The Ultimate Guide to WhatsApp Automation
Discover how to use WhatsApp automation to save time, boost sales, and improve customer service. Learn the best tools, features, and strategies from Whatsboost in this ultimate 2025 guide.
The Ultimate Guide to WhatsApp Automation
By Mahesh from Whatsboost
If your business inbox is flooded with WhatsApp messages and you’re finding it hard to keep up, you’re not alone.
In 2025, customers expect lightning-fast responses, personalized experiences, and clear communication. But manually replying to every message is exhausting and inefficient.
That’s where WhatsApp automation comes in — a game-changer that lets you handle greetings, follow-ups, sales, promotions, and customer service automatically. In this guide, we’ll break down exactly what WhatsApp automation is, how to set it up, and how Whatsboost can help you do it like a pro.
What is WhatsApp Automation?
WhatsApp automation is the use of software, bots, or AI tools to perform actions automatically on WhatsApp without manual intervention.
Instead of replying to each message one-by-one, you can set up automation to:
Welcome new customers instantly
Follow up if someone doesn’t respond
Send order updates and reminders
Run promotions without repetitive work
Handle sales from start to finish
Ways to Automate WhatsApp for Your Business
Whether you’re a small shop or a large enterprise, WhatsApp automation can save you time and improve your customer experience. Here are some real-life ways to use it:
1. Greeting a Client Instantly
Imagine running a vet clinic and getting dozens of inquiries daily. With automation, each new client gets an instant, friendly greeting while you focus on other tasks.
2. Following Up Automatically
If you’re an artist and someone asks about a painting but disappears, your automation tool can send them a reminder after a set time.
3. Completing the A-to-Z Sales Process
From the moment a customer contacts you, automation can guide them through product selection, payments, and even invoice delivery — all without manual effort.
4. Running Promotions
Instead of copy-pasting the same offer to hundreds of customers, you can send one automated campaign to everyone at once.
5. Improving Customer Service
If a customer asks, “Where’s my order?”, automation can instantly respond with their tracking details and estimated delivery time.
How to Automate Your WhatsApp
There are two main ways to set up WhatsApp automation:
1. Using the WhatsApp Business App
Perfect for small businesses, it lets you set up:
Greeting messages
Away messages
Scheduled messages
Broadcast lists
Pros: Free, easy to set up
Cons: Limited features, not scalable for large operations
2. Using WhatsApp Business API (with Whatsboost)
For medium and large businesses, the WhatsApp Business API unlocks:
Chatbots
Message templates
Analytics
CRM integration
Whatsboost helps you get API access quickly and offers all the automation tools you need to scale your messaging.
Automating WhatsApp with Whatsboost
As an official Meta Business Partner, Whatsboost specializes in advanced WhatsApp automation for businesses of all sizes.
Here’s how it works:
Step 1: Set Up Your Integration
You’ll need:
A Whatsboost Advanced or Enterprise plan
A phone number not already linked to WhatsApp
A personal Facebook profile
A business Facebook page linked to your profile
Step 2: Create Your Automation Bot (Salesbot)
In Whatsboost, the Salesbot lets you:
Build conversation flows
Reply based on customer answers
Trigger follow-ups automatically
You can create bots from the Leads section or the Chats section.
Step 3: Use Message Templates
For messages like appointment reminders or shipping updates, you can create approved templates directly in your WhatsApp Manager and reuse them anytime.
Key WhatsApp Automation Features in Whatsboost
Automated Messages
Text
Buttons (URL or action)
Videos, pictures, documents
Carousels & list messages
Interactive flows
Automatic Actions
Move leads through your sales pipeline
Update CRM data instantly
Trigger follow-ups based on user replies
Artificial Intelligence
Understand customer intent
Provide accurate answers instantly
Invoicing
Create and send invoices automatically from customer data
Net Promoter Score Collection
Ask customers to rate your service after every interaction
Personalized Messaging
Use customer names, order numbers, and preferences for a tailored experience
Chatbot Templates
Ready-made conversation flows you can customize for your business
Example: Automating an eBook Delivery
If you want to send customers a free eBook with tips:
Choose a WhatsApp template
Build your bot personality with text, emojis, and buttons
Let customers click a quick reply like “Send it tomorrow”
The bot sends the file automatically at the scheduled time
FAQs About WhatsApp Automation & Whatsboost
Q1: How much does WhatsApp automation cost with Whatsboost?
Whatsboost’s Advanced plan starts at $25/user/month with full Salesbot and CRM features.
Q2: Can I send broadcast messages automatically?
Yes — Whatsboost lets you schedule and send broadcast messages to multiple customers at once.
Q3: Is Whatsboost better than free automation tools?
For small businesses, free tools like the WhatsApp Business app work fine, but Whatsboost offers API-level features, AI, CRM, and scalability.
Q4: How do I start automating WhatsApp with Whatsboost?
Sign up for a plan, connect your phone number, and use the Salesbot to set up your automation flows.
Q5: Can Whatsboost help with sales follow-ups?
Absolutely — you can automate reminders, special offers, and check-in messages without lifting a finger.
Getting Started with Whatsboost
With Whatsboost, you can:
Automate greetings, follow-ups, and full sales cycles
Personalize every message
Improve response times and customer satisfaction
👩💻 Log in to your Whatsboost account
💬 Chat with our team on the website
🤓 Book a free demo session
🤝 Partner with a Whatsboost expert
🎥 Watch tutorials on our YouTube channel
