Customer Engagement

    Auto-replies and smart WhatsApp flows

    Build conversational flows for sales, support, and lead capture. Greenbubble handles routing, human hand-off, CRM lookups, and discount code generation.

    Flow builderKeyword triggersCRM lookupsHuman hand-off

    At a glance

    <5 secfirst responseAutomated greeting
    24/7coverageNo staffing gaps
    BranchingflowsMulti-step, API-aware
    1 clickhuman hand-offFull context passed

    What you get

    Everything you need, in one workspace

    Instant auto-replies

    Greet first contacts, set away messages, and answer FAQs in under five seconds, around the clock.

    Branching flow builder

    Collect input, branch on conditions, and chain steps with buttons, lists, and free text.

    CRM lookups

    Query HubSpot, Zoho, Salesforce, or Pipedrive mid-flow and personalise the next step from the result.

    Intelligent hand-off

    Route to the right agent by skill, language, or load — with the entire conversation context attached.

    Dynamic discount codes

    Generate a unique code via function call, attach it to a template, and send it automatically.

    Flow analytics

    See drop-off per step, completion rate, and conversion so you can tune the flow that matters.

    How it works

    From setup to sent in a few moves

    1. 01

      Choose a trigger

      First message, keyword, away hours, or a CRM event — pick what starts the flow.

    2. 02

      Design the branches

      Add questions, buttons, and conditions. Preview the flow as a customer would see it.

    3. 03

      Wire in integrations

      Call your CRM, store, or a custom API mid-flow to personalise and act.

    4. 04

      Set hand-off rules

      Decide when a human takes over, and route to the right agent with full context.

    Deep dive

    Auto-replies and flows, in practice

    Auto-replies and smart WhatsApp flows for sales and support

    Greenbubble's flow builder turns WhatsApp into a real customer-engagement channel — auto-replies that know who they're talking to, sales flows that qualify and route, and support flows that resolve or escalate.

    Three flow patterns that pay for themselves in week one

    1. First-touch welcome + qualification

    When a new contact messages you, send a branded welcome, then ask a single qualifying question ("are you looking for product info, support, or a quote?"). Branch the conversation: sales-qualified contacts get a calendar link to book a call; support contacts go straight to a human.

    The power of this pattern is that it replaces an open-ended "How can we help?" with a decision the customer can make in one tap. The answer becomes a routing signal, and it is captured on the contact record for later.

    2. After-hours auto-reply + ticket creation

    Outside business hours, the bot replies with an SLA ("we'll respond by 9am"), captures the issue in 3 taps (category + urgency + summary), creates a ticket in your helpdesk, and queues it for the morning shift.

    This does two jobs at once: it sets expectations so the customer does not feel ignored, and it converts a late-night message into structured data your team can act on at 9am instead of reading a wall of chat.

    3. Post-purchase NPS + review request

    Seven days after delivery, the bot sends a one-tap NPS survey, branches by score (9–10 → Google review link, 7–8 → support follow-up, <7 → ticket creation), and updates the contact record in your CRM.

    The timing matters. Seven days is long enough for the product to arrive and be used, and short enough that the experience is still fresh. Branching by score keeps unhappy customers in a private support lane instead of on a public review page.

    Built-in building blocks

    • Triggers — first message, keyword match, contact tag, webhook event, schedule.
    • Actions — send template, send free-form (within 24h service window), assign to agent, add label, update CRM, call webhook.
    • Conditions — contact attribute, time of day, day of week, language, agent availability.
    • Branching — multi-path with merge-back. Bots that escalate to humans and resume automatically when the human replies.
    • Variables — pull from CRM, store, contact profile, conversation history, or external API.

    How the pieces combine

    A flow is just a sequence of these blocks. A simple, effective one might be: trigger on first message → condition on business hours → if open, send a welcome template and assign round-robin; if closed, send the after-hours template, capture category, and create a ticket. Each block is configured visually, and you can preview the path before publishing.

    Where variables do the real work

    Variables are what make a flow feel personal rather than robotic. Pulling first_name, order_status, or account_manager from your CRM means the same template reads differently for every customer. Because variables are resolved at send time, a template can serve thousands of conversations without manual editing.

    Flow patterns compared

    PatternBest forPrimary triggerTypical outcome
    Welcome + qualifyNew inbound leadsFirst messageRouted to sales or support
    After-hours captureSupport outside hoursBusiness-hours conditionTicket queued for next shift
    Post-purchase NPSRetention and reviewsDelivery event + delayReview, follow-up, or ticket
    Abandoned carteCommerce recoveryStore webhookRecovered order
    Appointment reminderServicesScheduleReduced no-shows
    Renewal nudgeSubscriptionsDate conditionRenewal or win-back

    Why teams pick Greenbubble over a DIY WhatsApp chatbot

    • Native templates — submit and reuse pre-approved message templates instead of building every reply from scratch.
    • Multi-channel — same flow runs on WhatsApp, Instagram, Facebook, Telegram, and web chat.
    • MCP-native automations — AI agents can read WhatsApp context and draft a reply, with a human approving before send.
    • Real analytics — see flow drop-off, conversion, response time, all in one dashboard.
    • Audit log — every action timestamped and attributed.

