Changelog

Follow up on the latest improvements and updates.

RSS

We have rolled out a new set of updates focused on making your AI automations.
🤖 AI Chatbot Improvements
AI Chatbot Improvements
We have released several important improvements to AI Chatbots across
WhatsApp, Instagram, Messenger, Telegram,
and
Live Chat
to make conversations smarter, safer, and more reliable.
The AI can now access the complete conversation history, including human agent replies. This helps the chatbot respond with better context and improved accuracy.
We also improved GPT reasoning model tool calls and added additional security protection for internal function calls to help prevent prompt injection attempts.
Additionally, we introduced new AI tools to automate chat routing, appointment booking, and class management directly through conversations.
Contact Management Tools
• Assign chats to the Unassigned Queue
• Auto-assign chats using Round Robin distribution
AI Appointment and Class Booking
Appointment Booking Tools:
• List Services
• List Staffs
• Suggest Available Slots
• Book Appointment
• View Appointments
• Reschedule Appointment
• Cancel Appointment
Class Booking Tools:
• Search Classes
• Book Class
• Get Client Bookings
• Cancel Class Booking
These improvements help automate operations, improve workflow efficiency, and provide a better customer experience.
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👤 Create Contacts More Easily
create_contacts_more_easily
We have improved the contact creation experience inside Whautomate.
You can now add Contact Tags, Stage, Notes, and Custom Fields while creating a new contact. There is no longer a need to create the contact first and edit it later.
This helps save time and makes contact management easier.
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⚡ Team Inbox Improvements
team_inbox_improvements
We have optimized the Team Inbox experience to make it faster, smoother, and easier to use.
Contact, phone number, and message search performance has been significantly improved, helping teams find conversations much faster, even with large inboxes.
We also included several user experience improvements and minor fixes to improve accessibility and workflow efficiency.
These updates help your team respond faster and manage conversations more smoothly throughout the day.
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✅ WhatsApp Blue Tick Eligibility Checker
WhatsApp Blue Tick Eligibility Checker
We have launched a free WhatsApp Blue Tick Eligibility Checker tool for businesses.
You can now quickly check whether your business qualifies for the Meta Verified badge or Official Business Account status. The tool includes an interactive eligibility checker with step-by-step guidance.
Here are our latest Whautomate updates, designed to improve bookings, strengthen security, and simplify operations.
😍 Completely New Online Booking Experience
This is probably the biggest update we have shipped in a while, and I think your clients are going to love it.
📅 Smarter Class Booking
booking-page-class-booking
Your clients can now filter classes by time of day
(Morning, Afternoon, Evening, Night), by date, or view all upcoming sessions in one click.
We also added an invite a friend feature so clients can send a class link to family or friends and help them book the same session. Small touch, but it makes a real difference.
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✂️ Cleaner Appointment Booking
booking-page-appointment-booking
We redesigned the appointment flow so clients can filter services by category and get to checkout faster. Less confusion, fewer drop-offs.
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👤 Client Login and Profile Management
client-login-and-profile-management-new
Clients can now sign up and log in to the booking page to manage all their bookings from one place. They can create a profile, add details once, and use it for every future booking without filling in their information from scratch each time. It works for self-booking or booking on behalf of someone else, like a family member. Convenient and secure.
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🌙 Dark Mode and Multiple Languages
multilingual-and-dark-theme
The booking page now supports dark theme and multiple languages out of the box. Whether your clients prefer a darker interface or speak a different language, the experience feels native to them.
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📱 Mobile App-Like Experience
booking-page-mobile-app-2
Your clients can open the booking page on their phone and it behaves just like a native app. They can even add it to their home screen. No app store required, no downloads, just a smooth mobile experience every time.
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⚙️ Staff First or Service First, Your Choice
staff-or-service-first
We added a new configuration option for appointments. You can now decide whether your clients select a staff member first or a service first. This gives you more control over the booking flow based on how your business actually works.
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🔗 Direct Booking Links for Your Staff
staff-directbooking-link
You can now generate a direct booking URL for each individual staff member. Share it with clients, embed it on your website, or use it however fits your business. Super easy to set up.
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🤖 Bot Protection with Cloudflare
bot-protectionwith-cloudflare-new
We added Cloudflare bot verification to the booking page to keep spam bookings and automated abuse away. It runs in the background without bothering real clients.
