ODIV Engage use cases — 18 WhatsApp automation playbooks
Every playbook below runs on the ODIV Engage WhatsApp Business API platform. Each lists the trigger that starts it, the automated flow, and real examples by industry.
Broadcasting & Campaigns
Launch targeted marketing campaigns safely and at scale. Enjoy high deliverability, rich media templates, and built-in analytics.
Trigger: Schedule or Webhook. Flow: Filter Audience Segment → Send Template Message → Wait for Reply → Auto-Tag Lead.
- Flash Sale Alert (Retail • D2C) — Import list; Send rich image template; Track CTA clicks
- Newsletter via WhatsApp (Media • Creators) — Digest compilation; Opt-out button; Read receipt analytics
- Google RCS Promos (All (India)) — Rich carousel format; Verified sender check; App-like interactions
Customer Support & Service Desk
Deflect repetitive queries with smart flows. Seamlessly hand off to human agents during working hours.
Trigger: Customer sends message. Flow: Intent AI Check → Reply with FAQ → Condition: Resolved? → Hand-off to Human Agent.
- Order Status Bot (Ecommerce) — Ask for Order ID; Fetch from Shopify API; Send tracking link
- Returns Management (Retail) — Capture reason image; Validate policy; Generate return label
- Multi-language Support (Global Support) — Detect language; Translate query; Route to native agent
Lead Generation & Qualification
Capture leads instantly via chat widgets or social ads. Auto-qualify and route to your sales team's CRM.
Trigger: Click-to-WhatsApp Ad. Flow: Greet Lead → Ask Qualification Qs → Score Lead → Push to CRM / Email Sales.
- Real Estate Brochure (Real Estate) — Confirm budget; Send PDF brochure; Schedule site visit
- B2B Demo Booking (SaaS) — Company size check; Calendly link; Sync to HubSpot
- University Admissions (Education) — Capture intended major; Share fee structure; Send application link
Appointments & Scheduling
Built-in calendar flows. Let clients book, reschedule, and receive automated reminders to drastically reduce no-shows.
Trigger: Client requests slot. Flow: Show Slots AI → Client picks time → Update Google Calendar → Schedule 24hr Reminder.
- Clinic Consultation (Healthcare) — Symptom check; Booking confirmation; Pre-visit instructions
- Spa / Salon Booking (Wellness) — Service selection; Stylist preference; Deposit payment link
- Home Service Tech (Services) — Location capture; ETA live tracking; Post-service rating
Event Ticketing & QR Passes
Generate individual QR passes, send personalized PDF invitations, and run gate check-ins entirely on WhatsApp.
Trigger: Ticket purchase webhook. Flow: Generate unique QR → Attach event PDF guide → Send WhatsApp Ticket → Scan at gate app.
- Concert & Festivals (Entertainment) — Bulk ticket delivery; Lineup announcements; Merch upsell
- Expo Stall Leads (B2B Events) — Visitor scans stall QR; Capture contact info; Send company deck
- Private Webinars (Coaching) — Zoom link distribution; Starting-in-10m alert; Post-event recording
Ecommerce & Reordering
A native mini-store inside chat. Let customers browse catalogs, add to cart, and checkout seamlessly without apps.
Trigger: Customer types "Menu". Flow: Send Catalog List → User Adds to Cart → Collect Address → Send Payment Link.
- Grocery Replenishment (FMCG) — 30-day reminder; 1-click repeat order; Loyalty point deduction
- Abandoned Cart Recovery (Retail) — Wait 1 hour; Send cart reminder + 10%; Convert to sale
- WhatsApp Mini-Store (Food / QSR) — Browse categories; Customise items; Checkout natively
Feedback, Surveys & NPS
Send interactive mini-forms securely. Measure sentiment and sync data directly into your analytical stack.
Trigger: Order marked "Delivered". Flow: Wait 24 Hours → Send 1-5 Rating → If < 3, flag manager → If 5, request Google Review.
- Post-Delivery NPS (Ecommerce) — Interactive button rating; Text review capture; Discount logic
- Employee Pulse Survey (HR) — Anonymous opt-in; Multi-question flow; Aggregated report via API
- Restaurant Experience (QSR) — Dine-in QR scan; Rate food & service; Manager SMS alert for bad review
Loyalty & Rewards
Track customer lifetime values and trigger VIP reward campaigns automatically, driving retention.
Trigger: Purchase threshold met. Flow: Assign "VIP" Tag → Calculate Points → Send Milestone Alert → Unlock Special Catalog.
- Tier Upgrade Alert (Airlines / Hospitality) — Welcome to Gold tier; List benefits; Provide dedicated support bot
- Birthday / Anniversary (Retail) — Date lookup; Personalised greeting; Exclusive 24h coupon
- Referral Program (D2C) — Generate ref link; Track friend signup; Credit both wallets
Social Media Comment-to-DM
Automatically engage users on Instagram/Facebook. Reply to comments, send DMs, and convert followers to CRM leads.
Trigger: User comments keyword. Flow: Auto-reply to comment → Send Insta DM → Capture Email/Phone → Move to WhatsApp Nurture.
- Instagram Giveaways (Creators) — "Comment WIN to enter"; DM entry form; Draw winner via Flow
- Product Launch Teaser (Fashion) — "Comment LINK for early access"; Send unlisted link DM; Build hype list
- Ad Lead Capture (Marketing) — Meta Lead Ad sync; Instant WhatsApp intro; Round-robin agent routing
Payment Reminders & Collections
Increase recovery rates with automated escalations. Send secure payment links using Razorpay, Stripe, or native gateways.
