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WhatsApp SetupMessage flows

Message Flows

Message flows connect approved WhatsApp templates to automated events — COD verification, abandoned cart touches, and campaigns.

Where to find it

Integrations → Message flows in app.uselevel.ai 

Events

EventCategoryTrigger
COD verificationUtilityNew COD order
COD verification reminderUtilityPending order, reminder schedule
Thank youUtilityCustomer confirms order
CancelUtilityCustomer declines order
Abandoned cart reminderMarketingTouch 1
Abandoned cart nudgeMarketingTouch 2 (no discount)
Abandoned cart offerMarketingTouch 2 (with discount)
Abandoned cart finalMarketingTouch 3
Campaign broadcastMarketingCampaign send

Setup (3 steps)

  1. Templates approved — Ensure templates are approved in Meta
  2. Map variables — Assign {{1}}, {{2}} to data fields
  3. Assign template per event — Pick which template sends for each flow

Click Save flows when done.

Shared vs BYO

Number typeFlow configuration
Shared numberView only — templates are admin-managed
BYO numberFull control — assign your own templates per store

Fallback behavior

If a flow has no template assigned, Level falls back to the system/shared default template (shared number only).

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