Whatsapp outreach run

WhatsApp Outreach Agent - Run Skill

Run the agent for mass WhatsApp message sending

When to use

• "run WhatsApp outreach for X"
• "send WhatsApp messages for campaign Y"
• "build and run WhatsApp campaign"

Before running

1. Check WhatsApp session:

   ls $SALES_PATH/whatsapp/baileys_session/
   

   If empty -> authenticate first:

   cd $SALES_PATH/whatsapp
   node index.js
   # Scan QR code
   

2. Check setup:

   cd $AGENTS_PATH/whatsapp-outreach
   python3 test_setup.py
   

How to run

Step 1: Create or select a campaign

If no campaign exists -- create a config:

# $AGENTS_PATH/campaigns/my-campaign.yaml
campaign_name: "Campaign Name"

filters:
  company_id: ["comp-XXX"]      # Optional
  product_id: ["prod-XXX"]      # Optional
  stage: ["new", "qualified"]   # Optional
  preferred_channel: "whatsapp" # Optional

message_template: |
  Hi, {first_name}!

  This is Ivan from WeLabelData.

  Your message here...

variables:
  custom_var: "value"

Step 2: Dry-run (mandatory!)

cd $AGENTS_PATH/whatsapp-outreach

python3 whatsapp_outreach_agent.py \
  --dry-run \
  --campaign campaigns/my-campaign.yaml

Check:

• Number of recipients
• Message personalization
• Filters are working correctly

Step 3: Test with one recipient

python3 whatsapp_outreach_agent.py \
  --test-recipient p-XXX

Check:

• Message was sent
• Activity was logged
• Git branch was created

Step 4: Small batch (3 people)

python3 whatsapp_outreach_agent.py \
  --limit 3 \
  --campaign campaigns/my-campaign.yaml

Check:

• 60 second delay is working
• All activities were logged
• Git branch is correct

Step 5: Full run

python3 whatsapp_outreach_agent.py \
  --campaign campaigns/my-campaign.yaml

• Agent shows preview (first 3 messages)
• Agent asks for confirmation: [y/N]
• If y -> starts sending
• Progress: [X/Y] Name → +phone... OK/FAIL

Step 6: Review and merge

cd $PROJECT_ROOT

# Check changes
git diff main

# If OK -> merge
git checkout main
git merge whatsapp-outreach-YYYY-MM-DD-HHMM

# If NOT OK -> delete branch
git branch -D whatsapp-outreach-YYYY-MM-DD-HHMM

Flags

Flag	Description
--campaign FILE	Path to campaign config (YAML)
--dry-run	Test run (no sending)
--auto-approve	Skip human approval (use with caution!)
--test-recipient p-XXX	Send to one person only
--limit N	Limit to N recipients

Environment Variables

# Delay between messages (seconds)
export WHATSAPP_DELAY_SECONDS=60

# Daily message limit
export WHATSAPP_DAILY_LIMIT=20

# Lookback for idempotency (days)
export IDEMPOTENCY_LOOKBACK_DAYS=7

Output

Logs

$AGENTS_PATH/logs/whatsapp_outreach_YYYY-MM-DD_HH-MM.md

Git branch

whatsapp-outreach-YYYY-MM-DD-HHMM

CRM changes

• sales/crm/activities.csv — added activities
• sales/crm/relationships/leads.csv — updated last_contact_date
• sales/crm/contacts/people.csv — added notes (if failed)

Troubleshooting

"WhatsApp session expired"

cd $SALES_PATH/whatsapp
node index.js
# Scan QR code

"FloodWait error"

• Increase WHATSAPP_DELAY_SECONDS
• Decrease WHATSAPP_DAILY_LIMIT
• Wait 24 hours

"No recipients found"

• Check filters in campaign config
• Check CRM data (people.csv, leads.csv)
• Check phone numbers in people.csv

Git branch not created

• Check if there were successful sends
• Check git status in $PROJECT_ROOT
• Possibly all sends failed

Examples

Client D training reminder

python3 whatsapp_outreach_agent.py \
  --campaign campaigns/clientd-training-reminder.yaml

Quick test

python3 whatsapp_outreach_agent.py \
  --dry-run \
  --limit 1 \
  --campaign campaigns/example-whatsapp.yaml

Related files

• Spec: $AGENTS_PATH/specs/whatsapp-outreach.spec.md
• README: $AGENTS_PATH/whatsapp-outreach/README.md
• Implementation: $AGENTS_PATH/whatsapp-outreach/IMPLEMENTATION.md

Important

• Always --dry-run first
• Never --auto-approve without testing
• Max 20 messages per day (WhatsApp may ban)
• Human approval required (per owner decision)
• Review git branch before merge