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🔐 Mobile and Email OTP Verification
mobile-and-email-otp-verification-new
You can now turn on OTP verification for your booking page. When clients sign up, they verify their mobile number and email address before completing a booking. This prevents incorrect contact details from being entered and makes sure all your booking notifications actually reach the right person.
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🛒 A Better Checkout Experience
new-checkout-experience
The checkout page has also received some love. It now supports dark mode and multiple languages, matching the experience on your main booking page. The checkout page also automatically picks up your brand's primary color from the booking page theme so everything looks cohesive from start to finish. And once payment goes through, clients are automatically redirected to their booking confirmation page.
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📋 Template Management Just Got More Powerful
edit-and-clone-whatsapp-template
Managing your WhatsApp message templates is now much easier inside Whautomate.
You can now create WhatsApp Authentication templates directly from the app. You can also edit your existing templates without leaving Whautomate, or clone any template to reuse its format or content for a new one. No more starting from scratch every time.
We have also added support for sending OTP messages via WhatsApp.
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💬 WhatsApp Appointment Bot Improvements
whatsapp-appointment-bot
For those of you using our WhatsApp chatbot for appointment bookings, we have made two improvements that will save your clients real time.
First, the calendar now only shows dates that actually have available slots. No more clicking through empty dates. Second, the bot automatically detects the client's timezone based on their country code, which is great if you serve customers across different regions or internationally.
We are excited to share the latest updates from Whautomate. This month, we are announcing the release of a new version of the Whautomate mobile app, now enhanced with an improved interface and several new features.
whautomate_feature_graphic
These updates are based on customer feedback and are designed to help your team stay connected, respond faster, and manage daily operations more efficiently from anywhere.
Here is what you can do with the new mobile app:
💬 Team Inbox Improvements
team_inbox_improvements_whautomate
We have improved the Team Inbox to help you send messages faster and manage conversations more smoothly. You can now send multiple
images, videos, and documents
in a single message across
WhatsApp, Messenger, Instagram, Telegram, and Live Chat.
Once you tap send, messages will be processed automatically in the background. You do not need to wait on the same screen, which helps you save time.
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📂 Smart Filters and Custom Inboxes
smart_filters_whautomate
You can now organize your chats more efficiently with smart filters and custom inboxes. Create custom views based on your needs, save them, and reuse them anytime.
You can also control access by setting it to Only You, Everyone, or Selected Staff. This helps your team stay focused on the right conversations.
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🌍 Multilingual App Interface
mulit-lingual_app_interface_whautomate
The Whautomate mobile app now supports multiple languages, including
Arabic, Spanish, Portuguese, and French.
You can select your preferred language directly in the app for a more comfortable experience.
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🌓 Light and Dark Mode
app_dark_theme_whautomate
The Whautomate mobile app now offers flexible appearance settings. You can choose between
Light Mode, Dark Mode, or System Default
based on your preference for a better viewing experience.
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🌐 Built-in Message Translation
message_translation_whautomate
You can now translate messages into your preferred language directly inside the app. You can also transcribe audio messages quickly, making communication easier and more accessible.
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✨ More Enhancements
We have made several improvements across the app to enhance performance, usability, and overall experience.
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Download Whautomate Mobile App
Manage conversations, send messages faster, schedule appointments and classes, send invoices, manage orders, and stay connected with your team anytime, anywhere.
📱 Download the latest IOS app here:
🤖 Download the latest Android app here:
We are excited to share our latest Whautomate updates with you. These improvements are based on customer feedback and focused enhancements delivered this month to help your team work faster and manage operations more smoothly.
💬 Team Inbox Updates
Team_Inbox_Updates_Whautomate
We have improved the Team Inbox to make it faster, more responsive, and easier to use. A new
Needs Reply
chat filter is now available. Chats that require a response will automatically move to this section, helping your team follow up quickly.
We have also improved the Hide Filter and Contact Info expand options to provide a smoother inbox experience.
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📂 Custom Inboxes
Custom_Inboxes_Whautomate
You can now create custom inbox views by filtering chats based on your needs. You can save these filters and reuse them anytime.
You can also control who can access the custom inbox. You can set it for Only You, Everyone, or Selected Staff. This helps teams focus on important conversations and saves time.
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📊 Activity Log
Activity_Log_Whautomate
This is one of the most requested features and it is now available.
You can track activities related to logins, appointments, classes, clients, catalogue, finance, integrations, and more. This helps with compliance, monitoring, and security by giving you clear visibility of actions performed inside the app.
