Wati

· #299 most-used

Send, receive, and automate WhatsApp Business conversations at scale

SalesMarketingCommunicationSupportAutomation

Wati is a WhatsApp Business API platform that gives teams a shared inbox, contact management, broadcast campaigns, chatbot builder, and two-way conversational messaging — all over the official WhatsApp Business API. Connect Wati to Actionist and your agents can send template messages, route inbound conversations to the right operator, register and update contacts, broadcast campaigns to opted-in segments, and react to incoming WhatsApp messages and new contacts — all triggered by events in your CRM, e-commerce platform, HR system, or any other connected app.

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Average time saved

10 hours

per person · per month

≈ 1 workdays back

Eliminates manual work. Agents eliminate the manual cycle of sending individual WhatsApp messages, manually triaging the shared Wati inbox, and batch-uploading contact segments for every broadcast campaign.

Schedule

What your Wati 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

Wati × every other app you use

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

6Workflows

6Apps spanned

~30 hrsSaved / week

6Personas served

For sales

Featured2 apps

New lead gets a WhatsApp intro before the rep picks up the phone

Every new HubSpot lead gets a personalised WhatsApp intro from the assigned rep within about a minute of creation — before anyone has made a phone call. The lead arrives in Wati already tagged to the right operator, so the first human response continues the WhatsApp thread. Reps spend time on warm conversations, not cold first outreach.

~8 hrs

Time saved for your team — every week, on autopilot

The flow

Trigger·When a new lead is created in HubSpot with a phone number

Trigger

Step 1

HubSpot

New Contact created with phone number

write

Step 2

Wati

Add Contact to Wati with source attribute 'hubspot-new-lead'

write

Step 3

Wati

Send Template Message — intro template with rep name and calendar link

write

Step 4

Wati

Assign Operator to the deal owner in HubSpot

write

Step 5

HubSpot

Log WhatsApp intro sent note to contact timeline

Result

Add Contact to Wati with source attribute 'hubspot-new-lead'Send Template Message — intro template with rep name and calendar linkAssign Operator to the deal owner in HubSpotLog WhatsApp intro sent note to contact timeline

The win

Saved per run

15 min

Runs / week

~30×

Zero new leads go un-contacted on WhatsApp before the rep calls

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
60 min / week
Manual first-touch WhatsApp for new leads
Sales reps manually copy phone numbers from HubSpot into Wati, draft a message, and send it individually — adding 5–10 minutes per lead and leaving many untouched until day two.
Sales Agent
0 min
Agent sends a WhatsApp intro to every new lead automatically
When a new lead is created in HubSpot, the agent registers them in Wati and sends a personalised WhatsApp intro template within about a minute — before the rep has even opened their CRM.
Marketing
45 min / week
Manual WhatsApp broadcast preparation
The marketing team exports a contact segment, uploads it to Wati, selects the template, reviews the preview, and manually triggers the send — taking 30–45 minutes per broadcast week.
Marketing Agent
0 min
Agent dispatches the weekly broadcast in seconds from a spreadsheet row
When the campaign calendar row is marked Ready to Send, the agent pulls the correct segment and calls Send Bulk Template Messages — the broadcast goes out before the team's planning meeting starts.
Customer Support
75 min / week
Manual inbox triage in Wati
Support leads manually scan the shared Wati inbox, read each message to determine the topic, and assign conversations to operators — adding a 5–15 minute lag before the right agent sees each message.
Customer Support Agent
0 min
Agent routes every inbound WhatsApp to the right operator instantly
When a new WhatsApp message arrives, the agent sends an interactive topic-selector list and assigns the conversation to the correct queue — the customer is routed within about a minute, with no human triage step.
Human Resources
30 min / week
Manual new-hire WhatsApp onboarding
HR manually texts each new hire from a personal or shared phone, forwards documents via WhatsApp, and tracks who received what in a spreadsheet — error-prone and inconsistent across cohorts.
Human Resources Agent
0 min
Agent sends onboarding WhatsApp welcome the moment a new hire is added
When a new hire appears in the HRIS, the agent adds them to Wati and sends the welcome template with first-day details and the onboarding handbook PDF — all before HR has opened the notification email.
Finance
40 min / week
Manual overdue invoice chasing via WhatsApp
Finance staff manually identify overdue invoices, find the client's WhatsApp number, draft a chase message, and send it individually — each case takes 5–10 minutes and many get delayed until a batch run.
Finance Agent
0 min
Agent sends overdue invoice WhatsApp with payment button automatically
When an invoice moves to overdue, the agent sends a WhatsApp escalation template with a Pay Now or Payment Plan button — escalation starts within about a minute of the due-date crossing.
Operations
35 min / week
Manual dispatch notification sending
Operations staff manually export dispatched orders, look up customer WhatsApp numbers in Wati, and send dispatch notifications individually — or skip WhatsApp and rely solely on email that often goes unread.
Operations Agent
0 min
Agent sends dispatch notifications to all weekend orders in one batch
Every Monday morning, the agent reads weekend-dispatched orders and sends WhatsApp dispatch notifications with tracking numbers to every customer — all before the ops team's standup.
Legal
25 min / week
Manual contract chasing via email or phone
Legal team members manually identify unsigned contracts, draft reminder emails, and follow up by phone when email goes unanswered — each unsigned contract takes 10–20 minutes of chasing across channels.
Legal Agent
0 min
Agent sends contract signature reminders via WhatsApp with one-tap confirmation
The legal agent reads unsigned contracts and sends a personalised WhatsApp reminder with an interactive button — counterparties acknowledge receipt on WhatsApp, creating an audit trail without email read receipts.

