Take App offers built-in WhatsApp automation to keep your team and customers updated when specific order-related events happen. These workflows are pre-configured and automatically send WhatsApp messages to staff, customers, or drivers based on various triggers.
What Are Built-in Workflows?
Built-in workflows are ready-to-use automations that notify relevant parties via WhatsApp when important events occur in your store. These include scenarios such as:
Order assigned to a staff member
Store credit updated
New customer signup
Customer review received, etc.
Each workflow uses a predefined WhatsApp template message and is active by default.
How to Enable or Disable Workflows
You can now turn these workflows ON or OFF as needed.
Go to Settings → Workflows
Under Built-in workflows, click on any listed item (e.g., WhatsApp to Staff when Order assigned)
Use the toggle switch at the top right to enable or disable it.
When a workflow is active, messages will be sent automatically upon the specified trigger. If it's off, no WhatsApp messages will be sent for that event.