If there is any activity you would like us to include in the future, please feel free to let us know.
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🖼️ Multi-Select Media and Send
Multi-Select_Media_and_Send_Whautomate_New
You can now send multiple images, videos, and documents in a single message across WhatsApp, Messenger, Instagram, Telegram, and Live Chat.
Once you click send, messages will process automatically in the background. You no longer need to wait on the same screen, which saves time and improves productivity.
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⚙️ Edit Menu and Customization
Edit_Menu_and_Customization_Whautomate
We have enhanced menu customization to give you more control.
You can now customise your menu and submenu order based on your preference. You can move frequently used menus to the top and hide unused menus.
This helps you access important features faster and improves your daily workflow.
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📅 Staff Availability Block Notes
Staff_Availability_Block_Notes_Whautomate
Staff members can now add notes when blocking their availability. For example, they can mention emergency, leave, or vacation details.
This helps other team members clearly understand the reason behind blocked schedules and improves coordination.
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🏷️ Exclude Tags Filter
Exclude_Tags_Filter_Whautomate
We have added a new Exclude Tags filter option in Contacts, Clients, and Team Inbox filters. This allows you to filter and view data while excluding specific tags.
This helps you focus only on the contacts or conversations you want to see and avoids unnecessary data. It makes searching, segmentation, and inbox management more accurate and saves time.
We are excited to share a new set of features in Whautomate. These updates are based directly on customer feedback and include focused enhancements delivered this month to help you work more efficiently and confidently.
Whautomate Multilingual Support Is Now Live
whautomate_app_translation
This has been one of our most requested features, and it is finally here.
You can now use Whautomate in multiple languages, including
English, Arabic, Spanish, Portuguese, and French.
This makes it easier to work with global teams and serve customers across different regions.
Language switching is simple and instant. Each user can select their preferred language inside the app, and the entire interface updates immediately.
If there is a specific language you would like us to support, please let us know.
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New Subscription Credit Report
whautomate_subscription_credits
Getting overall visibility of customer credits just got much easier.
We have introduced a new
Subscription Credit Report
that helps you track customer credits at a glance. You can now filter credits by start date and expiry date, check their status as Active, Expired, or Completed.
You can also export a detailed Excel report anytime. This update saves a lot of time by removing the need to manually check individual customer credits.
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Credits & Class Booking Updates
whautomate_class_improvements
We have added new configuration options to give you better control over credit usage and class visibility.
• Restrict Credit Usage by Appointment Date
You can now configure credits so customers can only use them for scheduling appointments within the credit validity period. This prevents credits from being used for future dates beyond expiry.
• Restrict Credit Usage by Class Date
You can now restrict credits to be used only for classes scheduled within the credit validity period. This ensures credits are not applied to future classes after they expire.
• Hide Staff Name for Class Bookings
Staff names will no longer be displayed for class bookings if you enable this option. This is useful if you want to run classes without showing staff details.
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Team Inbox Updates
whautomate_team_inbox_improvements
Managing conversations is now even better.
• Message Reply Option for Messenger and Instagram
You can now reply directly to specific messages. Simply tap the Reply icon on the message you want to respond to and send your reply.
• Improved Last Message Time Display
Chats now clearly show the time for messages received today, while older messages display the date. This makes it easier to follow conversations at a glance.
We’ve rolled out exciting new updates to make your experience smoother and more powerful.
1. 📚 Class Enhancements
Class Phone Number and Export
  • Easily
    view booked clients’ phone numbers
    right inside the class details.
  • Export participants’ details
    for any individual class with one click.
  • No more double bookings!
    Clients can now book only once per class via both the Booking Portal and WhatsApp.
Quickly reach clients by phone for reminders or last-minute updates, share participant lists with trainers in one click, and avoid confusion by ensuring each client books only once per class.
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2. 🌍 PayTabs Integration (Middle East & Global)
PayTabs Integration
  • Connect PayTabs with Whautomate to collect payments seamlessly across the Middle East.
  • ✅ Supported Countries: Kuwait, Saudi Arabia, UAE, Egypt, Oman, Jordan, and beyond!
Ideal for businesses with clients across multiple countries—collect payments seamlessly and grow your business without worrying about location barriers.
