Automation
Visual Workflow Builder Guide
Construct branching automations with triggers, conditions, delays, and webhooks.
Automate repetitive customer communication using our visual drag-and-drop flow builder without writing code.
1. Triggers
Keyword Match: Triggers when inbound text contains specific phrases (e.g. "PRICING", "DEMO", "SUPPORT").
Click-to-WhatsApp Ad: Triggers when a user clicks your sponsored Meta ad campaign.
New Contact: Triggers automatically when a new phone number messages for the first time.
2. Conditions & Actions
If/Else Conditions: Branch flows based on contact tags, business hours, or previous interactions.
Send Message: Dispatches interactive quick reply buttons, list menus, or template messages.
Delay Node: Waits a specified duration (minutes or hours) before sending follow-up prompts.
Assign Agent: Routes the chat to a specific team member once qualified.