Whatsapp Automation

by claude-office-skills9c4c7d5cd281MIT499 starsListed Oct 8, 2026Updated Oct 8, 2026Repository updated 8 months ago

WhatsApp Business automation - customer support, notifications, chatbots, and broadcast messaging

AI-generated overview

Guides WhatsApp Business automation for support chatbots, order notifications, appointment reminders and broadcast campaigns.

What it does
This skill provides reference guidance for automating WhatsApp Business communications, covering Meta Business API setup, message template categories and approval, chatbot conversation flows, order and shipping notification workflows, appointment reminders, and broadcast campaign management. It also outlines AI-powered response configuration with escalation triggers and an n8n workflow example. It produces configuration and template specifications rather than executable code.
When to use it
Use it when planning or documenting WhatsApp Business messaging automation, such as designing a support chatbot, order notification sequence, appointment reminder, or broadcast campaign. It suits teams that need template and workflow specifications before building in Meta Business Manager or n8n.
Requirements
Requires a Meta Business account, WhatsApp Business API access (Phone Number ID and access token), webhook configuration, and approved message templates. The skill references an MCP server named whatsapp-mcp with send and media tools, and mentions n8n and an AI model for chatbot responses. It ships no scripts; it is instructions only.

WhatsApp Automation

Automate WhatsApp Business communications including customer support, notifications, chatbots, and broadcast messaging. Based on n8n's WhatsApp integration templates.

Overview

This skill covers:

  • WhatsApp Business API setup
  • Automated chatbot flows
  • Order/shipping notifications
  • Customer support automation
  • Broadcast messaging

Setup & Configuration

WhatsApp Business API

yaml
setup_requirements:  1. meta_business_account:      - Create at business.facebook.com      - Verify business        2. whatsapp_business_api:      - Access through Meta Developer Portal      - Create WhatsApp Business App      - Get Phone Number ID      - Get Access Token        3. webhook_configuration:      - Set callback URL      - Verify token      - Subscribe to messages        4. message_templates:      - Create templates in Business Manager      - Wait for approval (24-48h)

Message Templates

yaml
template_categories:  transactional:    - order_confirmation    - shipping_update    - delivery_notification    - appointment_reminder      marketing:    - promotional_offer    - product_launch    - newsletter      utility:    - account_verification    - password_reset    - payment_reminder    template_example:  name: "order_confirmation"  language: "en"  category: "TRANSACTIONAL"  components:    - type: HEADER      format: TEXT      text: "Order Confirmed! πŸŽ‰"          - type: BODY      text: |        Hi {{1}},                Your order #{{2}} has been confirmed!                Items: {{3}}        Total: {{4}}                We'll notify you when it ships.            - type: FOOTER      text: "Reply HELP for support"          - type: BUTTONS      buttons:        - type: URL          text: "Track Order"          url: "https://example.com/track/{{1}}"

Chatbot Flows

Customer Support Bot

yaml
chatbot_flow:  name: "Customer Support"    welcome:    trigger: first_message    response: |      πŸ‘‹ Welcome to {Company} Support!            How can I help you today?            1️⃣ Track Order      2️⃣ Return/Exchange      3️⃣ Product Questions      4️⃣ Speak to Agent            Reply with a number to continue.        flows:    track_order:      trigger: "1" OR "track" OR "order"      steps:        - ask: "Please enter your order number:"        - validate: order_number_format        - lookup: order_status        - respond: |            πŸ“¦ *Order #{order_number}*                        Status: {status}            {if_shipped: Tracking: {tracking_number}}            Estimated delivery: {eta}                        [Track Package]({tracking_url})                return_exchange:      trigger: "2" OR "return" OR "exchange"      steps:        - ask: "Order number for return?"        - check: return_eligibility        - if_eligible:            respond: return_instructions        - if_not:            respond: contact_support                product_questions:      trigger: "3" OR "product" OR "question"      steps:        - ai_response:            model: gpt-4            context: product_faq_knowledge_base                agent_handoff:      trigger: "4" OR "agent" OR "human"      steps:        - check: agent_availability        - if_available:            transfer: to_live_agent            notify: "#support-queue"        - if_unavailable:            respond: "Our team is currently unavailable. Leave a message and we'll get back to you within 24 hours."            create: support_ticket

AI-Powered Responses

yaml
ai_chatbot:  model: gpt-4    system_prompt: |    You are a WhatsApp customer support agent for {Company}.        Guidelines:    - Be helpful and friendly    - Keep responses concise (WhatsApp prefers short messages)    - Use emojis appropriately    - If you can't help, offer to connect with a human agent    - Never make up information about orders or products        You have access to:    - Order lookup    - Product catalog    - FAQ knowledge base      tools:    - lookup_order: by order number    - search_products: by keyword    - check_inventory: by product id    - create_ticket: for complex issues      escalation_triggers:    - sentiment: very_negative    - keywords: ["complaint", "refund", "angry", "sue"]    - loop_detected: same_question_3x

