WhatsApp automation & journey platform

Turn conversations
into customers

Build no-code WhatsApp bots, then connect them into automated journeys — drip sequences, segments, trackable QR codes and in-chat payments — all triggered by events across your tools, on one number.

98%

WhatsApp open rate

1-click

Journey templates

24/7

Event-driven automation

Built for growing teams

HubSpotSalesforceZoho CRMPipedrivecPass

Platform features

One platform, the whole customer journey

No-code Flow Builder

Design WhatsApp bots on a drag-and-drop canvas — menus, buttons, questions, galleries, date pickers, conditions and formulas. Go live in minutes.

Drip Sequences

Timed message series that nurture contacts over days — text, media, templates or buttons — and automatically stop the moment someone replies.

Segments & Auto-tagging

Tag contacts automatically on any event, keyword, reply or flow completion, then build live segments to target exactly the right people.

Visual Journey Map

See every event, flow, sequence and tag rule wired together on one canvas — and drag to connect them. Cross-bot orchestration on a single number.

One-click Journey Templates

Install complete, pre-wired journeys — Hotel Lifecycle, Quote-to-Cash, No-show Rescue, Lead Nurture — flows, sequences, tags and QR codes in a single click.

Trackable QR Codes

Generate QR codes that open WhatsApp pre-filled with a keyword, trigger a flow, and track every scan — bridging print, events and packaging to chat.

In-chat Payments

Send Razorpay payment links inside the conversation and auto-advance the flow the instant payment is captured — book and collect without leaving WhatsApp.

Campaigns by Segment

Broadcast to a static list or a live segment that resolves at launch, so every campaign always reaches the current, right-fit audience.

Two-way Briefer Sync

Bookings, invoices, quotes and signed documents in Briefer fire WhatsApp journeys automatically — and opt-outs sync back. Pull documents into chat on demand.

Team Inbox & Handoff

Escalate to a human with full context, resolve from a shared inbox, and clear stuck sessions so customers can always retry.

Live Event Log

Watch every booking, payment, scan and flow emit stream in real time — full observability of what your automation is doing and why.

Secure Multi-tenant

Row-level data isolation per workspace, encrypted credentials, audit logs and role-based access — plus one-click export/import of your whole setup.

Automation that runs itself

Connect bots into journeys that react to anything

An event bus ties it all together. A booking, payment, QR scan, signed document or a reply can trigger the next flow, enroll a drip sequence and update a segment — automatically, across every bot on your number.

Event-driven triggers

Flows emit and listen for events like booking_done or payment_received — loosely coupled, so bots orchestrate each other.

Pre-wired ecosystems

Import all four journeys at once from Settings and connect them to an existing bot and QR — a full system in one click.

Export & import everything

Back up your entire automation — flows, sequences, tags, segments, QR codes — as JSON and restore it onto any bot.

Getting started

Up and running in under an hour

1

Connect your WhatsApp number

Link your existing WhatsApp Business number or get a new one through our partner network — no Meta API experience needed.

2

Build a flow — or install a journey

Design a bot on the visual canvas, or one-click install a complete journey template: flows, drip sequences, auto-tag rules and QR codes, pre-wired.

3

Wire it together

On the journey map, connect events to flows, sequences and tags by dragging. Plug in Briefer, Razorpay and QR codes so everything triggers automatically.

4

Go live & watch it run

Publish, share your QR codes, and watch bookings, payments and follow-ups flow through in the live event log — around the clock.

Bot onlineWhatsApp · Live
Hi! 👋 Welcome to Acme. How can I help you today?
I'm interested in your Pro plan
Great choice! Pro includes unlimited bots and priority support. Want me to send you full pricing?
Yes please
Perfect — I'll also book a quick call with our team. What time works for you?

Journey templates

Complete journeys, ready to install

Each one installs flows, drip sequences, auto-tag rules and segments — wired together and connected to your bot in a single click.

FlowsPaymentsDrip

🏨 Hotel Guest Lifecycle

Booking intake → in-chat payment → post-booking upsell, a pre-stay drip that stops on reply, guest/paid tagging and a review segment.

BrieferDunning

🧾 Quote-to-Cash

Quote, invoice and signature events from Briefer fire WhatsApp touches, a quote follow-up drip, invoice dunning and hot-lead → customer tagging.

BookingsReminders

💇 No-show Rescue

Appointment confirmation and reminders, an automatic rebook offer when a booking changes, and at-risk client tagging for salons & clinics.

QRNurture

🧲 Lead Nurture

A trackable QR opens WhatsApp, the lead-magnet flow captures the contact, and a 5-touch nurture sequence runs — with an exportable leads segment.

Platform integrations

Plugs into the tools that drive your business

Payments, your back office, QR codes and an open event + webhook API — live today — so the rest of your stack can trigger and react to WhatsApp.

Every system event can start a conversation.

Take payments in-chat with Razorpay, and let your back office drive WhatsApp: a booking, paid invoice, accepted quote or signed document in Briefer automatically fires the right flow, drip sequence and tags.

Everything is event-driven and open. A REST API, an emit/listen event bus, and webhooks on every booking, payment and scan mean you can wire Templistic into anything that speaks HTTP.

RazorpayBrieferQR CodesWebhooksREST APIClaude & OpenAI

In-chat payments

Razorpay links inside the conversation; the flow advances automatically on capture.

Two-way Briefer sync

Bookings, invoices, quotes and signatures trigger journeys; opt-outs sync back.

Trackable QR codes

Open WhatsApp pre-filled with a keyword, trigger a flow, and count every scan.

Webhooks & events

Every booking, payment and scan fires a webhook you can react to anywhere.

Open REST API

Fire events and drive flows and sequences from any external system.

Pull documents

Fetch a quote, invoice or signed PDF from Briefer and send it in the chat.

One API to rule them all

Templistic exposes a clean REST API and webhook system so your engineering team can wire up any internal system in hours, not sprints. Webhooks fire on every conversation event.

Briefer integration

Briefer-ready. Your back office talks to WhatsApp.

Two-way sync with Briefer turns business events into conversations. Bookings, invoices, quotes and signed documents automatically trigger the right WhatsApp journey — and what happens in chat flows back.

Events trigger journeys

A new booking, a paid invoice, an accepted quote or a signed document in Briefer instantly fires the matching flow, drip sequence and tags.

Real two-way sync

Contacts and bookings sync into Templistic; opt-outs and conversation outcomes sync back to Briefer — one consistent customer record across both.

Pull documents into chat

Fetch a quote, invoice or signed PDF from Briefer and send it to the customer on WhatsApp, right inside the flow — on demand.

briefer ⇄ templistic · live events

# Events from Briefer → WhatsApp actions

booking.createdConfirmation sent · pre-stay drip enrolled · tagged guest
invoice.paidThank-you sent · dunning stopped · tagged customer
quotation.acceptedFollow-up flow triggered · tagged hot-lead
document.signedWelcome-aboard journey started
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