Core Workflows
Updated Mar 28, 2026
Batch Sender
Select contacts, segment the audience, and send consistent outreach without rebuilding the message every time.
What this feature does
Batch Sender helps users send the same campaign logic to multiple contacts in a controlled way.
It is best used for:
- first outreach
- follow-up reminders
- reactivation campaigns
- segmented sales messaging
How targeting works
Users can target contacts by:
- explicit selection
- country
- customer type
- lead filters from the lead manager
This keeps segmentation tied to the data already stored in the product.
Why templates matter here
Batch sending is more reliable when the message body comes from a template instead of a one-off draft.
That reduces:
- inconsistency
- accidental wording changes
- operator overhead
Best practice
Do not batch-send to everyone. Narrow the audience first, especially when:
- the message depends on customer type
- the message assumes a specific buying stage
- the message references a previous quote or follow-up
Related Docs
Message Templates
Create reusable message templates, copy preset scripts, and apply templates in batch sender and scheduled messages.
Lead Intelligence
Understand how AI inquiry qualification and structured lead insights work together without turning the product into heavy CRM software.
Sales Workflows for Small Teams
Use Agent for WhatsApp as a lightweight sales copilot instead of a heavy CRM.