Why It Matters
WhatsApp campaigns transform messaging into a two-way experience. Instead of one-off blasts, your agent can guide conversations toward outcomes like confirmed bookings, product sales, or follow-up actions.- Reach: Engage customers in one of the world’s most widely used messaging apps.
- Automation: Deliver campaigns at scale while the agent handles replies.
- Conversion: Use structured prompts and buttons to steer conversations toward measurable results.
How WhatsApp Campaigns Work
1. Connect an Agent
Set up an agent that’s 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.5. Conversation Handoff
Once messages are delivered:- The agent takes over.
- It reads user replies, understands context, and continues the conversation — answering questions, sharing details, or guiding users to the next step.
Best Practices
- Only message users who have opted in to WhatsApp communication.
- Keep messages short, clear, and actionable.
- Use buttons or quick replies to simplify next steps.
- Test templates before sending campaigns at scale.
- Align your agent’s prompt with the campaign goal to ensure consistent follow-up.