First chatbot

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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.