Automations, flows and AI

Create an automation for WhatsApp replies

Build an if-this-then-that workflow, such as sending a greeting to every new contact, and switch it on.

  • 2 min read
  • beginner
  • Checked 5 October 2026

How an automation works

Every automation has one trigger (what starts it) and one or more actions (what Responseify does). For example: when a contact messages you for the first time (trigger), send a greeting (action).

Steps

  1. Click Automations in the sidebar (1), then Create Automation (2).

    The Automations page with Automations marked 1 and Create Automation marked 2

  2. Type a name at the top (1), for example "Welcome new leads". The Active switch (2) turns it on or off, and Save Draft (3) saves your work.

    The builder's top bar with the name field, the Active switch and Save Draft marked 1, 2 and 3

  3. Click the Trigger card (1) and choose Trigger type: New Message Received, First Message from Contact, Keyword Match, New Contact Created, Conversation Assigned, Tag Added or Time-Based (a recurring schedule).

    The trigger card opened to show the Trigger type

  4. Click the + button (1) below the trigger to add a step.

    The add step button marked 1

  5. Choose an action (1 to 2 below are examples): Send Message, Send Template, Add Tag, Remove Tag, Assign Conversation, Update Contact Field, Create Deal, Wait, Condition (If/Else), Send Webhook or Close Conversation. Fill in its details, and add more steps with +.

    The list of actions, with Send Message marked 1 and Wait marked 2

  6. Switch Active on and click Save. The automation now runs by itself.

Frequently asked questions

Can an automation send a message to someone who has not written to me?

Free-form messages only work inside the 24-hour window. Outside it, use a Send Template step with an approved template. See The 24-hour window and templates.

Will an opted-out contact get automation messages?

Opted-out contacts are not messaged. See Messaging consent and opt-outs.

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