ChatArchitect WhatsApp

· #430 most-used

Send, receive, and automate WhatsApp Business messages at scale

SalesMarketingCommunicationSupportAutomation

ChatArchitect is an official WhatsApp Business API provider that gives businesses a programmatic channel for customer messaging — outbound notifications, inbound conversation handling, interactive templates with buttons and media, and multi-agent CRM routing, all through a single verified business number. Connect it to Actionist and your agents can send templated or session messages, receive incoming messages via webhook, share images, documents, audio, and video files, and trigger downstream workflows the moment a customer replies — without touching the WhatsApp dashboard.

Try ChatArchitect WhatsApp with Actionist Visit ChatArchitect WhatsApp

Average time saved

10 hours

per person · per month

≈ 1 workdays back

Eliminates manual work. Agents eliminate manual message drafting, copy-paste between WhatsApp and CRM records, and manual media file uploads that teams repeat dozens of times per week.

Schedule

What your ChatArchitect WhatsApp agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs

7Agents at work

24/7Always on

Agents

Tue–Thu

Tue

Wed

Thu

10a

11a

12p

Multi-app workflows

ChatArchitect WhatsApp × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows

8Apps spanned

~43 hrsSaved / week

6Personas served

For sales

Featured3 apps

New lead captured and nurtured via WhatsApp from first message

When a new contact messages the business WhatsApp number for the first time, the agent creates a CRM lead record, sends a branded welcome template with a demo booking button, delivers the product PDF, and schedules a rep follow-up task — all within about a minute and without a human touching the conversation.

~13 hrs

Time saved for your team — every week, on autopilot

The flow

Trigger·When a new contact messages the business WhatsApp number for the first time

Trigger

Step 1

ChatArchitect WhatsApp

New User Event fires when a new contact messages for the first time

write

Step 2

HubSpot

Create a new lead record with the WhatsApp phone number as the primary contact

write

Step 3

ChatArchitect WhatsApp

Send Template Message with a product overview and a 'Book a demo' call-to-action button

write

Step 4

ChatArchitect WhatsApp

Send Document with the product one-pager PDF

write

Step 5

Google Calendar

Create a 48-hour follow-up reminder task for the assigned sales rep

Result

Create a new lead record with the WhatsApp phone number as the primary contactSend Template Message with a product overview and a 'Book a demo' call-to-action buttonSend Document with the product one-pager PDFCreate a 48-hour follow-up reminder task for the assigned sales rep

The win

Saved per run

25 min

Runs / week

~30×

Every new WhatsApp lead is captured and nurtured before a rep sees it

Driven bySales Agent

ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

Sales
25 min / week
Manual WhatsApp follow-up per deal
Reps manually open WhatsApp Business, find the contact, type a follow-up message, and attach the PDF — repeated for every active deal multiple times per week.
Sales Agent
0 min
Agent sends follow-ups and documents automatically
When a prospect enters a follow-up stage in the CRM, the agent sends a WhatsApp template message and the relevant document PDF without any rep involvement — tracked and timestamped.
Marketing
45 min / week
Manual broadcast and reply monitoring
The marketing team manually uploads contact lists to WhatsApp Business Manager, sends the broadcast, and then monitors the inbox for replies — copying each response into a spreadsheet for tracking.
Marketing Agent
0 min
Agent broadcasts and logs replies without manual effort
The marketing agent sends the approved template broadcast to all opted-in contacts and automatically logs every reply to the CRM with campaign attribution, producing an engagement report without a dashboard visit.
Customer Support
35 min / week
Manual inbox monitoring and ticket creation
Support agents check the WhatsApp Business inbox throughout the day, manually create helpdesk tickets for each message, type acknowledgement replies, and mark chats as read.
Customer Support Agent
0 min
Agent acknowledges, tickets, and marks every inbound message
Every incoming WhatsApp message creates a helpdesk ticket, gets acknowledged with a template, and is marked as read within about a minute — no agent touches the inbox until a ticket is assigned.
Human Resources
20 min / week
Manual onboarding document delivery
HR staff find the new hire's number, open WhatsApp, attach the onboarding pack, type a welcome message, and follow up manually if there is no response — for every single new hire.
Human Resources Agent
0 min
Agent delivers onboarding packs and tracks reads automatically
New hire records trigger automatic delivery of the onboarding PDF and start-date template to the new hire's WhatsApp — HR knows within 48 hours whether the pack was opened.
Finance
30 min / week
Manual invoice delivery and overdue chasing
Accounts staff manually attach invoice PDFs to WhatsApp messages for each client, send a follow-up message a few days later, and check the chat for a read tick before deciding whether to escalate.
Finance Agent
0 min
Agent sends invoices and escalates unread ones automatically
Invoices are sent as WhatsApp PDFs with a payment template the moment they are generated. If unread after 72 hours, the accounts team is alerted in Slack — zero manual follow-up unless escalation is triggered.
Operations
40 min / week
Manual schedule and location distribution
Operations staff copy each crew member's shift section from the scheduling tool, open WhatsApp for each person, send the PDF and paste the address, and follow up on any that go unread.
Operations Agent
0 min
Agent distributes schedules and location pins to field teams
Shift schedule PDFs and GPS location pins are sent to each crew member's WhatsApp each week automatically — field teams have everything they need before the shift without calling dispatch.
Legal
25 min / week
Manual contract dispatch and chase cycle
Legal staff find the counterparty's WhatsApp contact, attach the PDF, type a cover message, then remember to check back in after a few days and manually send a chaser if no response has been received.
Legal Agent
0 min
Agent dispatches contracts and chases unsigned ones on schedule
Contracts are sent to counterparties via WhatsApp with a timestamped delivery record the moment they are marked ready. Unsigned agreements get a chaser template after five days with no manual intervention.

