# Welcome to Whautomate Whautomate's comprehensive help documentation with a detailed step-by-step guide on all our platform features. {% hint style="info" %} If you have any questions, or concerns, or require further assistance, our dedicated support team is here to help. Feel free to reach out to us via email at , and our experts will promptly address your queries. {% endhint %} ## Overview > Welcome to Whautomate's comprehensive help documentation, designed to assist you in maximizing your experience with our platform. Our documentation covers a wide range of topics, ensuring that whether you're a new user or a seasoned pro, you'll find valuable information to make the most of Whautomate's features. > > To make your exploration of our help documentation even smoother, we've thoughtfully organized it based on different use cases. Whether you're interested in diving into our Chatbot functionality, optimizing Segmentation & Broadcasts, leveraging Automations for efficiency, managing Appointments and Class Bookings, handling Invoices and Payments seamlessly, or mastering Plans and Subscriptions, you'll find specialized sections catering to your needs. > > We understand that every user has unique requirements, and our categorized documentation ensures that you can quickly locate the information most relevant to your goals. At Whautomate, we're committed to providing you with a streamlined experience and robust support as you navigate the possibilities of our platform. ## Quick links {% content-ref url="/pages/XIgxZRgPOlNkZd8oVOOG" %} [What we do](/overview/what-we-do) {% endcontent-ref %} {% content-ref url="/pages/y888xoAdKgAgxZr8Lto1" %} [Our Features](/overview/our-features) {% endcontent-ref %} ## Get Started We've put together some helpful guides for you to get setup with our product quickly and easily. {% content-ref url="/pages/YPTiIZJS1qEvUb1NW7vi" %} [Getting Started](/fundamentals/getting-started) {% endcontent-ref %} {% content-ref url="/pages/hntmF5RphOFdGZXmcBuf" %} [E-Commerce](/fundamentals/getting-started/e-commerce) {% endcontent-ref %} {% content-ref url="/pages/mwsmIswmvqMogE8QLnXN" %} [Appointments](/fundamentals/getting-started/appointments) {% endcontent-ref %} # What we do Whautomate's Quick Platform overview {% hint style="info" %} Whautomate is an omnichannel Customer Engagement and Automation platform that helps businesses provide automated experiences for their customers on various channels including WhatsApp, Instagram, Telegram, Facebook Messenger And Live Chat {% endhint %} ## Video overview Got 2 minutes? Check out a video overview of our product: {% embed url="" %} # Our Features Check out Whautomate's features to boost your customer engagement and Sales! ## Centralised Team Inbox Whautomate provides a unified Team Inbox, gathering conversations from diverse channels into a single interface. Agents collaborate seamlessly, enhancing conversation management within a team-oriented environment. ## Chatbot Setup chatbot on various channels using our pre-defined templates in minutes or Build your own chatbot using our Editor. Provide an omnichannel experience for your customers using Whautomate. ## Segmentation & Broadcasts Whautomate's segmentation and broadcast tools empower targeted communication. Effortlessly tailor messages to specific audience segments, optimizing engagement and delivering relevant content. ## Automations Experience enhanced efficiency with Whautomate's automation capabilities. Streamline repetitive tasks, ensuring timely responses and personalized interactions, thereby boosting overall productivity. ## Appointments Seamlessly manage appointments through Whautomate. Simplify scheduling, reminders, and follow-ups, creating a frictionless experience for both your team and clients. ## Class Bookings Whautomate facilitates class bookings, enabling easy registration and management of classes. This feature simplifies scheduling, attendee tracking, and updates for educational or instructional offerings. ## Invoice and Payments Handle invoicing and payments seamlessly with Whautomate. Generate and send invoices, track payments, and maintain financial interactions in one integrated system. ## Plans and Subscriptions Whautomate's plans and subscription management feature offers a hassle-free way to handle various subscription models. Effectively manage renewals, upgrades, and customer access to services. ## E-Commerce - Sell on WhatsApp Enable direct ordering through WhatsApp with Whautomate. Provide customers a convenient way to place orders, enhancing their shopping experience and facilitating smooth transactions. # Getting Started A Quick start guide to try some key features on Whautomate platform. ### Step 1: Signup for a New Account {% embed url="" %} Signup for a new account with Whautomate {% endembed %} ### Step 2: Get Started With WhatsApp **Embedded Signup** {% embed url="" %} WhatsApp Embedded Signup {% endembed %} ### Step 3: Install Chatbot {% embed url="" %} ### Step 4: Download the Whautomate Mobile App Please follow the links to download our native mobile app to experience the omni-channel team inbox. {% embed url="" %} {% embed url="" %} Use the same login for the mobile app that you used during the new signup. ### Step 5: Test our chatbot {% hint style="info" %} Bots only work on the conversations which are under closed Status. When a conversation is replied by an Agent, it is automatically moved to Open Status and the bots stop working until the Agent closes the conversation. Refer Team Inbox for more information: [Omni Channel Team Inbox](/product-guides/communication/omni-channel-team-inbox) {% endhint %} * Send a message to Whautomate's connected WhatsApp number from your WhatsApp. * You should see the chatbot working * Now, Send a Team Inbox message from the Whautomate Mobile App as a Customer Service Agent ### Step 6: Send Broadcasts {% embed url="" %} Personalised Marketing campaigns {% endembed %} # Customer Service Boost your Customer Service with Whautomate's Omni-Channel Inbox and AI Chatbots across all the channels with seamless Agent Transfer. {% content-ref url="/pages/f1gogPYZHUYbXIvIPVrI" %} [Connect a Communication Channel](/product-guides/communication/connect-a-communication-channel) {% endcontent-ref %} {% content-ref url="/pages/CvJCp6sYkVhd6rGm5He8" %} [Omni Channel Team Inbox](/product-guides/communication/omni-channel-team-inbox) {% endcontent-ref %} {% content-ref url="/pages/45fpcm5YwqnkUhHYdnQD" %} [OpenAI](/product-guides/integrations/openai) {% endcontent-ref %} {% content-ref url="/pages/QuEsCbdcvCCqiRAtUa22" %} [WhatsApp AI Chatbot - Customer Service](/product-guides/automation/whatsapp-ai-chatbot-customer-service) {% endcontent-ref %} {% content-ref url="/pages/UP1d6zoXGTswZe8sbi7O" %} [Telegram AI Chatbot - Customer Service](/product-guides/automation/telegram-ai-chatbot-customer-service) {% endcontent-ref %} # Marketing Take your marketing to the next level with Whautomate's marketing features {% content-ref url="/pages/1shZKCYYif2k7nr3A6P7" %} [WhatsApp Cloud API](/product-guides/integrations/whatsapp-cloud-api) {% endcontent-ref %} {% content-ref url="/pages/25NqZveJV8DIivRvBrdV" %} [Segmentation & Broadcasts](/product-guides/communication/segmentation-and-broadcasts) {% endcontent-ref %} {% content-ref url="/pages/Kt7nNll7pQpSIkDWaOk7" %} [WhatsApp Drip Campaign](/product-guides/automation/whatsapp-drip-campaign) {% endcontent-ref %} {% content-ref url="/pages/PXdk2xBcuiLva0y6BHrP" %} [Birthday Wishes Campaign](/product-guides/automation/birthday-wishes-campaign) {% endcontent-ref %} # Sales Convert your conversations into sales using Whautomate {% content-ref url="/pages/f1gogPYZHUYbXIvIPVrI" %} [Connect a Communication Channel](/product-guides/communication/connect-a-communication-channel) {% endcontent-ref %} {% content-ref url="/pages/CvJCp6sYkVhd6rGm5He8" %} [Omni Channel Team Inbox](/product-guides/communication/omni-channel-team-inbox) {% endcontent-ref %} {% content-ref url="/pages/25NqZveJV8DIivRvBrdV" %} [Segmentation & Broadcasts](/product-guides/communication/segmentation-and-broadcasts) {% endcontent-ref %} {% content-ref url="/pages/Kt7nNll7pQpSIkDWaOk7" %} [WhatsApp Drip Campaign](/product-guides/automation/whatsapp-drip-campaign) {% endcontent-ref %} # E-Commerce Take your e-commerce store Sales by 10X using Whautomate {% content-ref url="/pages/YSzbcvhFoRdlXa1F2odi" %} [E-Commerce](/product-guides/e-commerce) {% endcontent-ref %} # Appointments Use our chatbots & Branded Portal to automate your appointment bookings {% content-ref url="/pages/SKDa7COunuoM4KKmvO0r" %} [Appointments](/product-guides/appointments) {% endcontent-ref %} {% content-ref url="/pages/A48t1FlmYNacCIIqzRp2" %} [Plans & Subscriptions](/product-guides/plans-and-subscriptions) {% endcontent-ref %} # Classes & Subscriptions Offer group bookings through chatbot and branded portal and manage your recurring payments with your clients. {% content-ref url="/pages/g17rgPt1zCSxL44a6PSx" %} [Class Bookings](/product-guides/class-bookings) {% endcontent-ref %} {% content-ref url="/pages/A48t1FlmYNacCIIqzRp2" %} [Plans & Subscriptions](/product-guides/plans-and-subscriptions) {% endcontent-ref %} # Onboarding Checklist Discover the ultimate onboarding checklist for appointment-based businesses, classes and coaching, e-commerce stores, and customer service teams. Get step-by-step guidance to streamline your setup wit # Appointments If you manage Clinics, Salons, Spas, Beauty Parlors, Hospitals, or Fitness & Wellness Centers, this guide will help you automate your appointment booking process seamlessly. ## Onboarding Checklist for Appointments ## 1. WhatsApp Integration
* Connect your WhatsApp business number with Whautomate:\ [WhatsApp Integration Guide](https://help.whautomate.com/product-guides/integrations/whatsapp-cloud-api) * Meta WhatsApp Payment Method:\ [WhatsApp Payment Method Guide](https://help.whautomate.com/product-guides/integrations/whatsapp-cloud-api/whatsapp-payment-method) {% hint style="warning" %} **Important Note:**\ After integrating WhatsApp, you must update the **Meta WhatsApp Payment Method.** Without this update, you won’t be able to send WhatsApp template messages to your customers. {% endhint %} * Meta Business Verification:\ [Meta Business Verification Guide](https://help.whautomate.com/product-guides/integrations/whatsapp-cloud-api/meta-business-verification) * Update your WhatsApp business profile:\ [WhatsApp Profile Guide](https://help.whautomate.com/product-guides/integrations/whatsapp-cloud-api/whatsapp-profile) ## 2. Appointments Setup If your business needs a seamless way to schedule and manage appointments or set up an online booking page, this guide covers you.
Follow this guide to set up the following: * [Team Member Profile and Availability](https://help.whautomate.com/product-guides/appointments/setup-team-member-profile) * [Setup Appointment Services](https://help.whautomate.com/product-guides/appointments/setup-services) * [Booking Appointments via Whautomate Admin App](https://help.whautomate.com/product-guides/appointments/book-appointments-admin) * [Setup Booking Portal](https://help.whautomate.com/product-guides/appointments/setup-booking-portal) * [Sync Appointments with External Calendars](https://help.whautomate.com/product-guides/appointments/sync-appointments-with-external-calendars) ## 3. WhatsApp Appointment Chatbot & Automation Setup If you're a business that wants to allow customers to book appointments via WhatsApp, you can effortlessly collect payments, send appointment updates, and gather customer reviews—all automatically!
Follow these steps to set up: * [Setup Appointment Chatbot](https://help.whautomate.com/product-guides/appointments/setup-whatsapp-flow-appointment-chatbot) * [Setup Appointment Notifications](https://help.whautomate.com/product-guides/appointments/setup-appointment-notifications) * [Setup Bulk Appointment Notifications](https://help.whautomate.com/product-guides/appointments/setup-bulk-appointment-notifications) #### **Virtual/Online Session Setup** For businesses offering virtual or online sessions, streamline the process with these steps: * [Integrate ZOOM for Virtual/Online Sessions](https://help.whautomate.com/product-guides/integrations/zoom) * [**S**etup Virtual/Online Session Services](https://help.whautomate.com/product-guides/appointments/setup-virtual-online-session-services) * [Setup Virtual/Online Session Notifications](https://help.whautomate.com/product-guides/appointments/setup-virtual-online-session-notifications) ## 4. Payment Gateway Integration Seamlessly collect payments for appointments booked on WhatsApp by integrating your preferred payment gateway.
**Connect your payment gateway with Whautomate:** * Stripe Integration:\ [Stripe Integration Guide](https://help.whautomate.com/product-guides/integrations/stripe) * Razorpay Integration:\ [Razorpay Integration Guide](https://help.whautomate.com/product-guides/integrations/razorpay) * MyFatoorah Integration (Middle East Country):\ [MyFatoorah Integration Guide](https://help.whautomate.com/product-guides/integrations/myfatoorah) ## 5. WhatsApp Marketing Boost your bookings by segmenting your audience into targeted groups and using broadcasts to send personalized offers and updates.
* Setup Segmentation & Broadcasts: \ [Segmentation & Broadcasts Guide](https://help.whautomate.com/product-guides/communication/segmentation-and-broadcasts) * Marketing opt-out Management: \ [Setup Marketing Opt-out Management Guide](https://help.whautomate.com/product-guides/communication/marketing-opt-out-management) ## 6. Download the Whautomate Mobile App Please follow the links to download our native mobile app to experience the omni-channel team inbox. {% embed url="" %} {% embed url="" %} {% hint style="info" %} Use the same login for the mobile app that you used during the new signup. {% endhint %} # Classes If you manage Yoga studios, Fitness centers, Wellness programs, or Education services, this guide will help you seamlessly automate your class scheduling and booking process. ## Onboarding Checklist for Classes ## 1. WhatsApp Integration
* Connect your WhatsApp business number with Whautomate:\ [WhatsApp Integration Guide](https://help.whautomate.com/product-guides/integrations/whatsapp-cloud-api) * Meta WhatsApp Payment Method:\ [WhatsApp Payment Method Guide](https://help.whautomate.com/product-guides/integrations/whatsapp-cloud-api/whatsapp-payment-method) {% hint style="warning" %} **Important Note:**\ After integrating WhatsApp, you must update the **Meta WhatsApp Payment Method.** Without this update, you won’t be able to send WhatsApp template messages to your customers. {% endhint %} * Meta Business Verification:\ [Meta Business Verification Guide](https://help.whautomate.com/product-guides/integrations/whatsapp-cloud-api/meta-business-verification) * Update your WhatsApp business profile:\ [WhatsApp Profile Guide](https://help.whautomate.com/product-guides/integrations/whatsapp-cloud-api/whatsapp-profile) ## 2. Classes Setup If your business needs an effortless way to schedule and manage classes or create an online booking page, this guide has you covered.
Follow this guide to set up the following: * [Team Member Profile and Availability](https://help.whautomate.com/product-guides/appointments/setup-team-member-profile) * [Setup Classes](https://help.whautomate.com/product-guides/class-bookings/setup-classes) * [Setup Class Booking Portal](https://help.whautomate.com/product-guides/class-bookings/setup-class-booking-portal) ## 3. WhatsApp Class Booking Chatbot & Automation Setup If you run a business that wants to let customers book classes via WhatsApp, you can easily collect payments, send class updates, and gather feedback—automatically!
Follow these steps to set up: * [Setup Class Booking Chatbot](https://help.whautomate.com/product-guides/class-bookings/setup-whatsapp-flow-class-booking-chatbot) * [Setup Class Notifications](https://help.whautomate.com/product-guides/class-bookings/setup-class-notifications) * [Setup Bulk Class Notifications](https://help.whautomate.com/product-guides/class-bookings/setup-bulk-class-notifications-for-participants) ## 4. Payment Gateway Integration Easily collect payments for class bookings made on WhatsApp by integrating your preferred payment gateway.
**Connect your payment gateway with Whautomate:** * Stripe Integration:\ [Stripe Integration Guide](https://help.whautomate.com/product-guides/integrations/stripe) * Razorpay Integration:\ [Razorpay Integration Guide](https://help.whautomate.com/product-guides/integrations/razorpay) * MyFatoorah Integration (Middle East Country):\ [MyFatoorah Integration Guide](https://help.whautomate.com/product-guides/integrations/myfatoorah) ## 5. WhatsApp Marketing Boost your bookings by segmenting your audience into targeted groups and using broadcasts to send personalized offers and updates.
* Setup Segmentation & Broadcasts: \ [Segmentation & Broadcasts Guide](https://help.whautomate.com/product-guides/communication/segmentation-and-broadcasts) * Marketing opt-out Management: \ [Setup Marketing Opt-out Management Guide](https://help.whautomate.com/product-guides/communication/marketing-opt-out-management) ## 6. Download the Whautomate Mobile App Please follow the links to download our native mobile app to experience the omni-channel team inbox. {% embed url="" %} {% embed url="" %} {% hint style="info" %} Use the same login for the mobile app that you used during the new signup. {% endhint %} # E-Commerce The E-Commerce Business Onboarding Checklist simplifies setting up WhatsApp, integrations, and automation to help grow your sales effortlessly. Whether you're running a boutique, electronics store, food business, or any online shop, this guide will walk you through the steps to get started and streamline your e-commerce operations. ## 1. WhatsApp Integration
* Connect your WhatsApp business number with Whautomate:\ [WhatsApp Integration Guide](https://help.whautomate.com/product-guides/integrations/whatsapp-cloud-api) * Meta WhatsApp Payment Method:\ [WhatsApp Payment Method Guide](https://help.whautomate.com/product-guides/integrations/whatsapp-cloud-api/whatsapp-payment-method) {% hint style="warning" %} **Important Note:**\ After integrating WhatsApp, you must update the **Meta WhatsApp Payment Method.** Without this update, you won’t be able to send WhatsApp template messages to your customers. {% endhint %} * Meta Business Verification:\ [Meta Business Verification Guide](https://help.whautomate.com/product-guides/integrations/whatsapp-cloud-api/meta-business-verification) * Update your WhatsApp business profile:\ [WhatsApp Profile Guide](https://help.whautomate.com/product-guides/integrations/whatsapp-cloud-api/whatsapp-profile) ## 2. Shopify / WooCommerce Integration If you are a business already selling products on **Shopify** or **Woocommerce** store send order updates to your customers on WhatsApp.\ \ Connect your Shopify/WooCommerce store with the Whautomate platform and automate experiences like abandoned carts, COD confirmations, Order confirmations, etc.
* Shopify Integration:\ [Shopify Integration Guide](https://help.whautomate.com/product-guides/integrations/shopify) * WooCommerce Integration:\ [WooCommerce Integration Guide](https://help.whautomate.com/product-guides/integrations/woocommerce) ## 3. WhatsApp E-Commerce Chatbot & Automation Setup If you're a business looking to sell products on WhatsApp, you can seamlessly collect payments, send order updates, and gather customer reviews—automatically!
Follow this guide to set up the following: 👇\ [E-Commerce Setup Guide](https://help.whautomate.com/product-guides/e-commerce) * Setup WhatsApp Catalogue * Link Catalogue with Whautomate Inventory * Setup WhatsApp E-Commerce Chatbot * Setup Automate Order Updates * Setup Automate Order Reviews & Surveys **Note: Important Settings for WhatsApp Sellers: 👇** * Update your WhatsApp Compliance Info:\ [Compliance Info Guide](https://help.whautomate.com/product-guides/integrations/whatsapp-cloud-api/whatsapp-compliance-info) * Configure WhatsApp Commerce Settings:\ [Commerce Settings Guide](https://help.whautomate.com/product-guides/integrations/whatsapp-cloud-api/whatsapp-commerce-settings) ## 4. Payment Gateway Integration Seamlessly collect payments for orders placed on WhatsApp by integrating your preferred payment gateway.
**Connect your payment gateway with Whautomate:** * Stripe Integration:\ [Stripe Integration Guide](https://help.whautomate.com/product-guides/integrations/stripe) * Razorpay Integration:\ [Razorpay Integration Guide](https://help.whautomate.com/product-guides/integrations/razorpay) * MyFatoorah Integration (Middle East Country):\ [MyFatoorah Integration Guide](https://help.whautomate.com/product-guides/integrations/myfatoorah) ## 5. WhatsApp Marketing Boost your sales by segmenting your audience into targeted groups and using broadcasts to send personalized messages to each segment. This focused approach makes WhatsApp marketing highly effective and seamless.
* Setup Segmentation & Broadcasts: \ [Segmentation & Broadcasts Guide](https://help.whautomate.com/product-guides/communication/segmentation-and-broadcasts) * Marketing opt-out Management: \ [Setup Marketing Opt-out Management Guide](https://help.whautomate.com/product-guides/communication/marketing-opt-out-management) ## 6. Download the Whautomate Mobile App Please follow the links to download our native mobile app to experience the omni-channel team inbox. {% embed url="" %} {% embed url="" %} {% hint style="info" %} Use the same login for the mobile app that you used during the new signup. {% endhint %} # Customer Service Set up a GPT-powered chatbot for your business's customer service using your own data. This chatbot operates 24/7, handling customer queries and delivering personalized responses effortlessly ## Onboarding Checklist for Customer Service ## 1. WhatsApp Integration
* Connect your WhatsApp business number with Whautomate:\ [WhatsApp Integration Guide](https://help.whautomate.com/product-guides/integrations/whatsapp-cloud-api) * Meta WhatsApp Payment Method:\ [WhatsApp Payment Method Guide](https://help.whautomate.com/product-guides/integrations/whatsapp-cloud-api/whatsapp-payment-method) {% hint style="warning" %} **Important Note:**\ After integrating WhatsApp, you must update the **Meta WhatsApp Payment Method.** Without this update, you won’t be able to send WhatsApp template messages to your customers. {% endhint %} * Meta Business Verification:\ [Meta Business Verification Guide](https://help.whautomate.com/product-guides/integrations/whatsapp-cloud-api/meta-business-verification) * Update your WhatsApp business profile:\ [WhatsApp Profile Guide](https://help.whautomate.com/product-guides/integrations/whatsapp-cloud-api/whatsapp-profile) ## 2. Communication Setup If your business needs an easy way to manage contacts, handle conversations, and streamline customer service, this guide has you covered.
Follow this guide to set up the following: * [Omni-Channel Team Inbox](https://help.whautomate.com/product-guides/communication/omni-channel-team-inbox) * [Manage Contacts](https://help.whautomate.com/product-guides/communication/contacts) * [Canned Responses](https://help.whautomate.com/product-guides/communication/canned-responses) * [CSAT Score for Communication](https://help.whautomate.com/product-guides/communication/csat-score) ## 3. Customer Service Chatbots & Automation Setup If your business wants to enhance customer service on WhatsApp, set up a chatbot that can handle inquiries, provide updates, and offer support 24/7—automatically!
Follow these steps to set up: * [OpenAI Integration Guide](https://help.whautomate.com/product-guides/integrations/openai) * [WhatsApp AI Chatbot - Customer Service](https://help.whautomate.com/product-guides/automation/whatsapp-ai-chatbot-customer-service) * [Telegram AI Chatbot - Customer Service](https://help.whautomate.com/product-guides/automation/telegram-ai-chatbot-customer-service) * [Instagram AI Chatbot - Customer Service](https://help.whautomate.com/product-guides/integrations/instagram) * [Facebook Messenger AI Chatbot - Customer Service](https://help.whautomate.com/product-guides/integrations/facebook-messenger) * Li[veChat - Website Chat Widget AI Chatbot - Customer Service](https://help.whautomate.com/product-guides/integrations/livechat) ## 4. WhatsApp Marketing Boost your bookings by segmenting your audience into targeted groups and using broadcasts to send personalized offers and updates.
* Setup Segmentation & Broadcasts: \ [Segmentation & Broadcasts Guide](https://help.whautomate.com/product-guides/communication/segmentation-and-broadcasts) * Marketing opt-out Management: \ [Setup Marketing Opt-out Management Guide](https://help.whautomate.com/product-guides/communication/marketing-opt-out-management) ## 5. Download the Whautomate Mobile App Please follow the links to download our native mobile app to experience the omni-channel team inbox. {% embed url="" %} {% embed url="" %} {% hint style="info" %} Use the same login for the mobile app that you used during the new signup. {% endhint %} # Communication Whautomate's comprehensive help documentation on communication module and features. # Connect a Communication Channel You can connect your favourite communication channel to Whautomate following our guide. ## Follow our Integration guide to connect your preferred Communication channels to Whautomate {% content-ref url="/pages/1shZKCYYif2k7nr3A6P7" %} [WhatsApp Cloud API](/product-guides/integrations/whatsapp-cloud-api) {% endcontent-ref %} {% content-ref url="/pages/8UYSsUHYHLYOvQ682Xjc" %} [Instagram](/product-guides/integrations/instagram) {% endcontent-ref %} {% content-ref url="/pages/erAywvrUgcGpR3JtUx7w" %} [Facebook Messenger](/product-guides/integrations/facebook-messenger) {% endcontent-ref %} {% content-ref url="/pages/o1xh7r0MPzZnlKe4373N" %} [Telegram](/product-guides/integrations/telegram) {% endcontent-ref %} {% content-ref url="/pages/7hJsQrIOeYPvaDXFYJpQ" %} [Livechat](/product-guides/integrations/livechat) {% endcontent-ref %} # Omni Channel Team Inbox Centralised inbox for efficiently managing conversations across popular channels including WhatsApp, Instagram, Telegram, Messenger and Live chat. {% embed url="" %} # Contacts ## How to add a new Contact? **Step 1:** Go to the **Whautomate app,** Select the **"Communications"** menu option, and Click the **"Contacts"** option to continue. 👇
**Step 2:** Select the **+ New Contact** button.
**Step 3:** Enter the **contact name** and **phone number** with the country code, then click the **"Save"** button to create a contact successfully. Eg. I have entered the contact name and phone number: **John Doe | +919876543210**
**Step 4:** After creating a contact, click the **"Message"** icon to start a conversation in the team inbox chat section quickly.
## How to Bulk Import Contacts **Step 1:** Go to the **Communication** menu
**Step 2:** Select the **Contacts** menu option
**Step 3:** Click the **Bulk Import** button.
**Step 4:** Click the **Download Sample File** button to download the sample file and update the details as per the format. The required fields are **Name, Country Code, and Phone Number.**
**Step 5:** Once it is updated click **Choose File** and select the updated contact file.
**Step 6:** Click the **Import** button
**Step 7:** Click the **Confirm** button
## How to Delete a Contact **Step 1:** Select the **Communication** menu
**Step 2:** Select the **Contacts** option
**Step 3:** Click the **More Action** button
**Step 4:** Select the **Delete Contact** Option
**Step 5:** Click the **Confirm** button to delete a contact
## How to Bulk Delete Contacts **Step 1:** Select the **Communication** menu and select the **Contacts**
**Step 2:** Click the checkboxes to select contacts for deletion, or use the **Bulk Selection** option
**Step 3:** Select the **Actions** and click the **Delete Selected Contacts**
**Step 4:** Click the **Confirm** button to delete the selected contacts
## How to Block a Contact? {% hint style="info" %} We can Block Marketing and Spam contacts in the Whautomate. {% endhint %} **Step 1:** Select the **More Actions** icon.
**Step 2:** Select the **Edit Contact** option.
**Step 3:** Enable the **Block Contact** button and click the **Save** button to block the contact.
# Segmentation & Broadcasts Segmentation allows businesses to categorize their audience into specific groups,while Broadcasts enable them to communicate efficiently with these groups.Together ,it'll make whatsApp marketing easy. {% embed url="" %} ## How to create Segmentation in **Whautomate App** **Step 1**:Go to **Whautomate app** and click the **communication** menu then select the **Segmentation** option
**step 2**:Press the Add segment button as shown in the picture👇
step 3:Enter the **Segment** name
step 4: select the **Segment Type** either **client** or **contact**
step 5: If you choose **Client** then select the **locations** Note: If you don't select any location, clients from all locations will be part of the segment
