Automation workflows for WhatsApp, Instagram, Messenger and RCS
Com.Bot lets you build automation workflows that reply, qualify, sell and follow up across WhatsApp, Instagram, Messenger and RCS from one visual builder. Connect your tools, set triggers, and let routine conversations run without adding headcount.
⚡ Powered by the official WhatsApp Business API · Official Meta Business Partner
Main features
Everything you need to run automation workflows from one platform.
One builder, four channels
Design a workflow once and run it on WhatsApp, Instagram DMs, Facebook Messenger and Google RCS. Each channel keeps its own rules and templates.
Triggers beyond keywords
Start workflows from a new message, a comment, a story reply, an order event, a webhook or a scheduled time. No code needed for most setups.
1,000+ integrations
Push and pull data from your CRM, helpdesk, store or spreadsheets. External actions call APIs and webhooks when a workflow needs to reach another system.
Payments inside the chat
Collect payment on WhatsApp as part of a workflow. Send a payment link, confirm the order and trigger delivery updates without leaving the thread.
Automation workflows use cases
Real conversations you can launch on Com.Bot this week.
Abandoned cart recovery
A cart reminder template goes out after 30 minutes. Replies open a service window where the bot answers questions and shares a payment link.
Order and delivery updates
Utility templates confirm the order, share tracking and notify on delivery. Customers reply in the same thread if anything is wrong.
Appointment booking flow
A comment or DM triggers the bot to share available slots. The customer picks one and gets a confirmation and reminder.
Lead qualification and routing
The bot asks budget, timeline and location, then routes qualified leads to the right agent with full context.
Payment collection on WhatsApp
The bot sends an order summary with a native payment link. Once paid, the receipt and next steps go out automatically.
Back in stock alert
A marketing template goes to opted-in contacts when an item restocks. Replies open a window where the bot closes the sale.
How to set it up in Com.Bot
- 1Pick your trigger
Choose what starts the workflow: a new WhatsApp message, an Instagram comment, a story reply, a Messenger message, an RCS event, an order update, a webhook or a scheduled time.
- 2Build the flow
Use the drag-and-drop bot builder to add questions, conditions and actions. Branch the path so different customers get different replies without separate bots.
- 3Connect your tools
Add integrations or external actions so the workflow can update your CRM, create a ticket, check stock or call your own API when needed.
- 4Add approved templates
For WhatsApp business-initiated messages, submit marketing, utility or authentication templates for Meta approval and attach them to the right blocks.
- 5Test and publish
Run the workflow with your own number, check the shared inbox view, then publish to WhatsApp, Instagram, Messenger or RCS and monitor results.
Ready-to-use message templates
Copy, adapt and submit for Meta approval from your Com.Bot dashboard.
Hi {{1}}, you left {{2}} in your cart. Complete your order now and we will hold it for 24 hours. Reply YES and we will send the payment link.
Hi {{1}}, your order {{2}} is confirmed. We will send delivery updates here. Expected delivery: {{3}}.
Hi {{1}}, this is a reminder for your appointment on {{2}} at {{3}}. Reply CONFIRM to keep it or RESCHEDULE to pick a new time.
The complete guide
Automation workflows for WhatsApp, Instagram, Messenger and RCS: everything you need to know
- Com.Bot builds automation workflows that reply, qualify, sell and follow up across WhatsApp, Instagram, Messenger and RCS from one visual builder.
- Set triggers, connect 1,000+ tools and let routine conversations run without adding headcount.
- All channels follow Meta rules: opt-in contacts, approved templates and the 24-hour service window.
What are automation workflows in Com.Bot
Short answer: Automation workflows in Com.Bot are rules that decide what happens after a customer messages you, comments on a post, replies to a story or places an order. Each workflow has a trigger, conditions and actions, built in a visual drag-and-drop bot builder and run across WhatsApp, Instagram, Messenger and Google RCS.
Automation workflows are the rules you build in Com.Bot that decide what happens after a customer messages you, comments on a post, replies to a story or places an order. Each workflow has a trigger, a set of conditions and a sequence of actions. The visual drag-and-drop bot builder lets you lay this out as blocks you connect, so you can see the path a customer takes before you publish it.
