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.

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