WhatsApp automation

Conversation automation before AI replies

Give every WhatsApp line clear “when this happens, do that” rules—pin high-value leads, tag stages, pause the Conversation AI when someone opts out, or close the loop when a deal is done. Actions are evaluated before Conversation AI replies so your team defines control first.

How it works

  1. Configure actions per phone number — Choose what should happen (for example attach a label, pause automation, or mark the chat complete) and describe when in everyday language.
  2. ChitChase evaluates the “when” with AI — You pick the OpenAI model used for matching; structured output keeps results consistent.
  3. Actions run before Conversation AI — So your guardrails and CRM-style updates apply first. Optionally block the automated AI reply when an action fires.

What you can automate

  • Pause Conversation AI — Stop automated AI messages for that conversation when the situation calls for a human handoff.
  • Labels — Attach or remove conversation labels your business already uses for reporting and routing.
  • Pin or unpin — Surface important threads at the top of the inbox for everyone on the team when your rules match.
  • Complete or reopen — Close out resolved chats or bring one back to active when the customer re-engages.

Conversation automation is designed to complement the Conversation AI. You can edit actions from the phone number’s automation page and see them alongside your Conversation AI playbook so teams know what runs first.

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