WhatsApp automation and Instagram handoff

Connect WhatsApp Business, auto-reply inside the 24-hour window, and move Instagram buyers onto WhatsApp with one button.

Updated Sep 14, 2026

Short answer: Connect a WhatsApp Business number on Home, then create a WhatsApp Reply to DM automation (keywords or any message). On Instagram flows, add Delegate to WhatsApp so a button opens a pre-filled chat. Session messages only send for 24 hours after their last inbound message.

Do it as you read

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Instagram is where they discover you. WhatsApp is where a lot of them actually buy. Instagram lets you put a Continue on WhatsApp button in the DM; Meta lets you automate the WhatsApp side once they write.

Connect

Follow Connect WhatsApp. The number must show Active.

Reply to inbound WhatsApp

  1. Automation → New → WhatsApp → Reply to DM.
  2. Keywords or any message.
  3. WhatsApp message nodes, Collect Input, AI, carousel, email.
  4. Live.

Service messages work for 24 hours after their last message. If they go quiet, they must write again.

Handoff from Instagram

On an Instagram Send Message, add Delegate to WhatsApp. The button opens WhatsApp with your business number and a note (course name, order, “I came from Instagram”).

New accounts include a Funnel Insta User to WhatsApp draft. Edit copy, go Live.

This is not a Broadcast DM blast. It is a continuation of a chat they started.

Questions people ask

Can I broadcast WhatsApp templates to everyone?

creatorDM automates session replies after they message you. It is not a bulk-broadcast / spam tool.