# Table of Contents - [Welcome | User Documentation](#welcome-user-documentation) - [Migrate an Existing Number | User Documentation](#migrate-an-existing-number-user-documentation) - [Platform Overview | User Documentation](#platform-overview-user-documentation) - [Getting Started With WhatsApp API | User Documentation](#getting-started-with-whatsapp-api-user-documentation) - [Change WhatsApp Display Name | User Documentation](#change-whatsapp-display-name-user-documentation) - [WhatsApp API | User Documentation](#whatsapp-api-user-documentation) - [Apply For Facebook Business Verification | User Documentation](#apply-for-facebook-business-verification-user-documentation) - [Update Business Profile And Display Picture Of Your WhatsApp API Number | User Documentation](#update-business-profile-and-display-picture-of-your-whatsapp-api-number-user-documentation) - [Account Quality | User Documentation](#account-quality-user-documentation) - [Register a Co-existing Number | User Documentation](#register-a-co-existing-number-user-documentation) - [Migration Stuck In Between Or Getting Permissions Error | User Documentation](#migration-stuck-in-between-or-getting-permissions-error-user-documentation) - [Set 2fa For Your WhatsApp Channel | User Documentation](#set-2fa-for-your-whatsapp-channel-user-documentation) - [Register a New Number | User Documentation](#register-a-new-number-user-documentation) - [Creating Templates : | User Documentation](#creating-templates-user-documentation) - [Channel Section Overview | User Documentation](#channel-section-overview-user-documentation) - [Managing your WhatsApp API | User Documentation](#managing-your-whatsapp-api-user-documentation) - [Interactive Marketing Templates | User Documentation](#interactive-marketing-templates-user-documentation) - [Carousel Marketing Template | User Documentation](#carousel-marketing-template-user-documentation) - [Limited Time Offer Marketing Template | User Documentation](#limited-time-offer-marketing-template-user-documentation) - [Messaging Channels | User Documentation](#messaging-channels-user-documentation) - [Messaging Limits | User Documentation](#messaging-limits-user-documentation) - [Apply For Blue Tick In WhatsApp | User Documentation](#apply-for-blue-tick-in-whatsapp-user-documentation) - [Delete WhatsApp API Number | User Documentation](#delete-whatsapp-api-number-user-documentation) - [Catalogue Marketing Template | User Documentation](#catalogue-marketing-template-user-documentation) - [Multi Product Message Marketing Template | User Documentation](#multi-product-message-marketing-template-user-documentation) - [Interactive Utility Template | User Documentation](#interactive-utility-template-user-documentation) - [Order Details Utility Template | User Documentation](#order-details-utility-template-user-documentation) - [Authentication Template | User Documentation](#authentication-template-user-documentation) - [Order Status Utility Template | User Documentation](#order-status-utility-template-user-documentation) - [Create WhatsApp Template with Native Flow (Mini App) | User Documentation](#create-whatsapp-template-with-native-flow-mini-app-user-documentation) - [How to use Toll Free Number in WhatsApp Template Call Now Button | User Documentation](#how-to-use-toll-free-number-in-whatsapp-template-call-now-button-user-documentation) - [Create Templates via AI for WhatsApp | User Documentation](#create-templates-via-ai-for-whatsapp-user-documentation) - [Send Messages Via API For your Official WhatsApp Number ( Postman ) | User Documentation](#send-messages-via-api-for-your-official-whatsapp-number-postman-user-documentation) - [Bulk Clone WhatsApp Templates Between Different WhatsApp API Numbers | User Documentation](#bulk-clone-whatsapp-templates-between-different-whatsapp-api-numbers-user-documentation) - [Set Webhook Url to Receive Delivery Reports / Message Statues From Meta For Your WhatsApp API | User Documentation](#set-webhook-url-to-receive-delivery-reports-message-statues-from-meta-for-your-whatsapp-api-user-documentation) - [Connect Your Instagram Page / Profile ? | User Documentation](#connect-your-instagram-page-profile-user-documentation) - [Google RCS - India | User Documentation](#google-rcs-india-user-documentation) - [Explanation Of RCS Messaging And Session Charges - Only For India | User Documentation](#explanation-of-rcs-messaging-and-session-charges-only-for-india-user-documentation) - [Facebook Page | User Documentation](#facebook-page-user-documentation) - [Instagram | User Documentation](#instagram-user-documentation) - [Connect a Facebook Page | User Documentation](#connect-a-facebook-page-user-documentation) - [RCS Application Approval: How to Reply to the Email Received on Your Brand Email ID | User Documentation](#rcs-application-approval-how-to-reply-to-the-email-received-on-your-brand-email-id-user-documentation) - [Apply For RCS Agent / Bot For Your Brand ? | User Documentation](#apply-for-rcs-agent-bot-for-your-brand-user-documentation) - [Super Fields | User Documentation](#super-fields-user-documentation) - [Creating Super Fields In CRM ? | User Documentation](#creating-super-fields-in-crm-user-documentation) - [Create Commands On WhatsApp Or Predefined Menu Or Quick Access Menu | User Documentation](#create-commands-on-whatsapp-or-predefined-menu-or-quick-access-menu-user-documentation) - [Tags | User Documentation](#tags-user-documentation) - [CRM V2 | User Documentation](#crm-v2-user-documentation) - [Direct Meta Response With WA Message Id For Send Message API Call | User Documentation](#direct-meta-response-with-wa-message-id-for-send-message-api-call-user-documentation) - [Withdraw Channel Balance to User Central Coin Balance | User Documentation](#withdraw-channel-balance-to-user-central-coin-balance-user-documentation) - [Import Contacts in CRM ? | User Documentation](#import-contacts-in-crm-user-documentation) - [Export Contacts From CRM With Super Fields ? | User Documentation](#export-contacts-from-crm-with-super-fields-user-documentation) - [Segments | User Documentation](#segments-user-documentation) - [Transfer Channel Wallet Balance From one Channel to Another | User Documentation](#transfer-channel-wallet-balance-from-one-channel-to-another-user-documentation) - [Create Ice Breakers For WhatsApp API | User Documentation](#create-ice-breakers-for-whatsapp-api-user-documentation) - [Contacts | User Documentation](#contacts-user-documentation) - [Create Commands Or Menu For End Users For WhatsApp API | User Documentation](#create-commands-or-menu-for-end-users-for-whatsapp-api-user-documentation) - [Create Qr Code For Your WhatsApp API Number | User Documentation](#create-qr-code-for-your-whatsapp-api-number-user-documentation) - [Change Currency of your WhatsApp Channel | User Documentation](#change-currency-of-your-whatsapp-channel-user-documentation) - [Test messages and check why they’re not delivering on the WhatsApp API channel | User Documentation](#test-messages-and-check-why-they-re-not-delivering-on-the-whatsapp-api-channel-user-documentation) - [Send a Custom reference ID in the WhatsApp Send Message API and receive it in webhook data. | User Documentation](#send-a-custom-reference-id-in-the-whatsapp-send-message-api-and-receive-it-in-webhook-data-user-documentation) - [Create and Use Contact Tags in CRM | User Documentation](#create-and-use-contact-tags-in-crm-user-documentation) - [Campaigns | User Documentation](#campaigns-user-documentation) - [Creating Segments | User Documentation](#creating-segments-user-documentation) - [Using Tags Inside Automation & Workflows | User Documentation](#using-tags-inside-automation-workflows-user-documentation) - [Send Campaign to All Contacts | User Documentation](#send-campaign-to-all-contacts-user-documentation) - [Send Campaign By Quick Contacts | User Documentation](#send-campaign-by-quick-contacts-user-documentation) - [Send Campaign by Segmented Contacts | User Documentation](#send-campaign-by-segmented-contacts-user-documentation) - [Send Carousel Template Messages In Bulk on WhatsApp ? | User Documentation](#send-carousel-template-messages-in-bulk-on-whatsapp-user-documentation) - [Send Multi Product Message In Bulk On WhatsApp ? | User Documentation](#send-multi-product-message-in-bulk-on-whatsapp-user-documentation) - [WhatsApp Campaign | User Documentation](#whatsapp-campaign-user-documentation) - [Send Bulk Messages Of a Catalogue Template ? | User Documentation](#send-bulk-messages-of-a-catalogue-template-user-documentation) - [Check Why Messages Are Getting Failed In Broadcasts / Campaigns ? | User Documentation](#check-why-messages-are-getting-failed-in-broadcasts-campaigns-user-documentation) - [Send Bulk WhatsApp Campaigns To Millions Of Contacts From 100s of WhatsApp Numbers ? | User Documentation](#send-bulk-whatsapp-campaigns-to-millions-of-contacts-from-100s-of-whatsapp-numbers-user-documentation) - [Voice AI | User Documentation](#voice-ai-user-documentation) - [Opt-out Users / Stop Users from receiving Bulk msgs? | User Documentation](#opt-out-users-stop-users-from-receiving-bulk-msgs-user-documentation) - [RCS