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Mensajería TCGMarketing & customer careAutomation · WhatsApp

WhatsApp campaigns with real operational control

Business technical brief 6 min read
DocumentTB-MENSA-2026
IndustryMarketing & customer care
ConfidentialityProtected identity
Abstract

How can this operating challenge become an adoptable, measurable and sustainable system?

Bulk messaging needed consent, schedules, exclusions, reusable media and tracking without exposing credentials. We developed a platform with OTP, scheduled campaigns, a video library, daily limits, webhooks and AI personalization. Campaigns are prepared, executed and audited through a secure flow with defined pauses and controls.

01
Business problem

Context and intervention hypothesis

Context

Bulk messaging needed consent, schedules, exclusions, reusable media and tracking without exposing credentials.

Hypothesis

We developed a platform with OTP, scheduled campaigns, a video library, daily limits, webhooks and AI personalization.

02
Method

How the system was approached

  1. 01

    Observation of the current workflow and its friction points.

  2. 02

    Definition of users, decisions, rules and exceptions.

  3. 03

    Progressive design of the experience and critical modules.

  4. 04

    Operational validation before expanding scope.

03
Functional architecture

Four layers to operate and scale

01

Experience

Flows, roles, states and actions visible to each user.

02

Logic

Business rules, validations, exceptions and automation.

03

Integration

Connected data, external services and existing systems.

04

Operation

Traceability, ownership, monitoring and continuous improvement.

04
Findings

Technical and business implications

01

Campañas became an operating capability of the system.

02

Biblioteca de medios became an operating capability of the system.

03

Webhooks became an operating capability of the system.

04

Personalización IA became an operating capability of the system.

05
Measurement framework

Indicators for validating impact

AdoptionWorkflow use by role and stage
Cycle timeProcess duration from start to close
ExceptionsCases requiring manual intervention

Monitoring indicators are shown, not invented figures. Quantitative client data remains confidential.

06
Risk and control
  • Automation requires clear owners for exceptions and change.
  • Outcome quality depends on input data quality and discipline.
Conclusion

Strategic outcome

Campaigns are prepared, executed and audited through a secure flow with defined pauses and controls.

01 SOLUTION
Detail

The problem

The implementation

What is included
    WhatsApp