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Related agents: Outbound sales.

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What it does

One minute after the call ends, the workflow sends a WhatsApp message with a link to information or resources, to the same number the call was made to. It matches the closing of the Outbound sales prompt, which offers to send “a resource that might be useful down the line” when the prospect doesn’t show immediate interest. It’s a post-call workflow: it runs in the background, without adding time to the call.

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How it works

The recipient is taken automatically from the call’s contact — no need to pass it as a dynamic variable. The name shown in the greeting does depend on a dynamic variable (name).

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What you need

  • A WhatsApp Business connection
  • The name dynamic variable set when the call is launched, with the prospect’s name
  • A real link to the resource you want to share

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Getting started

1

Copy the template

From the Workflows section, open the template catalog and copy it. The workflow is created disabled.
2

Set up the WhatsApp connection

In the Send message step, add your WhatsApp Business connection. This template doesn’t ship with any integration pre-configured: you have to create one before the step will work.
3

Replace the sample link

The message text ships with <<url>> as a placeholder. Replace it with the real link to the resource, file, or page you want to send.
4

Adjust the wait (optional)

The Delay for step is set to 1 minute. Raise or lower it as you prefer.
5

Make sure the name variable arrives

The message’s greeting uses {{trigger['dynamic_variables']['name']}}. Check that the workflow or integration launching the call passes that variable; otherwise the message goes out with a blank where the name should be.
6

Publish the workflow and assign it to the agent

Publish the workflow and make sure it’s enabled. Add it from the Workflows section of the agent you want to link it to; it’ll show up with the Post-call label.
7

Test it

Make a test call with your own number and check that the WhatsApp message arrives a minute later, with the right name and link.

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Before publishing

  • It sends the same message on every call, regardless of whether there was real interest. If you only want to send it when the prospect asked for more information, add a condition before the send step.
  • If the name variable is missing, the greeting arrives incomplete. There’s no default value.
  • The link doesn’t fill itself in. Until you replace <<url>>, the message goes out with the literal placeholder.
  • It doesn’t check whether the number has WhatsApp. If the contact doesn’t use WhatsApp, the send fails and there’s no additional fallback configured in the workflow.

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Next Steps

Outbound sales

The agent that generates these calls.

Save call result (Google Sheets)

The template’s other post-call workflow.

Dynamic Variables

How to pass the prospect’s name into the call.