Published

Dec 8, 2025

How to Get Started with WhatsApp Automation: A Practical 2026 Guide

How to Get Started with WhatsApp Automation: A Practical 2026 Guide

How to Get Started With WhatsApp Automation
How to Get Started With WhatsApp Automation
How to Get Started With WhatsApp Automation

What Is WhatsApp Automation?

WhatsApp automation refers to the use of AI or workflow tools to automatically send responses, ask questions, qualify leads, or guide customers through a purchase journey. You can automate WhatsApp messages such as:

  • Greeting messages

  • Pricing replies

  • Product recommendations

  • Appointment booking

  • Follow-up reminders

  • Abandoned inquiry recovery

Instead of typing every response manually, you can automate send WhatsApp message flows that run 24/7.


Why WhatsApp Automation Matters in 2026

Customer expectations continue to rise. People want fast replies, personalized conversations, and clear guidance.

Automation helps businesses:

  • Respond instantly

  • Reduce manual workload

  • Convert more leads

  • Maintain consistency in communication

  • Scale without hiring new staff

For small teams, automation isn’t just a productivity tool — it’s survival.


Popular WhatsApp Automation Tools: ManyChat vs. Wati vs. Dealism

Before getting started, it’s useful to understand the major tools in the market.

ManyChat

Good for creators and marketers

Pros:

  • Easy flow builder

  • Good for broadcast and simple chatbot flows

  • Popular for IG & FB automation

Limitations:

  • WhatsApp AI capabilities limited

  • More rules-based, less “sales intelligence”

  • Requires business account for certain features


Wati

Built for medium to large customer support teams

Pros:

  • Great for ticketing

  • WhatsApp Business API focused

  • Stable enterprise workflow tools

Limitations:

  • Pricing higher for small businesses

  • Requires verification (business account required)

  • More like a support system, less like a sales engine


Dealism — AI Sales Agent for WhatsApp (Best for Small Business Owners)

Dealism takes a different approach. Instead of being a chatbot builder, it is a Sales AI Agent trained to close deals, not just answer FAQs.

Why Dealism stands out:

More intelligent than ManyChat — Dealism learns your sales logic, your tone, your documents, and guides customers through goal-driven selling conversations.

More suitable for small businesses than Wati — no need for corporate verification, complicated setup, or API approval.

Works even on normal WhatsApp accounts — you don’t need a business account to start.

✔ Built-in Sales Strategy, Self-Learning, Auto Reply Agent, No Code Agent Builder, and more.

How to Get Started With WhatsApp Automation (Step-by-Step)

Whether you’re using Dealism, ManyChat, or Wati, the setup roughly includes these steps:

Step 1: Define Your Goals

Before automating, decide the outcome you want:

  • Faster replies?

  • Fewer missed leads?

  • Higher conversion rate?

  • Automatic follow-ups?

Dealism’s Goal-Driven Chat makes this especially powerful — the AI moves each customer toward the goal you define.


Step 2: Choose the Right Tool

Here is a simplified guide:

Business Type

Recommended Tool

Reason

Small businesses

solo sellers

Content Creator

Dealism

Works on normal WhatsApp accounts, AI learns your scripts

Medium/large customer service teams

Wati

Good for ticketing & structured workflows

Creators

ManyChat

Good for IG + FB automation


Step 3: Set Up Your First Automated Flow

On ManyChat:

  1. Create rules

  2. Build your flow with triggers

  3. Assign quick replies (Simple but not personalized)

On Wati:

  1. Connect WhatsApp Business API

  2. Create templates

  3. Set automation workflows (Structured but heavy)

On Dealism:

  1. Upload your chats or information

  2. Let AI learn your tone

  3. Set your conversion goal

  4. Turn on Auto Reply for WhatsApp (You don’t need coding, templates, or business verification)

Dealism will instantly begin answering inquiries, qualifying leads, and pushing toward a sale.


Step 4: Test Your Automation

Test your flows as if you were a new customer.

Checklist:

  • Did the AI understand your intent?

  • Did it guide the conversation toward buying?

  • Did it ask the right follow-up questions?

  • Did it reduce response time?

Dealism offers Self-Learning, automatically improving the conversation based on real customer messages.


Step 5: Optimize & Scale

Continue improving your automation by:

  • Adding new customer intents

  • Refining your sales logic

  • Letting the AI learn from new chats

  • Adding follow-up sequences

With Dealism, the system evolves on its own — like training a new sales teammate.


Real Use Cases of WhatsApp Automation

Examples of what you can automate:

  • Product catalog replies

  • Price inquiries

  • Appointment scheduling

  • Lead qualification

  • Upsell / cross-sell sequences

  • Follow-up reminders

  • Handling multiple inquiries at once

This is where Dealism shines — its AI doesn’t just reply; it sells. It pushes customers from:

Inquiry → Clarification → Explanation → Decision → Checkout

That’s the core difference between automation and AI-powered selling.


External Resources You May Find Helpful

WhatsApp Business API Overview

ManyChat WhatsApp Setup Guide

Wati WhatsApp Automation


Why Dealism Is the Easiest Way to Start WhatsApp Automation in 2026

To summarize:

Feature

Dealism

ManyChat

Wati

Works on normal WhatsApp accounts

Goal-driven sales chat

Learns from your chat & docs

No-code setup

Designed for small business

Corporate verification needed

If you're a small business owner, freelancer, or solo seller, Dealism is the fastest way to turn WhatsApp into a 24/7 sales engine.

👉 Start here: https://dealism.ai

Conclusion

WhatsApp automation is no longer optional — it’s the backbone of modern customer communication. If you're ready to automate WhatsApp messages, reduce manual workload, and convert more leads, choosing the right tool is the first step.

For creators → ManyChat

For support teams → Wati

For sellers & small businesses → Dealism: the AI that sells for you

Once you set up automated flows and let AI handle repetitive work, you’ll unlock more time, more clarity, and more revenue.

BG

Turn Conversations Into Revenue

Scale your sales with an Al expert who engages leads and closes deals effectively.

BG

Turn Conversations Into Revenue

Scale your sales with an Al expert who engages leads and closes deals effectively.

BG

Turn Conversations Into Revenue

Scale your sales with an Al expert who engages leads and closes deals effectively.