Campaign | User Documentation](#rcs-campaign-user-documentation) - [AI Dashboard | User Documentation](#ai-dashboard-user-documentation) - [Send an RCS Bulk Campaign Using Images or Videos & Buttons with Text (Cards) | User Documentation](#send-an-rcs-bulk-campaign-using-images-or-videos-buttons-with-text-cards-user-documentation) - [Instruct Voice AI | User Documentation](#instruct-voice-ai-user-documentation) - [Add Voice Credit | User Documentation](#add-voice-credit-user-documentation) - [Add Voice Credit | User Documentation](#add-voice-credit-user-documentation) - [Test your AI Agent | User Documentation](#test-your-ai-agent-user-documentation) - [Select the Model and voice | User Documentation](#select-the-model-and-voice-user-documentation) - [Select the Model and voice | User Documentation](#select-the-model-and-voice-user-documentation) - [Set Voice AI Appearance Settings | User Documentation](#set-voice-ai-appearance-settings-user-documentation) - [Send RCS Bulk Text Broadcast to Multiple Recipients | User Documentation](#send-rcs-bulk-text-broadcast-to-multiple-recipients-user-documentation) - [Voice AI Overview In English | User Documentation](#voice-ai-overview-in-english-user-documentation) - [Instruct Voice AI | User Documentation](#instruct-voice-ai-user-documentation) - [Create An AI Agent | User Documentation](#create-an-ai-agent-user-documentation) - [Inbox | User Documentation](#inbox-user-documentation) - [Inbox Walkthrough | User Documentation](#inbox-walkthrough-user-documentation) - [Voice AI Overview In Hindi | User Documentation](#voice-ai-overview-in-hindi-user-documentation) - [Team Member | User Documentation](#team-member-user-documentation) - [Crm Triggers | User Documentation](#crm-triggers-user-documentation) - [Enable WhatsApp Voice Call AI Agent (SIP) | User Documentation](#enable-whatsapp-voice-call-ai-agent-sip-user-documentation) - [Create AI Agent which replies to user greetings or thanks / good byes | User Documentation](#create-ai-agent-which-replies-to-user-greetings-or-thanks-good-byes-user-documentation) - [Embed Voice AI into Your Website | User Documentation](#embed-voice-ai-into-your-website-user-documentation) - [Overview and Enable Rocket Campaign | User Documentation](#overview-and-enable-rocket-campaign-user-documentation) - [Check RCS Bulk Campaign Delivery Reports | User Documentation](#check-rcs-bulk-campaign-delivery-reports-user-documentation) - [Boards | User Documentation](#boards-user-documentation) - [Create And Use Filters to Manage Chats | User Documentation](#create-and-use-filters-to-manage-chats-user-documentation) - [Train an AI Agent with our data or docs or file | User Documentation](#train-an-ai-agent-with-our-data-or-docs-or-file-user-documentation) - [Create A Complex AI Bot which detects user intent and routes user and gives relevant answers | User Documentation](#create-a-complex-ai-bot-which-detects-user-intent-and-routes-user-and-gives-relevant-answers-user-documentation) - [Access AI Dashboard to Create AI Agents | User Documentation](#access-ai-dashboard-to-create-ai-agents-user-documentation) - [Set Voice AI Appearance Settings | User Documentation](#set-voice-ai-appearance-settings-user-documentation) - [Use Tags in Live Chat for Better Management | User Documentation](#use-tags-in-live-chat-for-better-management-user-documentation) - [Create Team Members Or Chat Operators ? | User Documentation](#create-team-members-or-chat-operators-user-documentation) - [Create Role And Permissions For Team Members ? | User Documentation](#create-role-and-permissions-for-team-members-user-documentation) - [Canned Reply Or Quick Reply | User Documentation](#canned-reply-or-quick-reply-user-documentation) - [Multi-Agent Workflow Setup | User Documentation](#multi-agent-workflow-setup-user-documentation) - [Embed Voice AI into Your Website | User Documentation](#embed-voice-ai-into-your-website-user-documentation) - [Send Bulk Messages Of LTO (limited time offer) Coupon Code Template ? | User Documentation](#send-bulk-messages-of-lto-limited-time-offer-coupon-code-template-user-documentation) - [Send Carousel Message Type in RCS Bulk Campaigns | User Documentation](#send-carousel-message-type-in-rcs-bulk-campaigns-user-documentation) - [Creating a Board | User Documentation](#creating-a-board-user-documentation) - [Create Session Configuration in Roles & Permissions | User Documentation](#create-session-configuration-in-roles-permissions-user-documentation) - [Bot Builder | User Documentation](#bot-builder-user-documentation) - [Create a Basic AI Chatbot on WhatsApp which replies on our data | User Documentation](#create-a-basic-ai-chatbot-on-whatsapp-which-replies-on-our-data-user-documentation) - [Use API Campaigns To Track Status Of Messages Sent Via API ( Delivered / Read / Failed ) ? | User Documentation](#use-api-campaigns-to-track-status-of-messages-sent-via-api-delivered-read-failed-user-documentation) - [Department Strategies Overview | User Documentation](#department-strategies-overview-user-documentation) - [Agent Creation & Scheduling for Departments | User Documentation](#agent-creation-scheduling-for-departments-user-documentation) - [Department Setup & Management | User Documentation](#department-setup-management-user-documentation) - [Departments | User Documentation](#departments-user-documentation) - [Create the Chat Resolution Form | User Documentation](#create-the-chat-resolution-form-user-documentation) - [Send a Rocket Campaign | User Documentation](#send-a-rocket-campaign-user-documentation) - [Create and Send Interactive RCS Broadcast Campaigns | User Documentation](#create-and-send-interactive-rcs-broadcast-campaigns-user-documentation) - [Department Schedule Overview | User Documentation](#department-schedule-overview-user-documentation) - [How to Create Department | User Documentation](#how-to-create-department-user-documentation) - [Run a Drip Campaign and Update it in Boards | User Documentation](#run-a-drip-campaign-and-update-it-in-boards-user-documentation) - [Create and Manage Cards | User Documentation](#create-and-manage-cards-user-documentation) - [Instagram ChatBot | User Documentation](#instagram-chatbot-user-documentation) - [Facebook ChatBot | User Documentation](#facebook-chatbot-user-documentation) - [Lock or Unlock Botflow and Automations? | User Documentation](#lock-or-unlock-botflow-and-automations-user-documentation) - [Smart Wait Block | User Documentation](#smart-wait-block-user-documentation) - [Check Errors With The Bot Flow | User Documentation](#check-errors-with-the-bot-flow-user-documentation) - [Check If Someone Follows You on Instagram | User Documentation](#check-if-someone-follows-you-on-instagram-user-documentation) - [New Message Trigger Works For Instagram | User Documentation](#new-message-trigger-works-for-instagram-user-documentation) - [How To Create A Facebook Comment Bot or Automation ? | User Documentation](#how-to-create-a-facebook-comment-bot-or-automation-user-documentation) - [Save Variable Value Block | User Documentation](#save-variable-value-block-user-documentation) - [Working Hours Block | User Documentation](#working-hours-block-user-documentation) - [Run Instagram DM Chatbot For Instagram Click To DM Ads | User Documentation](#run-instagram-dm-chatbot-for-instagram-click-to-dm-ads-user-documentation) - [If Deleted by Mistake How To Connect A String Again | User Documentation](#if-deleted-by-mistake-how-to-connect-a-string-again-user-documentation) - [Stay in Session Block | User Documentation](#stay-in-session-block-user-documentation) - [How to Recover Abandoned Carts In Shopify By Sending WhatsApp Follow up Message ? | User Documentation](#how-to-recover-abandoned-carts-in-shopify-by-sending-whatsapp-follow-up-message-user-documentation) - [Use Splitter Block to distribute Chats to Agents | User Documentation](#use-splitter-block-to-distribute-chats-to-agents-user-documentation) - [How To Create Drip Campaigns ? | User Documentation](#how-to-create-drip-campaigns-user-documentation) - [How To Trigger Automations Flow Or Send WhatsApp Messages From Google Sheet Particular Column Change | User Documentation](#how-to-trigger-automations-flow-or-send-whatsapp-messages-from-google-sheet-particular-column-change-user-documentation) - [Automation Apps / Blocks | User Documentation](#automation-apps-blocks-user-documentation) - [Splitter Block | User Documentation](#splitter-block-user-documentation) - [How to Create Chat Bot for your Facebook Page ? | User Documentation](#how-to-create-chat-bot-for-your-facebook-page-user-documentation) - [How to Send WhatsApp Message To Customer when New Order is Received in Shopify ? | User Documentation](#how-to-send-whatsapp-message-to-customer-when-new-order-is-received-in-shopify-user-documentation) - [Trigger Workflow Via Inbound Workflow Or Send WhatsApp Messages Via Inbound Webhook Trigger | User Documentation](#trigger-workflow-via-inbound-workflow-or-send-whatsapp-messages-via-inbound-webhook-trigger-user-documentation) - [How To Trigger Missed Call Webhook In Automations Builder ? | User