Must-have vs later features for WhatsApp automation
Start with the conversations customers already have with you on WhatsApp. The first release usually includes the official WhatsApp Business API connection, a shared team inbox so several agents can reply from one number, a chatbot for common questions and transactional notifications such as order confirmations, reminders and delivery updates. Opt-in capture and records should be in place from day one.
Marketing broadcasts, catalog shopping, payments, drip campaigns and AI answers grounded in your knowledge base can follow once the basics work well. Our WhatsApp Business API glossary entry explains templates, conversation windows and the difference from the free Business app. Design conversations to be short and useful. Buttons and lists work better than long menus, and customers should always be able to reach a human quickly when the bot cannot help.
- Launch: official API connection and verified business profile.
- Launch: shared inbox with assignment and labels.
- Launch: chatbot for frequent questions and handoff.
- Launch: transactional notifications from your systems.
- Later: broadcast campaigns with segmentation.
- Later: catalog shopping and in-chat payments where available.
- Later: AI answers grounded in your knowledge base.
- Later: multilingual flows for customers in different regions.


