WhatsApp automation workflows you test before launch.
Branch on what customers say, then reply, tag or assign automatically.
Otobiz workflows let you automate customer chats by connecting steps on a visual canvas, no code.
Drag and connect steps on a canvas
Send, wait, branch, tag and assign
Test runs send nothing to customers
Starter templates for common jobs
What each step can do
Each step messages the customer or changes something in Otobiz. Conditions branch the path on channel, keyword, tag or lifecycle stage.
- Send a message, or let AI reply
- Wait for a reply or a set time
- Set a stage, tag, field or owner
- Add an internal note for your team
Test before you switch it on
A test run plays the workflow against sample input and reports each step it would take. No message reaches a customer.
- Path reported step by step
- Fix and rerun before publishing
More capabilities
Templates for common jobs
Start from a ready workflow instead of a blank canvas. You can change any step before it goes live.
- Order status replies
- Unpaid order follow-up
- Cash on delivery confirmation
- Win-back for lapsed customers
Same send rules as your team
An automated message passes the same consent, opt-out and 24-hour window checks as one typed by a person. Every send is saved in the activity history.
- Opted-out contacts are skipped
- Approved template needed after the window
Questions buyers ask
Do I need to write code?
No. You place steps on a canvas and connect them, and the layout is saved with the workflow.
What starts a workflow?
A customer message: any new chat, or one that matches your keywords. A workflow can also run at a set time, once or on repeat.
Can a workflow use the AI agent?
Yes. An AI step answers from your knowledge base and records.
What is the difference between a workflow and a sequence?
A sequence sends timed messages in a fixed order. A workflow branches on what the customer does and can also update records and assign chats.
More questions
- Can a workflow pass a chat to my team?
- Yes. An assign step gives the chat to a teammate, and an internal note tells them why.