automate-whatsapp

Automate WhatsApp

When to use

Use this skill to build and run WhatsApp automations: workflow CRUD, graph edits, WhatsApp and Project Event triggers, Project Event emissions, executions, function management, webhook tools, and MCP tools.

Setup

Preferred path:

• Kapso CLI installed and authenticated (kapso login)
• For workflow and function edits, use source-controlled projects with kapso link, kapso pull, kapso build, and kapso push
• For workflow code, use @kapso/workflows and export a Workflow instance from workflow.js or workflow.ts

Fallback path: Env vars:

• KAPSO_API_BASE_URL (host only, no /platform/v1)
• KAPSO_API_KEY

How to

Edit workflows locally

Use this path first when the user is working in, or can create, a local repo.

npm install -g @kapso/cli
npm install --save-dev @kapso/workflows
kapso login
kapso link --project <project-id>
kapso pull

Edit workflows/<workflow-slug>/workflow.js or workflow.ts with @kapso/workflows:

import { START, Workflow } from "@kapso/workflows";

const workflow = new Workflow("inbound-support", {
  name: "Inbound Support",
  status: "draft",
});

workflow.addTrigger({
  type: "inbound_message",
  phoneNumberId: "<phone-number-id>",
});

workflow.addNode(START, {
  position: { x: 100, y: 100 },
});

workflow.addNode("reply", {
  type: "send_text",
  message: "Thanks for reaching out.",
});

workflow.addEdge(START, "reply");

export default workflow;

Build and push:

kapso build
kapso push --dry-run
kapso push workflow <workflow-slug>

Use kapso push to push every local function and workflow. See references/local-workflow-source.md for repo layout, source-file behavior, and JSON-only editing.

Discover phone numbers first

Preferred path:

1. Check project state: kapso status
2. List connected numbers: kapso whatsapp numbers list --output json
3. Resolve a display number when needed: kapso whatsapp numbers resolve --phone-number "<display-number>" --output json

Fallback path:

1. List number configs for triggers: node scripts/list-whatsapp-phone-numbers.js

Edit a workflow graph through API scripts

Prefer local source sync for workflow edits. Use these scripts as a fallback for debugging, direct graph inspection, or API-only environments.

1. Fetch graph: node scripts/get-graph.js <workflow_id> (note the lock_version)
2. Edit the JSON (see graph rules below)
3. Validate: node scripts/validate-graph.js --definition-file <path>
4. Update: node scripts/update-graph.js <workflow_id> --expected-lock-version <n> --definition-file <path>
5. Re-fetch to confirm

For small edits, use edit-graph.js with --old-file and --new-file instead.

If you get a lock_version conflict: re-fetch, re-apply changes, retry with new lock_version.

Manage triggers

1. List: node scripts/list-triggers.js <workflow_id>
2. Create: node scripts/create-trigger.js <workflow_id> --trigger-type <type> --phone-number-id <id>
3. Toggle: node scripts/update-trigger.js --trigger-id <id> --active true|false
4. Delete: node scripts/delete-trigger.js --trigger-id <id>

For inbound_message triggers, prefer kapso whatsapp numbers resolve --phone-number "<display-number>" --output json to get the exact phone_number_id. Fall back to node scripts/list-whatsapp-phone-numbers.js when the CLI is unavailable.

For project_event triggers, register or update the Project Event definition first when the user is defining an event type/schema:

node scripts/project-event-definitions.js create \
  --name conversation.csat_scored \
  --description "Customer satisfaction score for a conversation" \
  --property-schema '{"score":{"type":"number"},"reason":{"type":"string"}}'

Then create the trigger:

node scripts/create-trigger.js <workflow_id> \
  --trigger-type project_event \
  --triggerable-attributes '{"event_name":"conversation.csat_scored","property_key":"score","operator":"gte","property_value":4}'

Definitions are metadata only. Do not emit a sample event just to register a name unless the user explicitly accepts that side effect.

Manage Project Event definitions

Use definitions for event names, descriptions, and flat scalar property schemas. Emitted events are separate records created by POST /platform/v1/events, emit_event nodes, Function node project_events, or Agent node emit_event.