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3. 💳 Thawani Pay Integration (Oman)
Thawani Pay Integration
  • Connect Thawani Pay payment gateway to Whautomate
  • Accept payments through WhatsApp and online checkout
Perfect for businesses in Oman—sell class passes, memberships, products or services and collect payments instantly and securely on WhatsApp.
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4. 📍 New Location Filter + Broadcast
Class Location Broadcast
  • We’ve added a
    new Location Filter
    option – now you can select the location, choose the class, and send broadcast messages directly to the right participants on WhatsApp.
Send targeted WhatsApp updates—like schedule changes, reminders, or offers—to participants of a specific location without spamming everyone else.
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5. 🤖 AI Features
(i) Translation & AI-Powered Replies
Whautomate Magic AI 2
  • Received a message in another language? 🌍
  • Simply click
    “Translate”
    in Team Inbox to view it in your preferred language.
  • Use
    “Generate with AI”
    to draft smart replies—set tone, language, and style to fit your needs before sending.
(ii) AI WhatsApp Template Creation
AI Template Creation Optimized
  • Save time and effort writing templates manually—get compliant, high-quality templates in seconds.
  • Just type a
    prompt/message
    → choose a
    category
    (Utility, Marketing, Authentication) → generate content instantly.
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6. 📑 Invoice Enhancements
Invoice Client ID and Terms Optimized
  • Show
    Client ID with name
    on invoice documents for easier record-keeping.
  • Add
    Invoice Terms & Conditions
    (business details, payment instructions, or policies) in invoice settings to automatically display on invoices.
  • Keep invoices professional and transparent by including client references and your business payment rules.
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7. 📍 Location-Wise Credit Allocation
Credits allocation-Optimized
  • Assign
    Plans & Packages
    with location-based credits—clients can use credits only at their assigned locations.
  • New
    Unlimited Credits
    option lets businesses sell packages without limits.
  • Perfect for gyms, classes, and multi-branch businesses that want to control where clients can redeem credits, while also offering premium unlimited plans.
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8. 🛍️ Catalog Product Listing Sort Order
CatalogListProductsSortOrder-optimize
Control how your WhatsApp Catalog products are displayed with new sorting options:
  • Created At (Latest / Oldest)
  • Name (A → Z / Z → A)
  • SKU (A → Z / Z → A)
Showcase your best products first and create a better shopping experience for customers browsing your catalog.
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9. 🧩 Contact & Custom Variables
Contact and Custom Fields Variables-Optimized
  • Personalize your communication with Contact Variables (e.g., contact ID, name, phone) and Custom Field Variables (e.g., booking date, membership type, preferred location).
  • Insert these variables directly into Automation Flows and Broadcast Messages to make every interaction unique and relevant to each contact.
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10. 💬 LiveChat Widget Improvements
LiveChat Widget
  • Added a customizable pop-up message with smooth animation.
  • Engage website visitors instantly and encourage them to chat with your business.
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11. ⚡ Performance Improvements
PerformanceImprovements-optimize
  • Faster search for contacts & messages.
  • Quick load times for messages and conversations.
  • Overall smoother experience across the app.
Spend less time waiting—navigate between clients and messages smoothly with a more responsive app.
We’ve added powerful updates to help you get more done with less effort – smarter AI, faster flows, and better control! Let’s dive in:
1. 📚 OpenAI Data Configuration – Smarter Document Search
Open AI
Upload your PDFs, text files, and more into a Vector Store – now upgraded for better organization and accuracy.
✅ AI can now search multiple documents at once
✅ Give accurate responses based on real business data
✅ Perfect for FAQs, SOPs, policies, and knowledge bases
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2. 🤖 AI Conversation – More Power, More Control
Open AI Improvements 2
The AI settings panel has been fully revamped for clarity and customization:
  • Prompt:
    Write clear instructions (e.g. “You are a helpful assistant”) and insert dynamic variables like
    {{client_name}}
    or
    {{location_name}}
    for personalized responses.
  • Configuration:
    Select your preferred OpenAI model, temperature, max tokens, and control conversation history.
  • Built-In Tools:
    Enable AI to update contact data, search the web, and manage notes – all during a chat!
  • Functions:
    Connect your APIs with function calling – just add the URL, method, headers, and schema.
  • Playground:
    Test your AI live using your own business data. See what it says before going live.
