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SocialXReach

WhatsApp automation

Support and sell where your customers already chat.

Answer common questions, qualify leads and send helpful notifications on WhatsApp — with approved templates and clear opt-in.

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Availability: Requires a WhatsApp Business account via the WhatsApp Business Platform. Messages sent outside the customer-service window must use pre-approved templates, and recipients must opt in.

Use cases

What you can automate on WhatsApp.

  • Customer support automation

    Resolve common questions instantly and route the rest to your team.

  • Lead qualification

    Ask a few questions and pass qualified leads to sales.

  • Customer notifications

    Send opted-in updates like confirmations and reminders.

  • Approved messaging workflows

    Use pre-approved templates wherever WhatsApp requires them.

Workflow example

Support triage

Common questions are answered right away; anything else goes to a person with context attached.

Explore the visual builder

  1. Trigger

    Incoming WhatsApp message

  2. Condition

    Topic detected

    Order · Returns · Other

  3. Message

    Send matching answer

  4. Condition

    Resolved?

    Quick reply

  5. Action

    Assign to support

    If not resolved

Benefits and features

  • Template management

    Keep approved message templates organised and ready to use in workflows.

  • Opt-in capture

    Record consent clearly before sending notifications.

  • Human hand-off

    Move a conversation to a teammate with the full history.

  • Business hours

    Set different behaviour for when your team is and isn’t available.

Setup

Get set up in three steps.

  1. 01

    Set up the WhatsApp Business Platform

    Verify your business and phone number with Meta.

  2. 02

    Connect SocialXReach

    Link your WhatsApp Business account securely.

  3. 03

    Submit templates

    Create templates for notifications and wait for approval.

Related integrations

Planned and exploratory integrations — none are live yet.

View all integrations

  • Shopify

    Planned

    Share products and look up order status.

  • HubSpot

    Planned

    Create or update contacts when a lead is captured.

  • Slack

    Planned

    Alert your team when a hot lead arrives.

  • Webhooks

    Planned

    Send workflow events to any HTTPS endpoint.

FAQ

WhatsApp questions.

Can’t find what you’re looking for? We’re happy to help.

Contact us

No. Automation requires the WhatsApp Business Platform, which uses a business-verified phone number.

WhatsApp requires pre-approved templates for business-initiated messages sent outside the customer-service window. This keeps messaging relevant for users.

You can send approved template messages to contacts who have opted in, subject to WhatsApp’s policies and messaging limits.

Start automating on WhatsApp.

Spend less time repeating yourself and more time growing your business.

Get started freeSee pricing