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WhatsApp Automation Recipes in Workflows

Use WhatsApp workflow recipes to send messages, wait for delivery status, and automatically fail over to SMS or email when WhatsApp delivery fails.

Updated over 3 months ago

Who this is for / When to use

Use this guide if you want to:

  • Send WhatsApp messages inside workflows

  • Track WhatsApp delivery results from Meta

  • Trigger follow-up actions (SMS, email, internal alerts) based on delivery status

  • Automatically follow up missed calls with WhatsApp

Prerequisites

  • WhatsApp is connected and enabled in your Kyrios location

  • At least one approved WhatsApp message template exists

  • You have access to Automation > Workflows

Supported WhatsApp workflow recipes

1) WhatsApp Delivery Status recipe

Tracks whether a WhatsApp message was delivered and routes the contact accordingly.

Use this recipe to:

  • Stop the workflow when delivery succeeds

  • Send SMS or email if delivery fails or is unsuccessful

  • Notify your team when fallback actions are triggered

2) Missed Call WhatsApp Back recipe

Automatically sends a WhatsApp message when an incoming call is missed.

Use this recipe to:

  • Follow up missed inbound calls

  • Add a natural delay before messaging

  • Assign the contact to a user

  • Notify your team if WhatsApp delivery fails

Recipe 1: WhatsApp Delivery Status workflow

Option A: Create using the recipe template

  1. Go to Automation > Workflows

  2. Click + Create Workflow

  3. Select Recipe

  4. Choose WhatsApp Delivery Status

Result: A pre-built workflow with trigger, WhatsApp action, and condition branches is created.

Option B: Build the workflow from scratch

1) Add a trigger

  • Select any trigger that fits your use case (example: Customer Booked Appointment)

2) Add a WhatsApp action

  1. Click +WhatsApp

  2. Select the sending phone number

  3. Select an approved WhatsApp template

  4. Enable Wait for WhatsApp message delivery status

  5. Save the action

Why this matters: The toggle pauses the workflow until Meta returns a delivery result.

3) Add a condition for delivery status

  1. Add an If/Else (Condition) action

  2. Configure branches using Contact Details > Valid WhatsApp:

    • True → WhatsApp delivered successfully

    • False → WhatsApp delivery failed

    • Else → Delivery unsuccessful / no confirmation

4) Add fallback actions

  • True: End workflow or notify internally

  • False: Send SMS + internal notification

  • Else: Send SMS or email + internal notification

Recipe 2: Missed Call WhatsApp Back workflow

Step 1: Create the workflow

  1. Go to Automation > Workflows

  2. Click + Create Workflow

  3. Select Recipe

  4. Choose Missed Call WhatsApp Back

Step 2: Configure the trigger

Set the trigger as:

  • Trigger type: Call Details

  • Call Direction: Incoming

  • Call Status: busy, canceled, voicemail, no answer

Step 3: Add a delay

Add a short delay so the message feels natural.

  1. Click +Wait

  2. Select Time Delay

  3. Set 1–5 minutes

Step 4: Assign and message the contact

  1. Add Assign to user action

  2. Add WhatsApp action

  3. Select an approved template

  4. Enable Wait for WhatsApp message delivery status

Step 5: Handle delivery outcomes

  • WhatsApp Sent: End workflow

  • WhatsApp Failed: Send SMS + internal notification

  • WhatsApp Unsuccessful: Send SMS + internal notification

Result: Every missed call receives a follow-up, even if WhatsApp fails.

Common issues and fixes

WhatsApp message never proceeds past the action

  • Ensure Wait for WhatsApp message delivery status is enabled

  • Confirm the selected template is approved by Meta

Conditions never evaluate

  • Verify the condition uses Contact Details > Valid WhatsApp

  • Ensure the workflow includes a WhatsApp action before the condition

WhatsApp message not sent

  • Check WhatsApp connection under Settings → WhatsApp

  • Confirm the sending number is selected

FAQs

Can this workflow be used for outgoing missed calls?

No. The Missed Call WhatsApp Back recipe only supports incoming missed calls.

What delay duration is recommended?

1–5 minutes is recommended to avoid messages appearing automated.

What is the difference between Failed and Unsuccessful?

  • Failed: Message could not be sent due to an error

  • Unsuccessful: Message was sent but not delivered

Can I customize fallback messages?

Yes. You can configure different SMS or email content for each branch.

Does this work outside business hours?

Yes. You can optionally add a Business Hours condition before the WhatsApp action to change messaging after hours.

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