When a Contact is added to a Tag
This rule gets triggered when a contact is added to a tag
Conditions
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
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.
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