A workflow can be simple, like sending a welcome message when someone messages your WhatsApp number for the first time. It can also branch: ask a question, check the answer, route to a human agent if the customer asks for one, or send a payment link if they want to buy. Com.Bot runs these on WhatsApp Business API, Instagram DMs, Facebook Messenger and Google RCS, and you can keep the same logic across channels where the rules allow.
Because Com.Bot is an official Meta Business Partner with direct WhatsApp Business API integration, workflows you build for WhatsApp follow Meta's template and opt-in rules. That means fewer surprises when you scale from a few conversations a day to thousands.
- Trigger types include new message, keyword, comment, story reply, order event, webhook and schedule
- Actions include send message, ask question, assign to agent, add tag, update CRM, call API and collect payment
- Branching logic lets one workflow handle several customer paths without separate bots
- Shared team inbox shows every workflow conversation next to human replies
| Task | Manual handling | Com.Bot automation workflow |
|---|---|---|
| First reply to a new lead | Depends on who is online | Instant reply, any hour, on every channel |
| Cart reminders | Easy to forget or send late | Template sent after a set delay, every time |
| Order updates | Typed one by one | Utility templates sent on status change |
| Lead qualification | Agent asks the same questions | Bot asks, scores and routes to the right agent |
| Payment collection | Link shared after follow-up | Native payment link sent with the order summary |
| Reporting | Manual notes and spreadsheets | Live dashboard for replies, orders and revenue |
How automation workflows compare with handling the same conversations manually.
Who automation workflows are for
Short answer: Automation workflows are for small and growing businesses, D2C brands, agencies, service businesses, coaching institutes and government bodies that keep answering the same questions. Com.Bot supports 50,000+ active customers and 100+ government bodies, and you can add workflows without changing your WhatsApp number or Facebook page.
Small and growing businesses use automation workflows when the same questions keep coming in and the team cannot answer them fast enough. A D2C brand might automate order status replies and abandoned cart reminders. A coaching institute might automate batch timings, fee links and reminder messages. An agency might automate lead qualification before a call is booked.
Service businesses use workflows to book appointments, send reminders and collect payments on WhatsApp. Government bodies and larger organizations use them to route citizen queries to the right department and keep a record in the shared inbox. Com.Bot supports 50,000+ active customers and 100+ government bodies, so the same builder scales from a two-person team to a department with many agents.
If you already use WhatsApp Business API, Instagram DMs, Messenger or RCS, you can add workflows without changing your number or your page. If you are starting fresh, Com.Bot handles the WhatsApp Business API setup and helps you apply for the green tick, which Meta grants.
- D2C brands automating order updates, cart recovery and repeat purchase reminders
- Coaching institutes and clinics automating enquiries, bookings and payment links
- Agencies qualifying leads on Instagram and Messenger before a sales call
- Service teams routing requests to the right agent with role-based access
Real automation workflows you can run
Short answer: Real Com.Bot workflows include a WhatsApp welcome and FAQ bot, abandoned cart reminders with a payment link, Instagram comment-to-DM flows for product launches, Messenger lead qualification with agent handoff, RCS appointment reminders with confirm and reschedule buttons, and post-purchase follow-ups asking for a review or repeat order.
On WhatsApp, a common workflow starts when a customer replies to a marketing template. The bot asks what they need, tags the contact, and either sends a payment link or hands the chat to an agent. If they pay, a utility template confirms the order and a later workflow sends delivery updates. Abandoned cart reminders go out as marketing templates to contacts who opted in.
On Instagram, a workflow can trigger when someone comments on a post or replies to a story. The bot sends a DM with the requested link, answers common questions and moves the conversation to WhatsApp if the customer wants to buy. The 24-hour messaging window applies, so promotional follow-ups need to respect it.
On Messenger, a workflow can welcome new page messages, qualify the enquiry and pass hot leads to sales. On Google RCS, workflows can send rich cards with images, carousels and suggested reply buttons. The same contact can move between channels, and Com.Bot keeps the history in one inbox.
