Auto-reply to new leads

How it works

When a lead arrives through any connected source (your website, Wix, a portal, Facebook Lead Ads, a lead form, an email), BMexa sends the template you chose to the lead’s number within seconds. The lead sees it as coming from your WhatsApp Business number, with their first name, the project and the assigned person filled in. Meta bills the message to your WhatsApp Business Account like any template.

Leads that start on WhatsApp themselves are answered by the reply rules instead, so nobody gets two welcomes. Spreadsheet imports and clients added by hand do not trigger it.

Setting it up

1. Go to Marketing › WhatsApp › Auto-reply to new leads. With more than one number connected, pick the Send from number; otherwise the card says which number it sends from.
2. Write the message or pick it. With no template yet, the card opens Write the message: choose a sample under Start from (the new-lead welcome is ready-made), edit the text, insert First name, Project, Assigned person or Your company with the tag chips, and click Send to Meta and switch on when approved. If you already have approved templates, pick one under Template (the preview shows it with sample values) or click Write a new message. For a header, buttons or a link, use the full form under Message templates › New template instead.
3. Under Goes to, click Change and choose All new leads or Only these connections (tick the sources), then click Save.
4. Flip the switch in the card head to On. It saves straight away, and the card counts sent and failed messages. A message written here switches on by itself the moment Meta approves it; until then the head says “On · waiting for Meta to approve”.