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A WhatsApp campaign is scheduled or on-demand communication sent through the WhatsApp channel, enabling you to broadcast messages, updates, or reminders directly to users who have opted in. Campaigns also allow the agent to continue the conversation once users respond. WhatsApp campaigns transform messaging into a two-way experience: instead of one-off blasts, your agent can guide conversations toward outcomes such as confirmed bookings, product sales, or follow-up actions. They offer broad reach by engaging customers in one of the world’s most widely used messaging apps, provide automation by delivering messages at scale while the agent handles replies, and drive conversion by using structured prompts and buttons to steer interactions toward measurable results.

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Setting up a Campaign

1

Connect an Agent

Set up an agent linked to a WhatsApp channel. Ensure it has the right knowledge to answer questions about the campaign content.
2

Create a Template

  • Define the template name and type.
  • Write your message content exactly as you want it delivered.
  • Add buttons for clear calls to action (e.g., confirming an appointment, visiting your site).
3

Build the Campaign

  • Name the campaign so you can track it later.
  • Select the template you created.
  • Upload a contact file in CSV format (columns must match the sample format — click View Sample for guidance).
4

Schedule or Send

Choose to launch immediately or set a schedule for later delivery.
After messages are sent, the agent handles conversation handoff, reading user replies, understanding context, and continuing the dialogue to answer questions, provide details, or guide users to the next step.

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Best Practices

  • Only message users who have opted in to WhatsApp communication.
  • Keep messages short, clear, and actionable.
  • Test templates before sending campaigns at scale.
  • Align your agent’s prompt with the campaign goal to ensure consistent follow-up.