Automations
If-this-then-that rules — a client checks in, they get a WhatsApp. An appointment's confirmed, a reminder goes out. Set it up once, and it runs on its own.
Why this matters
Some messages should go out every single time something happens — a reminder, a thank-you, a review request. Doing that manually means remembering it every time, for every client. Automations means it just happens.
The 5 things to know
Your automationsThe list of every rule you've built, and whether it's on or off.
Building a ruleHow to set a trigger, an action, and a message.
Message templatesThe approved WhatsApp templates automations can send.
AnalyticsHow many automations ran, and whether messages actually delivered.
Test & previewSee exactly what a client will receive, before it goes live.
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