WhatsApp automation.
Flows built by drag and drop: a trigger, conditions, then actions — send a message, tag, assign an agent, or wait.
Automation as a journey, not an auto-reply
A simple auto-reply solves one message. Real automation solves a journey: a customer asks about pricing, is tagged automatically, receives the answer, gets a reminder two days later if they didn't order, and is handed to a salesperson the moment they reply.
In Yexa Pro these flows are built from sequenced nodes, and run when a message arrives, a contact is created, or a deal changes stage.
Flow building blocks
Triggers
An inbound message, a new contact, or a tag change.
Send a message
Free text or an approved template with variables from the contact record.
Add or remove a tag
Classify the customer automatically from how they behave in the conversation.
Assign an agent
Hand the conversation to the right team when a condition is met.
Wait
Insert a delay before the next step so follow-up lands at the right moment.
Execution log
See which flow ran, on which contact, and with what result.
Flows worth building first
New enquiry welcome
An instant greeting with a short intro and buttons for common questions.
Abandoned cart follow-up
A reminder after a set delay for anyone who didn't complete the order.
Enquiry triage
Tag the conversation by topic and route it to the right team.
Appointment confirmation
A reminder with the option to confirm or reschedule.