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3. 🔍 AI Lead Qualification Chatbot
AI Lead Qualification Bot2
Let your chatbot ask the right questions and qualify leads 24/7:
✅ Understand interest, budget, and timeline
✅ Auto-update tags, stages, and contact info
✅ Seamlessly hand off to a human when needed
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4. 🛠️ Automation Flow Builder – Now Easier to Navigate
Automation Flow
Zoom in and out with ease! Our updated UI makes it simpler to build, view, and manage automation flows at any scale.
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5. ✅ Close All Conversations – One-Click Cleanup
Close All Conversations
Tired of too many open chats? You can now close up to 100 unassigned or open conversations with a single click in Team Inbox.
We’ve rolled out some powerful updates and important changes to help you stay ahead—check them out below 👇
📢
1. Important: WhatsApp Pricing Update Effective July 1, 2025
WhatsApp API Pricing April 2025
WhatsApp is updating its pricing from the current conversation-based model (24 hrs) to a per-message pricing model starting July 1, 2025. This change may increase your WhatsApp costs if you're using automations to send multiple messages to staff or clients in a day.
Good news:
All incoming messages and bot replies remain free — charges apply only for template messages.
🔄 What’s Changing?
Before:
One flat fee for all template messages within a 24-hour conversation.
After July 1:
Each template message will be billed individually, including:
✅ Marketing templates
✅ Authentication templates
✅ Utility templates sent outside the 24-hour Customer Service Window (CSW)
⚡ Utility messages sent within an active 24-hour CSW remain free.
💸 Why It Matters:
If your automations send multiple WhatsApp messages — like staff notifications, new chat alerts, or appointment confirmations — each one will now be charged, which can increase your messaging costs.
✅ What We've Done to Help:
We’ve added Push Notifications in the Whautomate mobile app so you can keep your team informed — without extra WhatsApp charges.
🔧 How to Enable:
Staff can go to
Settings
Notifications
in the mobile app and turn on push alerts.
⌛ Take Action Before July 1:
Review your automations and switch staff updates to push notifications where possible to avoid added costs.
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🔗 2. Connect WhatsApp Business App to WhatsApp Cloud API (Now Supported on Whautomate)
Connect WhatsApp Business App 3
Meta now allows businesses to
link their existing WhatsApp Business app account
with the
Cloud API
—and
Whautomate fully supports this integration!
✅ Use the
same phone number
across both platforms
✅ Scale messaging via Cloud API while still sending
1:1 messages
from the WhatsApp Business app
✅ Enjoy
synced chat history
across both apps
🛑 Not Supported for Phone Numbers From:
  • Australia, India, Japan, Nigeria, Philippines, Russia, South Korea, South Africa, Turkey
  • European Union, European Economic Area, and United Kingdom
🛑 Not all WhatsApp Business numbers are currently eligible for Cloud API coexistence. Eligibility is generally limited to businesses already sending high message volumes and planning to scale further.
🛑Please note that not all Cloud API features are fully supported under the coexistence model yet. Meta is gradually rolling out functionality, so certain capabilities may be limited depending on your region and onboarding stage.
Now you can manage high-volume messaging and keep your personal touch—without switching platforms.
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⚠️ 3. WhatsApp Template Policy Enforcement
Utitility and Marketing 4
WhatsApp is rolling out new global enforcement measures to prevent misuse of message template categories. Here's what you need to know:
✅ Businesses misusing template categories (e.g., using utility for marketing messages) will receive a written warning.
⚠️ If misuse continues, WhatsApp may enforce the following restrictions:
  • Reject all approved utility templates
  • Disable category reviews
    for 7 days
  • Block creation of new utility templates
    for 7 days
📌 In repeated cases, these enforcements may extend up to
30 days
.
To avoid penalties:
  • Review and follow template category guidelines
  • Ensure
    utility templates are not used for marketing purposes
  • Create proper
    marketing templates
    when promoting services or products
Stay within guidelines to avoid disruptions in your messaging flow.
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🔁 4. Recurring Appointments Now Available
Recurring Appointments
Whautomate now supports
Recurring Appointments
—making it easier than ever to schedule repeat sessions in bulk!
✅ Set appointments to repeat
Daily, Weekly, or Monthly
✅ Perfect for consultations or long-term bookings
✅ Save time by automating repeat schedules for your customers
This new option is available directly inside the
Appointments
section. Start simplifying your scheduling today!