Step 6: Filter the Segment based on **Gender ,Client Tags, ExcludeClient Tags,Age Range,Number of Days Since last Activity.** Eg: Choose the Gender as Male👇
Eg: Choose the Client Tags as new lead👇
Eg: Choose the Exclude clients with Tags as new👇
Eg: Choose the Age range between 20 to 39 👇
Eg: Choose the Number of days since last Activity as 90 days👇
Step 7:After filling the details click **save** button as shown in the picture👇
step 8: Now you can View the Details of the S**egment** by clicking the **eye** icon as shown in the picture👇
### Note: Same instructions are followed when you choose Contact as a Segement type
## How to create Broadcast in Whautomate Step 1:Go to **Whautomate app** and click the **Communication** menu then select the **Broadcast** option
step 2: Press the **Add Broadcast** button as shown in the Picture👇
Step 3:Enter the **Broadcast** name Eg: Create a broadcast for **Annivesry broadcast** 👇
step 4: If you want to broadcast the message in a specific time and date then you have to select the **Hour,min ,date,month** and **year.** Note: If not provided, the broadcast will run immediately.
step 5: Please fill the **Recepients** details and **Message Template**
step 6:Please enter (#) to choose from personalisation variables in the parameters E.g. client name, location name, etc
Step 7:After filing the details Click the **Save** button
step 8: Now you can View the Details of the **Broadcast** by clicking the **eye** icon as shown in the picture👇
### If you want to Export the Data of the Broadcast Click the **Export data** button
# Email/SMS Sender Configuration Follow our guide to connect your custom domain to Whautomate for outgoing emails and your branded Sender ID for outgoing SMS. ## SMS Configuration Please use this setting to use your own brand for outgoing SMS. There may be restrictions based on where you are residing. Please reach out to our support if you need any help. **Step 1:** Go to the **Whautomate app,** select the **Settings** menu option, and Select the **Email/SMS Sender Configuration** option under the **Branding** section to continue.
**Step 2:** Select the **Edit SMS Sender** button to update your **Sender ID** and **SMS Footer 👇** **India:** \ To send SMS in India, you need to register your SMS Sender ID and message templates with DLT. After you submit your request, we will help you complete the registration process. Contact our support team if you need help. **Singapore:** \ To send SMS in Singapore, you need to register your SMS Sender ID with IMDA. After you submit your request, we will help you complete the registration process. Contact our support team if you need help. **Other countries:** \ If you need help sending SMS to other countries, please contact our support team. 👉 Please reach out to our support team at this email if you need any help.
*** ## Email Configuration **Step 1:** Go to the **Whautomate app,** select the **Settings** menu option, and Select the **Email/SMS Sender Configuration** option under the **Branding** section to continue.
**Step 2:** Scroll down you will see the Email Configuration section and select the **Add Custom Domain** button.
**Step 3:** Add New Domain 👇 (i) Enter your business **Domain name** eg. mg.wellnezzstudio.com (ii) Enter your business **Sender email** eg. This is the email address from which the emails will be sent. Note: We recommend using a subdomain, like "**mg.wellnezzstudio.com**". Using a subdomain you will be able to send emails from your root domain e.g. "****". Only add domains you own. You will need to update your DNS records to verify that you are an authorized sender for this domain. Once you entered your business domain name and Sender email. Please select the **Add Domain** button
**Step 4:** Verify DNS Settings Please follow the instructions and complete adding the DNS records before you verify your domain. Please reach out to our support if you need any help. 1. **Go to your DNS Provider 👇**
Go to the DNS provider that you use to manage mg.wellnezzstudio.com and add the following DNS records **Common DNS Providers** * [GoDaddy](https://www.godaddy.com/help/add-a-txt-record-19232) * [NameCheap](https://www.namecheap.com/support/knowledgebase/article.aspx/579/2237/which-record-type-option-should-i-choose-for-the-information-im-about-to-enter) * [Network Solutions](http://www.networksolutions.com/support/how-to-manage-advanced-dns-records/) * [Rackspace Email & Apps](https://support.rackspace.com/how-to/set-up-dns-records-for-cloud-office-email-and-skype-for-business/) * [Rackspace Cloud DNS](https://docs.rackspace.com/support/how-to/cloud-dns/) * [Amazon Route 53](http://docs.aws.amazon.com/Route53/latest/DeveloperGuide/R53Console.html) * [Digital Ocean](http://code.krister.ee/mailgun-digitalocean/)
2. **Add your DNS records for sending**\ Copy the **HostName** and **Value** and add it to your DNS records. Ensure that you input them as **TXT** records. 👇
3. Once you added the DNS record. Select the **Verify DNS Settings** button to complete the configuration. 👇 **Note:** Once you make the above DNS changes it can take 24-48hrs for those changes to propagate. The system will start using the email once your domain is verified.
# Marketing opt-out Management Detailed Guide on Marketing opt-out using Whautomate's template to maintain a high-quality rating on your WhatsApp. Opting out of marketing communications is easy with our Whautomate app. Simply include a "STOP" message in the footer section of your template message. When a client wishes to stop receiving marketing messages, they can simply send a "STOP" message to unsubscribe. **Step 1:** By default, the footer content specified below is pre-populated when creating marketing templates. 👇 Reply **'STOP'** to unsubscribe from our updates.
**Step 2:** Go to the **Whautomate app,** Select the **Automation** menu option, and Click the **Add Rule** button to continue.
**Step 3:** Scroll down to find the **Managing Marketing Opt-Out Requests** automation rule and Click the **"Install Rule"** button to continue.
**Step 4:** After installing the **Marketing Opt-Out** automation rule, the next step is to setup the **Client and Contact Segment** for sending marketing messages. {% hint style="info" %} **How Marketing Opt-Out Automation Work** * When a client sends a message containing "STOP," "Stop," or "stop" as a standalone word, the automation triggers the opt-out condition based on a regex pattern. * If the client sends "Stop" followed by additional words (e.g., "Stop marketing"), the regex pattern will not trigger the opt-out condition due to the specified word boundary constraints. * Upon receiving a Stop message from a client or contact, we automatically apply the "**Unsubscribe**" tag to their profile. This allows for easy identification and segmentation in the Broadcast feature. {% endhint %}
#### **How to stop sending marketing communications to Unsubscribed Clients/Contacts** **Step 5:** Select the **"Segments"** option under the **Communications** menu section, Then click the **"Add Segment"** button to continue. 👇 Create a client segment for All Clients and Unsubscribed Clients
**Step 6:** Enter the Segment Name and Other required details (i) Select the Exclude Client(s) Tags: Add an **Unsubscribe** tag then **Save** the segment 👇 {% hint style="info" %} When clients send a Stop message to unsubscribe from marketing updates and notifications, they are tagged as **"Unsubscribe."** Once you save this segment, there's no need for constant editing. The segment automatically excludes clients with the **"Unsubscribe"** tag, ensuring that they are consistently removed from your marketing communications. {% endhint %}
**Step 7:** Once saved the segment you can use that segment to send Marketing Broadcast messages.
**Step 8:** After setting up the **Marketing Opt-Out Automation Rule** and **Client Segment**, take a moment to send a test marketing template to ensure everything is functioning as expected.
**Step 9:** Once you've sent the Stop message, navigate to check the recipient counts in your Broadcast client segment. You'll notice that the client has been automatically removed from the segment list. 👇
{% hint style="info" %} If clients or contacts wish to receive updates again, they can click the **"Resubscribe"** button or send a "RESUBSCRIBE" message. This will automatically remove the "Unsubscribe" tag and add the client back to the marketing segment list. {% endhint %}
# Canned Responses Use Whautomate's Canned Response functionality to speed up your customer service. Pre-designed messages, also known as Canned Responses, are templates readily available for you and your team to use without the hassle of typing the same message repeatedly. If you frequently use specific messages, save them as canned responses for swift access whenever needed.
Step 1: Go to the **Whautomate** app and Click the **Settings** menu option
Step 2: Then, select the **Canned Responses** option under the **Templates** section 👇
Step 3: Select the **+ Add New Response** button to open the editor. 👇 > Here, you can oversee and manage all lists of previously created canned responses.
Step 4: **New Canned Response 👇** (i) Enter the Template Name Eg. **Greetings** (ii) Enter a message that you want to send Click on the **Save** button.
Step 5: Go to the **Communications** menu and select the **Team Inbox** from the sub-menu. (i) Simply enter the **#** option in the message field and select the **⚡Canned Responses** you want to send to your contact.
(ii) Eg. I have selected the **"Greetings"** option, which I created in the previous step. Then click the send button to send a message to the contact. 👇
# CSAT Score Measure your Customer Satisfaction score using Whautomate across popular communication channels like WhatsApp, Instagram, Telegram and Messenger. ## Customer Satisfaction Score (CSAT) Customer Satisfaction Score (CSAT) is a vital metric that measures how satisfied customers are with your products or services. This key performance indicator (KPI) is essential for tracking customer sentiment and gauging overall satisfaction levels. You can view the Rating collected at the end of each conversation journey under the "CSAT Score" menu section within the Reports menu.
### How CSAT Score Calculated? Eg. The calculation of the CSAT Score for an **Agent** is determined by the following formula: 👇
### How to Collect CSAT Survey? > To begin, setup the CSAT score automation for your business. You can gather CSAT Scores across your chosen channels, including **WhatsApp, Instagram, Messenger, Telegram, and Live Chat**, through surveys you customize for various aspects such as **Appointments, Agents, Bots, Orders, and Customer Experience.**
### CSAT Survey Use Cases Here are some use cases for implementing CSAT surveys 👇
Appointment Here are several use cases for using CSAT surveys in appointment: * **Booking Process Satisfaction** * **Appointment Availability and Scheduling** * **Confirmation and Reminder System** * **Cancellations and Rescheduling** * **Wait Time and Punctuality** * **Communication and Notifications** * **User Support and Assistance** * **Feedback on Service Providers** * **Post-Appointment Feedback** * **Location/Home Visit Experience** * **Virtual/Online Session Experience**
Class Booking Here are several use cases for using CSAT surveys in class booking: * **Booking Process Satisfaction** * **Ease of Navigation** * **Availability and Variety of Classes** * **Notification and Confirmation Process** * **Cancellation and Refund Process** * **Instructor Performance** * **Facility and Equipment Satisfaction** * **Membership and Loyalty Programs** * **User Support and Assistance** * **Post-Class Feedback**
Agent Here are several use cases for using CSAT surveys for Agents: * **Customer Interaction Satisfaction** * **Issue Resolution** * **Technical Assistance Satisfaction** * **Timeliness of Response** * **Empathy and Understanding** * **Follow-Up and Closure** * **Multi-Channel Consistency** * **Language and Communication Clarity** * **Customer Feedback Handling**
Bot Here are several use cases for using CSAT surveys for Bot: * **User Interaction Satisfaction** * **Problem Resolution** * **Accuracy of Information** * **Handling User Queries and Requests** * **User Engagement and Interactivity** * **Personalization and User Context** * **Feedback Handling** * **Escalation to Human Agents** * **Consistency in Responses**
Order Here are several use cases for using CSAT surveys in the context of order fulfillment: * **Order Placement Experience** * **Product Availability and Information** * **Order Confirmation and Communication** * **Shipping and Delivery Experience** * **Product Quality and Condition** * **Return and Refund Process** * **Customer Support for Order Inquiries** * **Customization and Personalization** * **Promotions and Discounts** * **Post-Purchase Support** * **Packaging Satisfaction** * **Order Tracking Experience**
Customer Experience Here are several use cases for using CSAT surveys to measure and enhance customer experience across various touchpoints: * **Website/User Interface Experience** * **Product or Service Interaction** * **Customer Support Interaction** * **Billing and Payment Experience** * **Loyalty Programs and Rewards** * **In-Store Experience (if applicable)** * **Post-Purchase Follow-Up** * **Feedback Handling and Implementation**
## How to Create a CSAT Survey? **Eg. Post Appointment CSAT Survey** **Step 1:** Go to the **Whautomate app,** Select the **Automation** menu option, Click the **Add Rule** button, and then select the **Create Rule From Scratch** option to continue.
**Step 2:** Select the Trigger **Appointment Updates** option.
**Step 3:** To add conditions, simply click on the "**Add Condition**" button.
**Step 4:** **Setup Condition** (i) Choose the condition **Field** option like **"Appointment Status"** (ii) Choose the condition **Operator** option like **"equals"** (iii) Choose the condition Status option like: **"Visited"**
**Step 5:** Select a send **Action** type as the send **Customer Satisfaction Survey (CSAT)** option 👇 (i) Select the Survey option as **Appointment** (ii) Please select your preferred communication channel for collecting the survey. (Eg. **WhatsApp**) Note: Please ensure that there are buttons available for users to select ratings ranging from 1 to 5. These ratings will be used to calculate CSAT scores on the reports.
(iii) Select the **Add Wait & Schedule Time** button so you can setup this survey wait time and Schedule a specific time to send this survey Eg. This survey will be sent 1 Day after the appointment visit and at 09:00 AM 👇
(iv) Select the message template **whauto\_customer\_satisfaction\_survey(en)** > I used the Whautomate **whauto\_customer\_satisfaction\_survey(en)** WhatsApp default message template which was already created and approved by Meta. If you want to use your own custom WhatsApp message template, So first you need to create a new **WhatsApp Message Template**, you can select the **Create New Template** link. This will take us to the template page where we can submit our new template. Check this below link on how to create WhatsApp message templates 👇 [WhatsApp Message Templates](/product-guides/integrations/whatsapp-cloud-api/whatsapp-message-templates)
Step 6: After filling in all the details Click the **Save** button 👇
Step 7: Now, Book an appointment for yourself and mark it as Visited to test. 👇
## How to check CSAT Score? **Step 1:** Select the "**CSAT Score**" menu option within the **Reports** menu section. 👇
**Step 2:** **Customer Satisfaction Score (CSAT) Reports:** Customize your view by filtering communication channels, surveys, and date ranges. Once configured, click the "Run Report" button to generate insights into Customer Satisfaction Scores (%), Ratings on a scale of (1-5), Number of Responses, Customer Lists, and Rating Details Eg. Select **WhatsApp** as the channel and **Appointment** as the survey. Click Run Report. 👇
# Automation Detailed guide on Whautomate's automation capabilities to 10X your productivity and sales. ## **How Whautomate Automation Rules Work**
Whautomate helps you streamline customer interactions by letting you create automation rules with triggers, conditions, and actions. * **Triggers:** These define when the automation should begin. They act like a switch that turns on the automation workflow when a specific event occurs in the Whautomate app. For instance, a trigger could be set to initiate when a customer completes a form.
* **Conditions (Optional):** These act as a filter within the trigger. You can define conditions to further specify when the automation should execute. Think of conditions as an "if" statement within the trigger. For example, a condition might be to only trigger the automation if the completed form is a specific type, such as a Client Registration Form.
* **Actions:** These are the automated tasks that Whautomate performs when the trigger fires (completes all conditions, if any). They represent the "then" part of the workflow. Examples of actions include sending a personalized auto-reply to the customer, assigning the conversation to the appropriate team, or sending a notification to the team member.
By combining triggers, conditions, and actions, you can automate repetitive tasks and tailor your responses to different customer interactions. # Triggers In Whautomate, an automation trigger is the starting point for an automated workflow. It waits for a specific event to occur, like a new appointment being booked or a message being received. ## **Whautomate Triggers**
Incoming WhatsApp MessagesTriggers when a new WhatsApp message is received./pages/fCqtApEOpCu0E7qswLcS
Outgoing WhatsApp MessagesTriggers when a WhatsApp message is sent./pages/HKK18ao6XQZbVxnxfq12
Appointment UpdatesTriggers when an appointment is updated in Whautomate./pages/6H0YsnRQxDVpj70bapss
Happy Birthday AutomationTriggers on a client's birthday./pages/sVvJHlbkrvIbyMhH1NPT
Client Anniversary AutomationTriggers on a client's anniversary./pages/UsbJkdLvcc1tHQXQI5hE
When a Client is createdTriggers when a new client is created in Whautomate./pages/7N51sphMFRMmqdDhuIJ6
When a Client is added to a TagTriggers when a client is added to a tag in Whautomate./pages/OhJiQKEtokmJrzXFOqb9
When a Client is removed from a TagTriggers when a client is removed from a tag in Whautomate./pages/tz2xLXfrNncLEV0ehv3R
When a Contact is createdTriggers when a new contact is created in Whautomate./pages/5ekmzpcG9EqgFMzOkBDp
When a Contact is added to a TagTriggers when a contact is added to a tag in Whautomate./pages/YkjErmGAHJMYblEXqKOL
When a Contact is removed from a TagTriggers when a contact is removed from a tag in Whautomate./pages/DHyUrLIpZPbhINqHckwN
When a Contact Status ChangesTriggers when a contact status changes in Whautomate./pages/RSr0y5cxSuBkDPTjtvEc
When a Client is assigned a FormTriggers when a form is assigned to a client in Whautomate./pages/Z0BBrhBjgNerAFpI4XBW
When a Client Completes a FormTriggers when a client completes a form in Whautomate./pages/VMSe65RpYaFIuBBq0snA
When someone Completes an anonymous FormTriggers When someone Completes an anonymous form in Whautomate./pages/cBdkpj6GxDCVmYJ1COYw
Subscription UpdatesTriggers when there are updates to client subscriptions in Whautomate./pages/SgfvrH8OmVRgPlGdl97i
Order UpdatesTriggers when there are updates to client orders in Whautomate./pages/69VK0kyWttaGv1gH3CoB
Invoice UpdatesTriggers when there are updates to client invoices in Whautomate./pages/5ZPksEUOtZMmkRNPV6oS
Credits Usage UpdatesTriggers when client credits usage is updated in Whautomate./pages/Yz4V6SA1sgpHDWBOl8Dk
Class Participant UpdatesTriggers when class participant is updated in Whautomate./pages/QObzPTt68RMIdcSGLmZ6
Incoming Messenger MessagesTriggers when a new Messenger message is received./pages/Is8y5s4m0aLqZv0uEQtd
Outgoing Messenger MessagesTriggers when a Messenger message is sent./pages/W278t3SFzx1RVJWWUz8B
Incoming Instagram MessagesTriggers when a new Instagram message is received./pages/XY0hVoKM7wXPPRrPKw51
Outgoing Instagram MessagesTriggers when an Instagram message is sent./pages/iC5gm0ku4lOIgW7SkJqI
Incoming Telegram MessagesTriggers when a new Telegram message is received./pages/dD4nwfqhzVPh4nMa1xKT
Outgoing Telegram MessagesTriggers when a Telegram message is sent./pages/KsNQiCkmo2sIjs9D7hH8
Incoming Website MessagesTriggers when a new website message is received./pages/Uq1gB2NailfLG9USFieT
Outgoing Website MessagesTriggers when a website message is sent./pages/B5BvVFZjncS0ZoJ9A5yc
Shopify - Abandoned CartTriggers when a cart is abandoned in Shopify./pages/nFLjVrRlcrv7wZxVCVFw
Shopify - Order CreatedTriggers when a new order is created in Shopify./pages/arde0DuVtQxY3XYyE0Tj
Shopify - Order FulfilledTriggers when an order is fulfilled in Shopify./pages/nLY4y5bB7feAeU1jKIxB
Shopify - Order CancelledTriggers when an order is cancelled in Shopify./pages/te5a36oIwR5CMXwrqJDi
WooCommerce - Abandoned CartTriggers when a cart is abandoned in WooCommerce./pages/5TgbTli4Rz6WXmGpmOXy
WooCommerce - Order Status ChangesTriggers when an order status changes in WooCommerce./pages/fY7spZ7WnkGaeTImE8n1
# Incoming WhatsApp Messages This rule gets triggered when a WhatsApp message is received. ## **Conditions**
ConditionsOperators
Incoming MessageIncludes any, Does not include all, Is a valid date, Is not a valid date, Matches regex pattern, Does not match regex pattern, Equals, Not equals
Message TypeIs part of all, Is part of any, Is not part of all
Message received timeIs between, Is on, Is before, Is after, Is less than X period ago (past), Is more than X period ago (past)
Last Contact activity timeIs between, Is on, Is before, Is after, Is less than X period ago (past), Is more than X period ago (past)
Contact GroupIs part of all, Is part of any, Is not part of all
Phone NumberIncludes any, Does not include all, Matches regex pattern, Does not match regex pattern, Equals, Not equals
Selected OptionIs a valid staff, Is not a valid staff, Is a valid category, Is not a valid category, Is a valid service, Is not a valid service, Is a valid appointment, Is not a valid appointment, Is a valid client, Is not a valid client, Is a valid time slot, Is not a valid time slot, Is create new client, Is not create new client, Is load more, Is not load more, Is a valid gender, Is not a valid gender, Is a valid order, Is not a valid order, Is a valid subscription, Is not a valid subscription, Is a valid credit, Is not a valid credit, Is a valid plan, Is not a valid plan, Is a valid class, Is not a valid class, Is a valid class participant, Is not a valid class participant
ContactIs an existing client, Is not an existing client
Client TagsIncludes any, Does not include all
Contact TagsIncludes any, Does not include all
Contact StageEquals, Not equals
## Actions | Actions | Description | | ------------------------------------------------------------------------ | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Send WhatsApp message | Sends a WhatsApp text message to the contact based on the conditions and trigger setup in the rule. | | Send WhatsApp interactive message - Buttons | Sends a WhatsApp message with action buttons to the contact based on the conditions and trigger setup in the rule. | | Send WhatsApp interactive message - List options | Sends a WhatsApp message with list options to the contact based on the conditions and trigger setup in the rule. | | Send WhatsApp media | Sends a WhatsApp media message to the contact based on the conditions and trigger setup in the rule. | | Send WhatsApp audio | Sends a WhatsApp audio message to the contact based on the conditions and trigger setup in the rule. | | Send a WhatsApp template message | Sends a WhatsApp template message to the contact based on the conditions and trigger setup in the rule. This can be used to initiate a new conversation using preapproved WhatsApp templates. | | Send Customer Satisfaction Survey (CSAT) | Sends a Customer Satisfaction Survey to measure your business performance and customer satisfaction. | | Send a WhatsApp catalog message | Sends a WhatsApp Catalog message to the contact based on the conditions and trigger setup in the rule. This can be used in an e-commerce scenario to view the entire catalog. | | Webhooks by Whautomate | Sends custom webhook payloads to external applications via RESTful endpoints. | | Add the Contact to Group | Adds a contact to a group based on the conditions and trigger setup in the rule. This can be used in conditions to identify contacts in subsequent rules. | | Remove the Contact from Group | Removes contact from a group based on the conditions and trigger setup in the rule. This can be used to ensure the same rule does not execute multiple times in a flow. | | Add Client Tags | Adds tags to the client based on the conditions and trigger setup in the rule. This can be used to segment clients in subsequent rules. | | Remove Client Tags | Removes tags from the client based on the conditions and trigger setup in the rule. This can be used to remove the client from a segment. | | Add Contact Tags | Adds tags to the contact based on the conditions and trigger setup in the rule. This can be used to segment contacts. | | Remove Contact Tags | Removes tags from the contact based on the conditions and trigger setup in the rule. This can be used to remove the contact from a segment. | | Update Contact Stage | Updates a contact stage. This helps you differentiate which stage a contact is at on a lead nurturing customer journey. | | Send Email | Sends an email to the list configured based on the conditions and trigger setup in the rule. This can be used to send custom emails to clients, staff, and other custom email lists. | | Assign chat to unassigned queue | Assign the chat to an unassigned queue for staff to take action. This can be used in a bot-to-human transfer of the chat. | | Assign chat to Staff | Assign the chat to a staff member to take action. This can be used to set a default assignee for action on a Bot-to-human chat transfer. | | Auto Close Conversation | Closes the conversation automatically so the bot takes over the conversation the next time the person messages. | | Send Single Product Message | Sends a Product message to the customer from the connected catalog. | | Send Product List Message | Sends a Product list message to the customer from the connected catalog. You can only send a maximum of 30 products. | | Notify Staff via WhatsApp | Sends a WhatsApp template message to staff based on the conditions and trigger setup in the rule. This can be used to send notifications to staff. | | AI conversation powered by GPT - OpenAI Chat Completion | Configure OpenAI chat completion endpoint to auto-respond to customer queries using ChatGPT. | | Custom trained - AI conversation powered by GPT - OpenAI Chat Completion | Configure the OpenAI chat completion endpoint to auto-respond to customer queries on your dataset using ChatGPT. | | Clear AI Conversation History | Clears the AI conversation history. AI won't have the context of previous conversations. | | Display Appointment Service Categories | Sends a list of Service Categories in the location in a list form during the appointment flow for selection. | | Display Service Add-ons | Sends a list of Service add-ons in the location in a list form during the appointment flow for selection. | | Display Class Service Categories | Sends a list of Class Service Categories in the location in a list form during the class booking flow for selection. | | Display Location Staffs | Sends a list of staff in the location in a list form during the appointment flow for selection. | | Display Service Staffs | Sends a list of staff that offers a selected service in the location in a list form during the appointment flow for selection. | | Display Staff Services | Sends a list of staff services in the location in a list form during the appointment flow for selection. | | Display Location Services | Sends a list of all services in the location in a list form during the appointment flow for selection. | | Display Staff Available Slots | Sends a list of staff available slots in the location in a list form during the appointment flow for selection. | | Display Matching Clients of Contact | Sends a list of matching clients in the platform in a list form during the appointment/order flow for selection. | | Display Next Few dates | Sends a list of upcoming dates to choose from a list in the appointment flow. | | Send list of Genders | Sends a list of genders in a list form during the appointment/queue flow for selection. | | Save the message response | Saves the message response during an appointment/queue flow. | | Make Order | When the message type is order, this creates an order in our platform and requests payment. | | Display Client Orders | Displays the list of orders for the customer. | | Book Appointment | Books the appointment based on the options selected during the appointment flow. | | Display Upcoming Appointments | Displays all upcoming appointments for the selected client. | |