1. List: node scripts/project-event-definitions.js list
2. Create/update by name: node scripts/project-event-definitions.js create --name <event.name> [--description <text>] [--property-schema <json>]
3. Update by ID: node scripts/project-event-definitions.js update --definition-id <id> [--name <event.name>] [--description <text>] [--property-schema <json>]

Build workflows with Project Events

Use this checklist when a workflow needs to remember or react to durable business facts:

1. Define the event first when the user is introducing a new event name or schema.
2. Use project_event triggers when a workflow should react to an emitted event.
3. Use an emit_event node for deterministic workflow-step emission.
4. Use Function node project_events when emission depends on function code output.
5. Use Agent node emit_event only when the agent should decide whether/when to record the fact. Enable the emit_event default tool and configure allowed event definitions before relying on it.

Project-event-triggered workflows are observers and cannot emit Project Events. Do not add event emission to a workflow that starts from a Project Event trigger.

Debug executions

1. Search workflow logs first when you have an execution ID: kapso logs search --query "<execution-id>" --source flow_event --filter flow_execution_id=<execution-id> --period 7d --limit 20 --output json
2. List: node scripts/list-executions.js <workflow_id>
3. Inspect: node scripts/get-execution.js <execution-id>
4. Get value: node scripts/get-context-value.js <execution-id> --variable-path vars.foo
5. Events: node scripts/list-execution-events.js <execution-id>

Create and deploy a function

1. Write code with handler signature (see function rules below)
2. Create: node scripts/create-function.js --name <name> --code-file <path> [--public-endpoint true]
3. Deploy: node scripts/deploy-function.js --function-id <id>
4. Verify: node scripts/get-function.js --function-id <id>

Use --public-endpoint true when the function should be callable without X-API-Key via the Kapso-hosted invoke URL. This is only supported for Cloudflare functions. New functions default to invoke_response_mode=passthrough, which returns the function body directly on successful invoke. Legacy wrapped functions can be migrated later with update-function.js.

Set up agent node with remote sandbox repositories

Use this when the agent needs a remote ephemeral workspace to inspect or modify repository files during a workflow run.

1. Read references/agent-remote-sandbox.md for the execution model and field rules
2. Find model: node scripts/list-provider-models.js
3. Copy assets/agent-remote-sandbox-github-repo-example.json as a starting point, or edit the agent node under data.config
4. Set sandbox_enabled: true
5. Set sandbox_network_mode to allow_all or allow_list
6. If using allow_list, add extra outbound hosts in sandbox_allowed_outbound_hosts
7. Add GitHub repositories to flow_agent_resources with:
   • resource_type: "github_repository"
   • repo_url
   • branch
   • pat
8. Write the system prompt so it explicitly reads from /workspace/repos/<repo-slug> before making changes
9. Validate and update the graph

Notes:

• Remote sandbox is beta and free during the beta
• sandbox_enabled controls whether the remote workspace and sandbox tools are available
• Repository resources stay configured even if sandbox access is turned off later
• v1 supports GitHub repositories only
• Use a repository root URL, not a GitHub file URL or tree/... URL
• Repositories are mounted into /workspace/repos/<repo-slug> inside the remote sandbox
• Use references/agent-remote-sandbox.md and references/node-types.md for the exact shape

Graph rules

• Exactly one start node with id = start
• Never change existing node IDs
• Use {node_type}_{timestamp_ms} for new node IDs
• Non-decide nodes have 0 or 1 outgoing next edge
• Decide edge labels must match conditions[].label
• Edge keys are source/target/label (not from/to)

For full schema details, see references/graph-contract.md.

Function rules

async function handler(request, env) {
  // Parse input
  const body = await request.json();
  // Use env.KV and secrets as needed
  return new Response(JSON.stringify({ result: "ok" }));
}

• Do NOT use export, export default, or arrow functions
• Return a Response object

Execution context

Always use this structure:

• vars - user-defined variables
• system - system variables
• context - channel data
• metadata - request metadata

Scripts

Workflows

Script	Purpose
list-workflows.js	List workflows (metadata only)
get-workflow.js	Get workflow metadata
create-workflow.js	Create a workflow
update-workflow-settings.js	Update workflow settings

Graph

Script	Purpose
get-graph.js	Get workflow graph + lock_version
edit-graph.js	Patch graph via string replacement
update-graph.js	Replace entire graph
validate-graph.js	Validate graph structure locally

Triggers

Script	Purpose
list-triggers.js	List triggers for a workflow
create-trigger.js	Create a trigger
update-trigger.js	Enable/disable a trigger
delete-trigger.js	Delete a trigger
list-whatsapp-phone-numbers.js	List phone numbers for trigger setup

