Automation · Customer service and scheduling
Sign up on WhatsApp for your OneSignal alerts by email or SMS, or unsubscribe
An AI agent signs up in OneSignal whoever asks for your alerts on WhatsApp, by email or SMS, with their tags, and handles opt-outs.
How do I make whoever asks for alerts on WhatsApp get signed up in OneSignal by email or SMS, and unsubscribe just as easily?
A Met connected to OneSignal confirms which OneSignal app it works in, looks the person up by the alias your team uses and, if they do not exist, creates them. It adds the subscription they asked for, email or SMS, and sets the tags your team uses to segment, for example the category they care about. If the person later asks to stop getting email, the Met unsubscribes that address, as long as the admin turned that action on, since it starts switched off. The Met does not send alerts in this procedure: your OneSignal campaigns send them.
What starts it
When the customer writes
It starts when someone writes on WhatsApp asking to be alerted by email or SMS, for example about new arrivals, or asking not to be written to anymore. There is no trigger to configure: the Met assigned to the line runs the procedure inside that conversation.
Nothing to set up. The Met assigned to that channel picks up the conversation and runs the procedure inside it.
Who runs it
Support Met that manages subscriptions
Customer service team
This is not a named, seeded Met. It is the Met that already answers the business's WhatsApp, with OneSignal connected. Its work ends when the person is signed up to the channel they asked for, with their tags, or unsubscribed if that is what they asked.
Run by the customer support Met
Channels: WhatsApp
What you need connected
- OneSignal Create and promote
5 steps · 6 tools
The procedure, step by step
Each step shows the tool that runs. They belong to the real connector: if one of them stopped existing, this page would not build.
- 1
Confirm the OneSignal app
The Met lists the apps the connected account can access and uses the one the skill names. One connection can see several apps, and this keeps it from signing anyone up in the wrong one.
- 2
Look the person up by alias
The Met looks for the user by the alias your team uses, for example the customer ID. If they exist, it works on that user and does not create another.
- 3
Create them if they do not exist
If they do not show up, the Met creates the user with basic properties, such as their language, so your alerts reach them in the right language.
- 4
Add the subscription and the tags
The Met adds the email or SMS subscription they asked for and updates their tags, for example "interest: shoes". Those tags are what your segments use later.
- 5
Unsubscribe the email if they ask
If the person writes that they no longer want emails, the Met unsubscribes that address. This action starts switched off: if the admin did not turn it on, the Met tells them someone on the team will do it.
Before you start
What you need ready
The Met solves none of these for you. If one is missing, the automation stops there.
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OneSignal connected with the writes you need
In Met, open Connections → OneSignal → Connect and authorize the account. The admin leaves user creation, adding subscriptions and user updates switched on, and decides whether to turn on unsubscribing.
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An app with email or SMS set up in OneSignal
Your OneSignal app has the email or SMS channel set up, and your team writes in the skill which alias and tags to use.
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A WhatsApp line with the Met assigned
The business connects its WhatsApp Business API line and assigns the Met that answers customers. The conversation happens there; OneSignal remains the record of subscriptions.
The limits
What this automation does NOT solve
Better said here than discovered halfway through the rollout.
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It does not send alerts. What reaches the person is decided by your OneSignal campaigns and messages; this procedure does not use the send action.
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It does not ask for consent on your behalf. The Met's skill must say what the person is told before signing them up, according to the rules in your country.
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It does not ask for confirmation in the chat before signing someone up: if the action is on, it runs it. The admin decides which writes stay on.
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It does not work if your app does not have access yet: during the open beta, OneSignal may need to enable it before these tools are available.
FAQ
Questions about this automation
A push subscription is created by the app on the person's phone. Over WhatsApp, the Met signs up email or SMS, which only need the address or the number.
The Met finds them by alias and updates that user: it adds the missing subscription or changes the tags, without creating a repeated user.
Because unsubscribing an email starts switched off. If the admin does not turn it on, the Met does not do it and tells the person someone on the team will handle it.
Keep going
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Want this automation running on your own data?
We will show it to you with your accounts connected, not with a canned demo.