Display All Locations's Upcoming

Appointments

| Displays all upcoming appointments for the selected client across all locations. | | Cancel Appointment | Cancel the selected appointment in the cancel appointment flow. | | Cancel Next Upcoming Appointment | Cancels the next upcoming appointment for the contact owner on the phone number. | | Display Business Plans | Sends a list of available plans in the location in a list form for clients to purchase. | | Display Client Subscriptions | Sends a list of clients' subscriptions in a list for them to view and update payment details. | | Display Client Credits | Sends a list of clients' credits in a list for them to view their remaining credit details. | | Clear flow Variables | Clears all the flow variables used for personalization when the user cancels or ends a session. | | Display Available Classes | Sends a list of scheduled classes in the location for the date in a list form during the class booking flow for selection. | | Display All Upcoming Available Classes | Sends a list of all upcoming scheduled classes in the location in a list form during the class booking flow for selection. | | Display Client Classes | Sends a list of clients' classes they have signed up for in a list form during the class booking flow for selection. | | Send WhatsApp Interactive Message - Flow | Sends a WhatsApp flow with a CTA to the contact based on the conditions and trigger setup in the rule. This can be used to send replies to a contact when there is an active session. | | Send WhatsApp Location Message | Sends a WhatsApp location message to the contact based on the conditions and trigger setup in the rule. | | Request WhatsApp Location Message | Requests a location message on WhatsApp from the contact based on the conditions and trigger setup in the rule. | | | | # Outgoing WhatsApp Messages This rule gets triggered when a WhatsApp message is sent ## Conditions | Field | Operators | | ----------------- | ------------------------------------------------------------------------------------------------------------------------------------------------- | | Outgoing Message | includes any, does not include all, is a valid date, is not a valid date, matches regex pattern, does not match regex pattern, equals, not equals | | Message Type | is part of all, is part of any, is not part of all | | Message Sender | equals, not equals | | Message sent time | is between, is on, is before, is after, is less than X period ago (past), is more than X period ago (past) | | Contact Group | is part of all, is part of any, is not part of all | | Contact Tags | includes any, does not include all | | Phone Number | includes any, does not include all, matches regex pattern, does not match regex pattern, equals, not equals | | Contact Stage | equals, not equals | *** ## Actions | Action | Description | | ------------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Notify Staffs via WhatsApp | Sends a WhatsApp template message to Staffs based on the conditions and trigger setup in the rule. This can be used to send notifications to staffs. | | Assign chat to unassigned queue | Assigns the chat to an unassigned queue for staffs to take action. This can be used in a Bot to Human transfer of the chat. | | Assign chat to Staff | Assigns the chat to a staff to take action. This can be used to set a default assignee for action on a Bot to Human transfer of the chat. | | Auto Close Conversation | Closes the conversation automatically so the bot takes over the conversation the next time person messages. | | Clear AI Conversation History | Clears the AI conversation history. AI won't have the context of previous conversations. | | send WhatsApp message | Sends a WhatsApp text message to the contact based on the conditions and trigger setup in the rule. This can be used to send replies to a contact when there is an active session. | | send WhatsApp interactive message - Buttons | Sends a WhatsApp message with action buttons to the contact based on the conditions and trigger setup in the rule. This can be used to send replies to a contact when there is an active session. | | send WhatsApp interactive message - List options | Sends a WhatsApp message with list options to the contact based on the conditions and trigger setup in the rule. This can be used to send replies to a contact when there is an active session. | | send WhatsApp media | Sends a WhatsApp media message to the contact based on the conditions and trigger setup in the rule. | | send WhatsApp audio | Sends a WhatsApp audio message to the contact based on the conditions and trigger setup in the rule. | | send a WhatsApp template message | Sends a WhatsApp template message to the contact based on the conditions and trigger setup in the rule. This can be used to initiate a new conversation using preapproved WhatsApp templates. | | send Customer Satisfaction Survey (CSAT) | This action sends a Customer Satisfaction Survey to measure your business performance and customer satisfaction. | | Webhooks by Whautomate | Send custom webhook payloads to external applications via RESTful endpoints. | | Add the Contact to Group | Adds a contact to a group based on the conditions and trigger setup in the rule. This can be used in conditions to identify contacts in subsequent rules. | | Remove the Contact from Group | Removes contact from a group based on the conditions and trigger setup in the rule. This can be used to make sure, the same rule does not execute multiple times in a flow. | | Add Contact Tags | Adds tags to contact based on the conditions and trigger setup in the rule. This can be used to segment contacts. | | Remove Contact Tags | Removes tags from a contact based on the conditions and trigger setup in the rule. This can be used to remove a contact from a segment. | | Update Contact Stage | Updates a contact stage. This helps you differentiate which stage a contact is at on a lead nurturing customer journey. | | Send WhatsApp Interactive Message - Flow | Sends a WhatsApp flow with a CTA to the contact based on the conditions and trigger setup in the rule. This can be used to send replies to a contact when there is an active session. | | Send WhatsApp Location Message | Sends a WhatsApp location message to the contact based on the conditions and trigger setup in the rule. | | Request WhatsApp Location Message | Requests a location message on WhatsApp from the contact based on the conditions and trigger setup in the rule. | # Appointment Updates This rule gets triggered when an appointment is created or updated. ## Conditions | Field | Operators | | ------------------ | ---------------------------------------------- | | Contact Group | is part of all, is part of any, is not part of | | Appointment Status | equals, not equals | | Appointment Type | equals, not equals | | Client Tags | includes any, does not include all | | Contact Tags | includes any, does not include all | | Contact Stage | equals, not equals | *** #### Actions Table | Action | Description | | ------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | send a WhatsApp template message | Sends a WhatsApp template message to the contact based on the conditions and trigger setup in the rule. This can be used to initiate a new conversation using preapproved WhatsApp templates. | | send Customer Satisfaction Survey (CSAT) | This action sends a Customer Satisfaction Survey to measure your business performance and customer satisfaction. | | Add the Contact to Group | Adds a contact to a group based on the conditions and trigger setup in the rule. This can be used in conditions to identify contacts in subsequent rules. | | Remove the Contact from Group | Removes contact from a group based on the conditions and trigger setup in the rule. This can be used to make sure, the same rule does not execute multiple times in a flow. | | Add Client Tags | Adds tags to the client based on the conditions and trigger setup in the rule. This can be used in conditions to segment clients in subsequent rules. | | Remove Client Tags | Removes tags from the client based on the conditions and trigger setup in the rule. This can be used to remove the client from a segment. | | Add Contact Tags | Adds tags to contact based on the conditions and trigger setup in the rule. This can be used to segment contacts. | | Remove Contact Tags | Removes tags from a contact based on the conditions and trigger setup in the rule. This can be used to remove a contact from a segment. | | Update Contact Stage | Updates a contact stage. This helps you differentiate which stage a contact is at on a lead nurturing customer journey. | | Assign a form and request form to be filled | This action assigns a form template to the underlying client record and sends a WhatsApp message to fill the form. This can be used for surveys post-appointment visit, data collection prior to appointment visit. | | Notify Staffs via WhatsApp | Sends a WhatsApp template message to Staffs based on the conditions and trigger setup in the rule. This can be used to send notifications to staffs. | | Notify Associated Staff via WhatsApp | Sends a WhatsApp template message to assigned staff for the appointment based on the conditions and trigger setup in the rule. This can be used to send notifications to staff who is offering the appointment. | | Notify Client's Primary Staff via WhatsApp | Sends a WhatsApp template message to the client's primary staff based on the conditions and trigger setup in the rule. This can be used to send notifications to the primary staff of the client. | | Send Email | Sends an email to the list configured based on the conditions and trigger setup in the rule. This can be used to send custom emails to clients, staff, and other custom email lists. | | Webhooks by Whautomate | Send custom webhook payloads to external applications via RESTful endpoints. | | Add Text Client Notes | Easily add and save textual notes for client interactions and details. | | Add Document Client Notes | Attach and store documents as notes for client records and communications. | | Add or Update Client Custom Attributes | Easily manage your client information by adding or updating custom attributes directly within your workflow. | # Happy Birthday Automation 'The "Happy Birthday Automation" rule is set to run the day before and scan for upcoming birthdays in your client database. ## Conditions | Field | Operators | | ------------- | ------------------------------------------------------------------------------------------ | | Client Age | equals, not equals, lesser than, greater than, lesser than equal to, greater than equal to | | Client Tags | includes any, does not include all | | Contact Group | is part of all, is part of any, is not part of | | Contact Tags | includes any, does not include all | | Contact Stage | equals, not equals | *** ## Actions | Action | Description | | ------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Send Email | Sends email to the list configured based on the conditions and trigger setup in the rule. This can be used to send custom emails to clients, staffs and other custom email lists. | | Notify Staffs via WhatsApp | Sends a WhatsApp template message to Staffs based on the conditions and trigger setup in the rule. This can be used to send notifications to staffs. | | send a WhatsApp template message | Sends a WhatsApp template message to the contact based on the conditions and trigger setup in the rule. This can be used to initiate a new conversation using preapproved WhatsApp templates. | | send Customer Satisfaction Survey (CSAT) | This action sends a Customer Satisfaction Survey to measure your business performance and customer satisfaction. | | Add the Contact to Group | Adds a contact to a group based on the conditions and trigger setup in the rule. This can be used in conditions to identify contacts in subsequent rules. | | Remove the Contact from Group | Removes contact from a group based on the conditions and trigger setup in the rule. This can be used to make sure, the same rule does not execute multiple times in a flow. | | Add Client Tags | Adds tags to the client based on the conditions and trigger setup in the rule. This can be used in conditions to segment clients in subsequent rules. | | Remove Client Tags | Removes tags from the client based on the conditions and trigger setup in the rule. This can be used to remove the client from a segment. | | Add Contact Tags | Adds tags to contact based on the conditions and trigger setup in the rule. This can be used to segment contacts. | | Remove Contact Tags | Removes tags from a contact based on the conditions and trigger setup in the rule. This can be used to remove a contact from a segment. | | Update Contact Stage | Updates a contact stage. This helps you differentiate which stage a contact is at on a lead nurturing customer journey. | | Notify Client's Primary Staff via WhatsApp | Sends a WhatsApp template message to the client's primary staff based on the conditions and trigger setup in the rule. This can be used to send notifications to the primary staff of the client. | | Add Text Client Notes | Easily add and save textual notes for client interactions and details. | | Add Document Client Notes | Attach and store documents as notes for client records and communications. | | Add or Update Client Custom Attributes | Easily manage your client information by adding or updating custom attributes directly within your workflow. | # Client Anniversary Automation The "Anniversary Automation" rule is set to run the day before and scan for upcoming anniversaries based on registration date in your client database. ## Conditions | Field | Operators | | ----------------- | ------------------------------------------------------------------------------------------ | | Anniversary Years | equals, not equals, lesser than, greater than, lesser than equal to, greater than equal to | | Client Tags | includes any, does not include all | | Contact Group | is part of all, is part of any, is not part of | | Contact Tags | includes any, does not include all | | Contact Stage | equals, not equals | *** ## Actions | Action | Description | | ------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Send Email | Sends email to the list configured based on the conditions and trigger setup in the rule. This can be used to send custom emails to clients, staffs and other custom email lists. | | Notify Staffs via WhatsApp | Sends a WhatsApp template message to Staffs based on the conditions and trigger setup in the rule. This can be used to send notifications to staffs. | | send a WhatsApp template message | Sends a WhatsApp template message to the contact based on the conditions and trigger setup in the rule. This can be used to initiate a new conversation using preapproved WhatsApp templates. | | send Customer Satisfaction Survey (CSAT) | This action sends a Customer Satisfaction Survey to measure your business performance and customer satisfaction. | | Add the Contact to Group | Adds a contact to a group based on the conditions and trigger setup in the rule. This can be used in conditions to identify contacts in subsequent rules. | | Remove the Contact from Group | Removes contact from a group based on the conditions and trigger setup in the rule. This can be used to make sure, the same rule does not execute multiple times in a flow. | | Add Client Tags | Adds tags to the client based on the conditions and trigger setup in the rule. This can be used in conditions to segment clients in subsequent rules. | | Remove Client Tags | Removes tags from the client based on the conditions and trigger setup in the rule. This can be used to remove the client from a segment. | | Add Contact Tags | Adds tags to contact based on the conditions and trigger setup in the rule. This can be used to segment contacts. | | Remove Contact Tags | Removes tags from a contact based on the conditions and trigger setup in the rule. This can be used to remove a contact from a segment. | | Update Contact Stage | Updates a contact stage. This helps you differentiate which stage a contact is at on a lead nurturing customer journey. | | Notify Client's Primary Staff via WhatsApp | Sends a WhatsApp template message to the client's primary staff based on the conditions and trigger setup in the rule. This can be used to send notifications to the primary staff of the client. | | Add Text Client Notes | Easily add and save textual notes for client interactions and details. | | Add Document Client Notes | Attach and store documents as notes for client records and communications. | | Add or Update Client Custom Attributes | Easily manage your client information by adding or updating custom attributes directly within your workflow. | # When a Client is created This rule gets triggered when a new client is created ## Conditions | Field | Operators | | ------------- | ---------------------------------------------- | | Client Tags | includes any, does not include all | | Contact Group | is part of all, is part of any, is not part of | | Contact Tags | includes any, does not include all | | Contact Stage | equals, not equals | *** ## Actions | Action | Description | | ------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Send Email | Sends email to the list configured based on the conditions and trigger setup in the rule. This can be used to send custom emails to clients, staffs and other custom email lists. | | Notify Staffs via WhatsApp | Sends a WhatsApp template message to Staffs based on the conditions and trigger setup in the rule. This can be used to send notifications to staffs. | | send a WhatsApp template message | Sends a WhatsApp template message based on the conditions and trigger setup in the rule. | | send Customer Satisfaction Survey (CSAT) | This action sends a Customer Satisfaction Survey to measure your business performance and customer satisfaction. | | Add the Contact to Group | Adds a contact to a group based on the conditions and trigger setup in the rule. | | Remove the Contact from Group | Removes contact from a group based on the conditions and trigger setup in the rule. This can be used to make sure, the same rule does not execute multiple times in a flow. | | Add Client Tags | Adds tags to the client based on the conditions and trigger setup in the rule. This can be used in conditions to segment clients in subsequent rules. | | Remove Client Tags | Removes tags from the client based on the conditions and trigger setup in the rule. This can be used to remove the client from a segment. | | Add Contact Tags | Adds tags to contact based on the conditions and trigger setup in the rule. This can be used to segment contacts. | | Remove Contact Tags | Removes tags from a contact based on the conditions and trigger setup in the rule. This can be used to remove a contact from a segment. | | Update Contact Stage | Updates a contact stage. This helps you differentiate which stage a contact is at on a lead nurturing customer journey. | | Assign a form and request form to be filled | This action assigns a form template to the underlying client record and sends a WhatsApp message to fill the form. This can be used for collecting data for new or trial customers. | | Webhooks by Whautomate | Send custom webhook payloads to external applications via RESTful endpoints. | | Notify Client's Primary Staff via WhatsApp | Sends a WhatsApp template message to client's primary staff based on the conditions and trigger setup in the rule. This can be used to send notifications to primary staff of the client. | | Add Text Client Notes | Easily add and save textual notes for client interactions and details. | | Add Document Client Notes | Attach and store documents as notes for client records and communications. | | Add or Update Client Custom Attributes | Easily manage your client information by adding or updating custom attributes directly within your workflow. | # When a Client is added to a Tag This rule gets triggered when a client is added to a tag ## Conditions | Field | Operators | | ----------------------- | ---------------------------------------------- | | Newly Added Client Tags | includes any, does not include all | | Existing Client Tags | includes any, does not include all | | Contact Group | is part of all, is part of any, is not part of | | Contact Tags | includes any, does not include all | | Contact Stage | equals, not equals | *** ## Actions | Action | Description | | ------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Send Email | Sends email to the list configured based on the conditions and trigger setup in the rule. This can be used to send custom emails to clients, staffs and other custom email lists. | | Notify Staffs via WhatsApp | Sends a WhatsApp template message to Staffs based on the conditions and trigger setup in the rule. This can be used to send notifications to staffs. | | send a WhatsApp template message | Sends a WhatsApp template message based on the conditions and trigger setup in the rule. | | send Customer Satisfaction Survey (CSAT) | This action sends a Customer Satisfaction Survey to measure your business performance and customer satisfaction. | | Add the Contact to Group | Adds a contact to a group based on the conditions and trigger setup in the rule. | | Remove the Contact from Group | Removes contact from a group based on the conditions and trigger setup in the rule. This can be used to make sure the same rule does not execute multiple times in a flow. | | Add Client Tags | Adds tags to the client based on the conditions and trigger setup in the rule. This can be used in conditions to segment clients in subsequent rules. | | Remove Client Tags | Removes tags from the client based on the conditions and trigger setup in the rule. This can be used to remove the client from a segment. | | Add Contact Tags | Adds tags to contact based on the conditions and trigger setup in the rule. This can be used to segment contacts. | | Remove Contact Tags | Removes tags from a contact based on the conditions and trigger setup in the rule. This can be used to remove a contact from a segment. | | Update Contact Stage | Updates a contact stage. This helps you differentiate which stage a contact is at on a lead nurturing customer journey. | | Assign a form and request form to be filled | This action assigns a form template to the underlying client record and sends a WhatsApp message to fill the form. This can be used for collecting data for new or trial customers. | | Webhooks by Whautomate | Send custom webhook payloads to external applications via RESTful endpoints. | | Notify Client's Primary Staff via WhatsApp | Sends a WhatsApp template message to client's primary staff based on the conditions and trigger setup in the rule. This can be used to send notifications to primary staff of the client. | | Add Text Client Notes | Easily add and save textual notes for client interactions and details. | | Add Document Client Notes | Attach and store documents as notes for client records and communications. | | Add or Update Client Custom Attributes | Easily manage your client information by adding or updating custom attributes directly within your workflow. | # When a Client is removed from a Tag This rule gets triggered when a Client is removed from a Tag ## Conditions | Field | Operators | | -------------------- | ---------------------------------------------- | | Removed Client Tags | includes any, does not include all | | Existing Client Tags | includes any, does not include all | | Contact Group | is part of all, is part of any, is not part of | | Contact Tags | includes any, does not include all | | Contact Stage | equals, not equals | *** ## Actions | Action | Description | | ------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Send Email | Sends email to the list configured based on the conditions and trigger setup in the rule. This can be used to send custom emails to clients, staffs and other custom email lists. | | Notify Staffs via WhatsApp | Sends a WhatsApp template message to Staffs based on the conditions and trigger setup in the rule. This can be used to send notifications to staffs. | | send a WhatsApp template message | Sends a WhatsApp template message based on the conditions and trigger setup in the rule. | | send Customer Satisfaction Survey (CSAT) | This action sends a Customer Satisfaction Survey to measure your business performance and customer satisfaction. | | Add the Contact to Group | Adds a contact to a group based on the conditions and trigger setup in the rule. | | Remove the Contact from Group | Removes contact from a group based on the conditions and trigger setup in the rule. This can be used to make sure the same rule does not execute multiple times in a flow. | | Add Client Tags | Adds tags to the client based on the conditions and trigger setup in the rule. This can be used in conditions to segment clients in subsequent rules. | | Remove Client Tags | Removes tags from the client based on the conditions and trigger setup in the rule. This can be used to remove the client from a segment. | | Add Contact Tags | Adds tags to contact based on the conditions and trigger setup in the rule. This can be used to segment contacts. | | Remove Contact Tags | Removes tags from a contact based on the conditions and trigger setup in the rule. This can be used to remove a contact from a segment. | | Update Contact Stage | Updates a contact stage. This helps you differentiate which stage a contact is at on a lead nurturing customer journey. | | Assign a form and request form to be filled | This action assigns a form template to the underlying client record and sends a WhatsApp message to fill the form. This can be used for collecting data for new or trial customers. | | Webhooks by Whautomate | Send custom webhook payloads to external applications via RESTful endpoints. | | Notify Client's Primary Staff via WhatsApp | Sends a WhatsApp template message to client's primary staff based on the conditions and trigger setup in the rule. This can be used to send notifications to primary staff of the client. | | Add Text Client Notes | Easily add and save textual notes for client interactions and details. | | Add Document Client Notes | Attach and store documents as notes for client records and communications. | | Add or Update Client Custom Attributes | Easily manage your client information by adding or updating custom attributes directly within your workflow. | # When a Contact is created This rule gets triggered when a new contact is created ## Conditions | Field | Operators | | -------------------------- | ---------------------------------------------------------------------------------------------------------- | | Contact Group | is part of all, is part of any, is not part of | | Contact Tags | includes any, does not include all | | Contact Stage | equals, not equals | | Channel | equals, not equals | | Last Contact activity time | is between, is on, is before, is after, is less than X period ago (past), is more than X period ago (past) | *** ## Actions | Action | Description | | ------------------------------------------------ | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Notify Staffs via WhatsApp | Sends a WhatsApp template message to Staffs based on the conditions and trigger setup in the rule. This can be used to send notifications to staffs. | | send a WhatsApp template message | Sends a WhatsApp template message based on the conditions and trigger setup in the rule. | | send Customer Satisfaction Survey (CSAT) | This action sends a Customer Satisfaction Survey to measure your business performance and customer satisfaction. | | Add the Contact to Group | Adds a contact to a group based on the conditions and trigger setup in the rule. | | Remove the Contact from Group | Removes contact from a group based on the conditions and trigger setup in the rule. This can be used to make sure the same rule does not execute multiple times in a flow. | | Add Contact Tags | Adds tags to contact based on the conditions and trigger setup in the rule. This can be used to segment contacts. | | Remove Contact Tags | Removes tags from a contact based on the conditions and trigger setup in the rule. This can be used to remove a contact from a segment. | | Update Contact Stage | Updates a contact stage. This helps you differentiate which stage a contact is at on a lead nurturing customer journey. | | Assign chat to unassigned queue | Assigns the chat to an unassigned queue for staffs to take action. This can be used in a Bot to Human transfer of the chat. | | Assign chat to Staff | Assigns the chat to a staff to take action. This can be used to set a default assignee for action on a Bot to Human transfer of the chat. | | Auto Close Conversation | Closes the conversation automatically so the bot takes over the conversation the next time the person messages. | | send WhatsApp message | Sends a WhatsApp text message to the contact based on the conditions and trigger setup in the rule. This can be used to send replies to a contact when there is an active session. | | send WhatsApp interactive message - Buttons | Sends a WhatsApp message with action buttons to the contact based on the conditions and trigger setup in the rule. This can be used to send replies to a contact when there is an active session. | | send WhatsApp interactive message - List options | Sends a WhatsApp message with list options to the contact based on the conditions and trigger setup in the rule. This can be used to send replies to a contact when there is an active session. | | send WhatsApp media | Sends a WhatsApp media message to the contact based on the conditions and trigger setup in the rule. | | send WhatsApp audio | Sends a WhatsApp audio message to the contact based on the conditions and trigger setup in the rule. | | Send Instagram Text Message | Sends an Instagram text message to the contact based on the conditions and trigger setup in the rule. This can be used to send replies to a contact when there is an active session. | | send Instagram media | Sends an Instagram media message to the contact based on the conditions and trigger setup in the rule. | | send Instagram audio | Sends an Instagram audio message to the contact based on the conditions and trigger setup in the rule. | | send Instagram Generic Template | Sends an Instagram generic template message to the contact based on the conditions and trigger setup in the rule. This can be used to send interactive messages with buttons and carousels as replies to a contact when there is an active session. | | send Instagram Quick Replies | Sends an Instagram message with up to 13 quick reply buttons to the contact based on the conditions and trigger setup in the rule. This can be used to select an option from the menu. | | Send Messenger Text Message | Sends a messenger text message to the contact based on the conditions and trigger setup in the rule. This can be used to send replies to a contact when there is an active session. | | send Messenger media | Sends a messenger media message to the contact based on the conditions and trigger setup in the rule. | | send Messenger audio | Sends a messenger audio message to the contact based on the conditions and trigger setup in the rule. | | send Messenger Generic Template | Sends a messenger generic template message to the contact based on the conditions and trigger setup in the rule. This can be used to send interactive messages with buttons and carousels as replies to a contact when there is an active session. | | send Messenger Quick Replies | Sends a messenger message with up to 13 quick reply buttons to the contact based on the conditions and trigger setup in the rule. This can be used to select an option from the menu. | | Send Telegram Text Message | Sends a Telegram text message to the contact based on the conditions and trigger setup in the rule. This can be used to send replies to a contact when there is an active session. | | Send Telegram Template Message | Sends a Telegram message with buttons to the contact based on the conditions and trigger setup in the rule. This can be used to send interactive messages to a contact when there is an active session. | | send Telegram media | Sends a Telegram media message to the contact based on the conditions and trigger setup in the rule. | | send Telegram audio | Sends a Telegram audio message to the contact based on the conditions and trigger setup in the rule. | | Send Website Text Message | Sends a Website text message to the contact based on the conditions and trigger setup in the rule. This can be used to send replies to a contact when there is an active session. | | send Website media | Sends a Website media message to the contact based on the conditions and trigger setup in the rule. | | send Website interactive template message | Sends a Website interactive template message to the contact based on the conditions and trigger setup in the rule. | | Webhooks by Whautomate | Send custom webhook payloads to external applications via RESTful endpoints. | | Send WhatsApp Interactive Message - Flow | Sends a WhatsApp flow with a CTA to the contact based on the conditions and trigger setup in the rule. This can be used to send replies to a contact when there is an active session. | | Send WhatsApp Location Message | Sends a WhatsApp location message to the contact based on the conditions and trigger setup in the rule. | | Request WhatsApp Location Message | Requests a location message on WhatsApp from the contact based on the conditions and trigger setup in the rule. | # When a Contact is added to a Tag This rule gets triggered when a contact is added to a tag ## Conditions | Field | Operators | | -------------------------- | ---------------------------------------------------------------------------------------------------------- | | Contact Group | is part of all, is part of any, is not part of all | | Newly Added Contact Tags | includes any, does not include all | | Existing Contact Tags | includes any, does not include all | | Contact Stage | equals, not equals | | Channel | equals, not equals | | Last Contact activity time | is between, is on, is before, is after, is less than X period ago (past), is more than X period ago (past) | *** ## Actions | Action | Description | | ------------------------------------------------ | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Notify Staffs via WhatsApp | Sends a WhatsApp template message to Staffs based on the conditions and trigger setup in the rule. This can be used to send notifications to staffs. | | send a WhatsApp template message | Sends a WhatsApp template message based on the conditions and trigger setup in the rule. | | send Customer Satisfaction Survey (CSAT) | This action sends a Customer Satisfaction Survey to measure your business performance and customer satisfaction. | | Add the Contact to Group | Adds a contact to a group based on the conditions and trigger setup in the rule. | | Remove the Contact from Group | Removes contact from a group based on the conditions and trigger setup in the rule. This can be used to make sure the same rule does not execute multiple times in a flow. | | Add Contact Tags | Adds tags to contact based on the conditions and trigger setup in the rule. This can be used to segment contacts. | | Remove Contact Tags | Removes tags from a contact based on the conditions and trigger setup in the rule. This can be used to remove a contact from a segment. | | Update Contact Stage | Updates a contact stage. This helps you differentiate which stage a contact is at on a lead nurturing customer journey. | | Assign chat to unassigned queue | Assigns the chat to an unassigned queue for staffs to take action. This can be used in a Bot to Human transfer of the chat. | | Assign chat to Staff | Assigns the chat to a staff to take action. This can be used to set a default assignee for action on a Bot to Human transfer of the chat. | | Auto Close Conversation | Closes the conversation automatically so the bot takes over the conversation the next time the person messages. | | send WhatsApp message | Sends a WhatsApp text message to the contact based on the conditions and trigger setup in the rule. This can be used to send replies to a contact when there is an active session. | | send WhatsApp interactive message - Buttons | Sends a WhatsApp message with action buttons to the contact based on the conditions and trigger setup in the rule. This can be used to send replies to a contact when there is an active session. | | send WhatsApp interactive message - List options | Sends a WhatsApp message with list options to the contact based on the conditions and trigger setup in the rule. This can be used to send replies to a contact when there is an active session. | | send WhatsApp media | Sends a WhatsApp media message to the contact based on the conditions and trigger setup in the rule. | | send WhatsApp audio | Sends a WhatsApp audio message to the contact based on the conditions and trigger setup in the rule. | | Send Instagram Text Message | Sends an Instagram text message to the contact based on the conditions and trigger setup in the rule. This can be used to send replies to a contact when there is an active session. | | send Instagram media | Sends an Instagram media message to the contact based on the conditions and trigger setup in the rule. | | send Instagram audio | Sends an Instagram audio message to the contact based on the conditions and trigger setup in the rule. | | send Instagram Generic Template | Sends an Instagram generic template message to the contact based on the conditions and trigger setup in the rule. This can be used to send interactive messages with buttons and carousels as replies to a contact when there is an active session. | | send Instagram Quick Replies | Sends an Instagram message with up to 13 quick reply buttons to the contact based on the conditions and trigger setup in the rule. This can be used to select an option from the menu. | | Send Messenger Text Message | Sends a messenger text message to the contact based on the conditions and trigger setup in the rule. This can be used to send replies to a contact when there is an active session. | | send Messenger media | Sends a messenger media message