Blog Deploying Workflows with WhatsApp APIs Using Peach's Low-Code Solution

Vishruthaa

TLDR

Businesses often use multiple platforms—emails, apps, and SMS—to manage customer journeys like onboarding, document approvals, and expense tracking. This fragmented approach leads to missed reminders, disengaged customers, and operational inefficiencies.

Why WhatsApp is the Solution

With 2 billion active users, WhatsApp offers a single platform where businesses can guide customers through entire processes—from onboarding to approvals and purchases—seamlessly. Its real-time, two-way communication allows customers to ask questions, submit documents, and complete tasks within one familiar chat interface.

Challenges of Direct API Integration

With 2 billion active users, WhatsApp offers a single platform where businesses can guide customers through entire processes—from onboarding to approvals and purchases—seamlessly. Its real-time, two-way communication allows customers to ask questions, submit documents, and complete tasks within one familiar chat interface.

How Peach Simplifies It

Peach’s low-code platform eliminates these challenges:

  • Visual Flow Builder: Create and manage WhatsApp workflows with drag-and-drop ease.
  • Faster Development: Reduce setup time from months to weeks with pre-built components.
  • Lower Costs: Minimize development and maintenance expenses by reducing the need for specialized technical expertise.
  • Seamless Integration: Easily connect backend systems for smooth data flow.

Key Benefits of Peach

  • Lower Customer Acquisition Costs (CAC): Launch journeys faster, engaging customers more efficiently.
  • Faster Execution: Deploy customer flows quickly with minimal technical effort.
  • Reduced Development Costs: No need for complex coding or ongoing maintenance.

Real-World Examples

  1. Financial Services Onboarding: Streamline KYC checks and document uploads within WhatsApp, ensuring faster and smoother onboarding.
  2. HR Document Approvals: Automate expense claims and leave requests, allowing managers to approve or reject directly in WhatsApp.
  3. Loan Applications for Lenders: Guide customers through eligibility checks, document submission, and real-time approvals—all in one chat.

Enterprise-Ready with Security

Peach is built with enterprise-grade security, including SOC 2 compliance, encryption, and robust data protection. It ensures that sensitive customer information is secure while offering the flexibility to adapt to complex workflows.

Get Started with Peach

Transform your customer journeys on WhatsApp into a seamless, efficient experience. Explore Peach’s low-code platform and see how you can automate customer interactions effortlessly. Contact us for a personalized demo today!

Why automate customer journeys on WhatsApp

Businesses often rely on multiple platforms to guide customers through various journeys—onboarding, document approvals, expense tracking, and more. Traditionally, these processes are managed through web or mobile apps, with reminders sent via email, SMS, or WhatsApp to keep customers on track.

However, with the overwhelming volume of notifications customers receive, it’s easy for them to overlook critical reminders, especially when they come from different channels at inconvenient times. This fragmented approach not only risks customer disengagement but also burdens companies with managing multiple systems to keep customers engaged, leading to inefficiencies and frustration on both sides.

Can You Do This on WhatsApp?

The entire customer journey—right from the initial contact to task completion—could be streamlined into one platform: WhatsApp. With over 2 billion active users, WhatsApp offers businesses a unique opportunity to connect with customers where they are most active. It’s a two-way communication channel, allowing customers to ask questions, submit documents, and approve requests in real-time—all within the same chat.

This is where WhatsApp Flows come in. These automated workflows guide customers through each stage of a process, from onboarding to document sharing, expense approvals, or product purchases, all in one place. Customers can complete tasks in real-time, without delays, within a familiar interface.

Peach’s low-code platform makes it even easier for businesses to build these flows without the technical complexities of directly managing Meta’s APIs. With Peach, customer journeys become efficient, intuitive, and friction-free, transforming engagement from fragmented reminders into a seamless experience.

Building Customer Journeys on WhatsApp

Without Peach

Building customer journeys with Meta’s APIs directly can be technically challenging, requiring significant investment in time and expertise. Businesses must first set up a WhatsApp Business API account, a process that can be time-consuming. Then, they must navigate complex, developer-centric APIs, requiring extensive knowledge for customization. From UI development to backend integrations, each step demands considerable development time, testing, and troubleshooting.

Managing these flows also requires ongoing maintenance, which can be resource-intensive. For businesses seeking a quicker, simpler, and cost-effective solution, these technical demands can prove prohibitive.

With Peach

While Meta’s APIs make WhatsApp automation possible, they require considerable technical expertise. Setting up, managing, and maintaining these workflows can be time-consuming and complex, especially for businesses that need fast, scalable solutions.

Peach simplifies this process by offering a low-code platform where businesses can visually design WhatsApp flows with drag-and-drop components, and easily integrate backend systems. With Peach, businesses can reduce development time by weeks or even months. This intuitive interface means companies can quickly create WhatsApp flows that are powerful yet easy to manage, cutting down on costs and complexity.

Peach’s low-code approach also lowers costs by reducing the need for specialized technical expertise and ongoing maintenance, allowing businesses to focus on customer engagement instead of the technical details.

Why Peach Provides a More Efficient Alternative

  • Lower Cost of Acquisition (CAC): Peach’s low-code approach allows businesses to launch and engage customers faster, reducing the cost of acquiring new users.
  • Faster Execution: With pre-built components and a visual builder, businesses can create and deploy customer journeys much faster than with traditional methods.
  • Lower Cost to Build: Peach eliminates the need for complex custom coding, saving businesses significantly on development and maintenance.

Examples of Peach’s Low-Code WhatsApp Journeys

  1. Customer Onboarding for Financial Services\ \ Financial services companies often struggle with complex onboarding processes that require multiple platforms—email reminders, app installations, and follow-ups. With Peach, a financial services provider created a complete onboarding journey within WhatsApp. Customers received a welcome message, were guided through KYC checks, and prompted to upload documents—all within a single chat. Automated follow-ups ensured no steps were missed, and the entire process was completed quickly and efficiently.
  2. Streamlined Document Approvals for HR\ \ HR teams often deal with document approvals, such as expense claims and leave requests, which are frequently delayed by email reminders. Peach helped an HR department set up a WhatsApp flow for approval requests. Employees could submit their expenses directly in WhatsApp, and managers could approve or reject requests in the same chat. This streamlined process improved turnaround times and reduced the burden on HR.
  3. Simplifying Loan and Credit Applications for Lenders\ \ A lending company needed to simplify its loan application process, which involved filling out forms, uploading documents, and waiting for approval notifications. With Peach, the lender built an automated WhatsApp flow where applicants could check eligibility, view available options, and submit required documents—all within a chat. This real-time interaction accelerated the approval process and improved customer experience.

Check out this flow to see how it's done: Loan Application Flow

Enterprise Ready

For enterprises, security and compliance are essential. Peach is built with enterprise-grade security standards, including SOC 2 compliance, encryption, and data protection protocols to ensure sensitive information is secure at every stage of the customer journey. Peach’s low-code solution offers the flexibility to adapt to any workflow while maintaining the highest security standards, making it an ideal solution for businesses with stringent compliance needs.

Peach empowers businesses to create seamless customer experiences on WhatsApp, eliminating the need for multiple apps or cumbersome reminder systems. By automating customer journeys within a single platform, Peach combines convenience, security, and efficiency—while reducing development and operational costs.

Get Started

Ready to transform your customer journey with Peach on WhatsApp? Explore Peach’s low-code platform today and discover how you can automate and enhance your customer interactions. Reach out to our team to set up a personalized demo and experience the power of Peach for yourself.