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    Workflow template

    WhatsApp Customer Support Agent

    Answer incoming WhatsApp Business messages with an AI agent that knows your business, and hand anything it can't answer to your team in Slack.

    [ advanced ][ 6 steps ]
    Inputs

    What you fill in

    The template asks for these values when you open it in the Workflow Builder.

    [ 2 inputs ]
    InputTypeDescriptionRequiredDefault
    business_infotextWhat the agent may answer from: hours, prices, policies, FAQsYes—
    slack_channeltextSlack channel to post to, e.g. #marketing (connect Slack in Integrations first)Yes—
    How it runs

    The steps, in order

    Each step passes its output to the next. Branches are marked with the condition that leads to them.

    1. [01]Chat Message trigger (WhatsApp)

      WhatsApp message

      • Draft answer
    2. [02]AI Agent

      Draft answer

      Model: Claude Haiku 5.5

      • Needs a person?
    3. [03]Condition

      Needs a person?

      • Yes: Alert the team
      • No: Send answer
    4. [04]Slack

      Alert the team

      • Tell the customer
    5. [05]Chat Interface (WhatsApp)

      Tell the customer

    6. [06]Chat Interface (WhatsApp)

      Send answer

    Setup

    Before you run it

    What this template needs, based on the nodes it uses.

    • Connect WhatsApp Business in Settings → Meta and activate the workflow; each incoming message then runs it on the server.
    • Connect Slack in Integrations (bot token or incoming webhook). The bot must be in the channel.
    • AI steps run on platform credits; no model API key is needed. You can switch the model on each step.
    Models and integrations

    What it uses

    Models

    Claude Haiku 5.5

    Set on the template's AI steps. You can change the model on each step after you open the template.

    Integrations

    WhatsApp BusinessAnthropicSlack

    Tags

    customer supportwhatsappai agentescalationslack
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    Workflow template

    Use the WhatsApp Customer Support Agent template

    Create a free account, open the template in the Workflow Builder, and fill in its inputs.

    100 free credits to start
    No credit card required
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