to the contact based on the conditions and trigger setup in the rule. | | send Messenger audio | Sends a messenger audio message to the contact based on the conditions and trigger setup in the rule. | | send Messenger Generic Template | Sends a messenger generic template message to the contact based on the conditions and trigger setup in the rule. This can be used to send interactive messages with buttons and carousels as replies to a contact when there is an active session. | | send Messenger Quick Replies | Sends a messenger message with up to 13 quick reply buttons to the contact based on the conditions and trigger setup in the rule. This can be used to select an option from the menu. | | Send Telegram Text Message | Sends a Telegram text message to the contact based on the conditions and trigger setup in the rule. This can be used to send replies to a contact when there is an active session. | | Send Telegram Template Message | Sends a Telegram message with buttons to the contact based on the conditions and trigger setup in the rule. This can be used to send interactive messages to a contact when there is an active session. | | send Telegram media | Sends a Telegram media message to the contact based on the conditions and trigger setup in the rule. | | send Telegram audio | Sends a Telegram audio message to the contact based on the conditions and trigger setup in the rule. | | Send Website Text Message | Sends a Website text message to the contact based on the conditions and trigger setup in the rule. This can be used to send replies to a contact when there is an active session. | | send Website media | Sends a Website media message to the contact based on the conditions and trigger setup in the rule. | | send Website interactive template message | Sends a Website interactive template message to the contact based on the conditions and trigger setup in the rule. | | Webhooks by Whautomate | Send custom webhook payloads to external applications via RESTful endpoints. | | Send WhatsApp Interactive Message - Flow | Sends a WhatsApp flow with a CTA to the contact based on the conditions and trigger setup in the rule. This can be used to send replies to a contact when there is an active session. | | Send WhatsApp Location Message | Sends a WhatsApp location message to the contact based on the conditions and trigger setup in the rule. | | Request WhatsApp Location Message | Requests a location message on WhatsApp from the contact based on the conditions and trigger setup in the rule. | # When a Contact is removed from a Tag This rule gets triggered when a Contact is removed from a Tag ## Conditions | Field | Operators | | -------------------------- | ---------------------------------------------------------------------------------------------------------- | | Contact Group | is part of all, is part of any, is not part of all | | Removed Contact Tags | includes any, does not include all | | Existing Contact Tags | includes any, does not include all | | Contact Stage | equals, not equals | | Channel | equals, not equals | | Last Contact activity time | is between, is on, is before, is after, is less than X period ago (past), is more than X period ago (past) | *** ## Actions | Action | Description | | ------------------------------------------------ | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Notify Staffs via WhatsApp | Sends a WhatsApp template message to Staffs based on the conditions and trigger setup in the rule. This can be used to send notifications to staffs. | | send a WhatsApp template message | Sends a WhatsApp template message based on the conditions and trigger setup in the rule. | | send Customer Satisfaction Survey (CSAT) | This action sends a Customer Satisfaction Survey to measure your business performance and customer satisfaction. | | Add the Contact to Group | Adds a contact to a group based on the conditions and trigger setup in the rule. | | Remove the Contact from Group | Removes contact from a group based on the conditions and trigger setup in the rule. This can be used to make sure, the same rule does not execute multiple times in a flow. | | Add Contact Tags | Adds tags to contact based on the conditions and trigger setup in the rule. This can be used to segment contacts. | | Remove Contact Tags | Removes tags from a contact based on the conditions and trigger setup in the rule. This can be used to remove a contact from a segment. | | Update Contact Stage | Updates a contact stage. This helps you differentiate which stage a contact is at on a lead nurturing customer journey. | | Assign chat to unassigned queue | Assigns the chat to an unassigned queue for staffs to take action. This can be used in a Bot to Human transfer of the chat. | | Assign chat to Staff | Assigns the chat to a staff to take action. This can be used to set a default assignee for action on a Bot to Human transfer of the chat. | | Auto Close Conversation | Closes the conversation automatically so the bot takes over the conversation the next time person messages. | | send WhatsApp message | Sends a WhatsApp text message to the contact based on the conditions and trigger setup in the rule. This can be used to send replies to a contact when there is an active session. | | send WhatsApp interactive message - Buttons | Sends a WhatsApp message with action buttons to the contact based on the conditions and trigger setup in the rule. This can be used to send replies to a contact when there is an active session. | | send WhatsApp interactive message - List options | Sends a WhatsApp message with list options to the contact based on the conditions and trigger setup in the rule. This can be used to send replies to a contact when there is an active session. | | send WhatsApp media | Sends a WhatsApp media message to the contact based on the conditions and trigger setup in the rule. | | send WhatsApp audio | Sends a WhatsApp audio message to the contact based on the conditions and trigger setup in the rule. | | Send Instagram Text Message | Sends an Instagram text message to the contact based on the conditions and trigger setup in the rule. This can be used to send replies to a contact when there is an active session. | | send Instagram media | Sends an Instagram media message to the contact based on the conditions and trigger setup in the rule. | | send Instagram audio | Sends an Instagram audio message to the contact based on the conditions and trigger setup in the rule. | | send Instagram Generic Template | Sends an Instagram generic template message to the contact based on the conditions and trigger setup in the rule. This can be used to send interactive messages with buttons and carousels as replies to a contact when there is an active session. | | send Instagram Quick Replies | Sends an Instagram message with up to 13 quick reply buttons to the contact based on the conditions and trigger setup in the rule. This can be used to select an option from the menu. | | Send Messenger Text Message | Sends a messenger text message to the contact based on the conditions and trigger setup in the rule. This can be used to send replies to a contact when there is an active session. | | send Messenger media | Sends a messenger media message to the contact based on the conditions and trigger setup in the rule. | | send Messenger audio | Sends a messenger audio message to the contact based on the conditions and trigger setup in the rule. | | send Messenger Generic Template | Sends a messenger generic template message to the contact based on the conditions and trigger setup in the rule. This can be used to send interactive messages with buttons and carousels as replies to a contact when there is an active session. | | send Messenger Quick Replies | Sends a messenger message with up to 13 quick reply buttons to the contact based on the conditions and trigger setup in the rule. This can be used to select an option from the menu. | | Send Telegram Text Message | Sends a Telegram text message to the contact based on the conditions and trigger setup in the rule. This can be used to send replies to a contact when there is an active session. | | Send Telegram Template Message | Sends a Telegram message with buttons to the contact based on the conditions and trigger setup in the rule. This can be used to send interactive messages to a contact when there is an active session. | | send Telegram media | Sends a Telegram media message to the contact based on the conditions and trigger setup in the rule. | | send Telegram audio | Sends a Telegram audio message to the contact based on the conditions and trigger setup in the rule. | | Send Website Text Message | Sends a Website text message to the contact based on the conditions and trigger setup in the rule. This can be used to send replies to a contact when there is an active session. | | send Website media | Sends a Website media message to the contact based on the conditions and trigger setup in the rule. | | send Website interactive template message | Sends a Website interactive template message to the contact based on the conditions and trigger setup in the rule. | | Webhooks by Whautomate | Send custom webhook payloads to external applications via RESTful endpoints. | | Send WhatsApp Interactive Message - Flow | Sends a WhatsApp flow with a CTA to the contact based on the conditions and trigger setup in the rule. This can be used to send replies to a contact when there is an active session. | | Send WhatsApp Location Message | Sends a WhatsApp location message to the contact based on the conditions and trigger setup in the rule. | | Request WhatsApp Location Message | Requests a location message on WhatsApp from the contact based on the conditions and trigger setup in the rule. | # When a Contact Status Changes This trigger activates whenever there's a change in the status of a contact, such as conversation closure, unassignment, or any other status alteration. ## Conditions | Field | Operators | | -------------------------- | ---------------------------------------------------------------------------------------------------------- | | Contact Group | is part of all, is part of any, is not part of all | | Contact Status | equals, not equals | | Contact Tags | includes any, does not include all | | Contact Stage | equals, not equals | | Channel | equals, not equals | | Last Contact activity time | is between, is on, is before, is after, is less than X period ago (past), is more than X period ago (past) | *** ## Actions | Action | Description | | ------------------------------------------------ | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Notify Staffs via WhatsApp | Sends a WhatsApp template message to Staffs based on the conditions and trigger setup in the rule. This can be used to send notifications to staffs. | | send a WhatsApp template message | Sends a WhatsApp template message based on the conditions and trigger setup in the rul | | send Customer Satisfaction Survey (CSAT) | This action sends a Customer Satisfaction Survey to measure your business performance and customer satisfaction. | | Add the Contact to Group | Adds a contact to a group based on the conditions and trigger setup in the rule. | | Remove the Contact from Group | Removes contact from a group based on the conditions and trigger setup in the rule. This can be used to make sure, the same rule does not execute multiple times in a flow. | | Add Contact Tags | Adds tags to contact based on the conditions and trigger setup in the rule. This can be used to segment contacts. | | Remove Contact Tags | Removes tags from a contact based on the conditions and trigger setup in the rule. This can be used to remove a contact from a segment. | | Update Contact Stage | Updates a contact stage. This helps you differentiate which stage a contact is at on a lead nurturing customer journey. | | Assign chat to unassigned queue | Assigns the chat to an unassigned queue for staffs to take action. This can be used in a Bot to Human transfer of the chat. | | Assign chat to Staff | Assigns the chat to a staff to take action. This can be used to set a default assignee for action on a Bot to Human transfer of the chat. | | Auto Close Conversation | Closes the conversation automatically so the bot takes over the conversation the next time person messages. | | send WhatsApp message | Sends a WhatsApp text message to the contact based on the conditions and trigger setup in the rule. This can be used to send replies to a contact when there is an active session. | | send WhatsApp interactive message - Buttons | Sends a WhatsApp message with action buttons to the contact based on the conditions and trigger setup in the rule. This can be used to send replies to a contact when there is an active session. | | send WhatsApp interactive message - List options | Sends a WhatsApp message with list options to the contact based on the conditions and trigger setup in the rule. This can be used to send replies to a contact when there is an active session. | | send WhatsApp media | Sends a WhatsApp media message to the contact based on the conditions and trigger setup in the rule. | | send WhatsApp audio | Sends a WhatsApp audio message to the contact based on the conditions and trigger setup in the rule. | | Send Instagram Text Message | Sends an Instagram text message to the contact based on the conditions and trigger setup in the rule. This can be used to send replies to a contact when there is an active session. | | send Instagram media | Sends an Instagram media message to the contact based on the conditions and trigger setup in the rule. | | send Instagram audio | Sends an Instagram audio message to the contact based on the conditions and trigger setup in the rule. | | send Instagram Generic Template | Sends an Instagram generic template message to the contact based on the conditions and trigger setup in the rule. This can be used to send interactive messages with buttons and carousels as replies to a contact when there is an active session. | | send Instagram Quick Replies | Sends an Instagram message with up to 13 quick reply buttons to the contact based on the conditions and trigger setup in the rule. This can be used to select an option from the menu. | | Send Messenger Text Message | Sends a Messenger text message to the contact based on the conditions and trigger setup in the rule. This can be used to send replies to a contact when there is an active session. | | send Messenger media | Sends a Messenger media message to the contact based on the conditions and trigger setup in the rule. | | send Messenger audio | Sends a Messenger audio message to the contact based on the conditions and trigger setup in the rule. | | send Messenger Generic Template | Sends a Messenger generic template message to the contact based on the conditions and trigger setup in the rule. This can be used to send interactive messages with buttons and carousels as replies to a contact when there is an active session. | | send Messenger Quick Replies | Sends a Messenger message with up to 13 quick reply buttons to the contact based on the conditions and trigger setup in the rule. This can be used to select an option from the menu. | | Send Telegram Text Message | Sends a Telegram text message to the contact based on the conditions and trigger setup in the rule. This can be used to send replies to a contact when there is an active session. | | Send Telegram Template Message | Sends a Telegram message with buttons to the contact based on the conditions and trigger setup in the rule. This can be used to send interactive messages to a contact when there is an active session. | | send Telegram media | Sends a Telegram media message to the contact based on the conditions and trigger setup in the rule. | | send Telegram audio | Sends a Telegram audio message to the contact based on the conditions and trigger setup in the rule. | | Send Website Text Message | Sends a Website text message to the contact based on the conditions and trigger setup in the rule. This can be used to send replies to a contact when there is an active session. | | send Website media | Sends a Website media message to the contact based on the conditions and trigger setup in the rule. | | send Website interactive template message | Sends a Website interactive template message to the contact based on the conditions and trigger setup in the rule. | | Send WhatsApp Interactive Message - Flow | Sends a WhatsApp flow with a CTA to the contact based on the conditions and trigger setup in the rule. This can be used to send replies to a contact when there is an active session. | | Send WhatsApp Location Message | Sends a WhatsApp location message to the contact based on the conditions and trigger setup in the rule. | | Request WhatsApp Location Message | Requests a location message on WhatsApp from the contact based on the conditions and trigger setup in the rule. | # When a Client Completes a Form This rule gets triggered when a form is completed by a Client ## Conditions | Field | Operators | | ------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Client Tags | includes any, does not include all | | Contact Group | is part of all, is part of any, is not part of all | | Form Template | is part of all, is part of any, is not part of all | | Form Response | equals, not equals, is part of all, is part of any, is not part of all, lesser than, greater than, lesser than equal to, greater than equal to, is more than X period from now (future), is less than X period from now (future), is less than X period ago (past), is more than X period ago (past) | | Contact Tags | includes any, does not include all | | Contact Stage | equals, not equals | *** ## Actions | Action | Description | | ------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Send Email | Sends email to the list configured based on the conditions and trigger setup in the rule. This can be used to send custom emails to clients, staffs and other custom email lists. | | Notify Staffs via WhatsApp | Sends a WhatsApp template message to Staffs based on the conditions and trigger setup in the rule. This can be used to send notifications to staffs. | | send a WhatsApp template message | Sends a WhatsApp template message based on the conditions and trigger setup in the rule. | | send Customer Satisfaction Survey (CSAT) | This action sends a Customer Satisfaction Survey to measure your business performance and customer satisfaction. | | Add the Contact to Group | Adds a contact to a group based on the conditions and trigger setup in the rule. | | Remove the Contact from Group | Removes contact from a group based on the conditions and trigger setup in the rule. This can be used to make sure, the same rule does not execute multiple times in a flow. | | Add Client Tags | Add tags the client based on the conditions and trigger setup in the rule. This can be used in conditions to segment clients in subsequent rules. | | Remove Client Tags | Remove tags from client based on the conditions and trigger setup in the rule. This can be used to remove client from a segment. | | Add Contact Tags | Adds tags to contact based on the conditions and trigger setup in the rule. This can be used to segment contacts. | | Remove Contact Tags | Removes tags from a contact based on the conditions and trigger setup in the rule. This can be used to remove a contact from a segment. | | Update Contact Stage | Updates a contact stage. This helps you differentiate which stage a contact is at on a lead nurturing customer journey. | | Assign a form and request form to be filled | This action assigns a form template to the underlying client record and sends a WhatsApp message to fill the form. This can be used for collecting data for new or trial customers. | | Add Text Client Notes | Easily add and save textual notes for client interactions and details. | | Add Document Client Notes | Attach and store documents as notes for client records and communications. | | Add or Update Client Custom Attributes | Easily manage your client information by adding or updating custom attributes directly within your workflow. | # When a Client is assigned a Form This rule gets triggered when a form is assigned to a Client ## Conditions | Field | Operators | | ------------- | -------------------------------------------------- | | Client Tags | includes any, does not include all | | Contact Group | is part of all, is part of any, is not part of all | | Form Template | is part of all, is part of any, is not part of all | | Contact Tags | includes any, does not include all | | Contact Stage | equals, not equals | *** ## Actions | Action | Description | | ---------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Send Email | Sends email to the list configured based on the conditions and trigger setup in the rule. This can be used to send custom emails to clients, staffs and other custom email lists. | | Notify Staffs via WhatsApp | Sends a WhatsApp template message to Staffs based on the conditions and trigger setup in the rule. This can be used to send notifications to staffs. | | send a WhatsApp template message | Sends a WhatsApp template message based on the conditions and trigger setup in the rule. | | send Customer Satisfaction Survey (CSAT) | This action sends a Customer Satisfaction Survey to measure your business performance and customer satisfaction. | | Add the Contact to Group | Adds a contact to a group based on the conditions and trigger setup in the rule. | | Remove the Contact from Group | Removes contact from a group based on the conditions and trigger setup in the rule. This can be used to make sure, the same rule does not execute multiple times in a flow. | | Add Client Tags | Add tags the client based on the conditions and trigger setup in the rule. This can be used in conditions to segment clients in subsequent rules. | | Remove Client Tags | Remove tags from client based on the conditions and trigger setup in the rule. This can be used to remove client from a segment. | | Add Contact Tags | Adds tags to contact based on the conditions and trigger setup in the rule. This can be used to segment contacts. | | Remove Contact Tags | Removes tags from a contact based on the conditions and trigger setup in the rule. This can be used to remove a contact from a segment. | | Update Contact Stage | Updates a contact stage. This helps you differentiate which stage a contact is at on a lead nurturing customer journey. | | Mark the form as sent | Updates the form status to sent. | | Add Text Client Notes | Easily add and save textual notes for client interactions and details. | | Add Document Client Notes | Attach and store documents as notes for client records and communications. | | Add or Update Client Custom Attributes | Easily manage your client information by adding or updating custom attributes directly within your workflow. | # When someone Completes an anonymous Form This rule gets triggered when a form is completed by a Client ## Conditions | Field | Operators | | ------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Form Template | is part of all, is part of any, is not part of all | | Form Response | equals, not equals, is part of all, is part of any, is not part of all, lesser than, greater than, lesser than equal to, greater than equal to, is more than X period from now (future), is less than X period from now (future), is less than X period ago (past), is more than X period ago (past) | *** ## Actions | Action | Description | | -------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Send Email | Sends email to the list configured based on the conditions and trigger setup in the rule. This can be used to send custom emails to clients, staffs and other custom email lists. | | Notify Staffs via WhatsApp | Sends a WhatsApp template message to Staffs based on the conditions and trigger setup in the rule. This can be used to send notifications to staffs. | # Subscription Updates This rule gets triggered when a subscription is created or updated. ## Conditions | Field | Operators | | ------------------- | -------------------------------------------------- | | Contact Group | is part of all, is part of any, is not part of all | | Subscription Status | equals, not equals | | Client Tags | includes any, does not include all | | Contact Tags | includes any, does not include all | | Contact Stage | equals, not equals | *** ## Actions | Action | Description | | ------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | send a WhatsApp template message | Sends a WhatsApp template message to the contact based on the conditions and trigger setup in the rule. This can be used to initiate a new conversation using preapproved WhatsApp templates. | | send Customer Satisfaction Survey (CSAT) | This action sends a Customer Satisfaction Survey to measure your business performance and customer satisfaction. | | Add the Contact to Group | Adds a contact to a group based on the conditions and trigger setup in the rule. This can be used in conditions to identify contacts in subsequent rules. | | Remove the Contact from Group | Removes contact from a group based on the conditions and trigger setup in the rule. This can be used to make sure, the same rule does not execute multiple times in a flow. | | Add Client Tags | Add tags to the client based on the conditions and trigger setup in the rule. This can be used in conditions to segment clients in subsequent rules. | | Remove Client Tags | Remove tags from the client based on the conditions and trigger setup in the rule. This can be used to remove the client from a segment. | | Add Contact Tags | Adds tags to the contact based on the conditions and trigger setup in the rule. This can be used to segment contacts. | | Remove Contact Tags | Removes tags from the contact based on the conditions and trigger setup in the rule. This can be used to remove a contact from a segment. | | Update Contact Stage | Updates a contact stage. This helps you differentiate which stage a contact is at on a lead nurturing customer journey. | | Assign a form and request form to be filled | This action assigns a form template to the underlying client record and sends a WhatsApp message to fill the form. This can be used for surveys post-appointment visit, data collection prior to appointment visit. | | Notify Staffs via WhatsApp | Sends a WhatsApp template message to Staffs based on the conditions and trigger setup in the rule. This can be used to send notifications to staffs. | | Send Email | Sends an email to the list configured based on the conditions and trigger setup in the rule. This can be used to send custom emails to clients, staffs, and other custom email lists. | # Order Updates This rule gets triggered when an Order is created or updated. ## Conditions | Field | Operators | | ------------- | -------------------------------------------------- | | Contact Group | is part of all, is part of any, is not part of all | | Order Status | equals, not equals | | Client Tags | includes any, does not include all | | Contact Tags | includes any, does not include all | | Contact Stage | equals, not equals | *** ## Actions | Action | Description | | ------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | send a WhatsApp template message | Sends a WhatsApp template message to the contact based on the conditions and trigger setup in the rule. This can be used to initiate a new conversation using preapproved WhatsApp templates. | | send Customer Satisfaction Survey (CSAT) | This action sends a Customer Satisfaction Survey to measure your business performance and customer satisfaction. | | Add the Contact to Group | Adds a contact to a group based on the conditions and trigger setup in the rule. This can be used in conditions to identify contacts in subsequent rules. | | Remove the Contact from Group | Removes contact from a group based on the conditions and trigger setup in the rule. This can be used to make sure the same rule does not execute multiple times in a flow. | | Add Client Tags | Add tags to the client based on the conditions and trigger setup in the rule. This can be used in conditions to segment clients in subsequent rules. | | Remove Client Tags | Remove tags from the client based on the conditions and trigger setup in the rule. This can be used to remove the client from a segment. | | Add Contact Tags | Adds tags to the contact based on the conditions and trigger setup in the rule. This can be used to segment contacts. | | Remove Contact Tags | Removes tags from the contact based on the conditions and trigger setup in the rule. This can be used to remove a contact from a segment. | | Update Contact Stage | Updates a contact stage. This helps you differentiate which stage a contact is at on a lead nurturing customer journey. | | Assign a form and request form to be filled | This action assigns a form template to the underlying client record and sends a WhatsApp message to fill the form. This can be used for surveys post-appointment visit, data collection prior to appointment visit. | | Notify Staffs via WhatsApp | Sends a WhatsApp template message to Staffs based on the conditions and trigger setup in the rule. This can be used to send notifications to staff. | | Send Email | Sends an email to the list configured based on the conditions and trigger setup in the rule. This can be used to send custom emails to clients, staff, and other custom email lists. | # Invoice Updates This rule gets triggered when an Invoice is created or updated. ## Conditions | Field | Operators | | -------------- | ------------------------------------------------------------------------------------------ | | Contact Group | is part of all, is part of any, is not part of all | | Invoice Status | equals, not equals | | Invoice Amount | equals, not equals, lesser than, greater than, lesser than equal to, greater than equal to | | Client Tags | includes any, does not include all | | Contact Tags | includes any, does not include all | | Contact Stage | equals, not equals | *** ## Actions | Action | Description | | ------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | send a WhatsApp template message | Sends a WhatsApp template message to the contact based on the conditions and trigger setup in the rule. This can be used to initiate a new conversation using preapproved WhatsApp templates. | | send Customer Satisfaction Survey (CSAT) | This action sends a Customer Satisfaction Survey to measure your business performance and customer satisfaction. | | Add the Contact to Group | Adds a contact to a group based on the conditions and trigger setup in the rule. This can be used in conditions to identify contacts in subsequent rules. | | Remove the Contact from Group | Removes contact from a group based on the conditions and trigger setup in the rule. This can be used to make sure the same rule does not execute multiple times in a flow. | | Add Client Tags | Add tags to the client based on the conditions and trigger setup in the rule. This can be used in conditions to segment clients in subsequent rules. | | Remove Client Tags | Remove tags from the client based on the conditions and trigger setup in the rule. This can be used to remove the client from a segment. | | Add Contact Tags | Adds tags to the contact based on the conditions and trigger setup in the rule. This can be used to segment contacts. | | Remove Contact Tags | Removes tags from the contact based on the conditions and trigger setup in the rule. This can be used to remove a contact from a segment. | | Update Contact Stage | Updates a contact stage. This helps you differentiate which stage a contact is at on a lead nurturing customer journey. | | Assign a form and request form to be filled | This action assigns a form template to the underlying client record and sends a WhatsApp message to fill the form. This can be used for surveys post-appointment visit, data collection prior to appointment visit. | | Notify Staffs via WhatsApp | Sends a WhatsApp template message to Staffs based on the conditions and trigger setup in the rule. This can be used to send notifications to staff. | | Send Email | Sends an email to the list configured based on the conditions and trigger setup in the rule. This can be used to send custom emails to clients, staff, and other custom email lists. | | Webhooks by Whautomate | Send custom webhook payloads to external applications via RESTful endpoints. | # Credits Usage Updates This rule gets triggered when credits are used, expired or updated. ## Conditions | Field | Operators | | -------------------------- | -------------------------------------------------- | | Contact Group | is part of all, is part of any, is not part of all | | Subscription Credit Status | equals, not equals | | Client Tags | includes any, does not include all | | Contact Tags | includes any, does not include all | | Contact Stage | equals, not equals | *** ## Actions | Action | Description | | ------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | send a WhatsApp template message | Sends a WhatsApp template message to the contact based on the conditions and trigger setup in the rule. This can be used to initiate a new conversation using preapproved WhatsApp templates. | | send Customer Satisfaction Survey (CSAT) | This action sends a Customer Satisfaction Survey to measure your business performance and customer satisfaction. | | Add the Contact to Group | Adds a contact to a group based on the conditions and trigger setup in the rule. This can be used in conditions to identify contacts in subsequent rules. | | Remove the Contact from Group | Removes contact from a group based on the conditions and trigger setup in the rule. This can be used to make sure, the same rule does not execute multiple times in a flow. | | Add Client Tags | Add tags the client based on the conditions and trigger setup in the rule. This can be used in conditions to segment clients in subsequent rules. | | Remove Client Tags | Remove tags from client based on the conditions and trigger setup in the rule. This can be used to remove client from a segment. | | Add Contact Tags | Adds tags to contact based on the conditions and trigger setup in the rule. This can be used to segment contacts. | | Remove Contact Tags | Removes tags from a contact based on the conditions and trigger setup in the rule. This can be used to remove a contact from a segment. | | Update Contact Stage | Updates a contact stage. This helps you differentiate which stage a contact is at on a lead nurturing customer journey. | | Assign a form and request form to be filled | This action assigns a form template to the underlying client record and sends a WhatsApp message to fill the form. This can be used for surveys post appointment visit, data collection prior to appointment visit. | | Notify Staffs via WhatsApp | Sends a WhatsApp template message to Staffs based on the conditions and trigger setup in the rule. This can be used to send notifications to staffs. | | Send Email | Sends email to the list configured based on the conditions and trigger setup in the rule. This can be used to send custom emails to clients, staffs and other custom email lists. | | Add Text Client Notes | Easily add and save textual notes for client interactions and details. | | Add Document Client Notes | Attach and store documents as notes for client records and communications. | | Add or Update Client Custom Attributes | Easily manage your client information by adding or updating custom attributes directly within your workflow. | # Class Participant Updates This rule gets triggered when an class participant is added, updated or cancelled. ## Conditions | Field | Operators | | ------------------------ | -------------------------------------------------- | | Contact Group | is part of all, is part of any, is not part of all | | Class Participant Status | equals, not equals | | Class Type | equals, not equals | | Client Tags | includes any, does not include all | | Contact Tags | includes any, does not include all | | Contact Stage | equals, not equals | *** ## Actions | Action | Description | | ------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | send a WhatsApp template message | Sends a WhatsApp template message to the contact based on the conditions and trigger setup in the rule. This can be used to initiate a new conversation using preapproved WhatsApp templates. | | send Customer Satisfaction Survey (CSAT) | This action sends a Customer Satisfaction Survey to measure your business performance and customer satisfaction. | | Add the Contact to Group | Adds a contact to a group based on the conditions and trigger setup in the rule. This can be used in conditions to identify contacts in subsequent rules. | | Remove the Contact from Group | Removes contact from a group based on the conditions and trigger setup in the rule. This can be used to make sure, the same rule does not execute multiple times in a flow. | | Add Client Tags | Add tags the client based on the conditions and trigger setup in the rule. This can be used in conditions to segment clients in subsequent rules. | | Remove Client Tags | Remove tags from client based on the conditions and trigger setup in the rule. This can be used to remove client from a segment. | | Add Contact Tags | Adds tags to contact based on the conditions and trigger setup in the rule. This can be used to segment contacts. | | Remove Contact Tags | Removes tags from a contact based on the conditions and trigger setup in the rule. This can be used to remove a contact from a segment. | | Update Contact Stage | Updates a contact stage. This helps you differentiate which stage a contact is at on a lead nurturing customer journey. | | Assign a form and request form to be filled | This action assigns a form template to the underlying client record and sends a WhatsApp message to fill the form. This can be used for surveys post appointment visit, data collection prior to appointment visit. | | Notify Staffs via WhatsApp | Sends a WhatsApp template message to Staffs based on the conditions and trigger setup in the rule. This can be used to send notifications to staffs. | | Notify Associated Staff via WhatsApp | Sends a WhatsApp template message to assigned staff for the appointment based on the conditions and trigger setup in the