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Automation

Automation that reacts to what your contacts do

Build workflows on a drag-and-drop canvas: pick a trigger, add actions, branch on conditions, and wait between steps. Kwital then runs them for every contact across WhatsApp, SMS, and email.

Start with Automation See pricing
Six ready-made templates Test runs that send nothing Free 10-day plan
Ready-made workflows

Start from a template, then make it yours

Pick a template to see the flow it creates. Every step opens in the builder, so you can change the message, channel, or timing before you switch it on.

Welcome series

Greet every new contact and follow up over the next week, so nobody who signs up goes cold.

Starts with
New contact added to a group
Steps
6 nodes
Good for
New sign-ups and enquiries

Templates use SMS by default. Swap any step for WhatsApp or email in the builder.

Try it yourself

Build a workflow in a few taps

Pick a trigger, then add actions, conditions, and waits. This is a simplified demo that uses the real node types from the builder. Nothing is sent.

1Choose a node type

2Tap to add it to your flow

Every workflow starts with one trigger. Add up to six steps after it.

My first workflowDraft
  1. TriggerNew contact addedGroup: Ajmer Road enquiries
  2. ActionSend WhatsAppBrochure and floor plan
  3. WaitWait for duration1 day
  4. ConditionHas tagTag: visit-booked
    Yescontinues belowNoends here
  5. ActionSend SMSReminder to book a visit

In the real builder, both the yes and no paths of a condition can have their own steps.

Contact journey

Follow one contact through a workflow

Step through a sample workflow and watch what Anjali receives at each stage. Tap any step, or use the buttons. Sample data.

Step 6 of 6

Notify the sales team

Your team gets an email so someone can call her. Her reply lands in the Unified Inbox.

AS Anjali Sharma Ajmer Road enquiries Visit booked: no Team notified
Building blocks

Every node in the builder

These are the triggers, actions, conditions, and waits you can drag onto the canvas today. Switch between them below.

New contact added

Starts when a contact joins a group you choose, by import, API, or by hand.

Scheduled time

Runs daily, weekly, or monthly at the time and timezone you set.

Webhook

Other systems such as Zapier, Pabbly, or your CRM send a POST request to start it.

Manual trigger

You pick the contacts and start the workflow yourself.

Contact replied

Starts when a contact replies on WhatsApp, SMS, email, or any channel.

No response

Starts when a contact hasn’t responded after the number of days you set.

Birthday or anniversary

Starts on a contact’s date, or a set number of days before it.

Built-in error handling on every action. Retry a failed step up to 10 times with the delay you choose, then continue, stop the workflow, or skip the remaining steps.

Test and monitor

Check a workflow before it touches a customer

Run a simulation against one of your recent contacts and see which path they would take through every node. No SMS, email, WhatsApp message, or webhook call is actually sent.

  • See enrolled contacts, completions, failures, and the success rate for each workflow
  • Open any execution to view its step-by-step timeline
  • Save as a draft or activate in one click, pause or duplicate a workflow, and cancel a single execution
Test run · Anjali SharmaSimulated
  1. Scheduled timeDaily at 9:00 amPassed
  2. Has tag “follow-up due”Result: yesYes path
  3. Send SMS“Your check-up at Mehta Clinic is due this week”Simulated
  4. Wait 2 daysWould wait: 2 daysSimulated

No real messages or webhook calls were made.

Get started

Your first workflow in four steps

  1. Create a workflow

    Open the builder from Automation, or start from one of the ready templates.

  2. Add a trigger and steps

    Drop in actions, conditions, and waits, and connect them on the canvas.

  3. Run a test

    Simulate the flow against a sample contact to check every branch.

  4. Activate

    Switch it on and follow enrolments and completions from the workflow page.

FAQ

Automation questions

Which channels can a workflow send on?

WhatsApp, SMS, and email. Each action uses the connected WhatsApp number, SMS gateway, or email gateway you pick in its settings, so one workflow can mix all three.

Can a workflow answer incoming messages?

Yes. Start a workflow when a contact replies on WhatsApp, SMS, or email, match the message against keywords or a pattern, then send a fixed reply on the same channel, let AI continue the conversation, or hand the chat to your team.

Can other tools start a workflow?

Yes. Use the webhook trigger and systems such as Zapier, Pabbly, or your CRM can send a POST request to start the workflow for a contact. The call webhook action works the other way, sending contact and workflow data to any URL.

What happens if a step fails?

Each action has its own error handling. Choose how many times to retry, up to 10, and how long to wait between attempts, then whether the workflow should continue, stop, or skip the remaining steps.

Is automation included in every plan?

Workflow automation is included in plans that list it, and each plan sets how many workflows you can create. Compare what each plan includes on the pricing page before you register.

Works well with

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Send through API gateways or your own Android phones with the Kwital SMS gateway.

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