VYG.AI/Workflows/WhatsApp
WhatsAppJupiterWorkflows channelEarly access

WhatsApp in Workflows, for customers who chose it.

WhatsApp in Workflows is a flow step that sends a WhatsApp message to customers who opted in. It is in early access with a small group of brands and is not open to every brand yet.

Request early accessSee all channels
A market stall counter with a parcel ready and a phone propped beside it.
01/What customers see

Messages in the app they already open.

You connect your own WhatsApp Business number through Meta, and customers see your verified name.

9:41
Your storeWhatsApp Business
Still thinking it over?Hi Sam, your cart is saved.Back to my cartDelivered
Cart reminderAn approved template with a picture and a button.Early access
9:41
Your storeWhatsApp Business
Hi Sam, your order has shipped. It should reach you in 2 to 4 days.Order on its wayTrail runner, SandTrack my order
Order updateThe same template tools work for any message you get approved.Early access
9:41
Your storeWhatsApp Business
STOPYou will not get WhatsApp messages from Your store.
Message
Opt outA customer who opts out gets no more WhatsApp messages.Early access

Example messages. Names and products are made up.

02/How it works

A WhatsApp template, sent by your flow.

The step only lists templates Meta has approved, and each one shows its language and category. Every variable needs a fallback, so a message never goes out with a blank.

  1. TriggerCheckout Abandoned

    Or any other trigger in the flow builder.

    Live
  2. WaitWait

    Hold for the time you choose.

    Live
  3. CheckBranch

    Route customers by rules, for example by country.

    Live
  4. SendSend WhatsApp

    An approved template, with the customer's details filled in.

    Early access
  5. OutcomeOpt-outs stop sends

    A customer who opts out gets no more WhatsApp messages.

03/The flow builder

WhatsApp where texts cost more.

Workflows · Abandoned checkoutEarly access
Checkout AbandonedTrigger1,920 entered
Wait30 minutes
BranchRoute customers by rules
Outside the US
Send WhatsAppcart_reminder642 sent
Order PlacedLeaves the flow
In the US
Send SMSCart reminder1,204 sent
Order PlacedLeaves the flow

Example data. The country rule is one you build with the Branch step.

04/Templates

Only approved templates can be sent.

WhatsApp checks every template before a business can send it. The step lists the ones Meta has approved, with the language and category of each.

  • A preview before you save the step
  • A fallback for every variable
Send WhatsApp · Select a templateEarly access
TemplateLanguageCategoryStatus
cart_reminderEnglishMarketingApproved
order_shippedEnglishUtilityApproved
carrito_pendienteSpanishMarketingApproved
welcome_offerEnglishMarketingApproved
05/Setup

Connect your own number through Meta.

Sign in with Meta, choose the WhatsApp Business account and pick the phone number this brand will send from.

  • Your verified name on every message
  • Reconnect or disconnect at any time
Settings · Integrations · WhatsAppEarly access
Connect with MetaSign in and choose the business account.Connected
WhatsApp Business AccountYour store
Phone numberThe number this brand sends from
Verified nameYour store
ReconnectDisconnect
Settings · ChannelsEarly access
SMSThe recovery channel.Live
WhatsAppPick a phone number to finish setup.Setup incomplete
06/What it does

Reach customers where they already chat.

Many shoppers read WhatsApp before they read email or SMS. With WhatsApp in Workflows, a brand connects its WhatsApp account and adds a WhatsApp step to any flow. The step reads the same customer record as the rest of the flow, so it can wait, branch and skip people the way an SMS step does.

07/What is built

In early access now.

01

WhatsApp connection

Connect your WhatsApp account in Settings, next to SMS, Email and Telegram.

02

WhatsApp step in flows

Send a WhatsApp message from any flow to customers who opted in.

03

One channels page

See each channel's setup state and what it sent, in one place.

Not yet: Live conversations with human agents over WhatsApp are in development. Human agent conversations run on SMS today.

08/Related

Where WhatsApp fits.

01

Workflows

The flow builder where WhatsApp steps live.

Open
02

Profiles

The customer record every step reads.

Open
03

Conversations

Human agents who text your shoppers on SMS.

Open
09/Channels

Every Workflows channel.

10/Questions

WhatsApp FAQ.

Can every brand send WhatsApp from Workflows?

Not yet. WhatsApp is in early access with a small group of brands. Request access and we will follow up.

Who receives WhatsApp messages?

Only customers who opted in to WhatsApp messages from your brand.

Can human agents chat on WhatsApp?

Not yet. That is in development. Human agent conversations run on SMS today.

Add WhatsApp to your flows.

Request early access and we will set up WhatsApp for your brand.

Request early access

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