rule. This can be used to send notifications to staff who is offering the appointment. | | Notify Client's Primary Staff via WhatsApp | Sends a WhatsApp template message to client's primary staff based on the conditions and trigger setup in the rule. This can be used to send notifications to primary staff of the client. | | Send Email | Sends email to the list configured based on the conditions and trigger setup in the rule. This can be used to send custom emails to clients, staffs and other custom email lists. | | Webhooks by Whautomate | Send custom webhook payloads to external applications via RESTful endpoints. | | Add Text Client Notes | Easily add and save textual notes for client interactions and details. | | Add Document Client Notes | Attach and store documents as notes for client records and communications. | | Add or Update Client Custom Attributes | Easily manage your client information by adding or updating custom attributes directly within your workflow. | # Incoming Messenger Messages This rule gets triggered when a message is received ## Conditions | Field | Operators | | -------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------- | | Incoming Message | includes any, does not include all, is a valid date, is not a valid date, matches regex pattern, does not match regex pattern, equals, not equals | | Message Type | is part of all, is part of any, is not part of all | | Message received time | is between, is on, is before, is after, is less than X period ago (past), is more than X period ago (past) | | Last Contact activity time | is between, is on, is before, is after, is less than X period ago (past), is more than X period ago (past) | | Contact Group | is part of all, is part of any, is not part of all | | Contact Tags | includes any, does not include all | | Contact Stage | equals, not equals | *** ## Actions | Action | Description | | ------------------------------------------------------------------------ | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Send Messenger Text Message | Sends a messenger text message to the contact based on the conditions and trigger setup in the rule. This can be used to send replies to a contact when there is an active session. | | send Messenger media | Sends a messenger media message to the contact based on the conditions and trigger setup in the rule. | | send Messenger audio | Sends a messenger audio message to the contact based on the conditions and trigger setup in the rule. | | send Messenger Generic Template | Sends a messenger generic template message to the contact based on the conditions and trigger setup in the rule. This can be used to send interactive messages with buttons and carousels as replies to a contact when there is an active session. | | send Messenger Quick Replies | Sends a messenger message with up to 13 quick reply buttons to the contact based on the conditions and trigger setup in the rule. This can be used to select an option from menu. | | send Customer Satisfaction Survey (CSAT) | This action sends a Customer Satisfaction Survey to measure your business performance and customer satisfaction. | | Webhooks by Whautomate | Send custom webhook payloads to external applications via RESTful endpoints. | | Add the Contact to Group | Adds a contact to a group based on the conditions and trigger setup in the rule. This can be used in conditions to identify contacts in subsequent rules. | | Remove the Contact from Group | Removes contact from a group based on the conditions and trigger setup in the rule. This can be used to make sure, the same rule does not execute multiple times in a flow. | | Add Contact Tags | Adds tags to contact based on the conditions and trigger setup in the rule. This can be used to segment contacts. | | Remove Contact Tags | Removes tags from a contact based on the conditions and trigger setup in the rule. This can be used to remove a contact from a segment. | | Update Contact Stage | Updates a contact stage. This helps you differentiate which stage a contact is at on a lead nurturing customer journey. | | Send Email | Sends email to the list configured based on the conditions and trigger setup in the rule. This can be used to send custom emails to clients, staffs and other custom email lists. | | Assign chat to unassigned queue | Assigns the chat to an unassigned queue for staffs to take action. This can be used in a Bot to Human transfer of the chat. | | Assign chat to Staff | Assigns the chat to a staff to take action. This can be used to set a default assignee for action on a Bot to Human transfer of the chat. | | Auto Close Conversation | Closes the conversation automatically so the bot takes over the conversation the next time person messages. | | Notify Staffs via WhatsApp | Sends a WhatsApp template message to Staffs based on the conditions and trigger setup in the rule. This can be used to send notifications to staffs. | | AI conversation powered by GPT - OpenAI Chat Completion | Configure open AI chat completion endpoint to autorespond to customer queries using ChatGPT. | | Custom trained - AI conversation powered by GPT - OpenAI Chat Completion | Configure open AI chat completion endpoint to autorespond to customer queries on your dataset using ChatGPT. | | Clear AI Conversation History | Clears the AI conversation history. AI won't have the context of previous conversations. | # Outgoing Messenger Messages This rule gets triggered when a messenger message is sent ## Conditions | Field | Operators | | ----------------- | ------------------------------------------------------------------------------------------------------------------------------------------------- | | Outgoing Message | includes any, does not include all, is a valid date, is not a valid date, matches regex pattern, does not match regex pattern, equals, not equals | | Message Type | is part of all, is part of any, is not part of all | | Message Sender | equals, not equals | | Message sent time | is between, is on, is before, is after, is less than X period ago (past), is more than X period ago (past) | | Contact Group | is part of all, is part of any, is not part of all | | Contact Tags | includes any, does not include all | | Contact Stage | equals, not equals | *** ## Actions | Action | Description | | ---------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Notify Staffs via WhatsApp | Sends a WhatsApp template message to Staffs based on the conditions and trigger setup in the rule. This can be used to send notifications to staffs. | | Assign chat to unassigned queue | Assigns the chat to an unassigned queue for staffs to take action. This can be used in a Bot to Human transfer of the chat. | | Assign chat to Staff | Assigns the chat to a staff to take action. This can be used to set a default assignee for action on a Bot to Human transfer of the chat. | | Auto Close Conversation | Closes the conversation automatically so the bot takes over the conversation the next time person messages. | | Clear AI Conversation History | Clears the AI conversation history. AI won't have the context of previous conversations. | | Send Messenger Text Message | Sends a messenger text message to the contact based on the conditions and trigger setup in the rule. This can be used to send replies to a contact when there is an active session. | | send Messenger media | Sends a messenger media message to the contact based on the conditions and trigger setup in the rule. | | send Messenger audio | Sends a messenger audio message to the contact based on the conditions and trigger setup in the rule. | | send Messenger Generic Template | Sends a messenger generic template message to the contact based on the conditions and trigger setup in the rule. This can be used to send interactive messages with buttons and carousels as replies to a contact when there is an active session. | | send Messenger Quick Replies | Sends a messenger message with up to 13 quick reply buttons to the contact based on the conditions and trigger setup in the rule. This can be used to select an option from menu. | | send Customer Satisfaction Survey (CSAT) | This action sends a Customer Satisfaction Survey to measure your business performance and customer satisfaction. | | Webhooks by Whautomate | Send custom webhook payloads to external applications via RESTful endpoints. | | Add the Contact to Group | Adds a contact to a group based on the conditions and trigger setup in the rule. This can be used in conditions to identify contacts in subsequent rules. | | Remove the Contact from Group | Removes contact from a group based on the conditions and trigger setup in the rule. This can be used to make sure, the same rule does not execute multiple times in a flow. | | Add Contact Tags | Adds tags to contact based on the conditions and trigger setup in the rule. This can be used to segment contacts. | | Remove Contact Tags | Removes tags from a contact based on the conditions and trigger setup in the rule. This can be used to remove a contact from a segment. | | Update Contact Stage | Updates a contact stage. This helps you differentiate which stage a contact is at on a lead nurturing customer journey. | # Incoming Instagram Messages This rule gets triggered when a message is received ## Conditions | Field | Operators | | -------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------- | | Incoming Message | includes any, does not include all, is a valid date, is not a valid date, matches regex pattern, does not match regex pattern, equals, not equals | | Message Type | is part of all, is part of any, is not part of all | | Message received time | is between, is on, is before, is after, is less than X period ago (past), is more than X period ago (past) | | Last Contact activity time | is between, is on, is before, is after, is less than X period ago (past), is more than X period ago (past) | | Contact Group | is part of all, is part of any, is not part of all | | Contact Tags | includes any, does not include all | | Contact Stage | equals, not equals | *** ## Actions | Action | Description | | ------------------------------------------------------------------------ | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Send Instagram Text Message | Sends an Instagram text message to the contact based on the conditions and trigger setup in the rule. This can be used to send replies to a contact when there is an active session. | | send Instagram media | Sends an Instagram media message to the contact based on the conditions and trigger setup in the rule. | | send Instagram audio | Sends an Instagram audio message to the contact based on the conditions and trigger setup in the rule. | | send Instagram Generic Template | Sends an Instagram generic template message to the contact based on the conditions and trigger setup in the rule. This can be used to send interactive messages with buttons and carousels as replies to a contact when there is an active session. | | send Instagram Quick Replies | Sends an Instagram message with up to 13 quick reply buttons to the contact based on the conditions and trigger setup in the rule. This can be used to select an option from menu. | | send Customer Satisfaction Survey (CSAT) | This action sends a Customer Satisfaction Survey to measure your business performance and customer satisfaction. | | Webhooks by Whautomate | Send custom webhook payloads to external applications via RESTful endpoints. | | Add the Contact to Group | Adds a contact to a group based on the conditions and trigger setup in the rule. This can be used in conditions to identify contacts in subsequent rules. | | Remove the Contact from Group | Removes contact from a group based on the conditions and trigger setup in the rule. This can be used to make sure, the same rule does not execute multiple times in a flow. | | Add Contact Tags | Adds tags to contact based on the conditions and trigger setup in the rule. This can be used to segment contacts. | | Remove Contact Tags | Removes tags from a contact based on the conditions and trigger setup in the rule. This can be used to remove a contact from a segment. | | Update Contact Stage | Updates a contact stage. This helps you differentiate which stage a contact is at on a lead nurturing customer journey. | | Send Email | Sends email to the list configured based on the conditions and trigger setup in the rule. This can be used to send custom emails to clients, staffs, and other custom email lists. | | Assign chat to unassigned queue | Assigns the chat to an unassigned queue for staffs to take action. This can be used in a Bot to Human transfer of the chat. | | Assign chat to Staff | Assigns the chat to a staff to take action. This can be used to set a default assignee for action on a Bot to Human transfer of the chat. | | Notify Staffs via WhatsApp | Sends a WhatsApp template message to Staffs based on the conditions and trigger setup in the rule. This can be used to send notifications to staffs. | | AI conversation powered by GPT - OpenAI Chat Completion | Configure OpenAI chat completion endpoint to autorespond to customer queries using ChatGPT. | | Custom trained - AI conversation powered by GPT - OpenAI Chat Completion | Configure OpenAI chat completion endpoint to autorespond to customer queries on your dataset using ChatGPT. | | Clear AI Conversation History | Clears the AI conversation history. AI won't have the context of previous conversations. | # Outgoing Instagram Messages This rule gets triggered when an Instagram message is sent ## Conditions | Field | Operators | | ----------------- | ------------------------------------------------------------------------------------------------------------------------------------------------- | | Outgoing Message | includes any, does not include all, is a valid date, is not a valid date, matches regex pattern, does not match regex pattern, equals, not equals | | Message Type | is part of all, is part of any, is not part of all | | Message Sender | equals, not equals | | Message sent time | is between, is on, is before, is after, is less than X period ago (past), is more than X period ago (past) | | Contact Group | is part of all, is part of any, is not part of all | | Contact Tags | includes any, does not include all | | Contact Stage | equals, not equals | *** ## Actions | Action | Description | | ---------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Notify Staffs via WhatsApp | Sends a WhatsApp template message to Staffs based on the conditions and trigger setup in the rule. This can be used to send notifications to staffs. | | Assign chat to unassigned queue | Assigns the chat to an unassigned queue for staffs to take action. This can be used in a Bot to Human transfer of the chat. | | Assign chat to Staff | Assigns the chat to a staff to take action. This can be used to set a default assignee for action on a Bot to Human transfer of the chat. | | Add the Contact to Group | Adds a contact to a group based on the conditions and trigger setup in the rule. This can be used in conditions to identify contacts in subsequent rules. | | Remove the Contact from Group | Removes contact from a group based on the conditions and trigger setup in the rule. This can be used to make sure, the same rule does not execute multiple times in a flow. | | Add Contact Tags | Adds tags to contact based on the conditions and trigger setup in the rule. This can be used to segment contacts. | | Remove Contact Tags | Removes tags from a contact based on the conditions and trigger setup in the rule. This can be used to remove a contact from a segment. | | Update Contact Stage | Updates a contact stage. This helps you differentiate which stage a contact is at on a lead nurturing customer journey. | | Auto Close Conversation | Closes the conversation automatically so the bot takes over the conversation the next time person messages. | | Clear AI Conversation History | Clears the AI conversation history. AI won't have the context of previous conversations. | | Send Instagram Text Message | Sends an Instagram text message to the contact based on the conditions and trigger setup in the rule. This can be used to send replies to a contact when there is an active session. | | send Instagram media | Sends an Instagram media message to the contact based on the conditions and trigger setup in the rule. | | send Instagram audio | Sends an Instagram audio message to the contact based on the conditions and trigger setup in the rule. | | send Instagram Generic Template | Sends an Instagram generic template message to the contact based on the conditions and trigger setup in the rule. This can be used to send interactive messages with buttons and carousels as replies to a contact when there is an active session. | | send Instagram Quick Replies | Sends an Instagram message with up to 13 quick reply buttons to the contact based on the conditions and trigger setup in the rule. This can be used to select an option from menu. | | send Customer Satisfaction Survey (CSAT) | This action sends a Customer Satisfaction Survey to measure your business performance and customer satisfaction. | | Webhooks by Whautomate | Send custom webhook payloads to external applications via RESTful endpoints. | # Incoming Telegram Messages This rule gets triggered when a message is received ## Conditions | Field | Operators | | -------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------- | | Incoming Message | includes any, does not include all, is a valid date, is not a valid date, matches regex pattern, does not match regex pattern, equals, not equals | | Message Type | is part of all, is part of any, is not part of all | | Telegram Chat Type | is part of all, is part of any, is not part of all | | Message received time | is between, is on, is before, is after, is less than X period ago (past), is more than X period ago (past) | | Last Contact activity time | is between, is on, is before, is after, is less than X period ago (past), is more than X period ago (past) | | Contact Group | is part of all, is part of any, is not part of all | | Contact Tags | includes any, does not include all | | Contact Stage | equals, not equals | *** ## Actions | Action | Description | | ------------------------------------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Send Telegram Text Message | Sends a Telegram text message to the contact based on the conditions and trigger setup in the rule. This can be used to send replies to a contact when there is an active session. | | Send Telegram Template Message | Sends a Telegram message with buttons to the contact based on the conditions and trigger setup in the rule. This can be used to send interactive messages to a contact when there is an active session. | | send Customer Satisfaction Survey (CSAT) | This action sends a Customer Satisfaction Survey to measure your business performance and customer satisfaction. | | send Telegram media | Sends a Telegram media message to the contact based on the conditions and trigger setup in the rule. | | send Telegram audio | Sends a Telegram audio message to the contact based on the conditions and trigger setup in the rule. | | Webhooks by Whautomate | Send custom webhook payloads to external applications via RESTful endpoints. | | Add the Contact to Group | Adds a contact to a group based on the conditions and trigger setup in the rule. This can be used in conditions to identify contacts in subsequent rules. | | Remove the Contact from Group | Removes contact from a group based on the conditions and trigger setup in the rule. This can be used to make sure, the same rule does not execute multiple times in a flow. | | Add Contact Tags | Adds tags to contact based on the conditions and trigger setup in the rule. This can be used to segment contacts. | | Remove Contact Tags | Removes tags from a contact based on the conditions and trigger setup in the rule. This can be used to remove a contact from a segment. | | Update Contact Stage | Updates a contact stage. This helps you differentiate which stage a contact is at on a lead nurturing customer journey. | | Send Email | Sends email to the list configured based on the conditions and trigger setup in the rule. This can be used to send custom emails to clients, staffs and other custom email lists. | | Assign chat to unassigned queue | Assigns the chat to an unassigned queue for staffs to take action. This can be used in a Bot to Human transfer of the chat. | | Assign chat to Staff | Assigns the chat to a staff to take action. This can be used to set a default assignee for action on a Bot to Human transfer of the chat. | | Auto Close Conversation | Closes the conversation automatically so the bot takes over the conversation the next time person messages. | | Notify Staffs via WhatsApp | Sends a WhatsApp template message to Staffs based on the conditions and trigger setup in the rule. This can be used to send notifications to staffs. | | AI conversation powered by GPT - OpenAI Chat Completion | Configure open AI chat completion end point to autorespond to customer queries using ChatGPT. | | Custom trained - AI conversation powered by GPT - OpenAI Chat Completion | Configure open AI chat completion end point to autorespond to customer queries on your dataset using ChatGPT. | | Clear AI Conversation History | Clears the AI conversation history. AI won't have the context of previous conversations. | # Outgoing Telegram Messages This rule gets triggered when a Telegram message is sent ## Conditions | Field | Operators | | ------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------- | | Outgoing Message | includes any, does not include all, is a valid date, is not a valid date, matches regex pattern, does not match regex pattern, equals, not equals | | Message Type | is part of all, is part of any, is not part of all | | Message Sender | equals, not equals | | Telegram Chat Type | is part of all, is part of any, is not part of all | | Message sent time | is between, is on, is before, is after, is less than X period ago (past), is more than X period ago (past) | | Contact Group | is part of all, is part of any, is not part of all | | Contact Tags | includes any, does not include all | | Contact Stage | equals, not equals | *** ## Actions | Action | Description | | ---------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Notify Staffs via WhatsApp | Sends a WhatsApp template message to Staffs based on the conditions and trigger setup in the rule. This can be used to send notifications to staffs. | | Add the Contact to Group | Adds a contact to a group based on the conditions and trigger setup in the rule. This can be used in conditions to identify contacts in subsequent rules. | | Remove the Contact from Group | Removes contact from a group based on the conditions and trigger setup in the rule. This can be used to make sure, the same rule does not execute multiple times in a flow. | | Add Contact Tags | Adds tags to contact based on the conditions and trigger setup in the rule. This can be used to segment contacts. | | Remove Contact Tags | Removes tags from a contact based on the conditions and trigger setup in the rule. This can be used to remove a contact from a segment. | | Update Contact Stage | Updates a contact stage. This helps you differentiate which stage a contact is at on a lead nurturing customer journey. | | Assign chat to unassigned queue | Assigns the chat to an unassigned queue for staffs to take action. This can be used in a Bot to Human transfer of the chat. | | Auto Close Conversation | Closes the conversation automatically so the bot takes over the conversation the next time person messages. | | Assign chat to Staff | Assigns the chat to a staff to take action. This can be used to set a default assignee for action on a Bot to Human transfer of the chat. | | Clear AI Conversation History | Clears the AI conversation history. AI won't have the context of previous conversations. | | Send Telegram Text Message | Sends a Telegram text message to the contact based on the conditions and trigger setup in the rule. This can be used to send replies to a contact when there is an active session. | | Send Telegram Template Message | Sends a Telegram message with buttons to the contact based on the conditions and trigger setup in the rule. This can be used to send interactive messages to a contact when there is an active session. | | send Customer Satisfaction Survey (CSAT) | This action sends a Customer Satisfaction Survey to measure your business performance and customer satisfaction. | | send Telegram media | Sends a Telegram media message to the contact based on the conditions and trigger setup in the rule. | | send Telegram audio | Sends a Telegram audio message to the contact based on the conditions and trigger setup in the rule. | | Webhooks by Whautomate | Send custom webhook payloads to external applications via RESTful endpoints. | # Incoming Website Messages This rule gets triggered when a message is received ## Conditions | Field | Operators | | -------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------- | | Incoming Message | includes any, does not include all, is a valid date, is not a valid date, matches regex pattern, does not match regex pattern, equals, not equals | | Message Type | is part of all, is part of any, is not part of all | | Message received time | is between, is on, is before, is after, is less than X period ago (past), is more than X period ago (past) | | Last Contact activity time | is between, is on, is before, is after, is less than X period ago (past), is more than X period ago (past) | | Contact Group | is part of all, is part of any, is not part of all | | Contact Tags | includes any, does not include all | | Contact Stage | equals, not equals | *** ## Actions | Action | Description | | ------------------------------------------------------------------------ | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Send Website Text Message | Sends a Website text message to the contact based on the conditions and trigger setup in the rule. This can be used to send replies to a contact when there is an active session. | | send Website media | Sends a Website media message to the contact based on the conditions and trigger setup in the rule. | | send Website interactive template message | Sends a Website interactive template message to the contact based on the conditions and trigger setup in the rule. | | send Customer Satisfaction Survey (CSAT) | This action sends a Customer Satisfaction Survey to measure your business performance and customer satisfaction. | | Webhooks by Whautomate | Send custom webhook payloads to external applications via RESTful endpoints. | | Add the Contact to Group | Adds a contact to a group based on the conditions and trigger setup in the rule. This can be used in conditions to identify contacts in subsequent rules. | | Remove the Contact from Group | Removes contact from a group based on the conditions and trigger setup in the rule. This can be used to make sure, the same rule does not execute multiple times in a flow. | | Add Contact Tags | Adds tags to contact based on the conditions and trigger setup in the rule. This can be used to segment contacts. | | Remove Contact Tags | Removes tags from a contact based on the conditions and trigger setup in the rule. This can be used to remove a contact from a segment. | | Update Contact Stage | Updates a contact stage. This helps you differentiate which stage a contact is at on a lead nurturing customer journey. | | Send Email | Sends email to the list configured based on the conditions and trigger setup in the rule. This can be used to send custom emails to clients, staffs and other custom email lists. | | Assign chat to unassigned queue | Assigns the chat to an unassigned queue for staffs to take action. This can be used in a Bot to Human transfer of the chat. | | Assign chat to Staff | Assigns the chat to a staff to take action. This can be used to set a default assignee for action on a Bot to Human transfer of the chat. | | Auto Close Conversation | Closes the conversation automatically so the bot takes over the conversation the next time person messages. | | Notify Staffs via WhatsApp | Sends a WhatsApp template message to Staffs based on the conditions and trigger setup in the rule. This can be used to send notifications to staffs. | | AI conversation powered by GPT - OpenAI Chat Completion | Configure open AI chat completion endpoint to autorespond to customer queries using ChatGPT. | | Custom trained - AI conversation powered by GPT - OpenAI Chat Completion | Configure open AI chat completion endpoint to autorespond to customer queries on your dataset using ChatGPT. | | Clear AI Conversation History | Clears the AI conversation history. AI won't have the context of previous conversations. | # Outgoing Website Messages This rule gets triggered when a website message is sent. ## Conditions | Field | Operators | | ----------------- | ------------------------------------------------------------------------------------------------------------------------------------------------- | | Outgoing Message | includes any, does not include all, is a valid date, is not a valid date, matches regex pattern, does not match regex pattern, equals, not equals | | Message Type | is part of all, is part of any, is not part of all | | Message Sender | equals, not equals | | Message sent time | is between, is on, is before, is after, is less than X period ago (past), is more than X period ago (past) | | Contact Group | is part of all, is part of any, is not part of all | | Contact Tags | includes any, does not include all | | Contact Stage | equals, not equals | *** ## Actions | Action | Description | | ----------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Notify Staffs via WhatsApp | Sends a WhatsApp template message to Staffs based on the conditions and trigger setup in the rule. This can be used to send notifications to staffs. | | Assign chat to unassigned queue | Assigns the chat to an unassigned queue for staffs to take action. This can be used in a Bot to Human transfer of the chat. | | Auto Close Conversation | Closes the conversation automatically so the bot takes over the conversation the next time person messages. | | Assign chat to Staff | Assigns the chat to a staff to take action. This can be used to set a default assignee for action on a Bot to Human transfer of the chat. | | Clear AI Conversation History | Clears the AI conversation history. AI won't have the context of previous conversations. | | Send Website Text Message | Sends a Website text message to the contact based on the conditions and trigger setup in the rule. This can be used to send replies to a contact when there is an active session. | | send Website media | Sends a website media message to the contact based on the conditions and trigger setup in the rule. | | send Website interactive template message | Sends a Website interactive template message to the contact based on the conditions and trigger setup in the rule. | | send Customer Satisfaction Survey (CSAT) | This action sends a Customer Satisfaction Survey to measure your business performance and customer satisfaction. | | Webhooks by Whautomate | Send custom webhook payloads to external applications via RESTful endpoints. | | Add the Contact to Group | Adds a contact to a group based on the conditions and trigger setup in the rule. This can be used in conditions to identify contacts in subsequent rules. | | Remove the Contact from Group | Removes contact from a group based on the conditions and trigger setup in the rule. This can be used to make sure, the same rule does not execute multiple times in a flow. | | Add Contact Tags | Adds tags to contact based on the conditions and trigger setup in the rule. This can be used to segment contacts. | | Remove Contact Tags | Removes tags from a contact based on the conditions and trigger setup in the rule. This can be used to remove a contact from a segment. | | Update Contact Stage | Updates a contact stage. This helps you differentiate which stage a contact is at on a lead nurturing customer journey. | # Shopify - Abandoned Cart This rule gets triggered when a Shopify cart is abandoned so you can trigger notifications to recover them. ## Conditions | Field | Operators | | --------------- | ------------------------------------------------------------------------------------------ | | Total Amount | equals, not equals, lesser than, greater than, lesser than equal to, greater than equal to | | Total Discounts | equals, not equals, lesser than, greater than, lesser than equal to, greater than equal to | | Contact Group | is part of all, is part of any, is not part of all | | Client Tags | includes any, does not include all | | Contact Tags | includes any, does not include all | | Contact Stage | equals, not equals | *** ## Actions | Action | Description | | ------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | send a WhatsApp template message | Sends a WhatsApp template message to the contact based on the conditions and trigger setup in the rule. This can be used to initiate a new conversation using preapproved WhatsApp templates. | | send Customer Satisfaction Survey (CSAT) | This action sends a Customer Satisfaction Survey to measure your business performance and customer satisfaction. | | Add the Contact to Group | Adds a contact to a group based on the conditions and trigger setup in the rule. This can be used in conditions to identify contacts in subsequent rules. | | Remove the Contact from Group | Removes contact from a group based on the conditions and trigger setup in the rule. This can be used to make sure the same rule does not execute multiple times in a flow. | | Add Client Tags | Add tags to the client based on the conditions and trigger setup in the rule. This can be used in conditions to segment clients in subsequent rules. | | Remove Client Tags | Remove tags from the client based on the conditions and trigger setup in the rule. This can be used to remove the client from a segment. | | Add Contact Tags | Adds tags to contact based on the conditions and trigger setup in the rule. This can be used to segment contacts. | | Remove Contact Tags | Removes tags from a contact based on the conditions and trigger setup in the rule. This can be used to remove a contact from a segment. | | Update Contact Stage | Updates a contact stage. This helps you differentiate which stage a contact is at on a lead nurturing customer journey. | | Assign a form and request form to be filled | This action assigns a form template to the underlying client record and sends a WhatsApp message to fill the form. This can be used for surveys post appointment visit, data collection prior to appointment visit. | | Notify Staffs via WhatsApp | Sends a WhatsApp template message to Staffs based on the conditions and trigger setup in the rule. This can be used to send notifications to staff. | | Send Email | Sends email to the list configured based on the conditions and trigger setup in the rule. This can be used to send custom emails to clients, staff, and other custom email lists. | # Shopify - Order Created This rule gets triggered when a Shopify order is created, so you can trigger notifications. ## Conditions | Field | Operators | | ---------------- | ------------------------------------------------------------------------------------------ | | Payment gateway | includes any, does not include all | | Financial status | is part of all, is part of any, is not part of all | | Total Amount | equals, not equals, lesser than, greater than, lesser than equal to, greater than equal to | | Total Discounts | equals, not equals, lesser than, greater than, lesser than equal to, greater than equal to | | Contact Group | is part of all, is part of any, is not part of all | | Client Tags | includes any, does not include all | | Contact Tags | includes any, does not include all | | Contact Stage | equals, not equals | *** ## Actions | Action | Description | | ------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | send a WhatsApp template message | Sends a WhatsApp template message to the contact based on the conditions and trigger setup in the rule. This can be used to initiate a new conversation using preapproved WhatsApp templates. | | send Customer Satisfaction Survey (CSAT) | This action sends a Customer Satisfaction Survey to measure your business performance and customer satisfaction. | | Add the Contact to Group | Adds a contact to a group based on the conditions and trigger setup in the rule. This can be used in conditions to identify contacts in subsequent rules. | | Remove the Contact from Group | Removes contact from a group based on the conditions and trigger setup in the rule. This can be used to make sure the same rule does not execute multiple times in a flow. | | Add Client Tags | Add tags to the client based on the conditions and trigger setup in the rule. This can be used in conditions to segment clients in subsequent rules. | | Remove Client Tags | Remove tags from the client based on the conditions and trigger setup in the rule. This can be used to remove the client from a segment. | | Add Contact Tags | Adds tags to contact based on the conditions and trigger setup in the rule. This can be used to segment contacts. | | Remove Contact Tags | Removes tags from a contact based on the conditions and trigger setup in the rule. This can be used to remove a contact from a segment. | | Update Contact Stage | Updates a contact stage. This helps you differentiate which stage a contact is at on a lead nurturing customer journey. | | Assign a form and request form to be filled | This action assigns a form template to the underlying client record and sends a WhatsApp message to fill the form. This can be used for surveys post appointment visit, data collection prior to appointment visit. | | Notify Staffs via WhatsApp | Sends a WhatsApp template message to Staffs based on the conditions and trigger setup in the rule. This can be used to send notifications to staff. | | Send Email | Sends email to the list configured based on the conditions and trigger setup in the rule. This can be used to send custom emails to clients, staff, and other custom email lists. | # Shopify - Order