Documentation](#how-to-trigger-missed-call-webhook-in-automations-builder-user-documentation) - [Typing Indicator | User Documentation](#typing-indicator-user-documentation) - [Slice And Parse Function | User Documentation](#slice-and-parse-function-user-documentation) - [Workflow Counter | User Documentation](#workflow-counter-user-documentation) - [Create Instagram Message Match Keyword Bot ? | User Documentation](#create-instagram-message-match-keyword-bot-user-documentation) - [How To Trigger Automations Flow Or WhatsApp Messages For All Or Selected Rows in Google Sheet ? | User Documentation](#how-to-trigger-automations-flow-or-whatsapp-messages-for-all-or-selected-rows-in-google-sheet-user-documentation) - [How To Send Tracking link To Customers In WhatsApp And Collect Feedback For Shopify Orders ? | User Documentation](#how-to-send-tracking-link-to-customers-in-whatsapp-and-collect-feedback-for-shopify-orders-user-documentation) - [Automations Builder | User Documentation](#automations-builder-user-documentation) - [How To Send WhatsApp Messages For New Leads / Inquiry On Trade India | User Documentation](#how-to-send-whatsapp-messages-for-new-leads-inquiry-on-trade-india-user-documentation) - [Find Record with Record ID | User Documentation](#find-record-with-record-id-user-documentation) - [Update Record with Record ID | User Documentation](#update-record-with-record-id-user-documentation) - [Datastore | User Documentation](#datastore-user-documentation) - [How to Send Payment Reminders Or Invoice Due Date Alerts Via WhatsApp ? | User Documentation](#how-to-send-payment-reminders-or-invoice-due-date-alerts-via-whatsapp-user-documentation) - [How to take payment via Stripe in Automation flow ? | User Documentation](#how-to-take-payment-via-stripe-in-automation-flow-user-documentation) - [Pause Automation Block | User Documentation](#pause-automation-block-user-documentation) - [Regex To Validate User Replies in a Chatbot Flow | User Documentation](#regex-to-validate-user-replies-in-a-chatbot-flow-user-documentation) - [How To Store Hidden Values With Buttons And Use Them For Bots - Button Payloads ? | User Documentation](#how-to-store-hidden-values-with-buttons-and-use-them-for-bots-button-payloads-user-documentation) - [WhatsApp ChatBot | User Documentation](#whatsapp-chatbot-user-documentation) - [GoTo Block Function in Bot Flow | User Documentation](#goto-block-function-in-bot-flow-user-documentation) - [Search Records with Record ID | User Documentation](#search-records-with-record-id-user-documentation) - [How to Send Birthday And Anniversary Greetings Via WhatsApp? | User Documentation](#how-to-send-birthday-and-anniversary-greetings-via-whatsapp-user-documentation) - [Parse Number Function | User Documentation](#parse-number-function-user-documentation) - [Question Blocks | User Documentation](#question-blocks-user-documentation) - [Share And Clone Bot Flow | User Documentation](#share-and-clone-bot-flow-user-documentation) - [Where to Find BotFlow Templates for Different Industries | User Documentation](#where-to-find-botflow-templates-for-different-industries-user-documentation) - [How to Send WhatsApp Message When Someone Submits A Google Form? | User Documentation](#how-to-send-whatsapp-message-when-someone-submits-a-google-form-user-documentation) - [Slice And Parse Function | User Documentation](#slice-and-parse-function-user-documentation) - [Send Super Field Data to External WhatsApp Number | User Documentation](#send-super-field-data-to-external-whatsapp-number-user-documentation) - [Create WhatsApp Native Flows From WA Manager And Send Them To Users | User Documentation](#create-whatsapp-native-flows-from-wa-manager-and-send-them-to-users-user-documentation) - [Types Of Triggers | User Documentation](#types-of-triggers-user-documentation) - [Create WhatsApp Bot to Collect User Data in CRM | User Documentation](#create-whatsapp-bot-to-collect-user-data-in-crm-user-documentation) - [Trigger Different WhatsApp Bots For Different Meta CTWA (Ads) ? | User Documentation](#trigger-different-whatsapp-bots-for-different-meta-ctwa-ads-user-documentation) - [Slice Function | User Documentation](#slice-function-user-documentation) - [Create an Chatbot Using AI ( Vibe Bot Building ) ? | User Documentation](#create-an-chatbot-using-ai-vibe-bot-building-user-documentation) - [Creating Database in Mongo DB and Creating Datastore in Dashboard | User Documentation](#creating-database-in-mongo-db-and-creating-datastore-in-dashboard-user-documentation) - [Get Record with Record ID | User Documentation](#get-record-with-record-id-user-documentation) - [Add New Record In Data Store | User Documentation](#add-new-record-in-data-store-user-documentation) - [WhatsApp Conversions API Setup | User Documentation](#whatsapp-conversions-api-setup-user-documentation) - [Trigger a Bot Flow Via Inbound Webhook | User Documentation](#trigger-a-bot-flow-via-inbound-webhook-user-documentation) - [Send Data from Bot Builder to Automation Builder To Trigger an Automations Between the Bot | User Documentation](#send-data-from-bot-builder-to-automation-builder-to-trigger-an-automations-between-the-bot-user-documentation) - [Current Date | User Documentation](#current-date-user-documentation) - [Time Delay Block | User Documentation](#time-delay-block-user-documentation) - [Change Case | User Documentation](#change-case-user-documentation) - [Date-Time Formatter | User Documentation](#date-time-formatter-user-documentation) - [Ask a Question Block (Text Message) | User Documentation](#ask-a-question-block-text-message-user-documentation) - [Create a WhatsApp Chat Bot ? | User Documentation](#create-a-whatsapp-chat-bot-user-documentation) - [Default Value | User Documentation](#default-value-user-documentation) - [Remove Text block | User Documentation](#remove-text-block-user-documentation) - [Text Parser | User Documentation](#text-parser-user-documentation) - [Get Current UTC Timestamp | User Documentation](#get-current-utc-timestamp-user-documentation) - [Add-Subtract Time | User Documentation](#add-subtract-time-user-documentation) - [Format Date with Time Zone | User Documentation](#format-date-with-time-zone-user-documentation) - [Get Duration Difference | User Documentation](#get-duration-difference-user-documentation) - [Get Date-time from Unix Timestamp | User Documentation](#get-date-time-from-unix-timestamp-user-documentation) - [URL Encode | User Documentation](#url-encode-user-documentation) - [Split Text Block | User Documentation](#split-text-block-user-documentation) - [Format Date Only | User Documentation](#format-date-only-user-documentation) - [Text Block | User Documentation](#text-block-user-documentation) - [URL Decode | User Documentation](#url-decode-user-documentation) - [Replace Text Block | User Documentation](#replace-text-block-user-documentation) - [Modify Current Date Block | User Documentation](#modify-current-date-block-user-documentation) - [Image Message Block | User Documentation](#image-message-block-user-documentation) - [Text Message Block | User Documentation](#text-message-block-user-documentation) - [Document Message Block | User Documentation](#document-message-block-user-documentation) --- # Welcome | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/welcome.md) . **From Our Founder:** Life is all about the next step..! [](https://helpdocumentation.gitbook.io/user#get-started) Get Started -------------------------------------------------------------------------- We've put together some helpful guides for you to get setup with our product quickly and easily. [Changelog](https://helpdocumentation.gitbook.io/user/changelog) [Messaging Channels](https://helpdocumentation.gitbook.io/user/messaging-channels) [AI Dashboard](https://helpdocumentation.gitbook.io/user/ai-dashboard) [CRM V2](https://helpdocumentation.gitbook.io/user/crm-v2) [Bot Builder](https://helpdocumentation.gitbook.io/user/bot-builder) [Automations Builder](https://helpdocumentation.gitbook.io/user/automations-builder) [Automation Apps / Blocks](https://helpdocumentation.gitbook.io/user/automation-apps-blocks) [Ecommerce](https://helpdocumentation.gitbook.io/user/ecommerce) [WhatsApp Mini Apps](https://helpdocumentation.gitbook.io/user/whatsapp-mini-apps) [Chat Widget](https://helpdocumentation.gitbook.io/user/chat-widget) [Calendar Bookings](https://helpdocumentation.gitbook.io/user/calendar-bookings) [Common Error / Issues](https://helpdocumentation.gitbook.io/user/common-error-issues) [Feature Requests](https://helpdocumentation.gitbook.io/user/feature-requests) [😮Platform Status](https://helpdocumentation.gitbook.io/user/platform-status) . [NextPlatform Overview](https://helpdocumentation.gitbook.io/user/platform-overview) Last updated 5 months ago Was this helpful? Was this helpful? --- # Migrate an Existing Number | User Documentation ![Page cover](https://helpdocumentation.gitbook.io/user/~gitbook/image?url=https%3A%2F%2Fimages.unsplash.com%2Fphoto-1636751364472-12bfad09b451%3Fcrop%3Dentropy%26cs%3Dsrgb%26fm%3Djpg%26ixid%3DM3wxOTcwMjR8MHwxfHNlYXJjaHw0fHx3aGF0c2FwcHxlbnwwfHx8fDE3MTM2NjM3Njd8MA%26ixlib%3Drb-4.0.3%26q%3D85&width=1248&dpr=3&quality=100&sign=6ef3b362&sv=2) For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/migrate-an-existing-number.md) . From Any Other WhatsApp API Provider / Cloud API ### [](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/migrate-an-existing-number#if-your-meta-business-account-is-verified) If your Meta Business Account Is Verified Below is a simplified guide to ensure a smooth migration process on our platform: #### [](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/migrate-an-existing-number#step-1-disable-two-step-verification) Step 1: Disable Two-Step Verification 1. Navigate to [WhatsApp Manager](https://business.facebook.com/wa/manage) . 