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Creating an inbound chatbot

  1. Navigate to Automations > Chatbots.
  2. Click New Chatbot.
  3. Enter a Flow Name.
  4. Select Receive Message as the flow type.
  5. Choose the WhatsApp Channel.
  6. Click Add Condition to define when the chatbot should trigger. Available conditions include:
    • Contains specific keywords (triggers when a customer’s message includes certain words)
    • Conversation tags
    • Contact tags
    • Contact creation time
    • Specific time-based triggers
    • Custom properties
    • Standard properties
  7. Click Create bot to proceed to the flow builder.

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Creating an outbound Chatbot

  1. Navigate to Automations > Chatbots.
  2. Click New Chatbot.
  3. Select Send a Template as the flow type.
  4. Choose a channel and a message template.
    • The message template must include buttons of the same type.
  5. Click Add Condition to define when the chatbot should trigger. Available conditions include:
    • Contains specific keywords (triggers when a customer’s message includes certain words)
    • Conversation tags
    • Contact tags
    • Contact creation time
    • Specific time-based triggers
    • Custom properties
    • Standard properties
  6. Click Create Bot to proceed to the flow builder.