Automation Workflows

The Challenge

When a customer messages "pricing," someone must read it, decide who handles it, assign it, and follow up. At scale this breaks down — response times increase, conversations get dropped, and high-value leads are lost. WhatsApp's webhook events (`messages`, `message_template_status_update`, `message_echoes`) provide the signals to automate, but building routing logic from scratch requires engineering effort.

How Convoup Helps

Convoup's automation workflows let you define rules using multiple trigger types: keyword match, inbound message, time-based, or webhook event. Actions include: reply with a text or template message, assign to an agent or team, apply a tag, update a contact field, or trigger a broadcast. Rules execute in order, and a single inbound message can trigger multiple actions.

• Keyword-triggered rules — auto-assign and auto-reply.
• Time-based workflows — follow up after X hours, escalate after 24 hours.
• Webhook triggers — connect external events to WhatsApp actions.
• Action types: reply, assign, tag, route, broadcast.