- Welcome and FAQ bot for first-time WhatsApp messages
- Abandoned cart reminder with a payment link on WhatsApp
- Instagram comment-to-DM workflow for a product launch
- Messenger lead qualification with agent handoff
- RCS appointment reminder with confirm and reschedule buttons
- Post-purchase follow-up asking for a review or repeat order
How to set up automation workflows in Com.Bot
Short answer: To set up automation workflows in Com.Bot, open the visual drag-and-drop bot builder, pick a trigger such as a new WhatsApp message or Instagram comment, then connect question, condition and action blocks. Attach Meta-approved WhatsApp templates, test with your own number, publish, and monitor results in the shared inbox.
Start in the visual drag-and-drop bot builder. Pick a trigger, such as a new message on WhatsApp or a comment on an Instagram post. Add blocks for the questions you want to ask, the conditions that decide the path, and the actions that follow. You can test the flow inside Com.Bot before it goes live, and Gold and Platinum plans include bot debugging sessions if you want expert help.
Connect your other tools through the automation builder. Com.Bot supports 1,000+ integrations and external actions that call APIs or webhooks. If a workflow needs to create a ticket, update a CRM record or check stock, you can do that without leaving the builder. Contacts CRM holds up to 1M to 5M contacts depending on your plan, so you can segment and trigger workflows by tag or list.
For WhatsApp, submit your message templates for Meta approval inside Com.Bot. Marketing templates cover offers and re-engagement, utility templates cover order and appointment updates, and authentication templates cover one-time passcodes. Once approved, attach them to your workflow. WhatsApp message charges are billed separately from the plan, based on message category and the recipient's country (ask the team for current rates), and there is no monthly conversation cap.
- Choose a trigger and name the workflow so your team can find it later
- Add question, condition and action blocks, then connect them in order
- Attach approved WhatsApp templates for any business-initiated message
- Test with your own number, then publish to the channel
- Monitor results in the shared inbox and adjust blocks as needed
Rules and compliance for automation workflows
Short answer: WhatsApp automation workflows must use Meta-approved templates for business-initiated messages and only message opted-in contacts. Marketing templates cover offers and cart reminders, utility covers order and appointment updates, and authentication covers one-time passcodes. Replies open a 24-hour service window. Instagram and Messenger follow the same 24-hour rule, and RCS needs agent verification.
WhatsApp Business API has clear rules. Business-initiated messages must use Meta-approved templates and go only to contacts who opted in. Marketing templates cover anything promotional, including offers, abandoned cart reminders and re-engagement. Utility templates cover updates about a transaction or account the customer already started, such as order confirmation, shipping updates or appointment reminders. Authentication templates are for one-time passcodes only.
When a customer replies, a 24-hour customer service window opens and you can send free-form replies inside it. Replies inside that window are not charged for service messages. Meta charges per delivered template message by category and the recipient's country, and WhatsApp message charges from Com.Bot are billed separately from the plan, based on message category and the recipient's country (ask the team for current rates). Do not quote Meta's per-message prices to your customers; use the rates in your Com.Bot billing.
Instagram DM automation runs through Meta's official messaging API for professional accounts, and the 24-hour window applies to promotional follow-ups. Messenger works the same way on Facebook Pages. Google RCS requires agent verification before launch. A business's quality rating and messaging limits grow with good engagement, and spamming lowers them. The green tick is granted by Meta, not by Com.Bot, though Com.Bot helps you apply.
- Use marketing templates for offers and cart reminders, utility for order and appointment updates
- Send business-initiated messages only to opted-in contacts
- Respect the 24-hour window for free-form replies on WhatsApp, Instagram and Messenger
- Keep engagement healthy to protect your quality rating and messaging limits
- Apply for RCS agent verification before launching RCS workflows
Automation workflows vs doing it manually
Short answer: Manual replies break when volume grows, several agents share a number, or customers message at night, and follow-ups get forgotten. Com.Bot automation workflows reply in seconds, send follow-ups on schedule and route chats to agents with full history. Plans start at $149 per quarter for Silver, billed quarterly in USD.