+ 100s of other ChatArchitect WhatsApp automations

Average time saved

22 hrs / person / month

Calculator

Calculate what your team saves

Team size

5 people

Hourly rate

$75 / hr

Hours saved / week

Hours saved / year

625

Annual ROI

$46,875

Based on ChatArchitect WhatsApp's typical team usage — the visible tasks plus a few other automations the agent runs: ~2.5 hrs / person / week of admin work automated.

Connect

How to plug ChatArchitect WhatsApp into Actionist

Pick the connection method that suits your environment.

Connect using your ChatArchitect API token and your verified WhatsApp Business phone number ID. This method is suitable for all plan levels and does not require a browser OAuth flow.

Go to chatarchitect.com and sign in to your account. You will need an active WhatsApp Business API subscription to generate API credentials.

Copy your API token

Navigate to Settings → API and copy your API token. Store it securely — treat it like a password.

Note your Phone Number ID

On the same settings page, copy the Phone Number ID for the verified WhatsApp Business number you want to use with Actionist.

Paste credentials into Actionist

Enter the API token and Phone Number ID in the fields below and click Test connection. Actionist runs a verification call to confirm the credentials are valid before any messages are sent.

Credentials you'll need

API Token*

ChatArchitect dashboard → Settings → API → copy your API token

Phone Number ID*

Your verified WhatsApp Business phone number ID from the ChatArchitect dashboard

Actions

15 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

3 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

FAQs

Questions about ChatArchitect WhatsApp + Actionist

How does Actionist connect to ChatArchitect WhatsApp?

Go to the Apps tab, find ChatArchitect WhatsApp, and click Connect. You will need your ChatArchitect API token and the Phone Number ID for your verified WhatsApp Business number. Both are available in the ChatArchitect dashboard under Settings → API. Paste them into the connection fields in Actionist and click Test Connection — Actionist runs a verification call to confirm the credentials are valid before any messages are sent or received.

What do I need from WhatsApp and ChatArchitect before connecting?

You need an active WhatsApp Business API subscription through ChatArchitect, a verified phone number registered to a WhatsApp Business Account (WABA), and at least one approved message template if you plan to send proactive outbound messages outside the 24-hour customer-service window. ChatArchitect handles the Meta API approval process — you will get your API credentials and phone number ID from their dashboard once your account is live.

What is the difference between a template message and a regular text message?

A template message (also called an HSM — Highly Structured Message) is a pre-approved message format submitted to and approved by Meta. It can be sent to any opted-in contact at any time, including outside the 24-hour customer-service window. A regular text or session message can only be sent within 24 hours of the customer's last inbound message — it is the free-form reply channel. For proactive outbound notifications like invoice reminders, appointment confirmations, and shipping alerts, you must use an approved template.

Can I trigger a workflow when a customer sends me a WhatsApp message?

Yes. ChatArchitect WhatsApp provides three inbound triggers available in Actionist: New Inbound Message (fires within about a minute when any message arrives), New Message Event via webhook (fires on any WhatsApp event including delivery and read receipts, and button-tap interactions), and New User Event (fires when a brand-new contact messages for the first time). These triggers can start any downstream workflow — creating a CRM record, routing to a helpdesk, sending an acknowledgement, and so on.

What media file types and sizes can Actionist send via ChatArchitect WhatsApp?

The Send Image action supports images up to 5 MB (JPEG, PNG). Send Audio supports audio files up to 16 MB (MP3, OGG, AAC). Send Video supports video files up to 16 MB (MP4). Send Document supports documents up to 100 MB including PDF, Word (.docx), Excel (.xlsx), and PowerPoint (.pptx). All files must be accessible via a URL — Actionist fetches the file from the specified source (such as Google Drive, Notion, or Vercel Blob) and sends it to the recipient via the ChatArchitect API.

Does ChatArchitect WhatsApp support interactive messages with buttons?

Yes. The Send Interactive Button Message action lets you send a message with up to three buttons — either quick-reply buttons (tap to send a predefined text back) or call-to-action URL buttons (tap to open a web page). When a customer taps a button, the response comes back as an inbound message event and the New Message Event webhook trigger fires within about a minute, allowing Actionist to route the response to the appropriate workflow automatically.

Can I use Actionist to send WhatsApp messages to multiple contacts at once?

Yes, but each message is sent individually via the API — there is no single 'bulk send' endpoint. For a broadcast to a segment, Actionist iterates through the contact list and calls Send Template Message for each recipient. This means each message is personalised (dynamic template variables like name and order number are filled per contact), and delivery and read status can be tracked per recipient. Ensure all contacts in the list have explicitly opted in to receive WhatsApp messages from your business before broadcasting.

How does the agent know if a WhatsApp message was actually read?

Use the Get Message Status action after a set time interval (for example, 24 or 72 hours after sending). It returns the current status of the message: sent, delivered, read, or failed. A status of read means the recipient opened the conversation and the message was displayed. This allows agents to build conditional follow-up logic — suppressing a chase if the message was read, escalating to a phone call if it was delivered but not read, or retrying via email if delivery failed entirely.