WhatsApp Button and Menu Messages allow you to create structured, tappable responses instead of relying on free-text replies. These interactive messages improve engagement, reduce typing friction, and guide users through predefined options.

You can configure them inside:

Automations → Actions → Select Action

WhatsApp Button Messages

What Are Button Messages?

Button Messages display up to 3 tappable reply buttons under a message.

When a user taps a button:

• The button text is automatically sent as their reply

• It can trigger automation rules

• It reduces errors from manual typing

When to Use Button Messages

Use buttons when you need:

• Quick yes/no responses

• Small decision trees

• Fast navigation options

• Lead qualification steps

Example Button Message

Message:

“How can we help you today?”

Buttons:

• Pricing

• Book a Demo

• Technical Support

When the user taps “Pricing,” the system receives that exact text.

How to Set Up Button Messages

1. Go to Automations

2. Add or edit a rule

3. Under Actions, choose:
   Send WhatsApp interactive message – Buttons

4. Enter:

   • Message text

   • Button labels (max 3)

5. Save & Publish

Best Practices for Buttons

Keep button text short (1–3 words)
Use action-based phrases
Connect buttons to follow-up automation
Avoid too many options

WhatsApp List (Menu) Messages

What Are List Messages?

List Messages (also called Menu Messages) allow you to send structured menus with multiple selectable options grouped under sections.

Unlike buttons (max 3), List Messages support more options.

When to Use List Messages

Use list messages when you need:

• Multiple service options

• Product categories

• FAQ selections

• Department routing

• Catalog navigation

Example List Message

Message:

“Please select a department:”

Section: Support

• Technical Support

• Billing

• Sales

Section: Services

• Web Development

• Marketing

• Consulting

Users tap one option, and it sends back the selected text.

How to Set Up List Messages

1. Go to Automations

2. Edit or create a rule

3. Under Actions, choose:
   Send WhatsApp interactive message – List options

4. Configure:

   • Message body

   • Section titles

   • List items

5. Save & Publish

CTA URL Messages

CTA (Call-To-Action) URL messages include a button that opens a website link.

Use this when you want users to:

• Visit checkout page

• View product catalog

• Book via external booking tool

• Open payment link

Action:
Send WhatsApp interactive message – CTA URL

WhatsApp Flow Messages

Flow Messages allow you to trigger structured WhatsApp Flows (advanced forms or step-by-step interactions).

Use this for:

• Data collection

• Appointment booking

• Surveys

• Onboarding forms

Action:
Send WhatsApp interactive message – Flow

Catalog Messages

You can also send:

Send a WhatsApp catalog message

This allows users to browse products directly inside WhatsApp.

Button vs List Message Comparison

Recommended Usage Strategy

Use Buttons when:

• You need quick decisions

• Only 2–3 choices are required

• You want a simple flow

Use Lists when:

• You offer multiple services

• You want structured routing

• You need organized categories

Automation Tip

Always connect interactive messages to automation rules.

Example:

Trigger:

• Incoming Message equals “Technical Support”

Actions:

• Add tag: Support

• Auto assign to Tech Team

• Send confirmation message

Advanced Workflow Example

Step 1:
Send Button Message → “What are you interested in?”

Step 2:
User selects “Pricing”

Step 3:
Send List Message → Select product

Step 4:
Add tag based on selection

Step 5:
Assign to Sales Team

Final Checklist

Before going live:

• Interactive message selected (Button/List/CTA/Flow)

• Options configured properly

• Follow-up automation rule created

• Rule saved and published

• Test on real WhatsApp number