    The human hand-off is the hard part

    Most flow builders handle the first few steps well and then fail at the moment a customer needs a person. Greenbubble's flows escalate cleanly: the conversation moves to a named agent with the context captured so far, internal notes carry the transcript, and if the customer replies after hours the bot resumes without losing state. A flow that cannot hand off gracefully is worse than no flow at all.

    Measuring whether a flow works

    Track three numbers per flow: completion rate (how many contacts finish the intended path), deflection rate (how many are resolved without a human), and downstream conversion or CSAT. A welcome flow with a high completion rate but no lift in qualified leads is decoration. A flow that deflects 40% of routine questions and routes the rest accurately is doing real work.

    Getting flow content right

    • Keep the first message short. One idea, one question.
    • Give tap options instead of asking people to type, wherever possible.
    • Never pretend a bot is a human. Say "automated assistant" and let people reach a person.
    • Respect quiet hours for anything that is not a reply to an inbound message.
    • Make opt-out obvious and immediate.
    • Test every branch before publishing, including the ones you think no one will take.

    Pricing

    Auto-reply and flow execution are included in every Greenbubble plan. You pay Meta's per-conversation fee for any business-initiated message and your normal Greenbubble SaaS fee. There is no per-flow or per-execution charge.

    This is worth stating plainly because some platforms meter automation separately. If you run a flow ten thousand times, your cost is Meta's conversation fees plus the same flat SaaS fee — not ten thousand automation charges.

    FAQ

    Can WhatsApp auto-reply to customers?

    Yes. Through the WhatsApp Business API, you can configure automatic greetings, away messages, and quick-reply buttons. For more sophisticated flows, Greenbubble's flow builder handles branching, CRM lookups, and human hand-off.

    Do auto-replies count against WhatsApp conversation fees?

    An auto-reply that is the first message from your business in a 24-hour window opens a new business-initiated conversation, which is billable at Meta's per-conversation rate. Welcome messages and certain utility categories may be free — see Meta's current pricing.

    What is the difference between a chatbot and an auto-reply on WhatsApp?

    An auto-reply is a single canned response triggered by an event (first contact, away hours, keyword). A chatbot is a multi-step flow that can branch, collect input, query APIs, and hand off to a human. Greenbubble supports both, and you can mix them.

    Can I integrate my CRM with WhatsApp auto-replies?

    Yes. Greenbubble's flow builder can look up a contact in your CRM (HubSpot, Zoho, Salesforce, Pipedrive), branch on their deal stage or lifecycle, and log the conversation back to the contact record.

    Can an auto-reply send a discount code?

    Yes. Greenbubble's flow builder can call a function to generate a unique discount code, attach it to a template, and send — all triggered by the customer's keyword or behaviour.

    Will automating replies make my brand feel impersonal?

    Not if the flows are written well. The failure mode is a bot that ignores what the customer said and repeats a menu. The fix is to keep tap options simple, capture the reason for contact early, and hand off to a person the moment the conversation leaves the script. Customers dislike bad automation, not automation itself.

    Can a flow be triggered by something outside WhatsApp?

    Yes. Triggers include webhook events and schedules, so your store, helpdesk, or internal system can start a WhatsApp conversation — for example, when an order ships or a subscription is about to renew. Greenbubble handles consent and template requirements so the send stays compliant.

    How long does it take to build a first flow?

    Most teams build a working welcome-and-route flow in an afternoon using the visual builder and the template library. The work is mostly in deciding what to ask and who should receive the hand-off, not in assembling the blocks.

    Build your first WhatsApp flow today

    Start free trial → · See flow templates → · Book a walkthrough →

    FAQ

    Questions, answered

    Can WhatsApp auto-reply to customers?

    Yes. Through the Business API you can set automatic greetings, away messages, and quick-reply buttons. Greenbubble's builder adds branching, CRM lookups, and hand-off.

    Do auto-replies count against conversation fees?

    An auto-reply that opens a new 24-hour business-initiated window is billable at Meta's rate. Some utility and service categories may be free — check Meta's current pricing.

    What is the difference between a chatbot and an auto-reply?

    An auto-reply is one canned response to an event. A chatbot is a multi-step flow that branches, collects input, queries APIs, and hands off. Greenbubble supports both together.

    Can I integrate my CRM?

    Yes. Flows can look up a contact in HubSpot, Zoho, Salesforce, or Pipedrive, branch on their stage, and log the conversation back to the record.

    Can an auto-reply send a discount code?

    Yes. The flow builder can call a function to generate a unique code, attach it to a template, and send it automatically.

    Automate the routine

    Answer instantly, route intelligently.

    Build branching flows that look up your CRM, generate codes, and hand off to a human with full context.