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Built-in Workflows

Camila avatar
Written by Camila
Updated today

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.

  1. Go to Settings → Workflows

  2. Under Built-in workflows, click on any listed item (e.g., WhatsApp to Staff when Order assigned)

  3. 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.

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