Botmatrics
Workflow Automation

Build automated workflows triggered by customer actions and business events.

Set the trigger, branch on what the customer does, and let the workflow handle the follow-up, without anyone remembering to.

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AW

Automated workflow

Automation active

Reminder: your appointment is tomorrow at 15:00. Reply C to confirm or R to reschedule.

15:00

R

15:04

No problem, which day works better for you?

15:04
Anatomy of a workflow

Trigger, condition, action, repeated as often as you need.

Every workflow follows the same shape, whether it's a two-step reminder or a journey that runs across a fortnight.

Trigger fires
Conditions checked
Branch selected
Action runs
Wait step
Outcome recorded
Rules you can build

Set the rules once. Botmatrics handles it every time.

Conditional rules for routing, reminders, escalations and follow-ups, no code required, and every rule stays visible to your team.

Route chat toSales TeamifHigh Intent
Send reminder ifCart Abandonedafter30 Minutes
Auto-reply if message contains“Order Status”
TriggerFeedback RequestifOrder Delivered
Escalate toManagerifComplaint Detected
Send offer if customer taggedVIP Customer
Auto-respond ifAfter Business Hours
Re-engage ifCustomer Inactivefor30 Days
Notify team ifPayment Pending
Send update ifProduct Back in Stock
Qualify lead ifFirst EnquiryfromNew Contact
And many more

AI Automation Engine

The rules behind every automated conversation.

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Capabilities

Everything a workflow needs to be trusted in production.

Not just sending messages, reading conditions, writing to your systems, and proving what happened.

Triggers

Start a workflow from anything that happens.

  • Inbound message or keyword match
  • Customer actions such as an abandoned cart
  • Business events from your CRM or store
  • Time-based and scheduled triggers

Conditions & branching

Different customers should get different paths.

  • If/then rules on any contact attribute
  • Branching by reply, tag, language or value
  • Wait steps measured in minutes or days
  • Exit conditions so nobody gets stale follow-ups

Actions

Do the work, not just send the message.

  • Send a message or approved template
  • Assign, tag or update the contact record
  • Create or update a record in your CRM
  • Notify a team member internally

Visual builder

Readable by the people who own the process.

  • Drag-and-drop flow canvas
  • Every step visible without reading code
  • Duplicate and adapt existing workflows
  • Version history on published flows

Integrations

Reach the systems the workflow depends on.

  • Webhooks in and out
  • REST API for custom steps
  • CRM and e-commerce connectors
  • Automation platforms such as Zapier and Make

Testing & monitoring

Know a workflow works before customers meet it.

  • Test runs before publishing
  • Step-by-step execution logs
  • Alerts on failed or stuck steps
  • Completion and drop-off per step
Use cases

Workflows teams put live first.

Each of these is a real message the workflow sends, and the event that triggers it.

Thanks! Based on what you've told me, I'm connecting you with our business team.

10:00

Lead routing

Score an enquiry and send it to the right person automatically.

Runs on every new enquiry

You left something in your cart, would you like me to hold it for you?

10:00

Cart recovery

Wait, then follow up on an incomplete checkout.

Fires after a set delay on cart abandonment

Your order has shipped and is due to arrive tomorrow.

10:00

Order status updates

Trigger a message at each fulfilment milestone.

Fires on order status change in your store

Reminder: your appointment is tomorrow at 15:00. Reply C to confirm or R to reschedule.

10:00

Appointment reminders

Remind, then act on whether they confirm.

Scheduled 24 hours before the appointment

I've escalated this to a manager who will come back to you shortly.

10:00

Escalation rules

Route a conversation up when it isn't progressing.

Fires when a thread breaches your response threshold

How did you get on with your order? A quick reply helps us improve.

10:00

Post-purchase sequence

Run a multi-step journey over days, not one message.

Starts once delivery is confirmed

It's been a while, here's what's new since you last ordered.

10:00

Re-engagement

Detect inactivity and reopen the conversation.

Fires after a defined period of no activity

Internal alert - enquiry above AED 50,000 received, assigned to the business desk.

10:00

Internal notifications

Alert your team rather than the customer.

Fires on high-value or at-risk conversations

By industry

Workflows by sector.

View all industries

E-commerce

Cart recovery, order updates and post-purchase sequences.

See E-commerce solutions

Retail

Stock alerts, loyalty triggers and store-level routing.

See Retail solutions

Healthcare

Appointment reminders and follow-up care sequences.

See Healthcare solutions

Education

Application stage reminders and enrolment nudges.

See Education solutions

Hospitality

Pre-arrival, in-stay and post-stay message flows.

See Hospitality solutions

Real Estate

Viewing reminders and listing-matched follow-ups.

See Real Estate solutions

Automotive

Service due reminders and test drive scheduling.

See Automotive solutions

Financial Services

Application status flows with auditable steps.

See Financial Services solutions
How it works in practice

What automated messages are allowed to do.

A workflow can act freely inside your own systems. Messaging a customer follows WhatsApp's rules.

Outbound steps follow WhatsApp rules

A workflow step that messages a customer outside the 24-hour window needs an approved template, and marketing steps need opt-in.

Workflows are visible, not hidden

Every automation is readable on the canvas, so the people who own the process can audit it without a developer.

Test before you publish

Workflows can be run against test contacts first, and execution logs show exactly which branch a conversation took.

Your systems stay authoritative

Workflows read from and write to your CRM and store rather than holding a separate copy of the truth.

Messaging through the WhatsApp Business Platform is subject to Meta's policies and pricing, which may change. See the pricing page for how messaging charges are structured.

FAQ

Common questions about workflow automation.

No. Workflows are built on a visual canvas, and most teams manage them without engineering help. A REST API and webhooks are available where you need custom steps.

Yes. Actions can create or update records in your CRM, assign owners and write back conversation outcomes, so your pipeline stays accurate.

You define that. A reply can branch the workflow, pause it, or exit it entirely and hand over to a person, so customers don't keep receiving follow-ups they've already acted on.

Execution logs show each step a conversation passed through, and step-level completion and drop-off data shows where people leave the flow.

Automate the follow-up nobody has time for.

See how Botmatrics workflows handle reminders, routing and escalation without adding work for your team.

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