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Use this app when your workflow needs to message WhatsApp customers or manage a WhatsApp Business account. You can send messages, work with templates, handle media, and manage flows.

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Configuration

Before you configure this step, connect WhatsApp in Integrations for your workspace using the sign-in flow. If no active connection is available, the step shows a warning with a link to Integrations instead of the account selector.

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Arguments form

When you select an action, the Arguments section renders a form driven by the action’s input schema. Fields that refer to existing records include dropdown pickers. Switch to the Raw JSON tab when you prefer to write the full arguments object by hand. Changes in either tab stay in sync.

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Common actions

Destructive actions, such as deleting records, are not available in the workflow action picker.

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Output

This step stores the WhatsApp response as the step output. The shape of the response depends on the action. Use the full output reference in later steps:

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Example

  1. Open Integrations and connect WhatsApp if you have not already done that.
  2. Add a WhatsApp step to your workflow.
  3. Select a connected account in Authentication.
  4. Choose List phone numbers in Action.
  5. Fill in the required fields. Use Insert Variable to reference an earlier step’s output for any field value.
  6. Click Run in the step header to test the action, then review the returned payload in Output.

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Use cases

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Reply to a customer

  1. Get phone number
  2. Send message
  3. Get message history

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Create and use a template

  1. List message templates
  2. Upsert message template
  3. Send template message

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Handle shared media

  1. Upload media
  2. Get media info
  3. Send media by ID

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Notes

  • This step depends on a connected WhatsApp integration in your workspace.
  • The workflow action picker shows a curated set of actions. Agents with the WhatsApp tool can use more of them.
  • The sign-in screen may show third-party authorization branding.

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Using WhatsApp as an Agent Tool

You can also add WhatsApp as a tool in the Agent Editor. Open the agent, click Add tool, and select WhatsApp. In the tool settings panel, choose the connected account the agent should use. The agent calls WhatsApp actions when they are relevant to the conversation. See also: Integrations, Creating and Editing, and Testing and Iteration