As a business navigating the hyper-competitive modern market, you try capitalizing on every inch possible. With this, technology becomes vital for the company’s survival. 

Today, a slight delay in responding to customers can lead to missed opportunities. But responding quickly to thousands of customers is a tiring, costly, and time-taking process. This is where automation comes in. With WhatsApp being a prominent communication app worldwide, companies invest in WhatsApp automation to help businesses communicate better.

What is WhatsApp automation?

WhatsApp automation is the process of automating specific tasks or interactions (primarily business-customer communication) on WhatsApp using software tools. Businesses use it to streamline customer communication, provide personalized experiences, and increase efficiency. 

Today, companies interact tremendously with customers at an ever-increasing rate. WhatsApp observed that people were doing lots of business on WhatsApp alone. Keeping this in mind, the company released WhatsApp Business with more features and benefits.

Industries like e-commerce, healthcare, and finance use WhatsApp automation to automate redundant functions like: 

  • Sending alerts and notifications.
  • Automating marketing campaigns.
  • Attending to customers and performing initial conversations.

WhatsApp is used by over 2 billion people worldwide. This number is a jackpot for businesses looking to contact potential customers directly.

WhatsApp adds a touch of trust and closeness, helping businesses manage and strengthen customer relationships. 

Benefits of using automation in WhatsApp

With technology grappling every bit of our lives, companies are upgrading their processes to be fast and effective. Small businesses and megacorps are embracing the changing customer needs. WhatsApp automation empowers these businesses to handle the communication part with grace. 


By automating tasks, businesses can increase their efficiency and productivity. This way, companies can focus on other essential aspects of their operations. For example, a travel agency can use WhatsApp automation to send booking confirmations, reminders, and updates to customers in real time, reducing the need for manual communication. This saves time and enhances customer satisfaction.

Customer engagement

Adding a touch of personalization makes customers feel at home. Automation can create personalized customer experiences by sending targeted messages and offers based on their preferences and behavior. 

Cooby helps such companies create personalized WhatsApp broadcasts using templates, promoting customers’ trust in your brand by being less spammy and more personalized.

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Save cost and time

Numerous companies need to catch up on better managing redundant processes. Automation helps these businesses save money by reducing manual labor’s while streamlining their operations. 


WhatsApp automation improves scalability by allowing businesses to handle many customer queries and requests. For example, with automation, companies can set up WhatsApp reminders to quickly respond to customers and resolve issues, making them feel more supported.

Effective conversation

WhatsApp automation makes conversations faster and more effective by allowing businesses to create personalized messages and broadcast them to many people at a time. This improves response times, reduces errors, and increases engagement.

Additionally, businesses can track and analyze customer interactions, helping them tailor future interactions to specific customer needs.


A company, like machinery, works smoothly when all its different parts collaborate and work. WhatsApp automation helps in collaboration by streamlining communication and making it easier for teams to work together. 

With automation, team members can receive notifications and updates when they are tagged in a particular conversation. This reduces the need for manual reminders and speeds up collaboration.

How to automate work tasks on WhatsApp?

Every bit of speed and efficiency is crucial for businesses trying to leap forward in a competitive market. Here’s how you can automate work tasks on WhatsApp when it becomes the primary channel for customer communication. 

Greet new customers 

The first vital task for any business is to attract customers; the second is to convert them. WhatsApp automation can be a valuable tool for companies looking to create a positive first impression. With the ability to sort new customer chats into a separate tab, businesses can easily keep track of and prioritize these conversations. Personalizing messaging using a template to prepare a greeting message is an efficient way to welcome new customers and make them feel valued. 

You can create a WhatsApp business greeting message that includes information about the business and informs about its products or services. Using Cooby’s broadcast feature, you can send such messages to all new customers simultaneously.

Promote discounts and offers 

Discounts and offers are a great way to attract and thus retain a large number of potential customers. With so much competition and market changes now and then, you’d want your sales team to do more in less time. WhatsApp automation can be an effective way to promote discounts and offers at times like this. 

By sorting customer chats into specific tabs based on their demographics and preparing messaging templates for each tab, businesses can send personalized messages to their customers about discounts and offers.

For example, Cooby's broadcast feature allows them to send custom messages to all customers segregated in tabs, making the process more efficient. 

