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Automation

Automate repetitive work. Focus on what matters.

Design logic without complexity. Chatter automation runs in the background so your team only handles the conversations only humans can.

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Verified Meta PartnerMeta Business Partners

Automation Solves

  • Missed follow-ups
  • Inconsistent tagging
  • Repetitive manual replies
  • Slow routing
  • Manual segmentation
  • Missed follow-ups
  • Inconsistent tagging
  • Repetitive manual replies
  • Slow routing
  • Manual segmentation
  • Missed follow-ups
  • Inconsistent tagging
  • Repetitive manual replies
  • Slow routing
  • Manual segmentation
15K+

Teams in Chatter

1M+

Conversations Managed

100K+

Automations Completed

5K+

AI agents assigned to chats

Automation that runs in the background

Mobile-ready flows, smart routing, and clean handoffs — without engineering.

Idle-conversation rule with a Send a follow-up action and a queued follow-up message list.

Act instantly when conditions are met

Automatically assign conversations, apply tags, send messages, or notify team members the moment specific criteria are triggered.

Customer segment list grouping new leads, follow-ups, and support tickets, categorized by Chatter AI.

Segment conversations

Categorize customers dynamically based on behavior, intent, or profile.

Automation flow node showing a "Follow-up Message" step in the workflow canvas.

Never miss a follow-up

Schedule reminders or automated check-ins when conversations go inactive.

Automation builder cards: Welcome Message for all visitors and a When trigger fired after the first message.

Design logic without complexity

Create automation flows using triggers, conditions, and actions. Set rules based on keywords, customer attributes, channels, or behavior.

How automation works

Automation in action.

See how structured workflows reduce manual effort, eliminate delays, and keep conversations moving

Inbox messages auto-routed into Support Tickets, New Leads, and Follow-ups queues.
Use cases

Where automation pays for itself

Customer support

Auto-categorize, route to the right queue, and send instant acknowledgements.

Lead management

Qualify, enrich, and route inbound leads without a single manual step.

Order management

Send order updates, recover carts, and follow up on reviews automatically.

Internal operations

Create tickets, sync to your CRM, and notify Slack on the events that matter.

Keep exploring

Pair automation with the rest of Chatter

Unified Inbox for human handoff

When automation hits the limit of what flows can do, conversations land in the team inbox with full context.

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AI agents inside your flows

Trigger AI replies as steps in any automation — handoff to a human only when it's needed.

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Broadcast with reply automation

Send a campaign, then auto-route every reply based on intent — no manual triage.

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Frequently asked

Questions, answered.

Can't find what you're looking for? Drop us a note at letstalk@chatterapp.io.

The Unified Inbox is one screen for every customer conversation across WhatsApp, Instagram, Messenger, Email, SMS, web chat, and 20+ other channels. Conversations stay threaded per contact, and your team gets clear ownership, internal notes, and full keyboard navigation.
Chatter automatically builds a profile of every contact based on their conversations, channels, tags, and any data your team adds. Agents see context-rich profiles next to every chat — past orders, prior tickets, and notes from teammates.
Yes. You can schedule any message to send at a specific time, snooze conversations until later, or set personal/team reminders that surface when the time is right.
Voice notes are transcribed automatically and translated into the language of your choice in real time, so multilingual teams can serve customers globally without missing nuance.
Nothing on your end — just connect your WhatsApp Business, Instagram, and other channels via OAuth. Your team works from the Chatter web app and our native iOS/Android apps.
Chatter AI Agents read incoming messages, classify intent, draft on-brand replies, and route conversations to the right teammate. They can answer FAQs autonomously, suggest replies for human approval, or fully handle a conversation until escalation is needed — you choose the level of autonomy per use case.
Send targeted campaigns to a segment of your contacts across WhatsApp, SMS, or email — with personalization tokens, scheduled delivery, throttling, and full delivery analytics. Replies land back in your Unified Inbox so your team can follow up the same way they handle any other conversation.

Ready to bring every conversation into one place?

Book a 20-minute demo. We'll show you Chatter on a real inbox and quote the right plan for your team.

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