WhatsApp automation setup

FlowMaticX WhatsApp automation runs through Wasender — a self-hosted WhatsApp gateway. No monthly per-message fees beyond your FlowMaticX credits (1 credit per message sent).

1. Go to /whatsapp in the sidebar
2. Click Connect WhatsApp
3. A QR code appears. Open WhatsApp on your phone → Settings → Linked Devices → Link a Device
4. Scan the QR code. Your number is now connected within 10–15 seconds.
5. The status badge turns green: Connected

> One number per workspace. If you're an agency with multiple clients, each client workspace connects its own WhatsApp number.

The AI chatbot handles inbound messages automatically when you're not available.

1. Go to /whatsapp → Chatbot tab
2. Toggle AI auto-reply ON
3. Select a chatbot from the dropdown (chatbots are trained at /chatbots)
4. Set your reply mode:

• Draft — AI writes a reply, you review before sending
• Auto — AI sends immediately (good for FAQ bots)

1. Optionally add a system prompt to focus the bot on specific topics

The chatbot shares memory with your FlowMaticX Brain — if you've trained it on your website and services, those answers are available on WhatsApp automatically.

WhatsApp sequences work like email sequences — a series of messages sent at scheduled intervals.

1. Go to /sequences → New sequence → pick WhatsApp channel
2. Add steps:

• Day 0 — intro message (e.g. "Hi {{firstName}}, I noticed you were looking for X…")
• Day 2 — follow-up ("Just checking in — happy to share a quick case study")
• Day 5 — close ("Last nudge — would a 15-min call make sense this week?")

1. Use merge tags: {{firstName}}, {{companyName}}, {{leadSource}}
2. Add reply detection — tick "Stop on reply" so enrolled leads exit the sequence as soon as they respond

• Single lead: open the lead detail page → Enroll → pick your WA sequence
• Bulk: in the Leads table, select multiple leads → Actions → Enroll in sequence → pick your WA sequence
• Via automation: use the wa.send_text or wa.send_menu node in any automation to send WA messages as part of a multi-channel workflow

The inbox (/inbox) shows email and WhatsApp conversations side by side.

• Left panel: conversation list — filter by channel (email / WhatsApp), status (open / snoozed / resolved), or assigned team member
• Middle panel: full conversation thread with WhatsApp-style read receipts (single ✓ sent, double ✓ delivered, blue ✓ read)
• Right panel: lead profile, pipeline stage, quick actions (move stage, enroll in sequence, add tag, create GHL task)

The following automation nodes are available for WhatsApp:

Each WhatsApp message sent (text or menu) costs 1 credit. Received messages are free. Check your credit balance at /account/billing.