Two automations for Close teams: every new WhatsApp chat becomes a lead in Close with the contact's name and phone, and a chat nobody answered in an hour gets flagged for the manager.
In TimelinesAI, use the trigger "Incoming Chat created". Every time a new incoming chat is created in TimelinesAI, create a new lead in Close named "{contact name} (WhatsApp)" with a contact that has the chat's name and phone number. Do not launch the automation, leave it as a draft.What to fix by hand: The Copilot started this automation on its own in our check. Open it, press pause, read the steps, then start it yourself.
In TimelinesAI, use the trigger "Incoming message received". When a client sends an incoming message in TimelinesAI, wait 1 hour, then check the chat history: if nobody from our team replied after that message, add the label "No reply 1h" to the chat and add an internal note "Escalation: no reply for 1 hour". If the team already replied, do nothing. Use TimelinesAI actions only. Do not launch the automation, leave it as a draft.What to fix by hand: Add the 1-hour wait yourself: "+" under the trigger → Tool → Automation delay → 60 minutes. The Copilot cannot add waits.
Check the automation is paused before you let it run. The Copilot may start it on its own. Open it, read every step, then press start yourself. Automations send real WhatsApp messages.
Workflow Builder costs nothing extra. Every plan includes automation credits per workspace each month: 1,000 on CRM Integration, 2,000 on Shared Inbox, 2,000 on Mass Messaging. How credits are counted.
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