Automations & WhatsApp
Assignment rules, auto-replies, sequences and campaigns on your WhatsApp Business number.
11 articles
- Lead Automation RulesDecide who a new lead lands with: one person, a weighted round robin across the team, or unassigned for the pool to claim.
- Duplicate leadsWhat happens when a phone number or email that is already a client enquires again through an integration.
- Lead distributionForward a copy of new integration leads to people who are not BMexa users, to everyone on a rule or in turns, by email and WhatsApp.
- Outgoing webhooksBMexa calls your own URL with a signed JSON body whenever a lead is received, updated, or gets a remark, so your ERP, data warehouse or automation tool stays in step without CSV exports.
- Connecting your WhatsApp Business numberBMexa sends and receives on your number through Meta’s WhatsApp Cloud API. Connect it once with three values from Meta Business Manager.
- Auto-reply to new leadsMessage every new lead from any integration the moment it lands, from your own number.
- Reply rulesAnswer first messages, Click-to-WhatsApp ad enquiries and keywords automatically, and share a link or QR code that starts the right conversation.
- Follow-up sequencesA series of template messages with waits in between, sent by BMexa from your number, stopping when the person replies.
- WhatsApp campaignsSend an approved template to all clients, a filtered set, or a typed list, and watch sent, delivered, read and failed counts.
- WhatsApp automations: common issuesWhy a message did not go out, what the errors mean, and what to check first.
- WhatsApp chat monitoringEvery conversation on your connected numbers, grouped into sessions, so you can see who started it, how fast the team answered and who is still waiting.