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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.

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