Fulfilled This rule gets triggered when a Shopify order is fulfilled, so you can trigger notifications. ## Conditions | Field | Operators | | ------------- | -------------------------------------------------- | | Contact Group | is part of all, is part of any, is not part of all | | Client Tags | includes any, does not include all | | Contact Tags | includes any, does not include all | | Contact Stage | equals, not equals | *** #### Actions | Action | Description | | ------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | send a WhatsApp template message | Sends a WhatsApp template message to the contact based on the conditions and trigger setup in the rule. This can be used to initiate a new conversation using preapproved WhatsApp templates. | | send Customer Satisfaction Survey (CSAT) | This action sends a Customer Satisfaction Survey to measure your business performance and customer satisfaction. | | Add the Contact to Group | Adds a contact to a group based on the conditions and trigger setup in the rule. This can be used in conditions to identify contacts in subsequent rules. | | Remove the Contact from Group | Removes contact from a group based on the conditions and trigger setup in the rule. This can be used to make sure the same rule does not execute multiple times in a flow. | | Add Client Tags | Add tags to the client based on the conditions and trigger setup in the rule. This can be used in conditions to segment clients in subsequent rules. | | Remove Client Tags | Remove tags from the client based on the conditions and trigger setup in the rule. This can be used to remove the client from a segment. | | Add Contact Tags | Adds tags to contact based on the conditions and trigger setup in the rule. This can be used to segment contacts. | | Remove Contact Tags | Removes tags from a contact based on the conditions and trigger setup in the rule. This can be used to remove a contact from a segment. | | Update Contact Stage | Updates a contact stage. This helps you differentiate which stage a contact is at on a lead nurturing customer journey. | | Assign a form and request form to be filled | This action assigns a form template to the underlying client record and sends a WhatsApp message to fill the form. This can be used for surveys post appointment visit, data collection prior to appointment visit. | | Notify Staffs via WhatsApp | Sends a WhatsApp template message to Staffs based on the conditions and trigger setup in the rule. This can be used to send notifications to staff. | | Send Email | Sends email to the list configured based on the conditions and trigger setup in the rule. This can be used to send custom emails to clients, staff, and other custom email lists. | # Shopify - Order Cancelled This rule gets triggered when a Shopify order is cancelled, so you can trigger notifications. ## Conditions | Field | Operators | | ---------------- | ------------------------------------------------------------------------------------------ | | Payment gateway | includes any, does not include all | | Financial status | is part of all, is part of any, is not part of all | | Total Amount | equals, not equals, lesser than, greater than, lesser than equal to, greater than equal to | | Total Discounts | equals, not equals, lesser than, greater than, lesser than equal to, greater than equal to | | Contact Group | is part of all, is part of any, is not part of all | | Client Tags | includes any, does not include all | | Contact Tags | includes any, does not include all | | Contact Stage | equals, not equals | *** ## Actions | Action | Description | | ------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | send a WhatsApp template message | Sends a WhatsApp template message to the contact based on the conditions and trigger setup in the rule. This can be used to initiate a new conversation using preapproved WhatsApp templates. | | send Customer Satisfaction Survey (CSAT) | This action sends a Customer Satisfaction Survey to measure your business performance and customer satisfaction. | | Add the Contact to Group | Adds a contact to a group based on the conditions and trigger setup in the rule. This can be used in conditions to identify contacts in subsequent rules. | | Remove the Contact from Group | Removes contact from a group based on the conditions and trigger setup in the rule. This can be used to make sure the same rule does not execute multiple times in a flow. | | Add Client Tags | Add tags to the client based on the conditions and trigger setup in the rule. This can be used in conditions to segment clients in subsequent rules. | | Remove Client Tags | Remove tags from the client based on the conditions and trigger setup in the rule. This can be used to remove the client from a segment. | | Add Contact Tags | Adds tags to contact based on the conditions and trigger setup in the rule. This can be used to segment contacts. | | Remove Contact Tags | Removes tags from a contact based on the conditions and trigger setup in the rule. This can be used to remove a contact from a segment. | | Update Contact Stage | Updates a contact stage. This helps you differentiate which stage a contact is at on a lead nurturing customer journey. | | Assign a form and request form to be filled | This action assigns a form template to the underlying client record and sends a WhatsApp message to fill the form. This can be used for surveys post appointment visit, data collection prior to appointment visit. | | Notify Staffs via WhatsApp | Sends a WhatsApp template message to Staffs based on the conditions and trigger setup in the rule. This can be used to send notifications to staff. | | Send Email | Sends email to the list configured based on the conditions and trigger setup in the rule. This can be used to send custom emails to clients, staff, and other custom email lists. | # WooCommerce - Abandoned Cart This rule gets triggered when a WooCommerce cart is left abandoned, so you can trigger notifications. ## Conditions | Field | Operators | | --------------- | ------------------------------------------------------------------------------------------ | | Payment gateway | includes any, does not include all | | Order status | is part of all, is part of any, is not part of all | | Total Amount | equals, not equals, lesser than, greater than, lesser than equal to, greater than equal to | | Total Discounts | equals, not equals, lesser than, greater than, lesser than equal to, greater than equal to | | Contact Group | is part of all, is part of any, is not part of all | | Client Tags | includes any, does not include all | | Contact Tags | includes any, does not include all | | Contact Stage | equals, not equals | *** ## Actions | Action | Description | | ------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | send a WhatsApp template message | Sends a WhatsApp template message to the contact based on the conditions and trigger setup in the rule. This can be used to initiate a new conversation using preapproved WhatsApp templates. | | send Customer Satisfaction Survey (CSAT) | This action sends a Customer Satisfaction Survey to measure your business performance and customer satisfaction. | | Add the Contact to Group | Adds a contact to a group based on the conditions and trigger setup in the rule. This can be used in conditions to identify contacts in subsequent rules. | | Remove the Contact from Group | Removes contact from a group based on the conditions and trigger setup in the rule. This can be used to make sure the same rule does not execute multiple times in a flow. | | Add Client Tags | Add tags to the client based on the conditions and trigger setup in the rule. This can be used in conditions to segment clients in subsequent rules. | | Remove Client Tags | Remove tags from the client based on the conditions and trigger setup in the rule. This can be used to remove the client from a segment. | | Add Contact Tags | Adds tags to contact based on the conditions and trigger setup in the rule. This can be used to segment contacts. | | Remove Contact Tags | Removes tags from a contact based on the conditions and trigger setup in the rule. This can be used to remove a contact from a segment. | | Update Contact Stage | Updates a contact stage. This helps you differentiate which stage a contact is at on a lead nurturing customer journey. | | Assign a form and request form to be filled | This action assigns a form template to the underlying client record and sends a WhatsApp message to fill the form. This can be used for surveys post appointment visit, data collection prior to appointment visit. | | Notify Staffs via WhatsApp | Sends a WhatsApp template message to Staffs based on the conditions and trigger setup in the rule. This can be used to send notifications to staff. | | Send Email | Sends email to the list configured based on the conditions and trigger setup in the rule. This can be used to send custom emails to clients, staff, and other custom email lists. | # WooCommerce - Order Status Changes This rule gets triggered when a WooCommerce order status changes, so you can trigger notifications. ## Conditions | Field | Operators | | --------------- | ------------------------------------------------------------------------------------------ | | Payment gateway | includes any, does not include all | | Order status | is part of all, is part of any, is not part of all | | Total Amount | equals, not equals, lesser than, greater than, lesser than equal to, greater than equal to | | Total Discounts | equals, not equals, lesser than, greater than, lesser than equal to, greater than equal to | | Contact Group | is part of all, is part of any, is not part of all | | Client Tags | includes any, does not include all | | Contact Tags | includes any, does not include all | | Contact Stage | equals, not equals | *** ## Actions | Action | Description | | ------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | send a WhatsApp template message | Sends a WhatsApp template message to the contact based on the conditions and trigger setup in the rule. This can be used to initiate a new conversation using preapproved WhatsApp templates. | | send Customer Satisfaction Survey (CSAT) | This action sends a Customer Satisfaction Survey to measure your business performance and customer satisfaction. | | Add the Contact to Group | Adds a contact to a group based on the conditions and trigger setup in the rule. This can be used in conditions to identify contacts in subsequent rules. | | Remove the Contact from Group | Removes contact from a group based on the conditions and trigger setup in the rule. This can be used to make sure the same rule does not execute multiple times in a flow. | | Add Client Tags | Add tags to the client based on the conditions and trigger setup in the rule. This can be used in conditions to segment clients in subsequent rules. | | Remove Client Tags | Remove tags from the client based on the conditions and trigger setup in the rule. This can be used to remove the client from a segment. | | Add Contact Tags | Adds tags to contact based on the conditions and trigger setup in the rule. This can be used to segment contacts. | | Remove Contact Tags | Removes tags from a contact based on the conditions and trigger setup in the rule. This can be used to remove a contact from a segment. | | Update Contact Stage | Updates a contact stage. This helps you differentiate which stage a contact is at on a lead nurturing customer journey. | | Assign a form and request form to be filled | This action assigns a form template to the underlying client record and sends a WhatsApp message to fill the form. This can be used for surveys post appointment visit, data collection prior to appointment visit. | | Notify Staffs via WhatsApp | Sends a WhatsApp template message to Staffs based on the conditions and trigger setup in the rule. This can be used to send notifications to staff. | | Send Email | Sends email to the list configured based on the conditions and trigger setup in the rule. This can be used to send custom emails to clients, staff, and other custom email lists. | # Setup WhatsApp Chatbot In this video we are going to see how to install chatbot using Predefined chatbot templates offered by whautomate. {% embed url="" %} # WhatsApp AI Chatbot - Customer Service Learn how to set up a GPT-powered WhatsApp AI chatbot for customer service on the Whautomate platform in this video. Discover how to use the chatbot on WhatsApp, leveraging ChatGPT's language model. {% embed url="" %} # Telegram AI Chatbot - Customer Service In this video we are going to see how to Setup Telegram Integration with Whautomate and see how we can recieve messages onto a centralized inbox like respond to conversations. {% embed url="" %} # Chatbot Demos Whautomate's chatbot demos from appointment booking, class booking and E-commerce shop chatbot on WhatsApp, Instagram and more. ## Appointment Booking Chatbot {% embed url="" %} Automate Appointment booking with Whautomate on WhatsApp Channel {% endembed %} ## Class Booking Chatbot {% embed url="" %} Automate Class Booking with Whautomate on WhatsApp channel {% endembed %} ## E-Commerce Chatbot {% embed url="" %} E-Commerce Shop chatbot on WhatsApp Channel {% endembed %} ## AI Appointment booking Chatbot {% embed url="" %} AI-based Appointment booking on WhatsApp, Instagram and more using Whautomate {% endembed %} ## AI Class booking Chatbot {% embed url="" %} Automate Class Bookings using AI on WhatsApp, Instagram and more using Whautomate {% endembed %} ## Build your own AI Chatbot {% embed url="" %} Build your own AI Chatbot that performs tasks across applications using Whautomate {% endembed %} # WhatsApp Drip Campaign A Drip Campaign is a series of automated messages sent to a group of people over a set period. In this video, we are going to see how to setup a WhatsApp Drip Campaign using the Whautomate platform. {% embed url="" %} ### To set up a WhatsApp Drip Campaign with Whautomate, follow these steps. 👇 **Step 1:** Go to the **Communication** menu
**Step 2:** Select the **Automations** menu option
**Step 3:** Click the **Add Rule** button
**Step 4:** Select the **Create rule from Scratch** option
**Step 5:** Enter the **Automation Rule Name** for reference and select the category as **Customer Experience.** Since it relates to customer experience, it will be added under that category
**Step 6:** Select the Trigger **When a Client is Created**
**Step 7:** Click the **Add Condition** button and select the option given in the picture below. Please note that the condition filters the new clients to execute this rule. For Example, a **New Lead** tag is added whenever a new client is created in Whautomate
**Step 8:** Select the **Action** and click **Send a WhatsApp template message**
**Step 9:** Click on the **Message Template** and select the template that is created for the Drip sequences or click **Create a New Template.** Please note that create a set of message templates for the drip sequence before setup
**For example,** I selected a welcome message template with a header image and entered the required parameter values. I used a client variable, so the message will be delivered with the client’s name included.
**Step 10:** Click the **Add Action** button and select the action **Add Client tag.** Adding another action to make a chain loop for the next drip sequences
**Step 11:** Click the **Add Wait Time** button, set the wait time to **1 day,** and then select the tag that will be added after 1 day. Here I have selected the **Follow up** tag
**Step 12:** Click the **Save** button to save this rule
#### Create a Second Order Rule to continue the sequence. **Step 1:** Click the **Add Rule** Button
**Step 2:** Select the **Create rule from Scratch** option
**Step 3:** Enter the **Automation Rule Name** for reference and select **Customer Experience** as the category. Since it relates to customer experience, it will be categorized and maintained under a single category
**Step 4:** Select the Trigger **When a Client is added to a Tag**
**Step 5:** Click the **Add Condition** button and select the option as given in the picture below. Here we check whether the **Follow up** tag is added after a day and whether the client is not **Unsubscribed** from the drip sequence {% hint style="info" %} **Note:** The "**Marketing Opt-Out**" is an automation template available in the automation list. If a client no longer wants to receive marketing-related messages from a business, they can reply with ‘**Stop**’ to unsubscribe. An ‘**Unsubscribed**’ tag is then added to filter that client out from drip campaigns and broadcasts by applying a related condition to it. This rule can be easily installed from the automation templates. {% endhint %}
**Step 6:** Select the **Action** and click **Send a WhatsApp template message**
**Step 7:** Click on the **Message Template.** Select the template that is created for the second-day Drip sequence and enter all the required details
**Step 8:** Click the **Add Action** button and select the action **Add Client tag.** Adding another action to make a chain loop for the next drip sequences. This loop continues until how many sequences are needed for the drip campaign
**Step 9:** Click the **Add Wait Time** button, set the wait time to **2 days,** and then select the tag that will be added after 2 days from the execution of this rule. Here I have selected the **Follow up 2** tag.
**Step 10:** Remove the previously added tag to identify the current sequence the client is in by adding another **Action** and selecting **Remove Client Tags.** Choose the previously added **Follow up** tag in the rule
**Step 11:** Click the **Save** button to save this rule and select the **Customer Experiences** icon to view the list of added drip campaign rules
{% hint style="info" %} **Note:** Please note that this sequence will determine the number of days messages will be sent to the client. Choose as many days as needed and create rules accordingly. A tag-based chain loop will specify which day the client is on. {% endhint %} # Birthday Wishes Campaign Watch this video to learn how to setup the WhatsApp Personalized Birthday Campaigns Automation on the Whautomate platform. {% embed url="" %} # Automate Reviews & Surveys In this video, we are going to look at how to leverage Whautomate to automate the review collection process for your business and boost social proof. {% embed url="" %} # How to Use Personalisation Variables and Custom Fields Personalisation makes your customer conversations more engaging by automatically inserting customer-specific details into your messages. For example: * Instead of sending *“Hello there”*, you can send *“Hello {{Name}}”* and Whautomate will replace `{{Name}}` it with your customer’s actual name. ## 1. What Are Personalisation Variables Personalisation Variables are placeholders that Whautomate automatically replaces with actual data from your contacts, clients, or business settings in your Whautomate account.\ \ Commonly used variables include: * **{{Name}}** → Inserts the customer’s name * **{{Phone}}** → Inserts the customer’s phone number * **{{Email}}** → Inserts the customer’s email address * **{{Appointment}}** → Inserts the scheduled appointment date/time, etc * **{{Business Name}}** → Inserts your business name ### How to Use Personalisation Variables in Messages You can use Personalisation Variables and Custom Fields in: * **Automated Flows** (appointment booking, surveys, feedback, etc.) * **Broadcasts** (sending personalised promotions or updates at scale) 👉 **Tip:** When you enter `#` In the Parameter field, a list will automatically pop up. You can then choose from the options provided to fill out the parameter details. **Eg**: #client.name = {{client.name}}, #business.name = {{business.name}}, etc.
**Example:**\ Message Template:\ 👉 “Dear {{appointment.clientName}}, Your appointment with {{appointment.practitioner}} at {{business.name}} on {{appointment.date}}, {{appointment.time}} is confirmed. Thank you for booking an appointment with us. Please let us know if you have any questions. \ Have a great day!" Customer Sees:\ 👉 “Dear Nina Haas, Your appointment with Mr. John Doe at ABC Business on 25 Aug 2025, 09:00 AM is confirmed. Thank you for booking an appointment with us. Please let us know if you have any questions. \ Have a great day!” ### Available Personalisation Variables:
Client Variables {{client.id}}, {{client.name}}, {{client.preferredName}}, {{client.age}}, {{client.gender}}, {{client.email}}, {{client.phone}}, {{client.calendarSyncURL}}, {{client.photoURL}}, {{client.address}}, {{client.emergencyRelationType}}, {{client.emergencyContactName}}, {{client.emergencyContactPhone}}, {{client.company}}, {{client.taxIdType}}{{client.taxIdNumber}}, {{client.availableFunds}}, {{client.customFields.fieldName}}
Contact Variables {{contact.id}}, {{contact.name}}, {{contact.phone}}, {{contact.customFields.fieldName}}
Business Variables {{business.name}}, {{business.address}}, {{business.phone}}, {{business.mapDirectionUrl}}, {{business.operatingHours}}, {{business.id}}
Appointment Variables {{appointment.practitioner}}, {{appointment.date}}, {{appointment.time}}, {{appointment.previousDate}}, {{appointment.previousTime}}, {{appointment.clientName}}, {{appointment.addToCalendarURL}}, {{appointment.partialAddToCalendarURL}}, {{appointment.location}}, {{appointment.service}}, {{appointment.addons}}, {{appointment.detailsURL}}, {{appointment.partialdetailsURL}}, {{appointment.cancelURL}}, {{appointment.partialcancelURL}}, {{appointment.rescheduleURL}}, {{appointment.partialrescheduleURL}}, {{appointment.practitionerRole}}, {{appointment.price}}, {{appointment.timezone}}, {{appointment.businessTimezone}}, {{appointment.dateInBusinessTZ}}, {{appointment.timeInBusinessTZ}}, {{appointment.previousDateInBusinessTZ}}, {{appointment.previousTimeInBusinessTZ}}
Virtual/Online Session Variables **Guest Meeting URL:** {{appointment.guestMeetingUrl}} **Meeting Password:** {{appointment.meetingPassword}} **Host Meeting URL:** {{appointment.hostMeetingUrl}}
Class Variables {{class.clientName}}, {{class.date}}, {{class.time}}, {{class.practitioner}}, {{class.className}}, {{class.duration}}, {{class.onlineClassLink}}, {{class.onlinePassCode}}, {{class.addToCalendarURL}}, {{class.detailsURL}}, {{class.partialdetailsURL}}, {{class.cancelURL}}, {{class.partialcancelURL}}, {{class.addToCalendarEmailAttachmentURL}}, {{class.timezone}}
Bulk Class Variables {{bulkClass.clientName}}, {{bulkClass.timezone}}, {{bulkClass.className}}, {{bulkClass.duration}}, {{bulkClass.practitioner}}, {{bulkClass.consolidatedSchedule}}, {{bulkClass.status}}
Form Variables {{form.name}}, {{form.clientName}}, {{form.status}}, {{form.url}}, {{form.partialUrl}}, {{form.pdf}}, {{form.downloadId}}, {{form.id}}
Invoice Variables {{invoice.number}}, {{invoice.totalAmount}}, {{invoice.pendingAmount}}, {{invoice.clientName}}, {{invoice.date}}, {{invoice.dueDate}}, {{invoice.pdf}}, {{invoice.notes}}, {{invoice.paymentUrl}}, {{invoice.partialPaymentUrl}}, {{invoice.paymentRequestId}}, {{invoice.downloadId}}, {{invoice.downloadUrl}}
Loyalty Program Variables {{loyalty.pointsChanged}}, {{loyalty.availablePoints}}, {{loyalty.pointsChangedReason}}, {{loyalty.pointsToRedeemCoupon}}, {{loyalty.couponCode}}
*** ## 2. How to Add & Manage Custom Fields in Clients and Contacts Custom Fields let you save extra information about your clients and contacts beyond the standard details (like Renewal Date, Preferences, or Referred By). These fields can be used to personalise messages and create smarter automation. ### Adding Custom Fields to a Client 1. Go to **Clients** in your Whautomate dashboard. 2. Select the client you want to update. 3. Click **Edit Client**. 👇
4. Scroll down to **Custom Fields**. 5. Add a field name (e.g., *Subscription Date*) and its value (e.g., *25 August 2025*). 6. Click **Save**. 👇
### Adding Custom Fields to a Contact 1. Go to the **Team Inbox** in your Whautomate dashboard. 2. Select the contact you want to update. 3. In the **Contact Info** section, look for **Custom Attributes**. 4. Click **+ Add**. 👇
5. Add a field name (e.g., *Follow Up*) and its value (e.g., *25 August 2025*). 6. Click **Save**. 👇
### Using Custom Fields Variables in Messages You can insert your **Custom Fields** into messages with variables. **1. Dot Notation (no spaces in field name)** 
Client: {{client.customFields.fieldName}}
Contact: {{contact.customFields.MembershipPlan}}
Example: *“Hi {{client.name}}, your plan is {{contact.customFields.membershipPlan}}.”*\ Result: *“Hi Sarah, your plan is Gold.”* **2. Bracket Notation (for spaces/special characters)** ``` Client: {{client.customFields["subscription status"]}} {{client.customFields['subscription status']}} Contact: {{contact.customFields["subscription status"]}} {{contact.customFields['subscription status']}} ``` Example: *“Hi {{client.name}}, status: {{contact.customFields\['subscription status']}}.”*\ Result: *“Hi John, status: Active.”* {% hint style="success" %} Tip: Use **bracket notation** if your field name has spaces. {% endhint %} ### Bulk Import with Custom Fields When uploading clients or contacts via **CSV file**, you can include custom attributes directly. **Example CSV entries:** ``` VIPStatus:"true" | PreferredBranch:"Branch1" ``` Example; \ Filed Name: VIPStatus and Value: True Filed Name: PreferredBranch and Value: Branch1 This way, every client/contact in the file will have the fields assigned automatically.
*** ✅ With Custom Fields, you can keep detailed client and contact records, making it easier to personalise messages to your audience. # Invoice & Payment links This guide covers various functionalities associated with Invoice and Payment links in Whautomate and step-by-step instructions to get started easily. # Setup Payment Gateway This guide goes through the step-by-step instructions on connecting Stripe, Razorpay or MyFatoorah with Whautomate platform to start accepting payments. ## Connect your preferred Payment Gateway using the integration Guide {% content-ref url="/pages/Bs8n1t4SUFu8rN5mQbja" %} [Stripe](/product-guides/integrations/stripe) {% endcontent-ref %} {% content-ref url="/pages/VfEVbO1P0P8XMkaGDODV" %} [Razorpay](/product-guides/integrations/razorpay) {% endcontent-ref %} {% content-ref url="/pages/jKpGKWSAQ0Oh6Ym9M4wc" %} [MyFatoorah](/product-guides/integrations/myfatoorah) {% endcontent-ref %} # Update Business Settings In this video we are going to see how to Update the business Settings,The branding information for generating invoices and payment links in Whautomate. {% embed url="" %} # Invoice & Payments In this video We are going to look at the invoice module offered by whautomate platform and also we are going to see couple of settings related to invoice. {% embed url="" %} # Invoice Statements Easily manage and track lists of billed items, outstanding invoices, paid payments, available funds, and total due payments. Conveniently send, download, and print statements with just a few clicks. **Step 1:** Go to the **Whautomate app,** Select the **"Finance"** menu option, and Click the **"Statements"** menu option in the Templates section to continue. 👇
**Step 2:** Select the **+ Add New Statement** button.
**Step 3:** On this page, search and select the client for whom you want to create an invoice statement. Then, choose the Statement Date, Statement Start and End Date, and click the **"Preview Statement"** button to generate the statement.
**Step 4:** After generating the statement, you have three options to save it: 1. Click the **Save** option to store the statement. 2. Click the **Save and Send** option to send the statement via WhatsApp, Email, and SMS. 3. Click the **Save and Print** option to print the statement.
# Send Invoice PDF - Personalize WhatsApp, Email and SMS template Whautomate provides these default templates when you send invoice PDFs through WhatsApp, Email or SMS. You can customize these default message templates to cater for your needs and branding. **Step 1:** Go to the **Whautomate app,** Select the **Settings** menu option, and Click the **Default Communication Templates** option in the Templates section to continue. 👇
**Step 2:** On this page, you can access all default communication templates. The Invoice Send PDF **WhatsApp, Email,** and **SMS** templates are highlighted. Simply click on the **Edit** icon to modify the template according to your preferences. 👇
## Invoice Send PDF - WhatsApp Template **Step 1:** To edit the **WhatsApp** template, simply select the "**Edit**" icon.
**Step 2:** Select a WhatsApp template message you want to send your client for the invoice PDF. (a) I used the Whautomate **whauto\_invoice\_pdf\_message(en)** WhatsApp default message template which was already created and approved by Meta. If you want to use your own custom WhatsApp message template, So first you need to create a new **WhatsApp Message Template**, you can select the **Create New Template** link. This will take us to the template page where we can submit our new template.
(b). When you enter **(#)** in the Parameter field, a list will pop up. You can choose from the options provided to fill out the parameter details. **Eg**: #client.name = {{client.name}}, #business.name = {{business.name}}, etc. #### Available Personalisation Variables: **Client Variables** > {{client.name}}, {{client.preferredName}}, {{client.age}}, {{client.gender}}, {{client.email}}, {{client.phone}}, {{client.calendarSyncURL}}, {{client.photoURL}}, {{client.address}}, {{client.emergencyRelationType}}, {{client.emergencyContactName}}, {{client.emergencyContactPhone}} **Business Variables** > {{business.name}}, {{business.address}}, {{business.phone}}, {{business.mapDirectionUrl}}, {{business.operatingHours}} **Invoice Variables** > {{invoice.number}}, {{invoice.totalAmount}}, {{invoice.pendingAmount}}, {{invoice.clientName}}, {{invoice.date}}, {{invoice.dueDate}}, {{invoice.pdf}}, {{invoice.notes}}, {{invoice.paymentUrl}}, {{invoice.partialPaymentUrl}}, {{invoice.paymentRequestId}}, {{invoice.downloadId}}, {{invoice.downloadUrl}}
**Step 3:** After entering all the necessary information, please click on the "**Save**" button to save your changes. 👇
**Step 4:** Now, Create a test client and send yourself an invoice via **WhatsApp** to test it. 👇
## Invoice Send PDF - Email Template **Step 1:** To edit the **Email** template, simply select the "**Edit**" icon
**Step 2:** On this page, You can modify the **Email Subject and Message** template according to your preferences. **Note:** Please enter **(#)** to choose from personalisation variables in the parameters E.g. client name, location name, etc. [**Available Personalisation Variables for Email Template Mentioned in the upper section of WhatsApp:**](#available-personalisation-variables)
**Step 3:** After entering all the necessary information for the Email template, please click on the "**Save**" button to save your changes. 👇
**Step 4:** Now, Create a test client and send yourself an invoice via **Email** to test it. 👇
## Invoice Send PDF - SMS Template **Step 1:** To edit the **SMS** template, simply select the "**Edit**" icon.
**Step 2:** On this page, You can modify the **SMS Message** template according to your preferences. Note: Before you change the SMS message you must complete your SMS configuration first. (i) Check this below link on how to Configure SMS for customized outgoing SMS 👇 [**Email/SMS Sender Configuration**](https://help.whautomate.com/product-guides/communication/email-sms-sender-configuration) **India:** When you change SMS templates, it needs to be submitted for DLT Approval. For any support or assistance, please don't hesitate to contact our support team. 👉 Please reach out to our support team at this email if you need any help.
**Step 3:** After entering all the necessary information for the **SMS** template, please click on the "**Save**" button to save your changes. 👇
# Invoice Request Payment - Personalize WhatsApp, Email and SMS template Whautomate offers default templates for sending invoice payment requests through WhatsApp, Email, or SMS. You can customize these templates to fit your needs and branding. For instance, you can customize templates to collect payments offline without integrating with a payment gateway. Simply send a **Payment QR Code** and **Bank** details to collect payments based on your preferences. **Step 1:** Go to the **Whautomate app,** Select the **Settings** menu option, and Click the **Default Communication Templates** option in the Templates section to continue. 👇
**Step 2:** On this page, you can access all default communication templates. The **Invoice Request Payment** **WhatsApp, Email,** and **SMS** templates are highlighted. Simply click on the **Edit** icon to modify the template according to your preferences. 👇
## Invoice Request Payment - WhatsApp Template **Step 1:** To edit the **WhatsApp** template, simply select the "**Edit**" icon.
**Step 2:** Select a WhatsApp template message you want to send your client to collect the invoice payment. (a) I used the custom **whauto\_invoice\_request\_payment(en)** WhatsApp message template which I had already created and approved by Meta. If you want to use your own custom WhatsApp message template, So first you need to create a new **WhatsApp Message Template**, you can select the **Create New Template** link. This will take us to the template page where we can submit our new template. > For instance, In this provided WhatsApp message template, I have included an Invoice PDF (using the {{invoice.pdf}} variable) for sending a copy of the invoice to the client. Additionally, I have shared my bank account details for offline payment collection, without the need for a payment gateway integration. > Furthermore, I have included an option for clients who prefer to make payments online. They can simply select the **"Make Payment"** button to complete the payment online. \ Please note that a payment gateway integration is required for online payments.
(b). When you enter **(#)** in the Parameter field, a list will pop up. You can choose from the options provided to fill out the parameter details. **Eg**: #client.name = {{client.name}}, #business.name = {{business.name}}, etc. #### Available Personalisation Variables: **Client Variables** > {{client.name}}, {{client.preferredName}}, {{client.age}}, {{client.gender}}, {{client.email}}, {{client.phone}}, {{client.calendarSyncURL}}, {{client.photoURL}}, {{client.address}}, {{client.emergencyRelationType}}, {{client.emergencyContactName}}, {{client.emergencyContactPhone}} **Business Variables** > {{business.name}}, {{business.address}}, {{business.phone}}, {{business.mapDirectionUrl}}, {{business.operatingHours}} **Invoice Variables** > {{invoice.number}}, {{invoice.totalAmount}}, {{invoice.pendingAmount}}, {{invoice.clientName}}, {{invoice.date}}, {{invoice.dueDate}}, {{invoice.pdf}}, {{invoice.notes}}, {{invoice.paymentUrl}}, {{invoice.partialPaymentUrl}}, {{invoice.paymentRequestId}}, {{invoice.downloadId}}, {{invoice.downloadUrl}}
**Step 3:** After entering all the necessary information, please click on the "**Save**" button to save your changes. 👇
**Step 4:** Now, Create a test client and send yourself an invoice payment request via **WhatsApp** to test it. 👇
*** ## Invoice Request Payment - Email Template **Step 1:** To edit the **Email** template, simply select the "**Edit**" icon
**Step 2:** On this page, You can modify the **Email Subject and Message** template according to your preferences. **Note:** Please enter **(#)** to choose from personalisation variables in the parameters E.g. client name, location name, etc. [**Available Personalisation Variables for Email Template Mentioned in the upper section of WhatsApp:**](#available-personalisation-variables)
**Step 3:** After entering all the necessary information for the Email template, please click on the "**Save**" button to save your changes. 👇
**Step 4:** Now, Create a test client and send yourself an invoice payment request via **Email** to test it. 👇
*** ## Invoice Request Payment - SMS Template **Step 1:** To edit the **SMS** template, simply select the "**Edit**" icon.
**Step 2:** On this page, You can modify the **SMS Message** template according to your preferences. Note: Before you change the SMS message you must complete your SMS configuration first. (i) Check this below link on how to Configure SMS for customized outgoing SMS 👇 [**Email/SMS Sender Configuration**](https://help.whautomate.com/product-guides/communication/email-sms-sender-configuration) **India:** When you change SMS templates, it needs to be submitted for DLT Approval. For any support or assistance, please don't hesitate to contact our support team. 👉 Please reach out to our support team at this email if you need any help.
**Step 3:** After entering all the necessary information for the **SMS** template, please click on the "**Save**" button to save your changes. 👇
# E-Commerce This section goes through functionalities for E-Commerce businesses using the Whautomate platform and instructions to get started. # Setup WhatsApp Catalog In this video we are going to look at how to setup a catalog within Facebook Commerce manager and also with your WhatsApp Cloud API. {% embed url="" %} ## How to Create a Product Catalogue and Set it up in Meta: A Step-by-Step Guide **Step 1:** Go to Select the **Get Started** button to continue. 👉 Learn more:
**Step 2:** Choose the **Create a Catalogue** option and Select the **Get Started** button.
**Step 3:** Select your catalogue type (i) Select type: Choose the **E-commerce** option, Select the **Online Products** option and Click the **Next** button.
(ii) Configure Settings: **Choose Upload Method:** * **Upload Product:** Info Add your items manually or in bulk, or use your Facebook pixel. * **Connect a partner platform:** Automatically import items using a partner platform such as Shopify, BigCommerce and more. **Select a Catalogue owner:** Please select the business that is associated with the WhatsApp app. **Catalogue name:** Enter the Catalogue name for your reference and Click the "**Create**" button.
(iii) Finish: Your catalog has been created successfully. Please click on the "**View Catalog**" button to see it.

