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Template Automation is the Sendocki mechanism that:
  1. Sends a WhatsApp message automatically when an order arrives at a specific stage of your pipeline
  2. Reacts to customer response (button click, message) to move the order forward in the pipeline
All in a few clicks in Sendocki, without code and without technical configuration.
Our obsession: automation must stay simple to understand, simple to create, simple to debug. No 50-node workflow builder. 1 pipeline stage + 1 template = 1 automation.

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The idea in one sentence

When an order arrives at stage X, send template Y. If the customer clicks a button, move the order to the corresponding stage. If no answer after N hours, switch to the fallback stage.
That’s the entire mental model. Nothing more.

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Why it’s useful

Save time

No more manually sending every confirmation, every follow-up, every reminder

Reduce oversights

An order that moves to “Shipped” → the customer is notified automatically, every time

Move the order forward automatically

The customer clicks “Confirm” in the WhatsApp → the order moves to “Confirmed” on its own

Recover silent customers

No reply after 24h → automatic switch to “Unreachable” stage

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Concrete examples

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Why our approach is different

Most automation tools ask you to build a complex workflow: connected nodes, nested branches, multiple conditions. Result: only a technical admin can create or modify them. Sendocki made the opposite choice: one automation = one template send at a pipeline stage. The rest (buttons, response wait, fallback) is integrated in the same screen, as simple choices.

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How it fits with other modules

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What you’ll learn

How it works

The trigger, delay, buttons and timeout

Create an automation

The form in a few fields

Ready-to-use examples

Typical Morocco COD cases, ready to apply

Track sends

See history, understand failures