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WhatsApp automation
Your first WhatsApp flow, ready in 10 minutes.
March 15, 2026 · 8 min read
Step 1 · Pick one use case
Do not try to cover everything. Start with the most common request you receive on WhatsApp this month.
Step 2 · Write the four questions
Most useful flows have four to six questions. Write them in a notes app first, in the order a real customer would expect.
Step 3 · Build the flow
Inside ChatAgent365 you create one block per question, choose the answer type, and add a final summary action.
Step 4 · Test from your own phone
Use the generated link, send the flow to your own number and walk through it as if you were a real customer.
Step 5 · Publish and iterate
Add the WhatsApp button to your website. After a week, look at the summaries and tweak the questions that produce unclear answers.