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Documentation Index

Fetch the complete documentation index at: https://docs.chatzy.ai/llms.txt

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A WhatsApp Lead Nurture Journey helps businesses stay connected with leads by sending them messages at regular intervals.
This ensures leads don’t go cold and receive consistent engagement over time.

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Business Context

Businesses often generate leads from:
  • Website form submissions
  • Instagram/Facebook Ads (Click-to-WhatsApp)
  • Existing customer databases
Instead of leaving these leads idle, you can automate nurturing:
  • Day 0 → Send a welcome message
  • Day 3 → Follow up with another message
  • Day 7 → Share more details or reminders
This keeps conversations warm until leads are ready to convert.

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Prerequisites

Before creating this journey, make sure you’ve completed:
  • Connecting your WhatsApp account
  • Creating WhatsApp message templates
  • Creating and adding contacts to a list
These are required for the automation to work.

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Step 1: Create a Journey

  1. Navigate to Journeys in the left sidebar
  2. Click Create Journey
  3. Give your journey a descriptive name (e.g., WhatsApp Lead Nurture)
  4. Choose Blank Journey (even though a WhatsApp Lead Nurture template exists, we’ll build this from scratch for learning)
  5. Click Create to open the Journey Studio

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Step 2: Add the Trigger

  1. Click Add Trigger
  2. Select Contact Added to List
  3. Choose the list you want to use (e.g., Leads from Website Form)
Note: If the same contact is added again to the same list, the journey won’t re-trigger for them. Advanced Option:
You can also trigger journeys from Inbound Webhooks (e.g., when a CRM creates a lead or a website form is submitted).

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Step 3: Add the First WhatsApp Message

  1. Click the plus (+) button after the trigger
  2. Choose Action → Send Message
  3. In the settings:
    • Select WhatsApp as the channel
    • Use the variable Contact → Phone Number for the recipient
    • Select one of your approved WhatsApp templates
  4. Fill in the template parameters:
    • For media parameters → upload the file or add a public URL
    • For text parameters → either type a static value or use variables (e.g., {{contact.firstname}} to personalize the greeting)

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Step 4: Add a Wait Step

  1. After the first message, click plus (+)
  2. Select Wait
  3. Set the wait duration (e.g., 3 days)
  4. (Optional) Choose a specific time of day for the next step to execute

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Step 5: Add More Messages

  1. After the wait step, add another Send Message action
  2. Configure it the same way:
    • Select WhatsApp
    • Use the phone number variable
    • Pick a new template (e.g., a follow-up or reminder)
    • Fill in template parameters
  3. Repeat the process: add Wait → then Send Message, until your nurture flow is complete

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Step 6: Publish the Journey

  1. Click Publish at the top of the Journey Studio
  2. Once published, the journey is live and will run automatically whenever a new contact enters the list

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Step 7: Test the Journey

  1. Go to Contacts → select a contact (you can use your own number for testing)
  2. Add the contact to the list that triggers the journey
  3. Return to the Journey page → Runs tab
    • You’ll see all contacts currently in the journey
    • You can track which step each contact is on (e.g., message sent, waiting period, next message queued)
With this setup, Chatzy AI ensures:
  • Timely follow-ups without manual effort
  • Personalized lead nurturing at scale
  • Improved conversion rates from warm leads
Next Steps:
  • Explore how to trigger journeys from external CRMs or webhooks
  • Try combining nurture messages with conditional routing for even smarter automation