Workflow templates / Social growth
Move a chat over to WhatsApp
Customers who want WhatsApp get your link in one tap.
Works with: Any channel
How it works
- Someone asks to continue on WhatsApp
- They get your WhatsApp link
- The contact is tagged moved-to-whatsapp
Steps in the workflow: Trigger, Send message, Add tag.
Who it is for
Brands that sell or support mainly on WhatsApp.
Good to know
- Which number does it use?
- The one you put in the wa.me link before publishing.
- What are the channel limits?
- On WhatsApp, a business can message first only with an approved template (needs a WhatsApp Business account); free-form replies work within 24 hours of the customer's last message. It sends one message per recipient per run, and replies need a separate trigger.