2. Proceed to disable the two-step verification for your number. #### [](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/migrate-an-existing-number#step-2-follow-migration-procedure) Step 2: Follow Migration Procedure * Ensure that you have access to the same Meta Business Account linked to your WhatsApp API number. * Note: An OTP (One-Time Password) will be sent via SMS or voice call to your WhatsApp API number as part of the verification process. Please follow the below video documentation carefully to avoid any disruptions in service. Follow the same steps to migrate channel from v1 to v2. **Kindly note - It will ask you to Create New WhatsApp Account, It is FINE. you will create WhatsApp Account and Migrate Your Number in It, as long as you DO NOT DELETE the Existing Number in WA Manager, your templates and blue tick ( if any ) will also be migrated.** Please Note When migrating, * Blue tick ( if any ) will remain intact post-migration * Your templates will be transferred with a 99% success rate. After Migration ,you will have to * Unlink the WhatsApp catalog from your old WhatsApp Business account and link it to the new one. * Reconfigure payment settings in the new WhatsApp Business account. * Recreate all native WhatsApp flows. * Add your commands and ice breakers. ### [](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/migrate-an-existing-number#if-your-meta-business-account-is-unverified) If your Meta Business Account Is Unverified If your Meta Business Account is unverified, you cannot migrate a number. Instead, you can remove your number from the WhatsApp Manager and then re-register it. Please be aware that this process will erase all your message templates, requiring you to recreate them. #### [](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/migrate-an-existing-number#step-1-delete-a-number-from-whatsapp-api) **Step 1 - Delete a number from WhatsApp API** #### [](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/migrate-an-existing-number#step-2-register-a-new-whatsapp-api-number) **Step 2 - Register a New WhatsApp API Number** [](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/migrate-an-existing-number#from-whatsapp-business-personal-app) From WhatsApp Business / Personal App ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- It's important to understand that direct migration of a phone number from the WhatsApp Business App or Personal WhatsApp App to the WhatsApp API is not supported. However, you can still use your existing number with the WhatsApp API by following a two-step process: deleting it from the WhatsApp app and then registering it new with the WhatsApp API. #### [](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/migrate-an-existing-number#key-considerations) Key Considerations: * **Data Loss:** When you delete your number from the WhatsApp app, you will lose all saved data on your mobile device. This includes chat histories, uploaded images, and videos. * **Groups:** You will be automatically removed from any WhatsApp groups you were a part of. If you wish to rejoin these groups, you'll need to be added again by a group member. #### [](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/migrate-an-existing-number#step-1-delete-my-account-from-whatsapp-app) Step 1 - Delete My Account from WhatsApp App [![Logo](https://helpdocumentation.gitbook.io/user/~gitbook/image?url=https%3A%2F%2Fstatic.whatsapp.net%2Frsrc.php%2Fy0%2Fr%2FLJ0WLlFSCD3.webp&width=20&dpr=3&quality=100&sign=ef38c200&sv=2)How to delete your account | WhatsApp Help Centerfaq.whatsapp.com](https://faq.whatsapp.com/2138577903196467/) #### [](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/migrate-an-existing-number#step-2-register-a-new-whatsapp-api-number-1) **Step 2 - Register a New WhatsApp API Number** Remember, this process should be carefully considered, given the irreversible loss of your WhatsApp data and group memberships. [PreviousRegister a Co-existing Number](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/register-a-co-existing-number) [NextMigration Stuck In Between Or Getting Permissions Error](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/migration-stuck-in-between-or-getting-permissions-error) Last updated 4 months ago Was this helpful? * [If your Meta Business Account Is Verified](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/migrate-an-existing-number#if-your-meta-business-account-is-verified) * [If your Meta Business Account Is Unverified](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/migrate-an-existing-number#if-your-meta-business-account-is-unverified) * [From WhatsApp Business / Personal App](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/migrate-an-existing-number#from-whatsapp-business-personal-app) Was this helpful? --- # Platform Overview | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/platform-overview.md) . [](https://helpdocumentation.gitbook.io/user/platform-overview#channels) **Channels**: ------------------------------------------------------------------------------------------- In the Channels section, users can onboard with WhatsApp Business API, manage their business profile, and use a specific number that cannot be used with the WhatsApp mobile app. **General Details:** The General Details section displays WhatsApp quality scores for the number, which start with green and decrease to yellow or red based on spam markings, as well as messaging limits, number status, and messages analytics **Templates:** Templates are pre-approved messages sent when the session window is closed, and they can include optional headers or footers, variables for personalization, and up to 10 buttons, including call-to-action and quick reply buttons **QR Code:** The QR Code section allows users to create dynamic QR codes, which can be edited later without changing the QR code itself, and the text entered in the QR code comes as an incoming message. **Conversation Automation:** Conversation Automation enables users to set commands and icebreakers for their WhatsApp API number **Billings:** Users can see conversation billings category wise here. [](https://helpdocumentation.gitbook.io/user/platform-overview#bot-builder) Bot Builder -------------------------------------------------------------------------------------------- The Bot Builder section features a drag-and-drop UI for creating chatbots, including WhatsApp, Facebook, and Instagram, with various triggers, conditions, and options for users [](https://helpdocumentation.gitbook.io/user/platform-overview#inbox) Inbox: --------------------------------------------------------------------------------- The Inbox allows multiple team members to access one WhatsApp number, reply to customers, and add chat notes that are not visible to customers but are for team members . [](https://helpdocumentation.gitbook.io/user/platform-overview#crm) CRM: ----------------------------------------------------------------------------- The CRM section enables users to manage contacts, customers, or leads by creating custom fields, filtering and exporting contacts, and creating segments based on custom fields . Users can also create campaigns, including API, WhatsApp, messaging, or payment campaigns, and filter data based on custom fields to target specific contacts . [](https://helpdocumentation.gitbook.io/user/platform-overview#automation-builder) Automation Builder: ----------------------------------------------------------------------------------------------------------- This allows users to create various automations with the option to connect various apps. [](https://helpdocumentation.gitbook.io/user/platform-overview#ecommerce) Ecommerce: ----------------------------------------------------------------------------------------- Ecommerce users can directly place orders via WhatsApp by connecting their WhatsApp and Shopify stores, allowing them to update inventory and check orders and carts . [](https://helpdocumentation.gitbook.io/user/platform-overview#whatsapp-mini-apps) WhatsApp Mini Apps: ----------------------------------------------------------------------------------------------------------- WhatsApp mini apps, also known as WhatsApp native flows, can be created, allowing users to create a form that can be opened and filled inside WhatsApp, with conditional and dynamic options . [](https://helpdocumentation.gitbook.io/user/platform-overview#chat-widget) Chat Widget: --------------------------------------------------------------------------------------------- A chat widget can be created for your website [](https://helpdocumentation.gitbook.io/user/platform-overview#rewards) Rewards: ------------------------------------------------------------------------------------- Stores, Customers and Transactions can be created to optimize reward system. [](https://helpdocumentation.gitbook.io/user/platform-overview#whatsapp-native-payments) WhatsApp native payments: ----------------------------------------------------------------------------------------------------------------------- Payment can be taken via WhatsApp by connecting different payment gateways. [](https://helpdocumentation.gitbook.io/user/platform-overview#dynamic-experiences) Dynamic Experiences: ------------------------------------------------------------------------------------------------------------- Dynamic experiences can be created, allowing users to create Dynamic images and send them to users via bots, automations, or campaigns. [](https://helpdocumentation.gitbook.io/user/platform-overview#calendar-booking-system) Calendar Booking System: --------------------------------------------------------------------------------------------------------------------- A calendar booking system is available, allowing users to book appointments and get updates and reminders, with the option to approve, reject, cancel, or reschedule bookings, and add team members, connect to Zoom, and set event availability. [PreviousWelcome](https://helpdocumentation.gitbook.io/user) [NextMessaging Channels](https://helpdocumentation.gitbook.io/user/messaging-channels) Last updated 3 months ago Was this helpful? * [Channels:](https://helpdocumentation.gitbook.io/user/platform-overview#channels) * [Bot Builder](https://helpdocumentation.gitbook.io/user/platform-overview#bot-builder) * [Inbox:](https://helpdocumentation.gitbook.io/user/platform-overview#inbox) * [CRM:](https://helpdocumentation.gitbook.io/user/platform-overview#crm) * [Automation Builder:](https://helpdocumentation.gitbook.io/user/platform-overview#automation-builder) * [Ecommerce:](https://helpdocumentation.gitbook.io/user/platform-overview#ecommerce) * [WhatsApp Mini Apps:](https://helpdocumentation.gitbook.io/user/platform-overview#whatsapp-mini-apps) * [Chat Widget:](https://helpdocumentation.gitbook.io/user/platform-overview#chat-widget) * [Rewards:](https://helpdocumentation.gitbook.io/user/platform-overview#rewards) * [WhatsApp native payments:](https://helpdocumentation.gitbook.io/user/platform-overview#whatsapp-native-payments) * [Dynamic Experiences:](https://helpdocumentation.gitbook.io/user/platform-overview#dynamic-experiences) * [Calendar Booking System:](https://helpdocumentation.gitbook.io/user/platform-overview#calendar-booking-system) Was this helpful? --- # Getting Started With WhatsApp API | User Documentation ![Page cover](https://helpdocumentation.gitbook.io/user/~gitbook/image?url=https%3A%2F%2Fimages.unsplash.com%2Fphoto-1636751364472-12bfad09b451%3Fcrop%3Dentropy%26cs%3Dsrgb%26fm%3Djpg%26ixid%3DM3wxOTcwMjR8MHwxfHNlYXJjaHw0fHx3aGF0c2FwcHxlbnwwfHx8fDE3MTM2NjM3Njd8MA%26ixlib%3Drb-4.0.3%26q%3D85&width=1248&dpr=3&quality=100&sign=6ef3b362&sv=2) For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api.md) . [Register a New Number](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/register-a-new-number) [Register a Co-existing Number](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/register-a-co-existing-number) [Migrate an Existing Number](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/migrate-an-existing-number) [Migration Stuck In Between Or Getting Permissions Error](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/migration-stuck-in-between-or-getting-permissions-error) [Change WhatsApp Display Name](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/change-whatsapp-display-name) [Set 2fa For Your WhatsApp Channel](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/set-2fa-for-your-whatsapp-channel) [Apply For Facebook Business Verification](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/apply-for-facebook-business-verification) [Update Business Profile And Display Picture Of Your WhatsApp API Number](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/update-business-profile-and-display-picture-of-your-whatsapp-api-number) [Account Quality](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/account-quality) [Messaging Limits](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/messaging-limits) [Apply For Blue Tick In WhatsApp](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/apply-for-blue-tick-in-whatsapp) [Delete WhatsApp API Number](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/delete-whatsapp-api-number) [PreviousWhatsApp API](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api) [NextRegister a New Number](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/register-a-new-number) Was this helpful? Was this helpful? --- # Change WhatsApp Display Name | User Documentation ![Page cover](https://helpdocumentation.gitbook.io/user/~gitbook/image?url=https%3A%2F%2Fimages.unsplash.com%2Fphoto-1636751364472-12bfad09b451%3Fcrop%3Dentropy%26cs%3Dsrgb%26fm%3Djpg%26ixid%3DM3wxOTcwMjR8MHwxfHNlYXJjaHw0fHx3aGF0c2FwcHxlbnwwfHx8fDE3MTM2NjM3Njd8MA%26ixlib%3Drb-4.0.3%26q%3D85&width=1248&dpr=3&quality=100&sign=6ef3b362&sv=2) For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/change-whatsapp-display-name.md) . ### [](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/change-whatsapp-display-name#how-to-change-your-whatsapp-api-display-name) How to Change Your WhatsApp API Display Name Changing your WhatsApp API display name involves two main steps. Here's how to do it: #### [](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/change-whatsapp-display-name#step-1-apply-for-a-new-display-name) Step 1: Apply for a New Display Name 1\. Go to Channels → WhatsApp → WA Manager (or Navigate to the [WhatsApp Manager](https://business.facebook.com/wa/manage) .) 2\. Open Account Tools → Mobile Number → Settings 3\. Go to Profile → Edit Display Name 4\. Enter new name → Submit 5\. Wait for review & approval #### [](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/change-whatsapp-display-name#step-2-set-your-new-display-name) Step 2: Set Your New Display Name Once your new display name is approved: Set two-factor authentication again for your WhatsApp Number. This process ensures your WhatsApp API account reflects your new display name. [PreviousMigration Stuck In Between Or Getting Permissions Error](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/migration-stuck-in-between-or-getting-permissions-error) [NextSet 2fa For Your WhatsApp Channel](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/set-2fa-for-your-whatsapp-channel) Last updated 4 months ago Was this helpful? Was this helpful? --- # WhatsApp API | User Documentation ![Page cover](https://helpdocumentation.gitbook.io/user/~gitbook/image?url=https%3A%2F%2Fimages.unsplash.com%2Fphoto-1636751364472-12bfad09b451%3Fcrop%3Dentropy%26cs%3Dsrgb%26fm%3Djpg%26ixid%3DM3wxOTcwMjR8MHwxfHNlYXJjaHw0fHx3aGF0c2FwcHxlbnwwfHx8fDE3MTM2NjM3Njd8MA%26ixlib%3Drb-4.0.3%26q%3D85&width=1248&dpr=3&quality=100&sign=6ef3b362&sv=2) For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api.md) . [Getting Started With WhatsApp API](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api) [Managing your WhatsApp API](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api) [PreviousMessaging Channels](https://helpdocumentation.gitbook.io/user/messaging-channels) [NextGetting Started With WhatsApp API](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api) Was this helpful? Was this helpful? --- # Apply For Facebook Business Verification | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/apply-for-facebook-business-verification.md) . To verify your Meta Business account for WhatsApp Business API: 1. Go to Channels,click on the Whatsapp icon (WABA Options) and then click on "Complete business verification" and follow these steps. **Before** starting the verification process, ensure you have the following: * Government Registration certificate with company name * 1 Address proof with company name and address (phone number in some cases) * Working website with 4-5 pages and company name exactly as per document in website footer * Email Id with website domain 1. Click on "start verification" and "get started." 2. If you're unsure about the required documents, click on "accepted documents" for guidance. 3. Ensure the details match your legal documents character by character. 