Your product catalogue has been created successfully

## Connect your product catalogue with WhatsApp **Step 4:** Go to Select the Catalog menu option and Connect your previously created catalog here.
**Step 5:** Go to (i) Select the **System users** menu option, then click the **Add Assets** button.
(ii) Select the asset type as **Catalogues**, then select the previously created catalogue name. Next, choose the **Full Control** option and click on **Save Changes.**
## Add items to your product catalogue **Step 6:** Go back to Select the **Items** menu option and Click the **Add Items** button.
**Step 7:** Kindly refer to the following links to learn how to add items to your catalogue. 👇

Kindly refer to the following links to learn how to add items to your catalogue. 👇

{% content-ref url="/pages/TFztNhCM51HABPEEG8cc" %} [Add Items - Manual](/product-guides/e-commerce/setup-whatsapp-catalog/add-items-manual) {% endcontent-ref %} {% content-ref url="/pages/NJcuczGnX7ztpnh833x1" %} [Add Items - Data Feed](/product-guides/e-commerce/setup-whatsapp-catalog/add-items-data-feed) {% endcontent-ref %} {% content-ref url="/pages/rrSqDVvucLJpszDP2MDs" %} [Add Items - Connect Partner Platform](/product-guides/e-commerce/setup-whatsapp-catalog/add-items-connect-partner-platform) {% endcontent-ref %} # Add Items - Manual Fill out a form to manually add items to your catalog, including product image, title, description, website link, price, and more. **Step 1:** Go to **Step 2:** Choose your business and Select your previously created Catalogue.
**Step 3:** Select the **Items** menu option and Click the **Add Items** button.
**Step 4:** Choose your preferred option **Manual** for uploading products and Select the **Next** button.
**Step 5:** **Manual:** Fill in a form to manually add items to your catalogue. * Add your product Images, Title, Description, Website link, and Price, etc. * Select the **New Item** button to add multiple products at a single time * Finally, select the **Upload Items** button to add your items.
The items have been successfully added manually. 🎉 # Add Items - Data Feed Use a spreadsheet or file to add and update your items automatically. **Step 1:** Go to **Step 2:** Choose your business and Select your previously created Catalogue.
**Step 3:** Select the **Items** menu option and Click the **Add Items** button.
**Step 4:** Choose your preferred option **Data Feed** for uploading products and Select the **Next** button. **Data Feed:** Use a spreadsheet or file to add and update your items automatically.
## (i) Use a URL or Google Sheets to upload products in bulk * Choose the **Use a URL or Google Sheets** option. * Enter a URL from your server, hosting website or a Google spreadsheet. Click the **Next** button to proceed.
**Sample File URL:** 👉 [Kindly check how to add product images](#how-to-add-product-images)
* Please confirm these settings before uploading the product: **Name, URL, Default currency, and Data Feed Schedule**
* It takes a few minutes to review your products and automatically upload them. ⚡Note 1: If you want to update or add items, use the same spreadsheet. It will be automatically synced with your catalogue. ⚡ Note 2: If all items are green, they've been successfully added or updated. If any are red or yellow, there was an error. To find out why, click "**Download Report**" and update the Data Feed URL accordingly.

The items have been successfully added from the Data feed URL.

The items have been successfully added. *** (Or) ## (ii) XLSX or CSV File using uploads in bulk * Select the **Download template** button, Choose template format **XLSX or CSV** download it and Upload your products. * Choose the **Upload from your computer** option and Drag and drop your updated **XLSX or CSV** file to upload your products.
* Open that downloaded **XLSX or CSV** file to upload your products. * Enter your product details such as **ID, Title, Description, Availability, Condition, Price, Link (Website), Image\_link and Brand,** etc. ⚡ Note: The fields highlighted in blue color are mandatory product details. The other fields are optional.

Note: The fields highlighted in blue color are mandatory product details. The other fields are optional.

## How to add product images * **Image link needs to be hosted and accessible on the internet, If you already have it hosted on your E-Commerce website or somewhere else, you could directly use the link. If you don't have one, Please use the Google Drive image hosting option below.** **Google Drive Image Hosting:** * **Image\_link format:** Starting using this URL format \ to upload your product image on file **Example:** [https://drive.google.com/uc?id=**1HNSsCmLupyKLUg8NuV8C5WrsNg1g\_zJD**](https://drive.google.com/uc?id=1HNSsCmLupyKLUg8NuV8C5WrsNg1g_zJD) * Upload your product images on **Google Drive** and set the folder access **Anyone with the link 👇**
* Copy your product image **Copy link** option, and open it with a new tab. 👇
* Copy the **image ID** from the URL (Check the reference picture, the image ID is marked as red) and paste it into the **XLSX or CSV** file. 👇

Note: Copy the image ID from the URL (Check the reference picture, the image ID is marked as red)

