Incoming WhatsApp Messages

This rule gets triggered when a WhatsApp message is received.

Conditions

Conditions	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
Phone Number	Includes any, Does not include all, Matches regex pattern, Does not match regex pattern, Equals, Not equals
Selected Option	Is 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
Contact	Is an existing client, Is not an existing client
Client Tags	Includes any, Does not include all
Contact Tags	Includes any, Does not include all
Contact Stage	Equals, 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.