4. Upload the appropriate documents requested by Meta. 5. Verify your email address by entering the OTP received from Meta. 6. Verify your phone number if required, either by phone call or SMS. 7. Ensure your website footer displays your business name exactly as per your documents. Meta will review and verify your business within approximately two working days. If there are any issues, you'll find more details on the verification page. [PreviousSet 2fa For Your WhatsApp Channel](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/set-2fa-for-your-whatsapp-channel) [NextUpdate Business Profile And Display Picture Of Your WhatsApp API Number](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/update-business-profile-and-display-picture-of-your-whatsapp-api-number) Last updated 4 months ago Was this helpful? Was this helpful? --- # Update Business Profile And Display Picture Of Your WhatsApp API Number | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/update-business-profile-and-display-picture-of-your-whatsapp-api-number.md) . 1. Open **WhatsApp** **API**,click on view icon and go to your **WhatsApp Business profile**. 2. Tap on the **camera** option. 3. Choose a **square image** (512x512 pixels) in **PNG or JPEG** format. 4. Enter your **name** and **business name** (optional). 5. Click on **"Update"** to save the changes. [PreviousApply For Facebook Business Verification](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/apply-for-facebook-business-verification) [NextAccount Quality](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/account-quality) Last updated 4 months ago Was this helpful? Was this helpful? --- # Account Quality | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/account-quality.md) . The quality rating, based on customer feedback over the past seven days, includes reasons like blocking your number or reporting issues. #### [](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/account-quality#where-to-find-phone-numbers-tab-in-meta-whatsapp-manager) Where to Find: **Phone Numbers Tab** in Meta WhatsApp Manager * **Quality Rating Column** shows: * **Green:** High quality * **Yellow:** Medium quality * **Red:** Low quality #### [](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/account-quality#improving-your-rating) Improving Your Rating * Hover over the rating for insights into block reasons. * Aim to maintain a high-quality rating to unlock more features. * Reasons for blocking include: No longer needed, Didn't sign up, Spam, Offensive messages, or No reason. #### [](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/account-quality#notifications) Notifications You will receive updates via email and Meta Business Manager notifications for status changes or messaging limits updates. #### [](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/account-quality#status-changes) Status Changes * **Connected:** Normal operation within messaging limits. * **Flagged:** Low quality; if not improved in 7 days, messaging limit decreases. * **Restricted:** Reach messaging limit; no outgoing messages for 24 hours, but responses to customer-initiated messages are allowed. **What to do** when account quality is yellow or red? * It is suggested that you don't send any message for 7 days for quality to improve. [PreviousUpdate Business Profile And Display Picture Of Your WhatsApp API Number](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/update-business-profile-and-display-picture-of-your-whatsapp-api-number) [NextMessaging Limits](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/messaging-limits) Last updated 4 months ago Was this helpful? Was this helpful? --- # Register a Co-existing Number | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/register-a-co-existing-number.md) . ### [](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/register-a-co-existing-number#requirements) Requirements * Number Must be on Registered WhatsApp Business App * Old Facebook account * 4-5 pages professional website ### [](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/register-a-co-existing-number#how-to-register-a-whatsapp-business-app-number-with-whatsapp-api) How to Register A WhatsApp Business App Number with WhatsApp API 1. Click on **Connect** to start the process. 2. Log in using **Facebook Business Manager** and click **Continue**. 3. Select your **Business Portfolio** and **WhatsApp Business Account**. 4. Click **Next**. 5. Enter your **WhatsApp Business Phone Number** and click **Next**. 6. Scan the **QR Code** shown on the screen. 7. Allow **Permissions** to import **Contacts & Chat History (last 6 months)** and click **Confirm**. 8. Wait up to **45 Seconds** for the number to connect. 9. Once connected, enter your **WhatsApp Business Account Name** and **Select Time Zone**. 10. click **Next**. 11. Click **Confirm** to complete the setup. 12. Select the **Coexisting Number**, add the **Channel Title**, and choose the **Color Code**. 13. Your **Coexisting WhatsApp Number** is now visible on platform. 14. Click on **WhatsApp icon** and click on **Complete WA BIZ Onboarding** 15. And you **Coexisting WhatsApp Number** is **Successfully Connected to the Panel**. #### [](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/register-a-co-existing-number#video-tutorial) Video Tutorial - [PreviousRegister a New Number](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/register-a-new-number) [NextMigrate an Existing Number](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/migrate-an-existing-number) Last updated 4 months ago Was this helpful? * [Requirements](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/register-a-co-existing-number#requirements) * [How to Register A WhatsApp Business App Number with WhatsApp API](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/register-a-co-existing-number#how-to-register-a-whatsapp-business-app-number-with-whatsapp-api) Was this helpful? --- # Migration Stuck In Between Or Getting Permissions Error | User Documentation ![Page cover](https://helpdocumentation.gitbook.io/user/~gitbook/image?url=https%3A%2F%2Fimages.unsplash.com%2Fphoto-1636751364472-12bfad09b451%3Fcrop%3Dentropy%26cs%3Dsrgb%26fm%3Djpg%26ixid%3DM3wxOTcwMjR8MHwxfHNlYXJjaHw0fHx3aGF0c2FwcHxlbnwwfHx8fDE3MTM2NjM3Njd8MA%26ixlib%3Drb-4.0.3%26q%3D85&width=1248&dpr=3&quality=100&sign=6ef3b362&sv=2) For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/migration-stuck-in-between-or-getting-permissions-error.md) . When encountering a migration error, it's necessary to take specific steps to resolve the issue. It's important to understand that this error is often external, possibly stemming from Meta, and not directly caused by our services. To address this, follow the procedure below: **Step 1 - Delete the number from WhatsApp API** **Please Note** * All existing messaging templates will be lost. * Any verified status, such as the blue tick, will also be removed. **Step 2 - Permanently Disable Existing Channel -** Navigate to your channel, click on the three dots menu, and select "Permanently disable channel." #### [](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/migration-stuck-in-between-or-getting-permissions-error#step-3-register-the-whatsapp-api-number) **Step 3 - Register the WhatsApp API Number** [PreviousMigrate an Existing Number](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/migrate-an-existing-number) [NextChange WhatsApp Display Name](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/change-whatsapp-display-name) Last updated 4 months ago Was this helpful? Was this helpful? --- # Set 2fa For Your WhatsApp Channel | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/set-2fa-for-your-whatsapp-channel.md) . 1. Go to channels,Click on the WhatsApp icon. 2. Click on **Two-Factor Authentication**. 3. Enter a six-digit pin and click on **Register Pin**. 4. Once the pin has been set, two-factor authentication will be enabled for your WhatsApp account. [Set 2fa For Your WhatsApp Channel](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/set-2fa-for-your-whatsapp-channel) [PreviousChange WhatsApp Display Name](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/change-whatsapp-display-name) [NextApply For Facebook Business Verification](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/apply-for-facebook-business-verification) Last updated 4 months ago Was this helpful? Was this helpful? --- # Register a New Number | User Documentation ![Page cover](https://helpdocumentation.gitbook.io/user/~gitbook/image?url=https%3A%2F%2Fimages.unsplash.com%2Fphoto-1636751364472-12bfad09b451%3Fcrop%3Dentropy%26cs%3Dsrgb%26fm%3Djpg%26ixid%3DM3wxOTcwMjR8MHwxfHNlYXJjaHw0fHx3aGF0c2FwcHxlbnwwfHx8fDE3MTM2NjM3Njd8MA%26ixlib%3Drb-4.0.3%26q%3D85&width=1248&dpr=3&quality=100&sign=6ef3b362&sv=2) For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/register-a-new-number.md) . ### [](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/register-a-new-number#requirements) Requirements * Phone Number not on WhatsApp ( should be able to receive calls / sms ) * Old Facebook account * 4-5 pages professional website ### [](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/register-a-new-number#how-to-signup-with-whatsapp-api-register-a-number-with-whatsapp-api) How to Signup with WhatsApp API / Register A Number With WhatsApp API ? 1. Click on **"Add New Channel"** and select your WABA currency. 2. Click on **"Connect"** and log in with Facebook. 3. Choose to create a new business portfolio, a Meta business account, or select an existing one. 4. Click on **"Next"**. Always opt to create a new WhatsApp account. 