Automations are a powerful feature that allows you to automate tasks and workflows based on specific conditions. You can create custom automations that are triggered by user actions or other events in your application.

How it Works

An automation consists of two main parts:

  • Conditions: These are the triggers that start an automation. A condition can be a user saying a specific phrase, expressing interest in a topic, or any other event that you define.
  • Actions: These are the tasks that are performed when an automation is triggered. An action can be sending a WhatsApp template, onboarding a user with a form, or any other custom action that you create.

When the conditions of an automation are met, the corresponding actions are executed. You can create complex automations with multiple conditions and actions to automate your business processes.

Creating a New Automation

To create a new automation, follow these steps:

  1. Navigate to the Automations section in the main menu.
  2. Click on the New Automation button.
  3. Fill in the required details, such as the automation name and description.
  4. Add one or more conditions to the automation.
  5. Add one or more actions to the automation.
  6. Save the automation.

Conditions

The following types of conditions are available:

  • User Says: This condition is met when a user says a specific phrase or keyword.
  • User Expresses Interest: This condition is met when a user expresses interest in a particular topic or product.

You can use logical operators (AND, OR) to combine multiple conditions and create more complex triggers.

Actions

The following types of actions are available:

  • Send WhatsApp Template: Send a pre-defined WhatsApp template to the user.
  • Onboard with Form: Onboard a new user by asking them to fill out a form.

You can customize the actions to suit your specific needs. For example, you can choose which WhatsApp template to send or which form to use for onboarding.