If you’re looking to simplify your customer communication, automate your follow-ups, or reduce drop-offs — WhatsApp automation is your secret weapon.

With Automate AI’s WhatsApp API, you can trigger smart, timely messages for all sorts of customer actions: purchases, payments, appointments, shipping, and more.

In this guide, we’ve organized the 10 most essential WhatsApp automation templates every business should be using — completely customizable and ready to go.

But first…

What Is WhatsApp Automation, Exactly?

Imagine a customer just bought something from your website. Instead of manually sending a “thank you” message or delivery update, it all happens automatically — right on WhatsApp.

From welcome greetings to order confirmations, everything can be scheduled or triggered in real time using Automate AI.

All you need is to connect your system or store to Automate AI — and your customer journeys become flawless.

🔟 Must-Have WhatsApp Automation Templates

1. Welcome Message for New Users

Start your customer journey strong with a friendly welcome. Set expectations and offer help from the start.

Template:

Hey [Name], 👋
Welcome to [Brand Name]! We’re excited to have you with us.
Feel free to reach out for anything — we're always just one message away.

Alternative:

Hi [Name]! 😊
Thanks for joining [Brand Name]. We’ll use this space to share updates, offers, and reminders.
Not into it? Just reply STOP anytime.

2. Abandoned Cart Recovery Reminder

Did a customer add something to the cart and leave without checking out? Bring them back with a personal nudge.

Template:

Hey [Name]! 🛍️
Looks like you left something behind!
Click below to complete your order — and enjoy an extra [XX]% OFF as a bonus!
CTA: Complete Checkout

Alternative:

Hi [Name],
Your cart is waiting for you! Don’t miss out on those amazing items.
Tap below to finish your purchase:
CTA: Buy Now

3. Order Confirmation Notification

Make buyers feel confident by confirming their order right away.

Template:

Woohoo, [Name]! 🎉
Your order #[Order No] for [Product Name] has been confirmed.
It’s getting packed and will be on the way soon!
Thanks for shopping with us. 😇

4. Shipping or Delivery Update

People love tracking their orders. Keep them updated so they don’t have to ask.

Template:

Hi [Name],
Your order for [Product Name] is now being shipped! 🚚
Tap below to track it live:
CTA: Track My Order

Alternative:

Hey [Name],
Your parcel is out for delivery today! 📦
Be ready to receive it.
Need help? Just reply to this message.

5. Reduce RTO Losses with COD to Prepaid Nudges

RTO (Return to Origin) hits hard — especially on COD orders. Use WhatsApp to encourage prepaid conversions.

Template:

Hey [Name], your COD order is confirmed!
Want to skip the hassle?
Pay online now and enjoy a flat ₹[Discount] OFF.
CTA: Pay Now

6. Ask for Product Feedback Post-Purchase

Want to improve your product or service? Just ask! Automate a feedback request a few days after delivery.

Template:

Hi [Name],
How did you like your [Product Name]? 😃
Let us know — your opinion helps us grow!
CTA: Leave Feedback

With Quick Replies:

Hey [Name],
Was the product up to your expectations?
Quick replies:
👍 Loved it
😐 It was okay
👎 Not satisfied

7. Refund Process Notification

Build trust by keeping users in the loop when a refund is processed.

Template:

Hi [Name],
Your refund of ₹[Amount] for [Product Name] has been successfully initiated. 💸
It’ll reflect in your [Bank/Card] by [Date].
Let us know if you need help.
— [Brand Name]

8. Payment Reminder & Confirmation

Whether it’s subscription renewals, EMIs, or services — payment reminders and confirmations help reduce friction.

Reminder Template:

Hi [Name],
Just a reminder: your payment of ₹[Amount] is due on [Date].
Tap below to pay now and avoid late fees.
CTA: Pay Now

Confirmation Template:

Hi [Name],
Thanks for your payment of ₹[Amount] on [Date].
We’ve received it successfully! 🙌
— [Brand Name]

9. Appointment Reminders

Avoid no-shows with a gentle ping on WhatsApp.

Template:

Hi [Name],
Just a heads-up — you have an appointment with [Staff Name] tomorrow at [Time].
Can’t make it? Tap to reschedule.
Quick Replies: I’ll be there | Reschedule | Cancel

10. Recover Application Drop-Offs

Get prospects to complete forms or sign-ups they abandoned midway.

Template:

Hey [Name],
You started filling out an application for [Service/Course] on our site.
Click below to pick up where you left off.
CTA: Complete Now

Alternative:

Hi [Name],
Still interested in [Insurance Plan/Course]?
The last date to apply is [Date].
Don’t miss your chance — finish your application today!
CTA: Complete Form | Call Us

💡 Best Practices for WhatsApp Automation Templates

When creating or submitting WhatsApp templates, keep these tips in mind:

  • ✅ Use proper formatting — bold (like this), italics (like this), and emojis 🟢

  • ✅ Stick to clear, friendly, and short messages

  • ✅ Use Call-to-Action (CTA) or Quick Reply Buttons (max 20 characters each)

  • ✅ Templates must be approved by WhatsApp before sending

  • ✅ Never send promotional messages without user opt-in

📲 How to Automate These Messages with Automate AI

With Automate AI’s WhatsApp Business API, you can:

  • 🔁 Trigger messages automatically based on user actions (checkout, sign-up, refund, etc.)

  • 📊 Track delivery, clicks, and reads in real-time

  • 💬 Manage live conversations alongside automation

  • 🧠 Connect with your CRM, website, or eCommerce store for full integration

All from a single dashboard — no technical skills required.

🚀 Want to Try Automate AI?

Getting started is easy. Automate AI is built to help businesses send smart, engaging messages without writing code.

Try it today — no card required.

Create Your Automate AI Account

  • Full Name

  • Email

  • WhatsApp Number

  • Password (8+ characters)

🔐 Safe. Simple. Super effective.

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Nikita UC
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