Features/Automation

Build flows.
Not busywork.

Visual workflow builder for WhatsApp automation — follow-up sequences, lead qualification, smart routing, and more. No code, no limits.

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Automation
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Your best agent works 24/7 and never sleeps.

Manual follow-ups, repetitive answers, and missed triggers cost your team hours every day. Wazelo CRM's automation engine lets you build visual workflows that run on autopilot — from a new lead's first message to a resolved ticket's CSAT survey — so your team focuses only on conversations that need a human touch.

What you can do

Key capabilities

bolt

Trigger-based workflows

Start automations on any event: new message received, contact tag added, campaign replied, time elapsed, and more.

account_tree

Visual flow builder

Drag-and-drop conditions, delays, actions, and branches. Build complex flows without a single line of code.

reply

Auto-replies

Respond instantly to common queries — outside hours, on weekends, or while your team is busy.

label

Auto-tagging & routing

Classify and route conversations automatically based on message content, contact fields, or intent.

timer

Delay steps

Add time delays between steps — send a follow-up 2 hours after no reply, or a reminder 24 hours before an appointment.

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Webhook integrations

Connect to any external system. Trigger a webhook on any workflow step to sync with your CRM, ERP, or custom API.

How it works

Up and running in minutes

01

Choose a trigger

Select what starts the workflow — an inbound message, a tag, a form submission, a time condition, or a campaign interaction.

02

Build your flow

Add conditions, actions, delays, and branches using the visual builder. Preview the flow before activating.

03

Test it

Run the workflow on a test contact to verify every step fires correctly before going live.

04

Activate and monitor

Switch it on. Monitor run counts, errors, and conversion metrics from the automation dashboard.

See it in action

Visual automations, zero code.

Automation: Price Inquiry Flow● Active
TRIGGER
notifications_activeMessage Received
Contains 'price' or 'cost'
CONDITION
call_splitIs Tagged as Lead?
Check contact tag
YES
ACTION
sendSend Auto-Reply
"Let me share our pricing..."
NO
ACTION
person_addAssign to Sales Team
Round-robin assignment

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Keep exploring

Related features

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