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.