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Automation, templates and broadcasts
Rules that route and reply, approved templates, and reaching a list of people without breaking the rules that govern doing so.
Articles in this topic
- Appointment remindersSend WhatsApp appointment reminders the day before each booking — from Plato or from bookings you push in — and use the calendar's send log to confirm they arrived and who replied.
- Automation rules, macros and canned responsesSet up rules that label, prioritise, assign, reply to or resolve conversations by themselves — plus the macros, canned responses, SLA policies and business hours your team uses alongside them.
- Journeys — automatic follow-up sequencesBuild a journey that starts when something happens to a contact, waits, sends, branches, and stops the moment the customer replies — and read why each contact is where they are.
- Send a WhatsApp broadcastSend an approved template to a group of contacts — choose the audience, fill in the variables, send now or schedule it, and read who received it, who was skipped and why.
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