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🖼️
5. WhatsApp Carousel Templates on Whautomate
Caraousel Template 2 Optimized
Exciting news! Whautomate now supports Carousel Templates on WhatsApp. You can now:
✅ Send a message with up to
10 horizontal cards
Set an image or video
for each card to make your message stand out
✅ Add
short descriptions (up to 60 characters)
per card
✅ Include
two CTAs per card
– a
Website Link
, a
phone number
or a
Quick Reply
Connect WhatsApp Business App
Perfect for showcasing products, offers, or services—available to send via
Automation, Broadcast,
or send them directly in
chat.
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🧾
6. Custom Invoice Numbering
Custom Invoice ID
Need control over your invoice numbers? Now you can:
✅ Enter your
own invoice number
when creating invoices
✅ Use your preferred format for internal tracking or compliance
Say goodbye to rigid auto-generated numbering!
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📌
7. Custom Reference Numbers for Expenses
Custom Expense ID
We’ve added the ability to:
✅ Set a
custom reference number
for each
expense record
✅ Improve how you track, categorize, or cross-reference expenses
More flexibility, better bookkeeping.
These updates are live now. Log in to the Whautomate app and explore them today!
We’ve added exciting new features to make your business operations smoother, more efficient, and easier to manage. Check them out!
🌐 Whautomate Site Builder
Website Builder-Optimized
Now, small and medium businesses (SMBs) can create
simple, professional websites, landing pages, and link-in-bio sites
directly within Whautomate—no coding required!
Landing Pages with Custom Domains
– Create personalized pages to showcase your business.
Link-in-Bio Sites
– Create a mini-website for your social media profiles with all your important links.
Predefined Templates
– Get started instantly with ready-made templates for Dental, Healthcare, Physiotherapy, Yoga Studios, Music Classes, Bio Sites, and more coming soon!
Website Editor (1)
Full Website Customization
– Use our easy-to-use builder to edit everything—add your logo, edit content, change images, update colors, and more!
.
Website Publish (1)
Draft & Live Preview
– Save your website as a draft, preview it live, and publish it when you're ready!
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🎥 Google Meet Integration
Google Meet
Scheduling virtual meetings is now effortless! With our
Google Meet integration
, you can automatically create virtual meetings for appointments—making it easier to connect with clients and customers.
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🧾 Smarter Invoice Management
Handling invoices is now more flexible and automated:
💰 Invoice Refunds
Invoice Refund
Mistakes happen, and now handling refunds is easier than ever! The new Invoice Refund feature lets you:
✅ Process refunds directly from Whautomate.
✅ Track returned payments for better financial management.
✅ Maintain accurate records to avoid confusion.
.
❌ Invoice Void
Invoice Void
Need to cancel an invoice that’s no longer needed? With the Invoice Void feature, you can:
✅ Void invoices that are incorrect or no longer valid.
✅ Only applies to
Sent & Draft
invoices for better control.
✅ Prevent billing errors and keep your records accurate.
.
⏳ Automated Invoice Reminders
Invoice Reminders
Tired of chasing unpaid invoices? Our new automated reminders make sure your customers never forget a due payment!
✅ Set up to
3 automatic reminders
before or after the due date.
✅ Reminders apply to
SENT
or
PENDING
invoices.
.
📊 Invoice Reports
Invoice Reports
Gain deeper financial insights with enhanced Invoice Reports! Now, you can:
✅ Track
discounts, coupons, and additional charges
in detail.
✅ Get a
clear financial breakdown
for better analysis.
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🔔 Web & Mobile Push Notifications for Staff
Web and Mobile app pish notifications
Never miss an important update with real-time notifications on both web and mobile apps!
📅 Appointments & Classes
– Get alerts when an appointment or class is scheduled, rescheduled, or canceled.
⏰ Reminders
– Receive notifications 1 day before and 15 minutes before your appointment and class.
💳 Invoice Payments
– Receive notifications when an invoice is successfully paid.
🛒 Orders
– Be notified instantly when a new order is placed.
💬 Team Inbox Notifications
– Stay updated on new chats, assigned conversations, and customer replies.
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📊 Class Reports with Export Option
Class Reports
You can now export detailed class reports with clear data, making it easier to review and analyze attendance, scheduling, and more!
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🔄 Team Inbox: Round-Robin Chat Assignments
Assign Chat Round-Robin
Say goodbye to uneven workload distribution! Our new
Round-Robin Chat Assignment
automation ensures that incoming chats are distributed evenly across your team, improving efficiency and response times.
