For WhatsApp DMs

Automate WhatsApp DMs to send personalized updates, notifications, and AI-powered chats. Build your own WhatsApp DM workflow automations and connect with 3,000+ apps — no coding required.

What are WhatsApp automations for DMs

WhatsApp direct message (DM) automations let you run CodeWords workflows and AI agents in 1:1 chats through a shared CodeWords bot number.

Shared CodeWords DM bot number

[phone] — the shared CodeWords bot number for WhatsApp DM workflows and AI agents.

• Used for 1:1 workflow automations, notifications, and AI assistants built in CodeWords
• Messages to and from your DM automation flow through this shared bot number
• Not a support or contact number for reaching the CodeWords team

Setting up your first DM automation

1

Build the automation through chat

Describe the kind of WhatsApp automation you want to create, along with its trigger.

Example: "Create a WhatsApp assistant connected to an LLM that responds to every message I send. Also connect it to my Google Calendar so it can view, edit, list, and create events."

2

Provide your phone number

Cody asks which phone number you want to register for the DM workflow. This tells CodeWords which 1:1 conversations should route into your automation. Once connected and built, your assistant sends a welcome message from the shared DM bot number.

3

Test your automation

Send any message to the shared DM bot number. The assistant detects it and responds through your custom WhatsApp DM workflow.

Note: You can create multiple direct messaging automations that send messages, but only one trigger-based two-way assistant can be active at a time.

Once your automation is set up, you can manage its WhatsApp trigger directly from the Triggers page including pausing or deleting it at any time. Alternatively, you can simply ask Cody to remove the trigger if you no longer want the automation to run.

What can you build with the WhatsApp automations for direct messaging?

Type 1: One-way notifications (Simple)

Perfect for broadcast-style updates without needing user replies.

Use Case	What It Does	Example
Appointment Reminders	Send scheduled reminders	“Reminder: Dental appointment tomorrow at 3 PM”
Shipping Updates	Track package status from your emails	“Your package is out for delivery.”
Payment Alerts	Confirm transactions from emails or payment apps	“Payment received: $99.00. Thank you!”
Daily Digests	Regular summaries	“Your daily news: 3 new articles, 2 tasks due”
Service Alerts	System notifications	“Your subscription renews in 3 days—update payment”

Type 2: Two-way assistant (Interactive)

Build intelligent conversations where users ask questions and get instant help.

Use Case	Example Conversation
FAQ Assistant	User: “What does our documentation say about opening times?” Assistant: “Mon–Fri 9–6, Sat 10–4!”
Meeting Assistant	User: “Create a meeting with [e-mail] for Dec 10 at 2:00 PM” Assistant: “Meeting created for Dec 10.”

Supported message types

Type	When You Can Send	Use For
Template	Anytime	All notifications, first contact
Text	Within 24 hours of a user reply	Assistant conversations
Image	Within 24 hours of a user reply	Screenshots, receipts, and product photos

Pricing

Automation actions	Cost
Receiving messages	Free
Sending messages(All Message types)	€0.002 per message (≈ 0.2¢) + Cost of executing the Automation

WhatsApp automations for direct messaging vs groups

Feature	Direct Messaging (this guide)	Group
Who you message	Individual users (1:1)	WhatsApp groups
Best for	Notifications, support, sales flows	Team/community coordination
Service window	The 24-hour rule applies for & No service window for one-way notifications	No window limits
Setup	Simple (~5 min)	Medium (two-phase link)
Message types	Templates, Text, Images	Text, media, polls, events
Event types	Messages	Messages, reactions, updates, changes

You can use both! Many teams use Direct Messaging for user specific needs and Group for internal groups.

FAQs

Can I have multiple WhatsApp automations?

Yes, you can create multiple WhatsApp automations that send messages. However, only one trigger-based two-way assistant (that can both send and receive messages) can be active at a time.

How do I manage or delete a WhatsApp trigger?

You can manage all triggers from the Triggers page to pause, edit, or delete them anytime. Alternatively, simply ask Cody:

“Delete my WhatsApp trigger.” Cody will remove it automatically.

How is this different from WhatsApp Group Automations?

• Direct Messaging Automations handle personal, one-on-one interactions.
• Group Automations manage team or community conversations inside group chats. Many teams use both — direct messages for private tasks and groups for internal workflows.

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Is my WhatsApp data secure?

Yes. DM automations run through a verified shared CodeWords WhatsApp Business account, and messages are encrypted through WhatsApp’s secure infrastructure. Your number and connected data remain private and under your control.

Getting help

If your Assistant isn’t responding:

1. Ask Cody to verify if the setup is correct
2. Check in-app support or use live chat at codewords.ai

Popular DM Bot Templates

Get started with a pre-built WhatsApp DM automation template. Click any card to customize it with Cody.

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