Zenvlo Engage guide

Build an automation

Create WhatsApp flows that reply, ask questions, tag contacts and hand over to your team.

Open Automations in the sidebar (Business mode). Press to create one, choose a trigger, then build the flow on the canvas.

Creating an automation
Build from scratch, start from a template, or use an ecommerce playbook.

Triggers

  • A customer sends a message containing a keyword.
  • The first message from a new contact.
  • A customer replies to a broadcast campaign.
  • An API or webhook call from your own app.
  • A Shopify event, such as a new order or an abandoned cart.

Building blocks

BlockWhat it does
Send Text MessageSends a plain message.
Send Interactive ButtonsUp to 3 tap buttons.
Send Interactive List MenuUp to 10 options in a menu.
Send Media / PDFSends an image, video or document.
Collect Customer InputAsks a question and saves the answer.
Condition (If / Else)Branches the flow.
Tag Contact in CRMAdds a tag to the person.
HTTP / Webhook RequestCalls your own system.
Human Agent HandoffStops the flow and passes the chat to your team.
Send TemplateSends an approved template.
WaitPauses for minutes, hours or days.
  1. 1
    Drag blocks onto the canvas from the palette and connect them.
  2. 2
    Click a block to set its text, buttons or conditions.
  3. 3
    Save and turn the automation on. Test it from your own number first.

Your plan sets how many automation runs you get each month.

Stuck? Talk to us and a real person will help.