Onboarding messages users actually open
Your onboarding emails compete with everything else in the inbox. Recoverly brings WhatsApp for SaaS teams onto Meta's official platform: trial onboarding triggered by real product events, activation nudges that stop the moment a user hits the milestone, demo reminders, billing notices, and AI support with a human behind it.
Where SaaS trials go quiet
Trials rarely end with a no. They end in silence: a setup step skipped, a demo forgotten, a card that expired without anyone noticing.
Onboarding emails nobody opens
Your 7-email welcome sequence lands between newsletters and receipts. The user who needed step 2 never saw it, and the trial ran out on its own.
Demo slots that go unused
A prospect books a demo from your pricing page, forgets, and your AE waits on an empty call. Rescheduling takes three more emails.
Churn from expired cards
A payment fails, the dunning email goes to spam, and a customer who liked your product churns by accident.
WhatsApp for SaaS: automations triggered by product events
Send events from your app through a webhook or Zapier. Each flow waits, checks a condition, and stops the moment the user does what you wanted.
Trial onboarding and activation nudges
Signup starts the sequence; product events steer it. Pick the milestone that predicts conversion, like a first integration or invite. Nudges go out at 24 and 72 hours without it and stop when your app sends the event.
Demo confirmations and reminders
Calendly or Cal.com bookings get an instant confirmation, a day-before reminder with one-tap confirm or reschedule, and the join link an hour out.
Billing and dunning reminders
Card expiring, payment failed, trial ending: utility notices with a link to the billing page, triggered from Stripe or your billing system via Zapier or a webhook.
Churn-risk check-ins
Usage halves or a champion goes inactive: your app sends the event and a check-in goes out in the CSM's name. Replies land in the shared inbox, assigned to that CSM.
Feature announcements to opted-in users
Tell the users who opted in to product updates, or only a tagged segment like accounts on your top plan. Replies become feedback threads in the inbox.
Support triage with AI and human handover
The AI answers how-to questions from your FAQs and guidelines, labels bug reports and billing questions, and hands the thread to a human when it should.
A 14-day trial that runs on product events
Time-based drips send the same email to the user who's flying and the one who's stuck. Event-driven messages reach only the user who needs them and stop on their own; the automation builder handles the waits and branches.
- Minute 0 · signup. Welcome plus the single next step, with a button straight to it.
- Hour 24 · not activated. The most common blocker and its one-line fix.
- Hour 72 · still stuck. An offer to book a 15-minute setup call, with reminders once booked.
- Trial ending · billing event. A utility notice with plan options and the billing link.
- Any reply. The AI answers first; a human takes over in the inbox.
Live this week
Connect your WhatsApp number
Continue with Meta and confirm a WhatsApp Business number, new or existing. Coexistence keeps the WhatsApp Business app working on the team phone.
Send product events
Post signup, activation and billing events to a signed webhook, or connect Stripe, HubSpot and your app through Zapier. Event properties become message variables.
Collect opt-in and publish
Add a WhatsApp checkbox next to the phone field at signup, switch on the flows, and set quiet hours in the user's timezone.
Messages that get replies
Use them as-is or edit the copy; Recoverly submits templates to Meta for approval.
WhatsApp for saas & startups, asked and answered
Also built for
Put onboarding where users actually read.
Connect a WhatsApp Business number, send your first product event, and watch trial users reach the milestone that matters.