Trigger: Invoice due in 3 days. Flow: Send friendly nudge → Include Pay Link → Wait 2 days → Escalate to Call Center.
- Subscription Renewal (SaaS / Media) — Card expiry notice; Update billing link; Success confirmation
- School Fee Reminder (Education) — Termly generation; Send PDF invoice; Parent payment receipt
- EMI Nudges (Fintech) — Pre-due date reminder; Penalty warning; Restructuring flow
Enterprise Workflows (BFSI)
Complex, highly compliant journeys for Banking, Financial Services, and Insurance. Integrated deeply with Core Systems.
Trigger: API call from LOS/CRM. Flow: Verify Identity (OTP) → Fetch Account Status API → Present Options → Log consent securely.
- Loan Application Journey (Banking) — KYC document upload parsing; Eligibility calculator; Sanction letter delivery
- Insurance Claims (Insurance) — FNOL (First Notice); Accident photo upload; Surveyor assignment alert
- Policy Servicing (BFSI) — Address change request; Fund value check; Premium certificate download
Quick Broadcast
Simple promo and announcement campaigns. Segment, template, schedule, and send at scale.
Trigger: Marketer chooses segment. Flow: Build Template → Schedule Send → Broadcast Sent → Follow-up Reminder.
- Flash Sale Blast (Retail) — Upload segment CSV; Attach image template; Track delivery & reads
- Festival Greetings (All Industries) — Personalise by name; Schedule for 9 AM; Auto-remove unsubscribed
- New Product Announce (D2C / E-commerce) — Rich media carousel; CTA to store; Conversion pixel tracking
Utility Alerts
Fee reminders, bill-due notifications, system alerts. Automated escalation logic.
Trigger: Payment due in X days. Flow: Send WhatsApp Reminder → If Paid → Confirmation → If Not → Second Reminder → Escalate to Agent.
- School Fee Reminder (Education) — Termly generation; PDF invoice attached; Parent receipt on payment
- Utility Bill Alert (Utilities) — Due date countdown; Pay link with Razorpay; Auto-confirm on payment
- SaaS Renewal Notice (SaaS) — Card expiry warning; Update billing link; Grace period countdown
Auth & Login
WhatsApp-based authentication. Replace or supplement SMS OTP with secure WhatsApp approval flows.
Trigger: User tries to log in. Flow: Send Auth Template (code/approve) → User Replies / Taps → Validate via Webhook → App Session Unlocked.
- WhatsApp OTP Login (FinTech / Apps) — 6-digit code via template; Auto-expire in 5 min; Fallback to SMS
- Transaction Approval (Banking) — Approve/Decline button; Webhook to core banking; Audit log entry
- Password Reset (SaaS) — Identity verification Q; Reset link delivery; Confirmation message
Personalised Invitations
Weddings, private events, VIP experiences. Dynamic invites with names, QR codes, and RSVP collection.
Trigger: Host uploads guest list. Flow: Generate Dynamic Invites → Send WhatsApp Invites → Collect RSVP & Headcount → Send Reminders & Thank-you.
- Wedding Invitation (Events) — Personalised name + venue; QR entry pass; Menu preference RSVP
- Corporate Gala (Corporate) — VIP tier segmentation; Plus-one confirmation; Parking pass delivery
- Birthday Party (Personal) — Theme-based design; Head-count tracker; Thank-you with photos
Social Comment-to-DM
Instagram & Facebook automation. Auto-reply to comments, capture leads in DMs, push to WhatsApp nurture.
Trigger: User comments with keyword. Flow: Auto-reply to Comment → Send DM with Offer → Capture Email / WhatsApp → Push to CRM & Nurture.
- Instagram Giveaway (Creators) — "Comment WIN"; DM entry form; Draw winner via Flow
- Product Launch Teaser (Fashion) — "Comment LINK"; Send unlisted link DM; Build hype list
- Ad Lead Capture (Marketing) — Meta Lead Ad sync; Instant WhatsApp intro; Round-robin agent routing
RCS Rich Campaign
Google RCS messaging for Android. Rich cards, carousels, and interactive buttons.
Trigger: Marketer creates RCS campaign. Flow: Build Card / Carousel → Send via RCS → Track Button Clicks → Fallback to SMS.
- Product Carousel (E-commerce) — 4-card product carousel; Buy Now buttons; Conversion tracking
- Appointment Confirm (Healthcare) — Rich card with details; Confirm/Reschedule buttons; Calendar sync
- Loyalty Reward (Retail) — Points balance card; Redeem button; Store locator link
E-commerce Recovery
Abandoned cart recovery & reorder automation. Bring customers back with timely reminders and incentives.
Trigger: Cart abandoned. Flow: Send Cart Summary Reminder → Offer Coupon Code → If Purchased → Thank-you → If Not → Feedback Survey.
- Abandoned Cart Nudge (E-commerce) — Wait 1 hour; Cart items + image; 10% off coupon
- Reorder Reminder (FMCG / Grocery) — 30-day cycle detection; 1-click repeat order; Loyalty points added
- Wishlist Price Drop (Fashion) — Monitor price changes; Alert on reduction; Direct add-to-cart link
Pricing for the plans that run these playbooks is at /pricing.html, and a machine-readable summary at /llms-full.txt.