Today
How can business automation answer a missed call on WhatsApp?
The "Missed call" automation ran and sent the caller a template
A missed call triggers an automation that sends the caller a WhatsApp template. When they reply, the agent carries on the conversation.
Business automation in RealOffice.AI is built from a trigger, conditions and actions. When something happens on the phone, in the CRM or at a time you set, the next step runs on its own: a WhatsApp template, an AI agent, a task or a stage change.
A missed call, and what happened next
Hi, we saw you called and couldn't pick up in time. How can we help?
The automation sent the template two minutes after the call
I wanted a quote for cleaning a sofa
Happy to help. How many seats is the sofa, and which city are you in?
Three seats, in Petah Tikva
Thanks. Noy from our team will send you a quote today.
CRM task created for Noy: send a quote
What triggers an automation
Every automation starts with a trigger.
- Missed callA call on your business line that nobody answered.
- Answered and transcribed callOnce the call has been transcribed and processed, with the results available to the next step.
- CRM eventsA new client, a pipeline stage change, a field change, or a task coming due.
- On a scheduleEvery morning, every week or within a date range, for contacts with the tags you choose.
What an automation does
- Sends a WhatsApp templateA Meta-approved template filled with details from the event, such as the line name or the caller number. WhatsApp templates
- Starts an AI agentThe agent receives the event details and acts, for example by contacting the customer or summarizing the call.
- Opens a CRM taskWith a title, due date and priority, assigned to the client's owner.
- Moves a stageEnrolls the client in a pipeline or moves them to another stage, with a note.
Control and oversight
- Conditions and tagsThe automation runs only when its conditions hold, such as a contact with a certain tag, or without one.
- Wait before an actionAny action can wait a set time before it runs, such as two minutes after a missed call.
- Pause and resumePause an automation with one click and resume it when you are ready.
- Run historyEvery run is saved with the status of each action (completed, failed or skipped) and the error message when there is one.
- Run it againA failed run can be retried from the history once you have fixed the cause.
Build an automation
1Pick a trigger
A missed call, a transcribed call, a CRM event or a schedule.
2Add conditions
Tags, fields or values that must hold.
3Add actions
In the order you choose, with a wait before an action when needed.
4Switch on and monitor
Turn it on, then check the run history to confirm everything worked.
Questions about automations
What is business automation?
A rule that tells the system what to do when something happens. For example: when a call is missed, send the caller a WhatsApp template and open a CRM task. Once it is set up, it happens every time on its own.
Do I need to know how to code?
No. You pick the trigger, conditions and actions inside the platform.
What's the difference between an automation and an AI agent?
An automation does exactly what you defined, every time. An AI agent holds a conversation and decides what to say. They work together: an automation can start an agent.
Can I send an automatic message after a missed call?
Yes. It is one of the most common automations: a WhatsApp template to the caller, with a short wait if you like, and then the agent continues the conversation.
How do I know an automation worked?
The run history shows every run, the status of each action and the error message if something failed.
Let's talk
Hi, this is the RealOffice.AI agent. Leave your details and we'll get back to you with a demo built around your business.
Prefer to talk now? 053-5908627 · sales@realoffice.ai