5. Enter your WhatsApp account name (your brand name or business legal name) and select a category. 6. Enter your phone number and verify the OTP received via phone call or text message. 7. Click on **"Continue"** and then **"Finish."** 8. Wait a few seconds for the popup to close automatically. Your channel will then be displayed. 9. Click on **"Connect,"** enter a name for your channel, select a color, and click on **"Create Channel."** 10. You will see your channel with the status **"Pending."** 11. Click on the WhatsApp icon, go to **Two-Factor Authentication**, and enter a six-digit pin. Remember this pin. 12. Click on **"Register Pin."** 13. Refresh the page. Your number should now be connected. #### [](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/register-a-new-number#video-tutorial) Video Tutorial - #### [](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/register-a-new-number#step-2-set-two-factor-authentication-2fa) **Step 2 – Set Two-Factor Authentication (2FA)** 1. Go to channels, Click on the WhatsApp icon. 2. Click on **Two-Factor Authentication**. 3. Enter a six-digit pin and click on **Register Pin**. 4. Once the pin has been set, two-factor authentication will be enabled for your WhatsApp account. [PreviousGetting Started With WhatsApp API](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api) [NextRegister a Co-existing Number](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/register-a-co-existing-number) Last updated 3 months ago Was this helpful? * [Requirements](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/register-a-new-number#requirements) * [How to Signup with WhatsApp API / Register A Number With WhatsApp API ?](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/register-a-new-number#how-to-signup-with-whatsapp-api-register-a-number-with-whatsapp-api) Was this helpful? --- # Creating Templates : | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates.md) . [Interactive Marketing Templates](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/interactive-marketing-templates) [Carousel Marketing Template](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/carousel-marketing-template) [Limited Time Offer Marketing Template](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/limited-time-offer-marketing-template) [Catalogue Marketing Template](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/catalogue-marketing-template) [Multi Product Message Marketing Template](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/multi-product-message-marketing-template) [Interactive Utility Template](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/interactive-utility-template) [Order Details Utility Template](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/order-details-utility-template) [Order Status Utility Template](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/order-status-utility-template) [Authentication Template](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/authentication-template) [Create Templates via AI for WhatsApp](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/create-templates-via-ai-for-whatsapp) [How to use Toll Free Number in WhatsApp Template Call Now Button](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/how-to-use-toll-free-number-in-whatsapp-template-call-now-button) [Bulk Clone WhatsApp Templates Between Different WhatsApp API Numbers](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/bulk-clone-whatsapp-templates-between-different-whatsapp-api-numbers) [Create WhatsApp Template with Native Flow (Mini App)](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/create-whatsapp-template-with-native-flow-mini-app) [PreviousChannel Section Overview](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/channel-section-overview) [NextInteractive Marketing Templates](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/interactive-marketing-templates) Was this helpful? Was this helpful? --- # Channel Section Overview | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/channel-section-overview.md) . * The **Channels** section is where you can **onboard and manage communication channels** like **WhatsApp Business API, Instagram, and Facebook** from one dashboard. * WhatsApp numbers added here are **API-based** and cannot be used on the WhatsApp mobile app. * Each channel card shows quick details like **connection status, balance, quality score, messaging limits, and number health**. * From the **three-dot menu**, you can access options like **Copy Channel ID, Send Test Message, Bulk Actions, and Clone Templates**. * The **General Details** section shows important info such as **Quality Rating, Messaging Limit, Number Status, and 2FA status** — quality may drop if users report messages as spam. * Clicking the **WhatsApp icon** opens advanced options like: * **Business Profile** to manage display details * **QR Codes** to generate chat links with predefined messages * **Generate OTP** for onboarding or verification * **Business Verification** to unlock higher limits * **Two-Factor Authentication** for extra security * **WA Manager** for advanced Meta settings * **Deregister Number** to remove the number from API * Additional tools include **Webhook setup, Template Manager, Activity Logs, Billing Logs, Bots, Integrations, and Wallet Logs**. * Instagram and Facebook channels also show **connection status, follower count, and media stats**. * Overall, the Channels section helps you **connect, monitor, and automate all messaging platforms from one place**. [PreviousManaging your WhatsApp API](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api) [NextCreating Templates :](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates) Last updated 4 months ago Was this helpful? Was this helpful? --- # Managing your WhatsApp API | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api.md) . [Channel Section Overview](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/channel-section-overview) [Creating Templates :](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates) [Send Messages Via API For your Official WhatsApp Number ( Postman )](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/send-messages-via-api-for-your-official-whatsapp-number-postman) [Set Webhook Url to Receive Delivery Reports / Message Statues From Meta For Your WhatsApp API](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/set-webhook-url-to-receive-delivery-reports-message-statues-from-meta-for-your-whatsapp-api) [Change Currency of your WhatsApp Channel](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/change-currency-of-your-whatsapp-channel) [Transfer Channel Wallet Balance From one Channel to Another](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/transfer-channel-wallet-balance-from-one-channel-to-another) [Withdraw Channel Balance to User Central Coin Balance](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/withdraw-channel-balance-to-user-central-coin-balance) [Create Qr Code For Your WhatsApp API Number](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/create-qr-code-for-your-whatsapp-api-number) [Create Commands Or Menu For End Users For WhatsApp API](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/create-commands-or-menu-for-end-users-for-whatsapp-api) [Create Ice Breakers For WhatsApp API](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/create-ice-breakers-for-whatsapp-api) [Create Commands On WhatsApp Or Predefined Menu Or Quick Access Menu](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/create-commands-on-whatsapp-or-predefined-menu-or-quick-access-menu) [Direct Meta Response With WA Message Id For Send Message API Call](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/direct-meta-response-with-wa-message-id-for-send-message-api-call) [Send a Custom reference ID in the WhatsApp Send Message API and receive it in webhook data.](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/send-a-custom-reference-id-in-the-whatsapp-send-message-api-and-receive-it-in-webhook-data.) [Test messages and check why they’re not delivering on the WhatsApp API channel](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/test-messages-and-check-why-theyre-not-delivering-on-the-whatsapp-api-channel) [PreviousDelete WhatsApp API Number](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/delete-whatsapp-api-number) [NextChannel Section Overview](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/channel-section-overview) Was this helpful? Was this helpful? --- # Interactive Marketing Templates | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/interactive-marketing-templates.md) . #### [](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/interactive-marketing-templates#how-to-create-a-whatsapp-template) How to Create a WhatsApp Template 1. Go to ''Channels'' and click on the template manager icon. 2. Select **"Create template"**. 