+ 100s of other Wati automations

Average time saved

31 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 Wati'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 Wati into Actionist

Pick the connection method that suits your environment.

Connect Actionist to Wati using your Wati API token. Available from your Wati dashboard under Settings → API.

Open your Wati dashboard

Copy your API token

Copy the API token shown in the API settings. Treat it like a password — store it securely and do not share it.

Paste into Actionist

Paste the token into the API token field in Actionist and click Test connection. Actionist runs a read-only check to confirm the handshake before any actions run.

Credentials you'll need

API token*

Wati Dashboard → Settings → API → Copy your API token

Actions

13 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

2 events your agent can react to

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

FAQs

Questions about Wati + Actionist

How does Actionist connect to Wati?

Go to the Apps tab, find Wati, and click Connect. You will need a Wati API token, which you can generate from your Wati dashboard under Settings → API. Paste the token into the API key field in Actionist. The agent runs a test call to confirm the connection is live before any actions execute.

What WhatsApp message types can the agent send through Wati?

The agent can send session messages (free-form text during an active 24-hour conversation window), template messages (pre-approved structured messages for outbound notifications), interactive button messages (up to 3 quick-reply buttons), interactive list messages (selectable option menus), and session file messages (images, documents, videos). Template messages are required for the first outbound message to a contact — session messages can only be sent in reply within an active conversation window.

Can the agent trigger WhatsApp messages from events in other apps?

Yes — this is the core automation pattern. When an order is confirmed in Shopify, a deal closes in HubSpot, or a ticket is resolved in Zendesk, the agent sends a WhatsApp template message to the relevant contact via Wati without anyone touching the Wati dashboard. Wati's webhook triggers also work in reverse: when a new WhatsApp message arrives or a new contact is created in Wati, downstream actions fire in your CRM, helpdesk, or Google Sheets automatically.

What is the difference between a template message and a session message?

WhatsApp enforces a 24-hour conversation window. A template message is a Meta-approved message format (order confirmation, appointment reminder, payment receipt) that you can send to any opted-in contact at any time — even if they haven't messaged you recently. A session message is a free-form text message that can only be sent while a 24-hour window is open — i.e., the contact has messaged you within the last 24 hours. Actionist supports both: use Send Template Message for proactive outbound notifications, and Send Session Message for conversational replies.

How do I add contacts to Wati from other systems?

The Add Contact action lets the agent create a new contact in Wati directly from any upstream event — a form submission in Typeform, a new lead in HubSpot, a row added to Google Sheets. You can pass the contact's phone number and any custom attributes you want to store alongside their profile. The Update Contact Attribute action then keeps those attributes in sync as data changes downstream — for example, updating a contact's lifecycle stage when they convert.

Can I route WhatsApp conversations to specific team members automatically?

Yes — the Assign Operator action lets the agent route an open conversation to a specific Wati operator (team member). You can build routing logic based on any upstream data: assign to the sales rep who owns the deal in HubSpot, route to a Spanish-speaking support agent based on the contact's country attribute, or assign to the on-call operator based on a schedule in Google Sheets. This eliminates the manual triage step in the Wati team inbox.

What webhook events does Wati fire that can trigger agent workflows?

Wati fires webhook events for two key triggers: New Contact Created (fires when a new contact appears in your Wati account, typically from an inbound WhatsApp message) and New Incoming Message (fires when a WhatsApp message is received from any contact). These triggers let the agent react within about a minute of the event — creating a CRM record, logging the contact, assigning the conversation, or escalating to a human agent, all without anyone manually checking the Wati inbox.

Does Actionist support bulk WhatsApp broadcasts through Wati?

Yes — the Send Bulk Template Messages action lets the agent send a single template message to a list of opted-in contacts in one call. This is the right approach for broadcast campaigns: re-engagement sequences, appointment reminders to a cohort, promotional announcements to an opted-in subscriber list. All contacts must have opted in under Meta's commerce and messaging policies. The action accepts a list of phone numbers and template parameters, so the agent can personalise each message with the recipient's name or relevant data from your CRM.