Project Events

Script	Purpose
project-event-definitions.js	List, create, or update Project Event definitions

Executions

Script	Purpose
list-executions.js	List executions
get-execution.js	Get execution details
get-context-value.js	Read value from execution context
update-execution-status.js	Force execution state
resume-execution.js	Resume waiting execution
list-execution-events.js	List execution events

Functions

Script	Purpose
list-functions.js	List project functions
get-function.js	Get function details + code
create-function.js	Create a function, optionally with a public invoke endpoint
update-function.js	Update function code, public endpoint setting, or migrate a legacy wrapped function to passthrough
deploy-function.js	Deploy function to runtime
invoke-function.js	Invoke function with payload
list-function-invocations.js	List function invocations

OpenAPI

Script	Purpose
openapi-explore.mjs	Explore OpenAPI (search/op/schema/where)

Install deps (once):

npm i

Examples:

node scripts/openapi-explore.mjs --spec workflows search "variables"
node scripts/openapi-explore.mjs --spec workflows op getWorkflowVariables

Notes

• Prefer file paths over inline JSON (--definition-file, --code-file)
• Use observe-whatsapp for cross-source Logs search when debugging a workflow alongside API calls, Meta events, or webhook deliveries.
• Variable CRUD (variables-set.js, variables-delete.js) is blocked - Platform API doesn't support it

References

Read before editing:

• references/local-workflow-source.md - CLI source sync, repo layout, and @kapso/workflows
• references/graph-contract.md - Graph schema, computed vs editable fields, lock_version
• references/node-types.md - Node types and config shapes
• references/workflow-overview.md - Execution flow and states

Other references:

• references/execution-context.md - Context structure and variable substitution
• references/triggers.md - Trigger types and setup
• references/agent-remote-sandbox.md - Remote sandbox behavior, repo resources, mounted paths
• references/functions-reference.md - Function management
• references/functions-payloads.md - Payload shapes for functions

Assets

File	Description
workflow-linear.json	Minimal linear workflow
workflow-decision.json	Minimal branching workflow
workflow-agent-simple.json	Minimal agent workflow
workflow-customer-support-intake-agent.json	Customer support intake
workflow-interactive-buttons-decide-function.json	Interactive buttons + decide (function)
workflow-interactive-buttons-decide-ai.json	Interactive buttons + decide (AI)
workflow-api-template-wait-agent.json	API trigger + template + agent
function-decide-route-interactive-buttons.json	Function for button routing
agent-remote-sandbox-github-repo-example.json	Agent node with remote sandbox + GitHub repo resource

Related skills

• integrate-whatsapp - Onboarding, webhooks, messaging, templates, flows
• observe-whatsapp - Debugging, logs, health checks

<!-- FILEMAP:BEGIN -->

[automate-whatsapp file map]|root: .
|.:{package.json,SKILL.md}
|assets:{agent-remote-sandbox-github-repo-example.json,function-decide-route-interactive-buttons.json,functions-example.json,workflow-agent-simple.json,workflow-api-template-wait-agent.json,workflow-customer-support-intake-agent.json,workflow-decision.json,workflow-interactive-buttons-decide-ai.json,workflow-interactive-buttons-decide-function.json,workflow-linear.json}
|references:{agent-remote-sandbox.md,execution-context.md,function-contracts.md,functions-payloads.md,functions-reference.md,graph-contract.md,local-workflow-source.md,node-types.md,triggers.md,workflow-overview.md,workflow-reference.md}
|scripts:{create-function.js,create-trigger.js,create-workflow.js,delete-trigger.js,deploy-function.js,edit-graph.js,get-context-value.js,get-execution-event.js,get-execution.js,get-function.js,get-graph.js,get-workflow.js,invoke-function.js,list-execution-events.js,list-executions.js,list-function-invocations.js,list-functions.js,list-provider-models.js,list-triggers.js,list-whatsapp-phone-numbers.js,list-workflows.js,openapi-explore.mjs,project-event-definitions.js,resume-execution.js,update-execution-status.js,update-function.js,update-graph.js,update-trigger.js,update-workflow-settings.js,validate-graph.js,variables-delete.js,variables-list.js,variables-set.js}
|scripts/lib/functions:{args.js,kapso-api.js}
|scripts/lib/workflows:{args.js,kapso-api.js,result.js}

<!-- FILEMAP:END -->