What is workflow automation?
Workflow automation on Cartva means setting rules that perform actions automatically when specific events occur — a new order arrives, a customer sends a WhatsApp message, or an order status changes. Instead of repeating the same steps manually, the system handles routine work so you can focus on decisions that require judgment.
Automation ranges from simple (send a confirmation when an order is paid) to structured (chatbot flows that answer FAQs before escalating to a person).
Common automation use cases
- Order confirmation messages to customers
- Internal notifications when high-value orders arrive
- WhatsApp chatbot replies for business hours, shipping questions, and product inquiries
- Status update messages when an order ships
How it works on Cartva
Automation tools are spread across Workflows, Chatbot, and notification settings.
Workflow automations
- Choose a trigger — Events like "order created," "order fulfilled," or "payment received."
- Define conditions — Optional filters (e.g., only orders over a certain amount).
- Set an action — Send a message, update a tag, or trigger another internal step.
- Activate — Enable the workflow. It runs automatically on matching events.
WhatsApp chatbot
Configure conversation flows for incoming WhatsApp messages:
- Greeting — Welcome message when a customer starts a chat
- FAQ branches — Pre-written answers for shipping, returns, and product questions
- Handoff — Route to human agent when the bot cannot resolve the inquiry
- Business hours — Different responses inside and outside operating hours
Order notifications
Enable email or in-app notifications for new orders so you never miss a sale while away from the dashboard.
Who it's for
Automation benefits merchants handling enough volume that manual repetition becomes a bottleneck.
Good fit:
- Stores receiving dozens of orders or messages per week
- WhatsApp-heavy businesses answering the same questions repeatedly
- Solo operators who cannot monitor the dashboard constantly
- Teams wanting consistent customer communication
Start manually if:
- You are processing fewer than a handful of orders per week — learn your process first
- Every customer interaction requires custom negotiation
What you control vs what Cartva handles
| You control | Cartva handles |
|---|---|
| Which workflows to create and enable | Trigger detection when events occur |
| Message content and chatbot scripts | Message delivery through connected channels |
| Conditions and filters on workflows | Execution of defined actions |
| When to escalate from bot to human | Platform infrastructure for automation engine |
| Turning automations on or off | Logging of automation runs for review |
You define the business logic and messaging. Cartva executes automations reliably when triggers fire.
Pricing model
Basic workflow and notification features are included in your Cartva subscription. Costs to consider:
- Cartva plan — Advanced automation volume or chatbot features may vary by tier
- WhatsApp API fees — Automated WhatsApp messages may incur Meta conversation charges depending on message type and region
- No per-workflow fee — Cartva does not typically charge per automation rule on standard plans
Review your plan details and WhatsApp pricing before deploying high-volume automated messaging.