Follow up with every customer, without lifting the phone.
The Automation module sends WhatsApp messages to your customers on a schedule you set. Attach a campaign to a purchase and RetailerOS sends a sequence over the following days — a thank-you, a how-to, a check-in, an accessory offer — and it can send birthday wishes automatically. Every message is logged against the customer.
Part of the Pro plan
- Day 0Thank you for buying your Galaxy S24 from Mhatre Mobiles! Your invoice is attached.Sent
- Day 3Tip: move your WhatsApp chats to the new phone in 2 minutes — here's how.Sent
- Day 1015% off a case and screen guard this week, just for you.Scheduled
- Day 330Your warranty ends next month. Extend it for another year?Scheduled
What's inside
Post-purchase sequences
A series of messages timed from the day of the sale: day 0, day 3, day 7, day 30 — whatever the product needs.
Birthday wishes
A greeting, and an offer if you like, on each customer's birthday.
Campaigns you reuse
Build a sequence once — "new smartphone", "AC installation", "laptop" — and attach it to any sale.
Educate, then upsell
Set-up tips first, then the case, the screen guard, the extended warranty, at the moment they are useful.
Sent, pending, failed
Each message shows its status, and every one is kept in the customer's history.
Your WhatsApp
Messages go out through your connected WhatsApp Business number, so replies come to you.
How it works
Build a campaign
Write the messages and the day each one goes out.
Pick the trigger
After a sale, on a birthday, or started by hand.
Let it run
RetailerOS sends each message on its day.
See the results
Status for every message, in each customer's timeline.
On a real counter
A new phone
Day 0: thank you and the invoice. Day 3: how to move WhatsApp chats across. Day 10: 15% off a case and screen guard. Day 330: the warranty ends next month.
An AC installation
Day 1: how installation went. Day 90: a cleaning reminder before summer. Day 365: annual service offer.
Birthdays
A wish on the day, with an accessory voucher valid for the week — customers come back to the store to use it.
Questions
What can RetailerOS automation do?
It sends WhatsApp messages on a schedule: a sequence of messages after a purchase, timed in days from the sale, and birthday wishes. You write the messages once as a campaign and attach it to sales.
Does it use my WhatsApp number?
Messages go out through your connected WhatsApp Business number, so customers see your store and their replies come to you.
Can I stop a sequence for one customer?
Yes. Each automation is tied to a customer and a sale, and shows every message with its status, so you can see what has gone and what is still scheduled.
Which plan includes Automation?
Automation is part of the Pro plan, which also includes 2,000 WhatsApp messages a month.
Works well with
Marketing
Describe the offer and RetailerOS creates the banner or social post for you — festival sales, launches and brand offers, ready to share on WhatsApp.
Explore →Pre-booking
Take advance bookings for new phone and appliance launches with a shareable booking page, track deposits and turn each booking into a sale on arrival.
Explore →Schemes
Track every Samsung, Vivo, Oppo and appliance brand scheme in one place: targets, incentive slabs, eligible sales and the claims you are owed.
Explore →See Automation on your own counter
Start free today, or book a 15-minute walkthrough on a weekday.
