Automation & Flow Builder

1. Go to Dashboard → Automations → New Automation.
2. Give your automation a name and select a Trigger Type.
3. Select the WhatsApp instance this automation will run on.
4. Click Open Flow Builder to start designing your flow.
5. Drag nodes from the right panel onto the canvas.
6. Connect nodes by dragging from one node's output to the next node's input.
7. Click Save and then set the automation to Active.

• Exact Match — Flow starts when user sends exactly your keyword (e.g. "hi").
• Message Contains — Flow starts when message contains your keyword anywhere.
• First Message — Triggers on the very first message from this contact ever.
• Fallback — Catches any message not matched by other automations. Use as a catch-all.
• Webhook — External system (Shopify, WooCommerce, API) triggers the flow.

Tip: Keyword matching is case-insensitive.

📨 Send Message — Send a plain text WhatsApp message.
🖼 Send Media — Send image, video, audio, or document file.
🔘 Button Message — Message with up to 3 clickable reply buttons.
📋 List Message — Scrollable list of up to 10 options.
📊 Poll — WhatsApp native poll with multiple choices.
☰ Menu Options — Numbered menu (1, 2, 3...) for older WhatsApp versions.
📥 Collect Input — Ask a question and save the user's reply as a variable.
⏳ Delay — Wait N seconds before sending the next message.
🔀 Condition — Branch the flow based on logic (variable value, time, etc.).
💾 Save Contact — Save the user to CRM with name, tags, and funnel stage.
🤖 AI Control — Enable or disable the AI agent for this chat session.
🌐 HTTP Request — Call an external API and save the JSON response to a variable.
🔚 End Chat — Close the automation session for this contact.

Variables store user responses so you can personalize messages.

Step 1 — Collect a variable:
• Add a Collect Input node.
• Set the question (e.g. "What is your name?").
• Set the variable name — letters only (e.g. name, phone, email).

Step 2 — Use the variable:
• In any message node, type {{variable_name}}.
• Example: Hello {{name}}! How can I help you?

Step 3 — Send to API:
• In an HTTP Request node, include {{name}} in your request body.
• Save the API response in a new variable (e.g. order_status).

System variables available:
• {{contact_name}} — Contact's saved name
• {{contact_phone}} — Contact's phone number