17 available actions

What your AI agent can do in Whautomate

Whautomate is a platform that offers seamless integrations for customer engagement, including AI chatbots, appointment scheduling, and broadcast messaging. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

  • Get Messages of ContactTool to retrieve chat messages for a specific contact.
  • Get Account InfoTool to retrieve account information for the authenticated user.
  • Add ContactTool to add a new contact.
  • Update ServiceTool to update an existing Whautomate service.
  • Delete SegmentTool to delete a specific segment.
  • Delete Service CategoryTool to delete a service category.

Browse all 17 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 13 actionsHide actions
  • Get Account InfoTool to retrieve account information for the authenticated user.
  • Get All WebhooksTool to retrieve all registered webhooks.
  • Get Broadcast By IDTool to retrieve a specific broadcast's details.
  • Get BroadcastsTool to retrieve a list of broadcasts.
  • Get ContactsTool to retrieve a list of contacts.
  • Get Messages of ContactTool to retrieve chat messages for a specific contact.
  • Get SegmentsTool to retrieve a list of segments.
  • Get Service By IdTool to retrieve details of a specific service by its unique ID.
  • Get Service CategoriesTool to retrieve a list of service categories.
  • Get ServicesTool to retrieve a list of services with optional filters.
  • Get Staff Availability BlocksTool to retrieve a staff member's blocked time schedule over a date range.
  • Get Staff By IDTool to retrieve detailed information about a specific staff member.
  • Get StaffsTool to retrieve a list of staff members.
Create & communicateCreate records or send supported messagesView 1 actionHide actions
  • Add ContactTool to add a new contact.
Update & manageChange and manage existing recordsView 1 actionHide actions
  • Update ServiceTool to update an existing Whautomate service.
Remove & cancelRemove records or cancel supported workView 2 actionsHide actions
  • Delete SegmentTool to delete a specific segment.
  • Delete Service CategoryTool to delete a service category.

Connection record

A connection you can control.

Sign-in
Customer-managed key
Setup
Use a key you create and control. It is stored securely and limited to the work agreed for the role.
Boundaries
Only the approved role and actions.
Off switch
Revoke the connection from your account.

FAQ

Before you connect Whautomate

How does the agent connect to Whautomate?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in Whautomate?
The page above lists the 17 actions currently available through the Whautomate connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Whautomate included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Whautomate is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put Whautomate to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

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