Manual replies work when you have a handful of conversations a day. They break when volume grows, when several agents share a number, or when customers expect an answer at night. A manual team also forgets follow-ups: the cart reminder that should go out after two hours, the appointment reminder the day before, the review request after delivery. Automation workflows handle those consistently.
Com.Bot's shared team inbox means automation and humans work together. The bot answers common questions, collects details and routes the chat to an agent when needed. Agents see the full history, including what the workflow already sent, so the customer does not repeat themselves. Role-based access lets you decide who can edit workflows and who can only reply.
The cost comparison is straightforward. Com.Bot plans start at $149 per quarter for Silver, $349 for Gold and $2,500 for Platinum V1, billed quarterly in USD. Add-ons cover extra team members, social channels, ecom stores, external actions and bot triggers. Expert help is available at $49 per hour for WABA, CRM and inbox work, and $99 per hour for ecommerce, bots and automations. Compared with hiring additional support staff, workflows usually pay for themselves on saved hours alone.
- Automation replies in seconds, day or night, without adding agents
- Follow-ups go out on schedule instead of waiting for someone to remember
- Shared inbox keeps bot and human replies in one thread
- Plans start at $149 per quarter, with add-ons only when you need them
- No monthly conversation cap, and WhatsApp message charges are billed separately from the plan
Frequently asked questions
What are automation workflows in Com.Bot?
Automation workflows are the rules you build in Com.Bot that decide what happens after a customer messages you, comments, replies to a story or places an order. Each workflow has a trigger, conditions and actions, and you build it in the visual drag-and-drop bot builder. Workflows run on WhatsApp, Instagram, Messenger and RCS.
Do I need coding to build automation workflows?
No. The drag-and-drop bot builder lets you connect blocks for questions, conditions and actions without code. If you need to reach another system, the automation builder supports 1,000+ integrations and external actions that call APIs or webhooks. Expert help is available if you want it.
Which channels can Com.Bot automation workflows run on?
Com.Bot runs workflows on WhatsApp Business API, Instagram DMs, Facebook Messenger and Google RCS, plus a website chat widget. Each channel keeps its own rules, such as the 24-hour messaging window and WhatsApp template categories. You can keep the same logic across channels where the rules allow.
How do WhatsApp template rules affect my workflows?
Business-initiated WhatsApp messages must use Meta-approved templates and go only to opted-in contacts. Marketing templates cover offers and re-engagement, utility templates cover order and appointment updates, and authentication templates cover one-time passcodes. When a customer replies, a 24-hour service window opens for free-form replies.
Can I collect payments inside an automation workflow?
Yes. Com.Bot supports native payments and payment collection on WhatsApp, so a workflow can send a payment link, confirm the order and trigger delivery updates. You can also use the WhatsApp commerce store with products, orders and abandoned cart recovery.
How much do Com.Bot automation workflows cost?
Com.Bot plans are billed quarterly in USD: Silver $149, Gold $349 and Platinum V1 $2,500. Add-ons cover extra team members, social channels, ecom stores, external actions and bot triggers. WhatsApp message charges are billed separately from the plan, based on message category and the recipient's country (ask the team for current rates), and there is no monthly conversation cap.
How do automation workflows compare with replying manually?
Manual replies work at low volume but break when conversations grow or customers expect answers at night. Workflows reply in seconds, send follow-ups on schedule and route chats to agents when needed. The shared team inbox keeps bot and human replies in one thread, so customers do not repeat themselves.
How do I start building automation workflows in Com.Bot?
Sign up at https://v3.com.bot/register, pick a trigger in the bot builder and connect your blocks. Attach approved WhatsApp templates for business-initiated messages, test with your own number and publish. For a demo or support, message +91 080 6987 1810 on WhatsApp or email sales@com.bot.
Explore more Features
All Features pages → Order and delivery notificationsTeam roles and permissionsAPI and webhooksWebsite chat widgetMultichannel messaging
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