Skip to main content
A sequence on the WhatsApp Business API always starts with an approved template message (Meta’s rule). After the lead replies, the agent runs the rest of the conversation.

​
Build a WhatsApp Business sequence

1

Create a new sequence

Go to Sequences → Create sequence.
2

Pick WhatsApp

Select WhatsApp as the channel.
3

Choose a trigger

4

Add the first action step

Click + and Add action step.Select your WhatsApp account.Pick the approved template message and its language.
5

Attach the agent

Pick the agent. Set the answer delay and add follow-ups if needed, then click Confirm.
6

Toggle on and publish

Activate the sequence with the toggle and publish.

​
The 24-hour rule

WhatsApp Business has a 24-hour messaging window: after a lead replies, the agent can write freely for 24 hours. After that, you must send another approved template to re-open the conversation. Use follow-ups in the sequence to schedule template-based re-engagements at the right cadence.

​
Bulk leads via CSV or Zapier

Got an existing lead list? Two ways to push them into a sequence:
  • CSV upload — Integrations → Bulk Leads → Upload Files. The sequence must use the Contact subscribed to sequence trigger.
  • Zapier — connect your lead source (Facebook Ads, ClickFunnels, etc.) and route every new lead automatically. → covered in the next step.

​
Next step

→ 4. Connect Zapier