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Getting startedIn development5 min read · updated 2026-07-28

Your first campaign and workflow

Send a small, well-targeted first campaign and connect a follow-up workflow to it.

Run a first campaign

  1. 1

    Pick a narrow audience

    Start with 50–200 recent, opted-in contacts rather than your whole list.

  2. 2

    Use an approved template

    Outbound messages outside the customer service window must use an approved template.

  3. 3

    Schedule inside working hours

    Send when someone can answer the replies you generate.

  4. 4

    Watch the first ten minutes

    Delivery failures and negative replies show up immediately.

Attach a follow-up workflow

A campaign that generates replies nobody handles is worse than no campaign. Route replies to a queue, define who owns them, and set a chatbot flow to collect qualifying information while the customer waits.

Cross-channel automation

Automation Cloud, which will let a WhatsApp reply trigger a call task automatically, is coming soon. Today you connect the two steps manually.

5 min read