Send WhatsApp campaigns your agent can follow up.
Choose an approved template, pick your audience and schedule the send. When customers reply, your AI agent answers and your team sees every conversation in one inbox.
- Approved WhatsApp templates
- Cost shown before you send
- Opt-outs respected

Hi Priya, our new collection is live. See the latest styles and the offers picked for you.
11:42 AMView collectionChat with usA broadcast is not finished when it is delivered. Replies go straight to the agent you choose, so interested customers get an answer while they are still thinking about it.
- CreateChoose an approved template
- AudienceSelect or upload your contacts
- ScheduleSend now or plan for later
- AI follow-upYour agent handles replies and next steps
Connect WhatsApp and choose your agent.
Connect your WhatsApp Business number through Meta, then choose which AI agent handles the replies to this campaign.
Is this product available?
Yes, it is in stock. Would you like to see the latest collection?
Great. Send me the details.
Everything you need to send a campaign and see what happened next.
Upload a CSV or reuse a customer list you have already saved in Steps AI.
With Shopify connected, choose your store's customers as the audience without exporting a file first.
See the estimated WhatsApp messaging cost for the audience you picked, then decide whether to go ahead.
Send to everyone with a tag such as returning customer or event interest. Tags come from your customer records.
Fill in each customer's first name or a specific offer, so the message reads like it was written for them.
See how many messages were delivered, read or failed for each broadcast, and retry the recipients that can be sent again.
Customers who opt out are left out of future broadcasts, so you do not need to clean the list by hand.
Pick from the WhatsApp templates Meta has approved for your number, so every send follows WhatsApp rules.
When someone replies, your AI agent answers from your business information and your team sees it in the shared inbox.
Good to know
- A single broadcast can currently go to up to 1,000 people.
- Every broadcast uses a WhatsApp template, and Meta must approve the template before you can send it.
- WhatsApp charges for template messages. The estimated cost is shown before you send.
Do I need a WhatsApp Business account?
Yes. You connect your WhatsApp Business number through Meta during setup. The same connection is used by your AI agent for everyday WhatsApp conversations.
Why does my message need an approved template?
WhatsApp only lets businesses start a conversation with a template that Meta has reviewed. You write the template, submit it, and use it in broadcasts once it is approved.
What happens when a customer replies?
The reply goes to the AI agent you chose for the campaign. It answers from your business information, and the conversation appears in your shared inbox so your team can take over.
How many people can I send a broadcast to?
Up to 1,000 people per broadcast at the moment. For a larger audience, split it into more than one send.
Can customers stop receiving broadcasts?
Yes. Customers who opt out are not included in later broadcasts.
See a WhatsApp broadcast with your own audience in mind.
Book a demo and we will walk through a campaign, from the template to the replies your agent handles.
