How to create automatic reply branches and timeouts in a workflow's WhatsApp action
In Automation › Workflows, add the WhatsApp action, pick a template with reply buttons, and turn on reply branching: the workflow creates one path per button, plus Not delivered and Timed out. Set the timeout, the wait-for-reply option, and, if needed, swap the template's file without a new approval.
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Before you start
- WhatsApp must be connected in Settings › WhatsApp, and you need permission to create and publish workflows.
- For reply branches, the template must be approved and include quick reply buttons. Create it in Settings › WhatsApp › Templates.
- The action also sends free-form messages (only while the 24-hour window is open) and templates with Meta's interactive flows.
- You don't need if/else conditions to know whether the message was delivered: the action handles that on its own.
Where to find it
Automation › Workflows › + › WhatsApp action › Branch Replies
Step by step
Set up the action with one branch per button
- Open Automation › Workflows, open the workflow, and click + where you want to send the message.
- Search for WhatsApp and add the action.
- Under From number, pick the WhatsApp number.
- Under Message type, choose Template and select an approved template with buttons (for example, "Confirm" and "Reschedule").
- Turn on Branch Replies. The workflow automatically creates a branch for each button, plus Not delivered and Timed out.
- Under Timeout, set how long to wait for a reply (for example, 2 days).
- If you want the workflow to pause until the customer replies, turn on Wait for reply (the clock only starts once the message is delivered).
- Click Save Action.
Fill in each branch
- On each button's branch, add what should happen (for example, "Confirm" → tag action; "Reschedule" → team notification).
- On the Timed out branch, add a follow-up: another template, an SMS, or a task for someone to call.
- On the Not delivered branch, add an alternative (email or SMS).
- Switch the workflow to Publish and click Save.
Swap the template's image, video, or PDF
- In the WhatsApp action, with the template selected, find the header file field.
- Paste the new file address (or upload a new one). The template stays approved; no new Meta review is needed.
- Click Save Action and publish.
Tips
- To see which path each contact took (delivered, replied, timed out), open the workflow's execution history.
- If you only want to notify the customer and not react to the reply, turn off Branch Replies: the action works as a simple notification.
- In new workflows, always use this version of the action; avoid mixing it with older actions in the same flow.
Common problems
- The button branches don't show up → The chosen template has no quick reply buttons, or Branch Replies is off. Pick a template with buttons and turn the option on.
- The workflow doesn't move on even though the customer replied → The reply didn't come through a button (they typed free text). Add a follow-up on the Timed out branch or shorten the timeout.
- The Timed out branch never fires → Wait for reply only starts counting after delivery. If the message wasn't delivered, the contact goes down the Not delivered branch.
- I swapped the file and the customer got the old one → Save the action and republish the workflow; unpublished changes don't take effect.
Frequently asked questions
Do I need a Meta interactive flow to use templates?
Only if the template includes one. Simple templates and free-form messages work without it.
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