* Once you've added all the products to an **XLSX or CSV** file, simply drag and drop the file to upload it. Then click the "**Next**" button to proceed.
* It takes a few minutes to review products for ready to upload. Finally, select the **Upload Now** button. ⚡ Note: If all items show green, proceed to upload. If any items show red errors, select the "**View Report**" button to check the error reason, update it, and re-upload.
The items have been successfully added. # Add Items - Connect Partner Platform Use a partner platform such as Shopify or WooCommerce to automatically add items from your website. **Step 1:** Go to **Step 2:** Choose your business and Select your previously created Catalogue.
**Step 3:** Select the **Items** menu option and Click the **Add Items** button.
**Step 4:** Choose your preferred option **Partner Platform** for uploading products and Select the **Next** button. * Select your partner platform to add items to your catalogue. For some partners, you may need to finish setting up directly on their site.
### Import items to the Commerce Manager from a partner platform You can import products to your catalogue in Commerce Manager from many partner platforms, including: * [Shopify](https://help.shopify.com/en/manual/online-sales-channels/facebook-instagram-by-meta/publishing-products) * [BigCommerce](https://support.bigcommerce.com/s/article/Selling-on-Facebook-Shop-Pages?language=en_US#listing-products) * [ChannelAdvisor](https://www.channeladvisor.com/about/partners/facebook-instagram/) * [CommerceHub](https://www.commercehub.com/resources/connecting-people-to-your-products-selling-on-facebook-marketplace/) * [Feedonomics](https://feedonomics.com/facebook-marketplace/) * [CedCommerce](https://cedcommerce.com/selling-on-facebook-marketplace) * [adMixt](https://admixt.com/corp/?action=commerce) * [DataCaciques](https://www.datacaciques.com/product/facebookmarketplace) * [Quipt](https://www.getquipt.com/trailer/) * [OpenCart](https://www.opencart.com/index.php?route=marketplace/extension/info\&extension_id=32336) * [WooCommerce](https://woo.com/document/facebook-for-woocommerce/) * [Wix](https://support.wix.com/en/article/adding-store-products-to-your-facebook-catalog-8474251) * [Shift4Shop](https://www.shift4shop.com/sell-on-facebook.html) * [Ecwid](https://support.ecwid.com/hc/en-us/articles/115005892705-Selling-on-Facebook) Follow the steps on your partner website to connect your account. If your partner platform isn't listed here, check their Help Centre or contact them to find out if they have a Meta integration. ### Manage your catalogue in Commerce Manager from a partner platform Once an integration with your partner platform has been set up, you can see the latest syncs from your partner platform in Commerce Manager under Catalogue > Data sources. You can also [view your products](https://www.facebook.com/business/help/1406482412767183) in the Items tab. # Manage Inventory & Link WhatsApp Catalog Watch this video to learn how to add items to your inventory within the Whautomate platform and link your WhatsApp catalog to the Whautomate inventory. {% embed url="" %} # WhatsApp E-Commerce Chatbot Step-by-step instructions to setup an E-Commerce chatbot on WhatsApp using the default template offered by Whautomate. ## How to set up a WhatsApp E-commerce Chatbot #### Step 1: Please go to Communication menu
#### Step 2: Select the Automation menu
#### Step 3: Press the Add Rule button
#### Step 4:Click the Install rule button as shown in the picture
#### step 5: **Please note that only one chatbot template can be installed at a time per channel. You can simply delete all the previously installed rules under a channel to install a new chatbot template.** **Step 6: If you want to Install another chatbot delete the previously existing chat bot rules as shown in the picture**
# Automate Order Updates In this video We are going to see how to send automated order updates to your customer where they make a purchase with your business on WhatsApp chatbot. {% embed url="" %} # Automate Order Reviews & Surveys In this video, we are going to look at how to use Whautomate to send automated review requests and survey forms upon order completion. {% embed url="" %} # Appointments This section covers all the guides related to Appointments functionality in Whautomate. Follow each step-by-step guide to get started with Appointments. # Setup Team Member Profile In this video We are going to see how to setup your Practioner's profile and availability within Whautomate platform. {% embed url="" %} # Setup Services In this video we are going to look at how to add services onto our whautomate platform. {% embed url="" %} ## How to add services in Whautomate step 1: Go to the **Whautomate** app and click the **Catalogue** menu and select the **Service** menu
step 2: click the **Add service** button as shown in the picture given below
Step 3: Select the **Appointment** option and then fill the required details
Step 4:Fill the Pricing details
Step 5: After filling the details Click the **Save** button
## How to create appointment Add-ons in Whautomate Whautomate now allows clients to book additional services or items for their appointments through Add-ons. These can be selected during the booking process and added to the appointment as a way to upsell your clients Step 1: Go to the **Whautomate** app and click the **Catalogue** menu and select the **Service** menu
Step 2: click the **Add service** button as shown in the picture given below
Step 3: Click the **Add on** option and enter the name of the add-on service
Step 4: Fill in the Pricing details and Select services that are applicable for this add-on.
Step 5: After filling in the required details click the **Save** button
# Book Appointments - Admin This guide covers steps to book appointments within Whautomate platform as an admin. {% embed url="" %} ## How to Book Appointments in Whautomate Step 1: Go to the **Whautomate app** and click the **Appointment** menu as shown in the picture👇
Step 2: Click the **Add new** list and select the **Appointment** option
Step 3:Enter the **Client name** who wants the appointment
Note: If you do not have the client details then you can create new client by clicking the **create new client** button
Then Enter the **Client name** and **Contact numbers** in their respective places ass as shown in the picture👇
Step 4:Choose the **Staffs** for the Client
Step 5: Enter the **ServiceType** that client wants in the appointment
If you want to give add on click the **Add ons** Button as shown in the picture👇
Then select the Add on you want to add as shown in the picture👇
Step 6: Enter the **Appointment type**
Step 7: Please choose the **Appointment** Date based on the client requirements
Step 8: Select the **Start Time** based on the Availability of the Staffs from the Choices given
If you Want to add one more Time Slots then click the **Add Another Time Slot** button and do the same procedure as mentioned above
Step 9: If you want to add some notes to the appointment then you can write it in the below mentioned area👇
Step 10: After filling the details click the **Save** button as shown in the picture👇
## How to Edit the appointment in whautomate Step 1:Go to **Whautomate app** and select the **Appointment** menu
Step 2:Click the Appointment which you want to edit
Step 3: Click the **Actions** list and Select the **Edit** option
Step 4:After Editing the Appointment please click the **Save** button to save the changes
## How to Cancel the Appointment in Whautomate Step 1: Go to **Whautomate app** and click the **Appointment** menu
Step 2: Select the Appointment you want to Cancel
Step 3: Click the **Actions** List and choose the **Cancel** option
Step 4:Press the **Confirm** button to cancel the **Appointment**
# Setup Whatsapp Flow Appointment Chatbot Easily schedule appointments within WhatsApp chat. A seamless form integrates into your conversation, allowing for organized and interactive booking directly in the chat window. {% embed url="\_" %} **Step 1:** Go to the Whautomate app and click the **Communications** menu option to continue.
**Step 2:** Select the **Automations** menu option
**Step 3:** Click the **Add Rule** button
**Step 4:** Select the “**Flow Based Appointment Chatbot V2 (WhatsApp)**” and Click the **Install** Rule button
{% hint style="info" %} **Note:** If you have previously installed a bot, the install button will not appear. To install a new one on the channel, you’ll need to delete the existing bot rules. Only one chatbot template can be installed per channel at a time. {% endhint %} S**tep 5:** Once it is installed, it will be listed under the **WhatsApp icon**
## How to Bulk Delete Chatbot Rules **Step 1:** Select the channel for which you want to delete the chatbot rule. For example, I have selected the **WhatsApp**
**Step 2:** Click on the **Bulk selection checkbox** option
**Step 3:** Under the **Actions**, select **Delete selected Rules**
# Setup Appointment Chatbot This guide covers the installation of our Appointment chatbot using Whautomate templates. ## How to Setup Appointment Chatbot #### Step 1: please select the communication menu
#### Step 2: Press the Automation menu
#### Step 3: Please select the Add Rule button in the corner
#### step 4: Press the Install role as shown in the picture
#### step 5: **Please note that only one chatbot template can be installed at a time per channel. You can simply delete all the previously installed rules under a channel to install a new chatbot template.** **Step 6: If you want to Install another chatbot delete the previously existing chat bot rules as shown in the picture**
# Setup Appointment Notifications Guide on Customising Appointment Notifications in the Whautomate platform. Whautomate sends default appointment notification messages, such as appointment **Confirmations, Reminders, Rescheduling,** and **Cancellations,** through **WhatsApp, email,** or **SMS** for **Clients** and **Staff.** You can customize these default appointment notification messages to fit your needs and branding. ## How can I change my default appointment notification settings? {% hint style="warning" %} #### **Important Note:** * If you are scheduling multiple appointments in bulk, clients will receive notifications for each appointment individually by default. * To prevent multiple notifications from being sent, use the **Bulk Appointment Trigger Automation** to send a single, consolidated summary notification instead. This ensures clear and efficient communication with your clients. For more details, refer to the setup guide here: [**Bulk Appointment Notification Setup.**](https://help.whautomate.com/product-guides/appointments/setup-bulk-appointment-notifications) {% endhint %} Step 1: Go to the **Whautomate** app and click the **Settings** Option
Step 2: Select the **Notification** Option as shown in the below picture 👇
Step 3: Choose notification options like **WhatsApp, Email** or **SMS** for sending **Notifications** about **Appointments**
step 4: After the Selection click the **Update** button to save changes.
## How to create a custom appointment notification so that the default notification will not be sent? **Note**: To prevent the customer from receiving duplicate notifications, we need to uncheck all the notifications in the default **Notification Settings** and click the **Update** button. This will ensure that only the custom notification is sent and not the default one. If we don't uncheck the default notification, the customer will receive the same notification twice. 👇
### Appointment Confirmation Notification Step 1: Go to the **Whautomate** app then click the **Automation** menu and select the **Add Rule** button as shown in the below picture 👇
Step 2: Select the **Create Rules from Scratch** option to continue
Step 3: Choose the **Appointment Updates** as a **Trigger**
Step 4: Click the **Add Condition** button
Step 5: Choose the condition **Field** option like **"Appointment Status" 👇**
Step 6: Choose the condition Operator option like **"equals" 👇**
Step 7: Choose the condition **Status** option like **"Booked" 👇** This condition status option is when a client or you book an appointment for a client, the status will be marked as **"Booked"**. The client will receive a notification via WhatsApp and Email.
**Note**: Similarly, the condition status option is when a client or you Rescheduled or Cancelled an appointment for a client, the status will be marked as **Rescheduled** or **Cancelled**. The client will receive a notification via WhatsApp and Email.
(i) When a client completes an appointment then the status will be marked as **Visited.** The client will receive a notification via WhatsApp and Email. We can also apply this process for customers who are on the **Waitlisted** or for **No-Show** customers.
{% hint style="warning" %} **Important Note:** If you have already set up the **Bulk Appointment Notification**, you need to configure an additional condition to manage notifications effectively and avoid sending multiple notifications. #### **Set Up a Participant Frequency Condition** * **Condition Field**: Select **"Appointment Frequency"**. * **Condition Type**: Choose one of the following: * **Individual**: To prevent notifications from being sent for bulk appointment scheduling. * **Bulk/Repeat**: To allow notifications to be sent for each appointment when scheduling multiple appointments in bulk. *** #### **Example Usage** * **Bulk Appointments**:\ If you are scheduling multiple appointments in bulk and want to send notifications for **each appointment**, set the condition type to **"Bulk/Repeat"**. * **Avoid Multiple Notifications**:\ If you want to prevent multiple notifications when scheduling bulk appointments, set the condition type to **"Individual"**. * **Single Appointment**:\ For individual appointment scheduling, ensure the condition type is set to **"Individual"** so the notification is sent. 👇 {% endhint %}
Step 8: Select an **Action** you want to notify your client of their appointment booked such as **WhatsApp** and **Email.** For Eg. Select a **Send a WhatsApp template message** and fill in the required details. 👇
Step 9: Select a WhatsApp template message you want to notify your client for their appointment booked confirmation. (a). Select the message template in the **Message Template** field and enter all the Parameters. I used the Whautomate **whauto\_appointment\_confirmation\_message(en)** WhatsApp default message template which was already created and approved by Meta. If you want to use your own custom WhatsApp message template, So first you need to create a new **WhatsApp Message Template**, you can select the **Create New Template** link. This will take us to the template page where we can submit our new template. However, please note that any custom notification settings will be discarded, and we will need to set them up again after our new template is approved. (b). When you enter **(#)** in the Parameter field, a list will pop up. You can choose from the options provided to fill out the parameter details. **Eg**: #client.name = {{client.name}}, #business.name = {{business.name}}, etc. #### **Available Personalisation Variables:** **Client Variables** > {{client.name}}, {{client.preferredName}}, {{client.age}}, {{client.gender}}, {{client.email}}, {{client.phone}}, {{client.calendarSyncURL}}, {{client.photoURL}}, {{client.address}}, {{client.emergencyRelationType}}, {{client.emergencyContactName}}, {{client.emergencyContactPhone}} **Business Variables** > {{business.name}}, {{business.address}}, {{business.phone}}, {{business.mapDirectionUrl}}, {{business.operatingHours}} **Appointment Variables** > {{appointment.practitioner}}, {{appointment.date}}, {{appointment.time}}, {{appointment.previousDate}}, {{appointment.previousTime}}, {{appointment.clientName}}, {{appointment.addToCalendarURL}}, {{appointment.partialAddToCalendarURL}}, {{appointment.location}}, {{appointment.service}}, {{appointment.addons}}, {{appointment.detailsURL}}, {{appointment.partialdetailsURL}}, {{appointment.cancelURL}}, {{appointment.partialcancelURL}}, {{appointment.rescheduleURL}}, {{appointment.partialrescheduleURL}}, {{appointment.practitionerRole}}, {{appointment.price}}, {{appointment.timezone}}, {{appointment.businessTimezone}}, {{appointment.dateInBusinessTZ}}, {{appointment.timeInBusinessTZ}}, {{appointment.previousDateInBusinessTZ}}, {{appointment.previousTimeInBusinessTZ}}
Step 10: After filling in the details Click the **Save** button
Make sure to check out the section below to learn how to set up Appointment Reschedule and Reminder notifications 👇 *** ### Appointment Reschedule Notification Step 1: Choose the **Appointment Updates** as a **Trigger** **Note:** Implement the automation trigger in the upper section, which is utilized in the [Appointment Confirmation Notification](#appointment-confirmation-notification) Step 2: Choose the condition **Status** option like **"Rescheduled" 👇**
Step 3: Select an **Action** you want to notify your client of their appointment rescheduled via **WhatsApp.** For Eg. Select a **Send a WhatsApp template message** and fill in the required details. 👇
Step 4: Select a WhatsApp template message to notify your client of their appointment rescheduled confirmation. (a). Select the message template in the **Message Template** field and enter all the Parameters. I used the Whautomate **whauto\_appointment\_rescheduled\_message(en)** WhatsApp default message template, which was already created and approved by Meta. If you want to use your own custom WhatsApp message template, So first you need to create a new **WhatsApp Message Template**, you can select the **Create New Template** link. This will take us to the template page where we can submit our new template. 👇 (b) Please enter **(#)** to choose from personalisation variables in the parameters E.g. client name, business name, etc. [**Available Personalisation Variables for WhatsApp and Email Template Mentioned in the upper section:**](#available-personalisation-variables)
{% hint style="warning" %} When a client or you reschedule an appointment, the existing appointment reminder is automatically canceled. Therefore, it's important to set up a new appointment reminder notification for the rescheduled appointment. 👇 {% endhint %} Step 5: After filling in the details Click the **Save** button. ### Appointment Reminder Notification Step 1: Add one more **Action** into the Appointment Confirmation or Reschedule Automation Rule. to notify your client of their appointment reminder notification via **WhatsApp.** For Eg. Select a **Send a WhatsApp template message** and fill in the required details. 👇
Step 2: Select the **Add Wait & Schedule Time** button so you can set up a notification wait time and Schedule a specific time to send a notification Note: I have arranged for appointment reminder notifications to be sent to the client 1 day before the appointment at 9:00 AM. You have the flexibility to personalize your appointment reminder notifications according to your preferences.
(a) Eg. This notification will be sent 1 Day before the appointment and at 09:00 AM 👇
Step 3: Select a WhatsApp template message to notify your client of their appointment reminder notification. (a). Select the message template in the **Message Template** field and enter all the Parameters. I used the Whautomate **whauto\_appointment\_reminder\_message(en)** WhatsApp default message template, which was already created and approved by Meta. If you want to use your own custom WhatsApp message template, So first you need to create a new **WhatsApp Message Template**, you can select the **Create New Template** link. This will take us to the template page where we can submit our new template. 👇 (b) Please enter **(#)** to choose from personalisation variables in the parameters E.g. client name, business name, etc. [**Available Personalisation Variables for WhatsApp and Email Template Mentioned in the upper section:**](#available-personalisation-variables)
Step 4: After filling in the details Click the **Save** button. # Setup Appointment Notifications for Staffs Learn how to customize appointment notifications for staff with Whautomate. Set up confirmations, reminders, and updates to streamline scheduling and enhance team coordination. ## **1. How can I customize my default appointment notification settings?** Whautomate sends default notifications for Confirmations, Reminders, Rescheduling, and Cancellations through WhatsApp, email, or SMS to clients and staff. You can enable or deactivate your preferred notifications 1. Go to the **Whautomate** app and click the **Settings** menu option.
2. **Access Notifications:** Under the **Schedule** section, select the "**Notification"** option. 👇
3. **Choose Notification Channels:** On this screen, select your preferred channels (WhatsApp, Email, or SMS) for sending appointment notifications to clients and staff.
4. **Save Changes:** After making your selections, click the **"Update"** button to apply the changes.
*** ## 2. How to Create a Custom Appointment Notifications and Disable the Default Notifications #### **Disable Default Notifications:** {% hint style="warning" %} **Important:** If the default notifications are not unchecked, customers will receive both the default and custom notifications, leading to duplication. Make sure to disable the default ones to avoid this issue. 👇 {% endhint %} * Uncheck all default notification options (Confirmations, Reminders, Rescheduling, and Cancellations). * Click the **"Update"** button to save changes.
#### Appointment Confirmation Notification for Staff 1. Go to the **Whautomate** app then click the **Automation** menu and select the **Add Rule** button as shown below picture 👇
2. Select the **Create Rules from Scratch** option to continue
3. Choose the **"Appointment Updates"** as a **Trigger** {% hint style="info" %} This rule gets triggered when an appointment is created or updated. {% endhint %}
4. Click the **Add Condition** button to continue.
5. **Setup Conditions:** * **Set the Field Option:** Select **"Appointment Status"** as the field. * **Set the Operator:** Choose the **"equals"** operator. * **Set the Status Option:** Select **"Booked"** as the status. {% hint style="info" %} This rule gets executed only when all of the following conditions are met. {% endhint %}
6. Select an **Action** you want to notify your client of their appointment booked such as **WhatsApp** and **Email.** For example, I select a **Notify Associated Staff via WhatsApp** and fill in the required details. 👇
7. Select a WhatsApp template message you want to notify your staff for their appointment booked confirmation. (a). Select the message template in the **Message Template** field and enter all the Parameters. I used the Whautomate **whauto\_appointment\_confirmation\_practitioner(en)** WhatsApp default message template which was already created and approved by Meta. If you want to use your own custom WhatsApp message template, So first you need to create a new **WhatsApp Message Template**, you can select the **Create New Template** link. This will take us to the template page where we can submit our new template. However, please note that any custom notification settings will be discarded, and we will need to set them up again after our new template is approved. (b). When you enter **(#)** in the Parameter field, a list will pop up. You can choose from the options provided to fill out the parameter details. **Available Personalisation Variables:** **Client Variables** > {{client.name}}, {{client.preferredName}}, {{client.age}}, {{client.gender}}, {{client.email}}, {{client.phone}}, {{client.calendarSyncURL}}, {{client.photoURL}}, {{client.address}}, {{client.emergencyRelationType}}, {{client.emergencyContactName}}, {{client.emergencyContactPhone}} **Business Variables** > {{business.name}}, {{business.address}}, {{business.phone}}, {{business.mapDirectionUrl}}, {{business.operatingHours}} **Appointment Variables** > {{appointment.practitioner}}, {{appointment.date}}, {{appointment.time}}, {{appointment.previousDate}}, {{appointment.previousTime}}, {{appointment.clientName}}, {{appointment.addToCalendarURL}}, {{appointment.partialAddToCalendarURL}}, {{appointment.location}}, {{appointment.service}}, {{appointment.addons}}, {{appointment.detailsURL}}, {{appointment.partialdetailsURL}}, {{appointment.cancelURL}}, {{appointment.partialcancelURL}}, {{appointment.rescheduleURL}}, {{appointment.partialrescheduleURL}}, {{appointment.practitionerRole}}, {{appointment.price}}, {{appointment.timezone}}, {{appointment.businessTimezone}}, {{appointment.dateInBusinessTZ}}, {{appointment.timeInBusinessTZ}}, {{appointment.previousDateInBusinessTZ}}, {{appointment.previousTimeInBusinessTZ}}
8. After filling in the details Click the **Save** button.
# Setup Bulk Appointment Notifications Learn how to configure bulk appointment notifications in Whautomate. Automatically notify clients with a single summary message when scheduling multiple appointments in bulk. ## Setup Bulk Appointment Confirmation Notification The **Bulk Appointment Notification** feature allows you to send a single consolidated notification to clients when multiple appointments are scheduled in bulk. Instead of receiving multiple notifications for each appointment, clients get one summary message, simplifying communication and avoiding notification fatigue. {% hint style="warning" %} #### **Important Note** * **Bulk Notifications Are Only for Bulk Appointment Scheduling**\ This feature is specifically designed for bulk scheduling scenarios. It will not trigger notifications for individual appointments. * **For Individual Appointment Notifications**\ If you need to notify clients about **single appointments** being scheduled, updated, or canceled, use the **Appointment Updates Trigger Automation** instead. For details on setting up individual appointment notifications, refer to the guide here: [**Individual Appointment Notification Setup.**](https://help.whautomate.com/product-guides/appointments/setup-appointment-notifications) {% endhint %} 1. Go to the **Whautomate** app then click the **Automation** menu and select the **Add Rule** button as shown below picture 👇
2. Select the **Create Rules from Scratch** option to continue
3. Choose the **Bulk Appointments Scheduled** as a **Trigger 👇** {% hint style="info" %} This rule gets triggered when appointments are scheduled in bulk for a client. {% endhint %}
4. **Add Conditions (Optional)** * If needed, click **Add Condition** to set specific rules for when notifications should be sent. * Examples: Only notify clients of specific appointment types or client tags
**5. Select an Action** Choose how you want to notify your client about their booked class, such as by **WhatsApp** or **Email.** For WhatsApp: Eg. I Select a **Send a WhatsApp template message** action and fill in the required details. 👇
**(i) Select a WhatsApp Template Message** Choose the template message you want to use to notify your client of their **appointment booking confirmation**. **(ii)** For example: I have selected the **multi\_appointment\_confirmation(en)** template. I used the custom message template which was already created and approved by Meta. So first you need to create a new **WhatsApp Message Template**, you can select the **Create New Template** link. This will take us to the template page where we can submit our new template for custom notifications. {% hint style="info" %} However, please note that any custom notification settings will be discarded, and we will need to set them up again after our new template is approved. {% endhint %} Check this below link on how to create WhatsApp message templates 👇 [**WhatsApp Message Templates**](https://help.whautomate.com/product-guides/integrations/whatsapp-cloud-api/whatsapp-message-templates)
**(iii)** When you enter **(#)** in the Parameter field, a list will pop up. You can choose from the options provided to fill out the parameter details. 👇 **Eg**: #bulkAppointment.clientName = {{bulkAppointment.clientName}}, #bulkAppointment.service = {{bulkAppointment.service}}, etc. **Available Personalisation Variables:** **Bulk Appointment Variables** {{bulkAppointment.clientName}}, {{bulkAppointment.service}}, {{bulkAppointment.practitioner}}, {{bulkAppointment.practitionerRole}}, {{bulkAppointment.location}}, {{bulkAppointment.addons}}, {{bulkAppointment.businessTzSchedule}}, {{bulkAppointment.appointmentTzSchedule}}, {{bulkAppointment.timezone}}, {{bulkAppointment.businessTimezone}} **Client Variables** {{client.name}}, {{client.preferredName}}, {{client.age}}, {{client.gender}}, {{client.email}}, {{client.phone}}, {{client.calendarSyncURL}}, {{client.photoURL}}, {{client.address}}, {{client.emergencyRelationType}}, {{client.emergencyContactName}}, {{client.emergencyContactPhone}} **Business Variables** {{business.name}}, {{business.address}}, {{business.phone}}, {{business.mapDirectionUrl}}, {{business.operatingHours}},
6. Once the action is set, Click the **Save** button
7. **Test the Notification** * Schedule multiple appointments in bulk to test if the summary notification is triggered as expected.
# Setup the Booking Portal for Appointments The Whautomate Booking Portal allows customers to book appointments online through your branded booking page. Follow the steps below to configure your appointment booking portal. ## 🛠 Manage Sections #### Open Online Booking Settings 1. Go to the **Settings** menu in your Whautomate dashboard. 2. Under the **Branding** section, select **Online Booking Settings**.
3. Open the **Manage Sections** tab.
### 1. Configure Login & Signup Settings **(i) Enable “Require Sign Up / Login for Booking”** Enable this option if you want customers to create an account or log in before making a booking. This helps: * Verify customers * Keep appointment history linked to their account * Improve booking management
**(ii) Select WhatsApp Account for OTP** Choose the WhatsApp workspace account that should send login verification OTPs to customers. Eg, I have selected my test workspace "ABC Business", which is configured with WhatsApp integration already. {% hint style="info" %} Important Note:\ If you enable the Signup/Login option, you must complete the WhatsApp integration setup first. WhatsApp verification messages are required during the customer signup process on the booking page. Without WhatsApp integration, customers will not be able to complete the signup process successfully. {% endhint %} **(iii) Save Changes** Click the **Save** button to continue.
*** ### 2. Branding Settings Customize your booking portal with your business branding. **Step 1: Update Brand Appearance** You can update: * Primary Color * Business Logo * Favicon
**Step 2: Upload Business Logo and Favicon** Your logo will appear in the customer booking portal. **Recommended Logo Size** * **150 x 50 px** * White or transparent background recommended * Your favicon will appear in the browser tab. **Recommended Favicon Size** * Minimum **32 x 32 px** * 1:1 aspect ratio recommended **Step 3: Save Branding Settings** Click the **Save** button to continue.
*** ### 3. Page Settings **Step 1: Configure SEO & Social Sharing** Update the following details for your booking page: * SEO Title * Meta Description * Social Share Image These settings help improve search visibility and social media sharing previews. **Step 2: Save Changes** Click the **Save** button to continue.
*** ### 4. Progressive Web App (PWA) Settings Configure your booking portal so customers can install it like a mobile app.
**Step 1: Enter App Name** Example: ABC Business **Step 2: Upload Android App Icon** **Recommended Size** * **144 x 144 px** * 1:1 aspect ratio This icon will be used when customers install the booking page on Android devices. **Step 3: Upload iOS App Icon** **Recommended Size** * **192 x 192 px** * 1:1 aspect ratio This icon will be used when customers install the booking page on iPhone/iPad devices. **Step 4: Save PWA Settings** Click the **Save** button to continue.
*** ## ⚙ Portal Settings Navigate to the **Portal Settings** tab. From this section, you can: * Enable your booking portal * Disable your booking portal * Control public access to the booking page
*** ## 🌐 Embed Portal Navigate to the **Embed Portal** tab to access portal sharing and embedding options.
#### Available Embed Options **(i) Public Link** Share a direct public booking link with customers so they can book appointments online. **(ii) iFrame Embed** Embed the booking portal directly into your website using an iframe. **(iii) Popup Widget** Add a booking button to your website that opens the portal in a pop-up window. **(iv) Lightbox Widget** Add a booking button to your website that opens the portal in a lightbox overlay. *** ## 🙌 Visit Your Booking Portal Once setup is complete, click the **Visit Your Portal** button to preview and access your live booking portal.
# Sync Appointments with External Calendars Sync Whautomate appointments with Google Calendar, your iPhone calendar, Outlook, and more!
We have launched a calendar feed to sync appointments from Whautomate to your Google/iPhone or Outlook calendars. ## Sync the entire Location's Appointments with External Calendars Go to Settings -> Select the Digital Appointment option to grab the entire business calendar feed.
Select the Copy button to copy the Calendar Feed URL
👇 Let's move on to the next step, which is connecting to your external calendar. [#google-calendar](#google-calendar "mention") *** ## Sync Individual Staff Appointments with External Calendars Each of your staff can get their calendar feed. Go to Team Members -> Click the **Availability** icon, navigate to Calendar Feed, and click Get Calendar Feed to copy the URL.

Select the Get Calendar Feed button to view the Calendar Feed URL

Select the Copy button to copy the Calendar Feed URL

Let's move on to the next step, which is connecting to your external calendar. 👇 *** ## Google Calendar **Step 1:** If you have a Gmail email address, then you have Google Calendar! Log in to your Gmail account and open [Google Calendar](https://calendar.google.com/)
**Step 2:** On the left, next to "Other calendars," click the Add **Other calendars +** icon and then select the From URL option.

Select the From URL option

**Step 3:** Paste your Whautomate calendar Feed URL (which you copied earlier) into the **URL of the calendar field.** (i) Then click the **Add Calendar** button. The calendar appears on the left, under "Other calendars. 👇
**Step 4:** Once you have added the Calendar Feed URL, a new option will appear in the "**Other Calendars**" list. It will display your name, or if you have added the location Calendar Feed URL, it will display the location name. 👇 (i) Please select your connected Calendar Feed URL to access all of your Whautomate appointments.
```html Tip: Changes might take up to 12 hours to show in your Google Calendar. ``` Instructions - Google Calendar: [Google Calendar Help Link](https://support.google.com/calendar/answer/37100?hl=en\&co=GENIE.Platform%3DDesktop) # Bulk Import Services This guide covers step-by-step instructions to bulk import services onto Whautomate platform. ## How to Bulk Import Services #### Step 1: Please go to Services menu #### Step 2: Click the Bulk Import button in top right side corner as shown in picture
#### Step 3:choose a file in which there you have details about the Services you want to import
#### Step 4:After uploaded the file click the Import Button
# Setup Virtual/Online Session Services This guide covers the steps to add virtual/ online session services within Whautomate platform. ## How to add Virtual/Online Session services in Whautomate Step 1: Go to the **Whautomate** app, click the **Catalogue** menu and select the **Services** menu option
Step 2: Select the **Add Service** button as shown in the picture given below 👇
Step 3: Select the service type **Appointment** option and then fill in the required details below-mentioned (i) Enter the service name (Eg. Teleconsultation) (ii) Enter service Duration (Minutes) Eg. 15 (iii) Categories (Optional) (iv) Select the Staff's who are providing this service (v) Select the appointment type as **Virtual/Online Session**
Step 4: Fill in the Pricing details like **Selling Price, Tax, Cost Per Item**, etc;
Step 5: **Online Booking** (i) Activate the "**Allow Online Appointment**" feature to make this service visible on WhatsApp and the Online Booking page, allowing clients to conveniently book this service online (ii) Enable the "**Accept Payment Online**" option to facilitate online payment for booking this service.
(iii) **Advance Settings:** **Advance Booking Limit for Clients** > You have the ability to establish an Advance Booking Limit for clients, specifying the number of days in advance. For instance, by setting it to '60', clients can book appointment slots up to 60 days into the future. **Block Time After Appointment** > You can set a "Block Time After Appointment" in minutes. For instance, if you set it to '30', your time slot will be reserved for 30 minutes after your appointment concludes. After filled all the details Click the **Save** button.
# Setup Virtual/Online Session Notifications This guide explains how to set up custom notifications for online sessions including Virtual meeting Zoom links using the Whautomate platform. {% hint style="warning" %} **Important Note:** * If you are scheduling multiple appointments in bulk, clients will receive notifications for each appointment individually by default. * To prevent multiple notifications from being sent, use the **Bulk Appointment Trigger Automation** to send a single, consolidated summary notification instead. This ensures clear and efficient communication with your clients. For more details, refer to the setup guide here: [**Bulk Appointment Notification Setup.**](https://help.whautomate.com/product-guides/appointments/setup-bulk-appointment-notifications) {% endhint %} Step 1: Go to the **Whautomate** app then click the **Automation** menu and select the **Add Rule** button as shown in the below picture 👇
Step 2: Select the **Create Rules from Scratch** option to continue
Step 3: Choose the **Appointment Updates** as a **Trigger**
Step 4: To add conditions, simply click on the "**Add Condition**" button
Step 5: Choose the condition **Field** option like **"Appointment Type" 👇**
Step 6: Choose the condition **Operator** option like **"equals" 👇**
Step 7: Choose the condition **Type** option like **"Virtual/Online Session" 👇** This condition-type option is when a client or you book an appointment for a client. If the appointment type is marked as **"Virtual/Online Session"**. The client will receive a notification via WhatsApp and Email. **Note**: Similarly, the condition type option is when a client or you booked an appointment type such as Location Visit or Home Visit, the status will be marked as **Location Visit** or **Home Visit**. The client will receive a notification via WhatsApp and Email.
{% hint style="warning" %} **Important Note:** If you have already set up the **Bulk Appointment Notification**, you need to configure an additional condition to manage notifications effectively and avoid sending multiple notifications. **Set Up a Participant Frequency Condition** * **Condition Field**: Select **"Appointment Frequency"**. * **Condition Type**: Choose one of the following: * **Individual**: To prevent notifications from being sent for bulk appointment scheduling. * **Bulk/Repeat**: To allow notifications to be sent for each appointment when scheduling multiple appointments in bulk. *** **Example Usage** * **Bulk Appointments**: If you are scheduling multiple appointments in bulk and want to send notifications for **each appointment**, set the condition type to **"Bulk/Repeat"**. * **Avoid Multiple Notifications**: If you want to prevent multiple notifications when scheduling bulk appointments, set the condition type to **"Individual"**. * **Single Appointment**: For individual appointment scheduling, ensure the condition type is set to **"Individual"** so the notification is sent. 👇 {% endhint %}
Step 8: Select an **Action** you want to notify your client of their appointment booked such as **WhatsApp** and **Email notification.** For WhatsApp Eg. Select a **Send a WhatsApp template message** and fill in the required details. 👇
Step 9: Select a WhatsApp template message you want to notify your client for their appointment booked confirmation. (i) Select the **Add Wait & Schedule Time** button so you can set up a notification wait time and Schedule a specific time to send a notification Eg. This notification will be sent 1 Day before the appointment and at 09:00 AM 👇
(ii) (a). Select the message template in the **Message Template** field and enter all the Parameters. Eg. I have selected the **teleconsultation\_confirmation(en)** template. I used the custom message template which was already created and approved by Meta. So first you need to create a new **WhatsApp Message Template**, you can select the **Create New Template** link. This will take us to the template page where we can submit our new template for custom notifications. However, please note that any custom notification settings will be discarded, and we will need to set them up again after our new template is approved. Check this below link on how to create WhatsApp message templates 👇 [WhatsApp Message Templates](/product-guides/integrations/whatsapp-cloud-api/whatsapp-message-templates)
(b). When you enter **(#)** in the Parameter field, a list will pop up. You can choose from the options provided to fill out the parameter details. 👇 **Eg**: #client.name = {{client.name}}, #business.name = {{business.name}}, etc. **Available Personalisation Variables:** **Client Variables** {{client.name}}, {{client.preferredName}}, {{client.age}}, {{client.gender}}, {{client.email}}, {{client.phone}}, {{client.calendarSyncURL}}, {{client.photoURL}}, {{client.address}}, {{client.emergencyRelationType}}, {{client.emergencyContactName}}, {{client.emergencyContactPhone}} **Business Variables** {{business.name}}, {{business.address}}, {{business.phone}}, {{business.mapDirectionUrl}}, {{business.operatingHours}}, {{appointment.businessTimezone}}, {{appointment.dateInBusinessTZ}}, {{appointment.timeInBusinessTZ}}, {{appointment.previousDateInBusinessTZ}}, {{appointment.previousTimeInBusinessTZ}} **Appointment Variables** {{appointment.practitioner}}, {{appointment.date}}, {{appointment.time}}, {{appointment.previousDate}}, {{appointment.previousTime}}, {{appointment.clientName}}, {{appointment.addToCalendarURL}}, {{appointment.partialAddToCalendarURL}}, {{appointment.location}}, {{appointment.service}}, {{appointment.addons}}, {{appointment.detailsURL}}, {{appointment.partialdetailsURL}}, {{appointment.cancelURL}}, {{appointment.partialcancelURL}}, {{appointment.rescheduleURL}}, {{appointment.partialrescheduleURL}}, {{appointment.practitionerRole}}, {{appointment.price}}, {{appointment.timezone}} **Virtual/Online Session Variables** **Guest Meeting URL:** {{appointment.guestMeetingUrl}} **Meeting Password:** {{appointment.meetingPassword}} **Host Meeting URL:** {{appointment.hostMeetingUrl}}
Step 10: After filling in all the details Click the **Save** button
Step 11: Now book a **Virtual/Online Session** appointment to test the WhatsApp notification 👇
# Plans & Subscriptions This section covers the tutorials for the plans and subscription modules offered by the Whautomate platform. # Setup Plans In this video, we cover the setup of plans or packages in the Whautomate platform. This is helpful when you sell services in bulk to your clients. {% embed url="" %} --- [Next Page](/llms-full.txt/1)