Actionist·Superchat
Superchat

Superchat

· #324 most-used

Manage multi-channel business messaging — WhatsApp, Instagram, Email, and more — in one shared inbox

CRMSalesMarketingCommunicationSupportAutomation

Superchat is a multi-channel business messaging platform that brings WhatsApp Business API, Instagram, Facebook Messenger, email, and Google Business Messages into a single shared inbox. Teams can manage conversations, assign agents, apply labels, send approved WhatsApp templates, and automate follow-ups — all from one place. Connect Superchat to Actionist and your agents can create and update contacts, route conversations to the right inbox, send WhatsApp templates for proactive outreach, trigger follow-up workflows when new messages arrive, log notes on open conversations, and upload files — without a human touching the Superchat dashboard.

Try Superchat with ActionistVisit Superchat
Average time saved
10 hours
per person · per month
≈ 1 workdays back

Eliminates manual work. Agents eliminate the manual cycle of routing inbound WhatsApp messages, copying contact data into CRMs, sending template campaigns one by one, and manually chasing overdue invoices or document requests over messaging.

Schedule

What your Superchat 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
7a
8a
9a
10a
11a
12p
1p
2p
3p
4p
5p
6p
Multi-app workflows

Superchat × every other app you use

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

6Workflows
7Apps spanned
~12 hrsSaved / week
6Personas served
For sales
Featured3 apps

New inbound WhatsApp lead qualified and routed to sales rep

Within about a minute of a new WhatsApp message arriving, the contact is created in both Superchat and the CRM, the conversation is assigned to the right rep, and a Slack notification gives the team immediate visibility. No lead sits in an unassigned inbox waiting for a dispatcher.

~4 hrs

Time saved for your team — every week, on autopilot

The flow
Trigger·When a new inbound WhatsApp message arrives in Superchat from an unknown contact
Trigger
Step 1
Superchat
New Inbound Message fires for unknown contact
write
Step 2
Superchat
Create Contact with name and phone number
write
Step 3
HubSpot
Create CRM contact record with channel and first message
write
Step 4
Superchat
Update Conversation Assignees — route to territory sales rep
write
Step 5
Superchat
Update Conversation Labels — apply 'New Lead' tag
write
Step 6
Slack
Post new lead alert to #new-leads channel with contact and first message
Result
Create Contact with name and phone numberCreate CRM contact record with channel and first messageUpdate Conversation Assignees — route to territory sales repUpdate Conversation Labels — apply 'New Lead' tagPost new lead alert to #new-leads channel with contact and first message
The win
Saved per run
8 min
Runs / week
~30×
Zero unrouted leads and immediate CRM capture
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 lead routing from WhatsApp

    Reps check a shared WhatsApp inbox, manually read each new message, decide who should handle it, and copy contact details into the CRM — a process that takes 10+ minutes per lead and misses messages during off-peak hours.

    Sales Agent
    0 min
    Agent creates, enriches, and routes each lead within about a minute

    When a new inbound WhatsApp message arrives, the agent creates the Superchat contact, opens a CRM record, assigns the conversation to the right rep, and posts a Slack alert — before the rep has finished reading the first message.

  • Marketing
    40 min / week
    Manual contact list population and template send

    The marketing team manually adds contacts to a Superchat list from a CRM export, then sends the WhatsApp template campaign one contact at a time or via a manual broadcast — taking 30–60 minutes per campaign send.

    Marketing Agent
    0 min
    Agent populates the list, sends the template, and labels responses automatically

    When a campaign is approved, the agent adds contacts to the list, sends the template to every contact, and labels all conversations for response tracking — the marketing team sees a completed send log without opening the Superchat dashboard.

  • Customer Support
    20 min / week
    Manual document requests handled over email

    When a customer asks for an invoice or guide over WhatsApp, the agent copies the request to email, locates the file in cloud storage, and sends it via email — adding unnecessary friction and a channel switch that confuses customers.

    Customer Support Agent
    0 min
    Agent retrieves and uploads the file to the WhatsApp conversation in about a minute

    When a document request arrives in Superchat, the agent retrieves the file from storage, uploads it to the customer's active conversation, sends a notification message, creates an audit note, and resolves the thread — no channel switching.

  • Human Resources
    15 min / week
    Manual new hire onboarding message setup

    HR manually creates a Superchat contact for each new hire, sends onboarding messages individually, and tracks whether each resource was delivered in a spreadsheet — a process that takes 20–30 minutes per new hire.

    Human Resources Agent
    0 min
    Agent creates contact, starts automation, and sends handbook before day one

    When a new hire is confirmed in the HRIS, the agent creates their Superchat contact, enrolls them in the onboarding sequence, and delivers the handbook PDF to their phone — fully logged and completed before their first working day.

  • Finance
    30 min / week
    Manual overdue invoice chasing over email

    The finance team exports overdue invoices, sends individual payment reminder emails, and tracks responses in a spreadsheet — a process that sees lower open rates than WhatsApp and takes 5–10 minutes per invoice.

    Finance Agent
    0 min
    Agent sends WhatsApp payment reminder the moment an invoice goes overdue

    When a billing event flags an overdue invoice, the agent finds the customer's Superchat contact, sends an approved WhatsApp template with the payment link, and assigns the conversation to AR — reaching the customer on the channel with the highest open rate.

  • Operations
    45 min / week
    Manual inbox routing review each Monday

    Operations manually reviews Superchat conversations every Monday to find misrouted threads, reassigns them to the correct team, and updates labels — a task that takes 30–60 minutes and still misses threads in less-visited inboxes.