Ensure zero missed follow-ups

Missed follow-ups impact not only businesses but customers as well. In the healthcare sector, notifying customers about their appointments and other useful updates become vital. This creates a sense of care and fosters deeper business-customer relationships. 

With Cooby, you can easily schedule reminders for important follow-ups. This feature can help you keep track of all your follow-up tasks and ensure that none are missed. 

Run WhatsApp campaigns

Marketing campaigns are vital for business' growth. With WhatsApp automation, businesses can create excellent WhatsApp campaigns to reach their target audience. Cooby, for instance, organizes chats into multiple tabs based on different demographics, interests, or behavior. Businesses can launch their first campaign according to the above mentioned criteria.

You can sort people interested in your product or service within a tab and run the campaign’s second iteration. Alternatively, you can sort chats with no response into follow-up chats and send a templatized follow-up using the broadcast feature to ensure that no lead falls through the cracks. 

This allows for a streamlined and effective approach to WhatsApp campaign management, resulting in higher engagement and conversion rates.

Sync conversations and contacts to CRM 

WhatsApp automation helps businesses streamline their workflow and reduce manual administrative tasks. By integrating WhatsApp to Hubspot and Salesforce, businesses can ensure that all conversations with customers are logged and tracked in a central location. 

This eliminates the need for manually updating chats on CRM, saving time, and improving accuracy. By automating this process, businesses can focus on more critical activities, such as building customer relationships and providing better service. With this approach, businesses can create a seamless customer experience and ensure that all interactions are properly tracked.

Cooby helps businesses to sync WhatsApp conversations, contacts, and deals into HubSpot or Salesforce directly from within WhatsApp, reducing the administrative work of customer-facing teams.

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Create notes for teams on WhatsApp. 

Notifying the team about important customer matters is a crucial part of business communication. You want this to happen quickly and without errors. Cooby allows teams to create notes and share important information within WhatsApp without manually reaching out and pointing to a specific customer chat. Using tags, you can notify team members about the note and easily view and respond to it. 

This eliminates manual communication and saves time, allowing team members to focus on other essential tasks. What more? These notes are easily searchable and accessible, making it easier for teams to track crucial information.

Collect payments on time

Payment collection messages can be sent to all customers whose payments are due.  All this is done without spending hours reaching them manually. You can simply sort customers with pending dues in a tab and broadcast a reminder message.

It helps in timely payment collection, saves time and effort by automating the payment collection process.

Generate more sales through abandoned cart recovery

An abandoned cart is when users add items to the cart but exit without completing the purchase. WhatsApp automation can help businesses generate more sales by recovering abandoned carts. With Cooby, companies can sort all the customers who have abandoned their carts before payment and send them personalized messages using templates. 

This can help businesses address any challenge their customers might be facing and explore chances of recovering sales.

Convey delays and out-of-office messages

Customers don’t like to be ignored, not even when you or your business is out of service. This makes your company emerge as ignorant and unprofessional. WhatsApp broadcasts can be incredibly helpful in conveying delays and out-of-office messages to customers. 

Businesses can proactively update customers about any delays or out-of-office situations, ensuring that customers are always kept informed. 

Automate WhatsApp to maximize productivity and focus

Automating WhatsApp can significantly benefit businesses by increasing productivity, streamlining workflows, and enabling teams to focus on more critical tasks. 

With WhatsApp automation tools, companies can create personalized messages, sort chats, schedule reminders, and perform other administrative tasks. Not only is this time-saving, but it also allows employees to dedicate their energy to critical activities that can drive growth and improve customer satisfaction. 

As a business looking to reach the top in the modern market, using technology is necessary; it helps it be faster in the competitive environment. By adopting WhatsApp supercharged with Cooby, businesses can achieve greater efficiency and effectiveness in their operations, ultimately leading to success and profitability. 

"Cooby created a massive impact on our business. Our teams became more efficient and effective in managing clients on WhatsApp."

Pascal Lammers
Head of Digitization, Mission Mittelstand GmbH

Sobre o autor

Sagar Joshi
Content Marketing Manager at Cooby

Sagar Joshi strongly believes that content marketing is a way of helping people. It motivates him to write well-researched content pieces on sales, marketing, and customer experience. In his free time, you can find him reading a book, learning a new language, or playing badminton.

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