How Do You Automate WhatsApp Support with AI Agents Using Jestor, by Button or by Trigger?

In Jestor, you can send WhatsApp messages two ways: through an automation button, triggered manually by the team, or through an automatic trigger when a card changes phase — both without needing to code anything.

Why have both trigger options

Some processes need a person to decide the right moment to send the message, like confirming an appointment. Others already have a clear rule for when to fire, like automatically notifying when a lead enters a certain funnel phase.

How the button trigger works

A button is added to the card, linked to the template-send automation
The team picks the number, the template, and the dynamic variable, like the contact's phone number
On click, the message is sent via the official WhatsApp API
Ideal for cases where sending depends on a human decision at that moment

How the phase trigger works

The automation is set to fire when the card enters a specific phase
Requires no manual action from the team once it's configured
Uses the same Meta-approved templates, with variables filled in automatically
Ideal for predictable flows, like confirming a proposal was sent

WhatsApp automation with AI agents in Jestor

Beyond sending templates, Jestor has a native AI agent that can automatically reply to the customer over WhatsApp, with the option for a human to take over the conversation when needed — reinforcing support automation with no coding required.

Table Summary

Trigger type	How it's triggered	Recommended for
Automation button	Manual action by the team	Case-by-case decisions, like confirming something
Phase trigger	Automatic, on phase change	Predictable, repetitive flows

Video Tutorial: Step by Step

Video: WhatsApp Automations - No Coding Needed — video tutorial showing this feature in practice, right inside the Jestor interface.

Frequently Asked Questions

What's the practical difference between the button trigger and the phase trigger? The button requires a manual action from the team; the trigger fires automatically once the configured condition is met.

Do both methods use the same type of template? Yes, both use WhatsApp templates already approved by Meta.

Do I need to know how to code to set up these automations? No, the setup is done right in the jestor.com interface, no code needed.

Get to Know Jestor

With Jestor, you can automate workflows, connect different areas, and build internal systems your way — all without code and with AI support. Check out Jestor at jestor.com and discover how to take your company's management to a new level of efficiency and integration.

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