    Operations Agent
    0 min
    Agent audits, reroutes, and notes misrouted conversations automatically

    The Operations Agent identifies misrouted conversations, moves each to the correct inbox, reassigns it, and creates a routing-correction note — the entire audit and correction runs in minutes with a full documented record.

  • Legal
    20 min / week
    Manual data rights request scanning and logging

    The legal team manually scans inbound Superchat messages for GDPR or data rights keywords, logs each request in a spreadsheet, and sets a calendar reminder for the response deadline — a process that misses messages and creates compliance risk.

    Legal Agent
    0 min
    Agent detects, logs, and escalates data rights requests within about a minute

    When a data rights keyword appears in an inbound message, the agent creates a compliance note with the regulatory deadline, assigns the conversation to the DPO, and alerts the legal Slack channel — the 30-day clock starts immediately.

+ 100s of other Superchat automations
Average time saved
20 hrs / person / month
Calculator

Calculate what your team saves

Team size
5 people
Hourly rate
$75 / hr
Hours saved / week
13
Hours saved / year
625
Annual ROI
$46,875

Based on Superchat'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 Superchat into Actionist

Pick the connection method that suits your environment.

Authenticate with a Superchat API Key. Generate it under Settings → Integrations in your Superchat workspace. Requires the Integrations add-on.

1
Open Superchat Integrations

In Superchat, go to Settings → Integrations → Explore integrations. Find Zapier and click Add.

2
Generate your API Key

Click Create to generate a new API Key. Copy the full key — it is only shown once. You need the Integrations add-on on your Superchat plan to access this.

3
Paste into Actionist

Enter the API Key in the field below and click Test connection. Actionist will make a test API call to confirm the handshake.

Credentials you'll need
API Key*
Superchat → Settings → Integrations → Zapier → Create → copy the API Key
Actions

15 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

6 events your agent can react to

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

FAQs

Questions about Superchat + Actionist

How does Actionist connect to Superchat?
Go to the Apps tab, find Superchat, and click Connect. Actionist uses an API Key — go to Superchat Settings → Integrations → Explore integrations → Zapier, click Add, then Create to generate an API Key. Copy the key and paste it into Actionist. You will need the Integrations add-on on your Superchat plan to access API keys. Actionist runs a test call to confirm the connection before any agent actions run.
Which messaging channels does Superchat support in Actionist workflows?
Superchat's API — and therefore Actionist's Superchat integration — supports WhatsApp Business API, Instagram, Facebook Messenger, email, and Google Business Messages. The Send WhatsApp Template action specifically targets WhatsApp Business API for proactive outreach using pre-approved Meta templates. Send Message works within any active conversation window on any connected channel. Which channels are available depends on which inboxes are set up in your Superchat workspace.
Can Actionist send WhatsApp messages outside the 24-hour session window?
Yes — but only using pre-approved WhatsApp Business templates via the Send WhatsApp Template action. Meta's policy allows businesses to initiate conversations outside the 24-hour window exclusively through approved templates. Actionist's Send Message action sends free-form text and works only within an active 24-hour session opened by an inbound contact message. If you need to re-engage a contact who hasn't messaged recently, use Send WhatsApp Template with an approved template.
What triggers are available from Superchat in Actionist?
Superchat provides six webhook-based triggers: Contact Created, Contact Updated, New Inbound Message, New Outbound Message, Note Created, and Message Sending Failed. All triggers fire within about a minute of the event occurring in Superchat. New Inbound Message is the most commonly used — it enables keyword-based routing, auto-responses, and CRM logging as soon as a contact sends a message on any connected channel.
Does Actionist support Superchat's internal contact lists and broadcast segments?
Yes — the Add Contact to Contact List action lets your agent add any contact to a named contact list in Superchat. This is the foundation for broadcast campaigns: you populate a list with the right segment of contacts and then send an approved WhatsApp template to the full list. List membership can be managed dynamically — for example, when a CRM deal stage changes, the agent adds or removes the contact from the relevant Superchat list automatically.
Can I use Actionist to automatically route conversations to the right team member in Superchat?
Yes — the Update Conversation Assignees action lets your agent assign or reassign any Superchat conversation to one or more team members. Combined with the New Inbound Message trigger and logic based on phone prefix, keyword, or contact attributes, you can build routing rules that assign every conversation correctly within about a minute of it arriving — no dispatcher needed. Update Conversation Inbox moves the conversation to the right shared inbox; Update Conversation Assignees sets the specific agent within that inbox.
What happens when a WhatsApp message fails to send — can Actionist detect it?
Yes — the Message Sending Failed trigger fires within about a minute when any message sent from Superchat fails to deliver, including template rejections, invalid phone numbers, and channel errors. Your agent can react by posting a Slack alert, switching to a fallback channel (such as sending the same content via email), or updating the contact record with an 'invalid-number' tag for your data team to review. This prevents failed sends from going unnoticed until the customer complains.
Can Actionist trigger a Superchat automation sequence for a contact?
Yes — the Start an Automation action triggers a pre-configured Superchat automation sequence for a specific contact. You set up the automation sequence in Superchat (welcome flow, re-engagement drip, post-event follow-up, etc.) and Actionist starts it for the right contacts at the right time based on triggers from other apps — such as a new hire added to the HRIS, a trial account created in the product, or a deal stage advance in the CRM. The automation sequence then runs inside Superchat independently.