Incoming WhatsApp Messages

This rule gets triggered when a WhatsApp message is received.

Conditions

ConditionsOperators

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

ActionsDescription

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.

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