE · 6 steps
Keyword menuOn "hi"/"menu", show quick-reply buttons and route each choice.
menustart+2
↓ Use template
SALES · 7 steps
Lead captureAsk name + requirement, save to the contact, tag, and notify an agent.
quotepricingenquiry
↓ Use template
SERVICE · 7 steps
Support routingAsk the contact which team they need, then assign + acknowledge.
supporthelpagent
↓ Use template
WOOCOMMERCE · 5 steps
Order statusAsk for an order number, acknowledge, and hand off to an agent.
ordertrackstatus
↓ Use template
BOOKINGS · 7 steps
Appointment bookingCollect name + preferred time, confirm, tag, and notify the team.
bookappointment+1
↓ Use template
ENGAGEMENT · 9 steps
Feedback surveyAsk for a rating, tag the contact, and escalate unhappy replies.
feedbackreviewrate
↓ Use template
Flow rules

Keywords and events that start automations.

Rules watch every incoming message and event — a keyword, an outside-hours message, a document received — and fire the right flow instantly, with outcome tracking on every rule.

  • Keyword, schedule & event triggers

    Fire on words, business hours, media received, webhooks and more.

  • Pause without deleting

    Toggle any rule off temporarily — it keeps its history and outcomes.

  • Outcome bars per rule

    See exactly how often each rule fires and what it produced.

Automation · Flow Rules+ New rule
All rules
3
Active
1
Paused
2
Actions
3
RuleTriggerOutcomesStatus
WM Welcome message# Keyword21
AH After-hours reply▤ Outside hours20
DR Document reply⚡ media_received3
Sequences

Timed message series that nurture contacts.

Enroll a contact when a flow completes, a tag is added, or a form is submitted — then send a series of messages over days or weeks. Each step waits its delay, respects the days you allow, and can be toggled off without deleting.

  • Enrollment triggers

    Flow completed, tag added, form submitted — you choose what enrolls.

  • Text, template, image or video steps

    Mix message types, with send-day control (Mon–Sun) per step.

  • Enrollment & outcome tracking

    See who's in each drip and how every step performs.

Onboarding drip · Sequence● Ready to activate
SEQUENCE STARTS HERE
⚡
STEP 1Basics
Enrollment triggerCompleted a specific flow ▾
FlowWelcome greeting ▾
⚡
STEP 2Messages
Sent on enrollmentTemplate: welcome_offerImmediate
MONTUEWEDTHUFRISATSUN
Text▤ TemplateImageVideo
Day 3 follow-upText+3 days
WhatsApp forms & reply material

Collect information without leaving the chat.

Native WhatsApp forms open right inside the conversation — and Reply Material keeps your team's best answers, links and files one tap away.

All forms
3
Published
3
Draft
0
Screens
3
● PUBLISHED
1 screen
Booking Form▤ Appointments
● PUBLISHED
1 screen
Quote Request▤ Sales
● PUBLISHED
1 screen
Feedback Form▤ Engagement
Flow Builder FAQ

Questions, answered.

Do I need to code to build a flow?

No. Flows are built on a drag-and-drop canvas — pick a trigger, connect actions and conditions, and hit Save. The template library gives you 17 ready-made flows to start from.

What can trigger a flow?

Keywords, welcome (first message), button clicks, list selections, tags, webhooks, API calls, schedules, template replies, new contacts, and other flows — 11 trigger types in total.

What's the difference between a flow, a rule, and a sequence?

A flow is a visual conversation journey. A rule is a lightweight always-on watcher (keyword, outside-hours, media received) that fires an action. A sequence is a timed drip of messages sent over days or weeks after enrollment.

Can I test a flow before it goes live?

Yes — every flow has a Test run and Preview mode, plus draft/active versioning so you never break a live automation while editing.

Can flows hand off to the AI or a human?

Yes. Drop an "AI reply" node anywhere as a smart fallback, or an "Assign agent" node (with round-robin strategy) to route the chat to your team.

How do I know a flow is working?

Execution logs and outcome bars track every run — triggered, completed, failed — per flow, per rule, and per sequence step.

Take this feature with you
Download the one-page overview (PDF) to share with your team.
Download one-pager

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