Conversation triggers
New conversation, customer replied, no reply in X hours, conversation closed, keyword mentioned.
In developmentPart of inChat early access
Workflow automationAutomations that react to what customers actually say and do.
Workflows start from conversation events: a new message, no reply in 24 hours, a deal reaching a stage. They handle the routine (assigning, reminding, updating) and hand the human part back to your team.
The job it does
Follow-up shouldn’t depend on someone remembering.
The work that slips is rarely hard. It’s the second follow-up, the reminder the day before, the stage update after a booking. Each one is easy, and there are hundreds of them.
Without it
- Follow-ups tracked in heads and sticky notes
- Automated messages that keep firing after the customer replied
- CRM updates done at the end of the day, or never
- Automation tools that can’t see the conversation
With inChat
- Triggers from conversation and deal events
- Waits that respect business hours and replies
- Steps that assign, remind, tag and update
- Customer-facing messages reviewed by a person by default
Capabilities
What workflow automation includes.
CRM triggers
Deal stage changed, field updated, contact tagged, appointment date reached.
Actions
Assign, create a task, add a tag, update a field, move a deal, notify a teammate or suggest a message.
Built-in brakes
Waits stop when the customer replies. Channel rules like WhatsApp’s 24-hour window are respected.
Example workflows
Start with the follow-ups you already do by hand.
The first workflows most teams need are simple. They become valuable because they run every time, for every customer, without anyone checking a list.
- New lead from Instagram → assign by round-robin → remind if unanswered after 15 minutes
- Appointment tomorrow → suggest a reminder message → log it on the deal
- No reply to a quote for two days → task for the owner
- Deal won → tag as customer → schedule a check-in after the job
How it works
Getting started, step by step.
List your repeat follow-ups
Anything someone does more than ten times a week is a candidate.
Automate the reminder first
Start with tasks and notifications for your team before automating customer-facing messages.
Keep a person on customer messages
Suggested messages wait for approval by default. Loosen that only where you’re sure.
Review what ran
Each run is logged on the contact’s timeline, so you can see what happened and why.
Especially useful for
Workflow automation FAQ
Questions about workflow automation.
What it does, how it’s designed, and what’s still being decided.
Ask us something elseThe default design is that workflows suggest customer-facing messages and a person approves them. Whether fully automatic sending is offered, and for which message types, is being decided with early-access teams.
They’re designed to. Outside WhatsApp’s 24-hour customer service window, only approved message templates can be sent, so workflows offer templates there instead of free text.
No. Third-party integrations aren’t available or scheduled yet. Workflows run inside inChat.
It’s in development. inChat is in early access.
Early access
Make every conversation count.
Join the early-access list to see inChat in action, help shape what we build next, and be first to know when your team can start.
- A walkthrough built around your channels
- Early look at pricing and plans
- A direct line to the product team