How to set up the WhatsApp recovery agent
The Recovery agent follows up by WhatsApp on cancelled orders and abandoned carts, optionally with a discount, to bring the sale back.
Steps
- Go to Recovery and turn on at least one trigger: Cancelled Orders and/or Abandoned WhatsApp Carts.
- Set the trigger delay (15–1,440 minutes) — how long to wait before the agent reaches out.
- Optionally set a discount incentive: a percentage (1–100%) or a fixed amount.
- Under Advanced, choose whether to skip customers who previously rejected an offer, set follow-ups (delay of at least 15 minutes, up to 3 follow-ups), and set a minimum order amount for the agent to act on.
- Check sent, recovered rate, and revenue recovered on the same page.
Common problems
- No recovery messages are going outmake sure at least one trigger (Cancelled Orders or Abandoned WhatsApp Carts) is turned on; the agent needs at least one to run.
- Agent keeps messaging customers who already said noenable skip customers who rejected under Advanced.
- Discount being offered on small orders you don't want discountedset a minimum order amount under Advanced to exclude them.
- Recovery messages feel too frequentreduce the number of follow-ups or increase the delay between them.