These features are live—start using them today and take your business to the next level! 🚀
1. Whautomate New Pricing Plan
Whautomate New Plan 2
We’ve introduced a pricing plan tailored for
solopreneurs, startups,
and
new ventures!
Enjoy Whautomate’s powerful tools at an affordable rate, designed to grow with you.
👉 Whautomate Pricing - https://whautomate.com/pricing/
.
2. Award-Winning Platform Recognition 🏆
image
Whautomate is proud to be recognized as the Best Customer Engagement and Automation Platform in 2024. Our community made this possible.
.
3. Loyalty Program for Your Customers
Loyalty Program
Boost customer retention with our Loyalty Program! Reward customers with points for purchases, bookings, or classes. Points automatically convert into coupons, making redemptions seamless. Start building loyalty with ease today!
Fitness & Wellness Studio
Award loyalty points to clients for booking classes regularly. Encourage consistent attendance by allowing points to be redeemed for discounts on future classes or memberships.
E-commerce Shop
Reward customers with loyalty points for every purchase, incentivizing repeat buying. Points can be redeemed automatically for discounts on future purchases, enhancing customer retention.
Clinic
Encourage preventive care by awarding loyalty points for regular checkups or treatments. Patients can redeem points for discounts on services or products, improving patient engagement.
Salons, Spas, and Beauty
Reward customers with points for each service or product purchase. Customers can use loyalty points for discounts on future treatments or exclusive offers, promoting repeat business.
👉 Loyalty Program Help Documentation - https://help.whautomate.com/product-guides/loyalty-program
.
4. Bulk Notifications Made Smarter
Bulk Appointment and Class Notifications 2
Automate your notifications like a pro! With our new Bulk Appointment and Class Notifications, consolidate updates into a single notification for clients and staff instead of sending multiple alerts.
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5. Regex Filtering for Broadcast Messages
Broadcast Rejex Pattern (2)
Take your broadcast retargeting to the next level! Filter replied recipients with advanced Regex Patterns. Examples include:
Retargeting Interested Customers
Imagine you're hosting an event and sending out RSVP invites via broadcast. Some customers replied with
"Interested"
. With Regex Patterns, you can easily filter those replies to target them specifically:
  • Match "interested" in any format (e.g., INTERESTED, Interested):
    /interested/i
Now, you can send follow-ups or event details exclusively to those who expressed interest, saving time and effort.
Skipping Customers Who Opted Out
What if some recipients sent
"STOP"
or similar keywords to opt out? Regex makes it simple to exclude them from further messages:
  • Skip messages ending with "stop":
    /^(?!.*stop$)/i
  • Exclude terms like "stop," "unsubscribe," or "cancel":
    /^(?!.*(stop|unsubscribe|cancel)$)/i
This ensures compliance and avoids sending unwanted messages, protecting your brand's reputation.
Other Scenarios Made Easy
  • Find Specific Phrases:
    Filter messages like
    "Buy Now"
    with
    /^buy now$/i
  • Target Assistance Requests:
    Focus on replies containing
    "menu," "assistance," or "help"
    with
    /^(menu|assistance|help)$/i
With advanced Regex filtering, you can target the right audience, exclude opt-outs, and boost engagement while respecting preferences. Try it in Whautomate broadcasts today!
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6. Enhanced Expense Management
Expense Feature
Easily manage and track expenses with Whautomate's enhancements:
  • Auto-Generated Reference Numbers:
    Automatically create reference IDs for seamless tracking.
  • Tax Value Input:
    Record accurate tax details for better financial clarity.
  • Paid Through Account:
    Select payment accounts easily via a dropdown.
  • Expense Approvals:
    Owners and admins can review and approve staff-submitted expenses, promoting transparency and accountability.
  • Vendor Name Storage:
    Save and reuse vendor names to simplify future entries.
Additional Flexibility:
Change Expense ID formats, and easily add, edit, or delete categories, accounts, and vendors.
Simplify your financial tracking and stay organized effortlessly!
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7. Phone Number Masking for Privacy
Masking Feature 2
Phone number masking keeps client and contact information secure. Staff can perform tasks without viewing private details, ensuring confidentiality.
Businesses with Part-Time or Freelance Staff
If your business employs
part-time, freelance,
or
temporary staff,
you can use this feature to hide client and contact phone numbers from them, maintaining privacy and security.
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Start Exploring These Features Today! 🎉
Whautomate is here to make your business automation smarter, safer, and easier. What’s your favorite update? Let us know!
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