Notification Workflows

Order Notifications

yaml
order_notifications:  order_placed:    trigger: shopify_order_created    template: order_confirmation    variables:      - customer_name      - order_number      - items_summary      - total_amount        payment_received:    trigger: payment_captured    message: |      βœ… Payment received for order #{order_number}!            Amount: {amount}            We're preparing your order now.        shipped:    trigger: fulfillment_created    template: shipping_update    variables:      - tracking_number      - carrier      - estimated_delivery        out_for_delivery:    trigger: tracking_status_change    condition: status == "out_for_delivery"    message: |      🚚 Your order is out for delivery!            Expected today by {eta}.            Track live: {tracking_url}        delivered:    trigger: tracking_status_change    condition: status == "delivered"    message: |      πŸ“¦ Your order has been delivered!            We hope you love it!             [Leave a Review]({review_url})      [Need Help?]({support_url})

Appointment Reminders

yaml
appointment_reminders:  schedule:    - 24_hours_before    - 1_hour_before      template: appointment_reminder    24h_message: |    πŸ“… *Appointment Reminder*        Hi {name},        You have an appointment tomorrow:        πŸ“ {location}    πŸ• {time}    πŸ‘€ {provider}        Reply:    βœ… CONFIRM to confirm    ❌ CANCEL to cancel    πŸ“… RESCHEDULE to change time      1h_message: |    ⏰ Your appointment is in 1 hour!        {provider} at {location}        See you soon!

Broadcast Messaging

Campaign Management

yaml
broadcast_campaigns:  setup:    - import_contacts: from_crm    - segment_audience: by_criteria    - create_template: get_approval    - schedule_send      targeting_options:    - all_contacts    - by_tag: [vip, new_customer, inactive]    - by_purchase_history    - by_location    - custom_segment      compliance:    - opt_in_required: true    - opt_out_easy: reply_STOP    - frequency_limits: per_contact_per_day    - quiet_hours: respect_timezone      tracking:    - delivered    - read    - replied    - clicked_link    - opted_out

Campaign Templates

yaml
campaign_templates:  promotional:    template: |      πŸŽ‰ *Special Offer for You!*            Hi {name},            {offer_description}            Use code: {promo_code}      Valid until: {expiry}            [Shop Now]({url})            Reply STOP to unsubscribe        product_launch:    template: |      πŸš€ *New Arrival Alert*            {name}, check out our latest:            {product_name}      {product_description}            {price}            [View Product]({url})        reengagement:    template: |      πŸ‘‹ *We Miss You, {name}!*            It's been a while since your last visit.            Here's 15% off to welcome you back:            Code: COMEBACK15            [Shop Now]({url})

n8n Integration

Workflow Example

yaml
workflow: "WhatsApp Order Bot"
nodes:  - name: "WhatsApp Trigger"    type: "n8n-nodes-base.whatsAppTrigger"    parameters:      events: ["messages"]        - name: "Parse Message"    type: "n8n-nodes-base.code"    parameters:      code: |        const message = $input.first().json;        return {          from: message.from,          text: message.text.body,          type: message.type        };          - name: "AI Response"    type: "n8n-nodes-base.openAi"    parameters:      model: "gpt-4"      messages: [        { role: "system", content: "..." },        { role: "user", content: "{{ $json.text }}" }      ]        - name: "Send Reply"    type: "n8n-nodes-base.whatsApp"    parameters:      operation: "sendMessage"      phoneNumberId: "{{ $env.WHATSAPP_PHONE_ID }}"      recipientPhoneNumber: "{{ $json.from }}"      message: "{{ $json.response }}"

Output Example

Request: "Create WhatsApp order notification flow"

Output:

markdown
# WhatsApp Order Notifications
## Message Templates (Need Meta Approval)
### 1. Order Confirmation

Hi {{1}}! πŸŽ‰

Your order #{{2}} is confirmed!

Items: {{3}} Total: {{4}}

We'll update you when it ships.

Track Order [blocked]


### 2. Shipping Update

πŸ“¦ Your order is on the way!

Order: #{{1}} Carrier: {{2}} Tracking: {{3}}

Expected delivery: {{4}}

Track Package [blocked]


### 3. Delivered

βœ… Delivered!

Your order #{{1}} has arrived.

Love it? Leave a review! Need help? Reply to this message.

Review [blocked]


## n8n Workflow
```yamltrigger: Shopify Order Createdsteps:  1. Get customer phone  2. Format order details  3. Send WhatsApp template  4. Log to CRM

Automation Rules

  • Order placed β†’ Confirmation (immediate)
  • Shipped β†’ Tracking (immediate)
  • Out for delivery β†’ Alert (immediate)
  • Delivered β†’ Review request (1 day later)

---
*WhatsApp Automation Skill - Part of Claude Office Skills*

Source and attribution

Source:claude-office-skills/skillsinwhatsapp-automationat commit9c4c7d5

License: MIT

Content belongs to its original authors. SourceWeft indexes it from a public repository.

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