3. Choose **"WhatsApp template"** options. **Setting Up Your Template** * Enter a **template name**. * Select a **language**. * Choose an **appropriate category**. **Header Options** * No header * Text-based header * Media-based header (image, video, document, or location) **Body and Variables** * Add **variables** to the body. Include some text before or after each variable. * Provide **examples** for all variables used. **Footer** * Add an optional footer in light grey text. **Buttons (up to 10 in total)** * **Website buttons:** Maximum of two, URLs can be static or dynamic. * **Call now button:** Maximum of one. * **Quick reply buttons:** Up to seven. * Reorder buttons by **dragging and dropping**. **Approval and Preview** * Meta **approves templates** in one minute to a day. * **Preview** the approved template to see the actual content. Points to check if you face any issue while creating templates: * For **image template**: Image size must be less than 9mb. * For **video template**: Video size must be less than 9mb. * Body of the template including variable content can not be more than 1024 characters. * If your Approved template is not visible in drop-down in bulk campaign, bot builder, automation builder or live chat: Go to Channels>Template Manager>Sync Templates. [PreviousCreating Templates :](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates) [NextCarousel Marketing Template](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/carousel-marketing-template) Last updated 4 months ago Was this helpful? Was this helpful? --- # Carousel Marketing Template | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/carousel-marketing-template.md) . 1️.Go to **Channels → Template Manager** and click **Create Template**. 2️.Enter the **Template Name**, select **Template Language**, and choose **Category = Marketing** → Click **Next**. 3️.Select **Carousel** as the **Template Type**. 👉 Carousel allows you to show **multiple products/offers in one single WhatsApp message**. 4️.Add the **Message Body** Example: _Hi {{name}}, check out our latest offers below and choose the one you like. A_dd **variables** and their example values. 5️.Click **Add Card** and configure each card: Add **Header** (Image or Video) Add **Body Text / Description** Add **Buttons** (**Quick Reply** or **Call-to-Action**) ⚠️ **Important:** You can add **up to 10 cards**. All cards must have the **same button type and combination**. 6️.Use **Preview** to check how the carousel looks. 7️.Click **Submit Template / Save & Apply** to send the template for approval. [PreviousInteractive Marketing Templates](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/interactive-marketing-templates) [NextLimited Time Offer Marketing Template](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/limited-time-offer-marketing-template) Last updated 4 months ago Was this helpful? Was this helpful? --- # Limited Time Offer Marketing Template | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/limited-time-offer-marketing-template.md) . * Go to **Channels → Template Manager** and click **Create Template**. * Enter the **template name**, select the **language**, choose **Marketing**, and select **Limited Time Offer (LTO)** as the template type. * (Optional) Add a **header** (image or video), or keep it none. * Add the **message body** (max 600 characters). Keep the message **clear and honest** — don’t use fake urgency. * Enter the **offer text** (max 16 characters) and choose if the **coupon expires** or not. * (Optional) Set an **expiration date**. * Add buttons: * **Copy Code** button _(required if the coupon expires)_ * **Call-to-Action (URL)** button * Add a **code example** and the **website URL**. * Review everything and click **Submit Template**. [PreviousCarousel Marketing Template](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/carousel-marketing-template) [NextCatalogue Marketing Template](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/catalogue-marketing-template) Last updated 4 months ago Was this helpful? Was this helpful? --- # Messaging Channels | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/messaging-channels.md) . [WhatsApp API](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api) [Facebook Page](https://helpdocumentation.gitbook.io/user/messaging-channels/facebook-page) [Instagram](https://helpdocumentation.gitbook.io/user/messaging-channels/instagram) [Google RCS - India](https://helpdocumentation.gitbook.io/user/messaging-channels/google-rcs-india) [PreviousPlatform Overview](https://helpdocumentation.gitbook.io/user/platform-overview) [NextWhatsApp API](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api) Last updated 4 months ago Was this helpful? Was this helpful? --- # Messaging Limits | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/messaging-limits.md) . Messaging limits are the maximum number of business-initiated conversations a business phone number can open in a 24-hour moving period. **Initial Limit:** 250 business-initiated conversations. **Increased Limits:** * 1K business-initiated conversations * 10K business-initiated conversations * 100K business-initiated conversations * Unlimited business-initiated conversations To increase to 1K, follow the methods below. Higher limits are achieved through automatic scaling after reaching 1K. **Eligibility:** * Must have a connected status. * Limited to 250 if quality rating is low. #### [](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/messaging-limits#increasing-your-limit) Increasing Your Limit **Business Verification** 1. Submit for business verification. 2. We analyze messaging quality. 3. Based on the analysis, limits are approved or denied. **Identity Verification** 1. Identity verification may be required. 2. Notifications will appear in WhatsApp Manager. 3. A webhook alert will be triggered. 4. Upon confirmation, limits are increased; otherwise, denied. #### [](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/messaging-limits#open-1k-conversations-in-30-days) Open 1K Conversations in 30 Days Open 1,000 or more high-quality conversations in 30 days. We analyze quality, and limits are adjusted based on the results. #### [](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/messaging-limits#automatic-scaling) Automatic Scaling Once you have reached the 1K business-initiated conversations limit, each time you open a business-initiated conversation, we will determine if your limit should be increased according to the following criteria: * Your business phone number is connected. * Your business phone number quality rating is Medium or High. * In the last 7 days, your business phone number has been used to open X or more business-initiated conversations, where X is the business phone number's current messaging limit, divided by 2. If your business phone number meets all conditions, we will increase its limit by one level, 24 hours later. If its quality rating has been set to Flagged for the last 7 days, however, we will decrease its limit by one level, immediately. * If the 500th conversation is initiated at 7pm (for example), the messaging limit is increased at 7pm the following day (i.e. 24 hours later). [PreviousAccount Quality](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/account-quality) [NextApply For Blue Tick In WhatsApp](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/apply-for-blue-tick-in-whatsapp) Last updated 4 months ago Was this helpful? Was this helpful? --- # Apply For Blue Tick In WhatsApp | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/apply-for-blue-tick-in-whatsapp.md) . Official Business Account (OBA) / BlueTick * **OBA** is a verified WhatsApp business number that gets a **blue checkmark** beside its name. * Businesses can apply through **WhatsApp Manager or API**. * If rejected, you can re-apply after **30 days**. ![](https://helpdocumentation.gitbook.io/user/~gitbook/image?url=https%3A%2F%2F3141102504-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FO6WAU9sqaJ9hX2biUUXm%252Fuploads%252FYUr3M7SUAthzJoNZSJNZ%252Fimage.png%3Falt%3Dmedia%26token%3D8be029ba-3cff-458f-9d05-17505f315608&width=768&dpr=3&quality=100&sign=7c8ac271&sv=2) #### [](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/apply-for-blue-tick-in-whatsapp#eligibility-requirements) 📌 **Eligibility Requirements** * Must follow [**WhatsApp Business Messaging Policy**](https://business.whatsapp.com/policy?fbclid=IwY2xjawP1NZZleHRuA2FlbQIxMABicmlkETFUYXliOVFMRmdUVncxTWhGc3J0YwZhcHBfaWQQMjIyMDM5MTc4ODIwMDg5MgABHggVtLVydRSrmQU_3L2cs5nPDWhoYrERJu9E0nAXDawHPECiVwkDTe0EAYMj_aem_x7B6KDNydkc4bGyOunBDlA) . * Business should be active on the **WhatsApp Business Platform for 30+ days**. * **Business Verification** must be completed. * **Display Name Approved**. * **Two-Step Verification Enabled**. * Brand must be **notable, well-known, and frequently searched**. #### [](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/apply-for-blue-tick-in-whatsapp#notability-rules) ⭐ **Notability Rules** * Strong presence in **trusted news publications** (no paid/promotional articles). * Approval depends on **display name + phone number**. * Changing the **display name** after approval may trigger **re-review**. ![](https://helpdocumentation.gitbook.io/user/~gitbook/image?url=https%3A%2F%2F3141102504-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FO6WAU9sqaJ9hX2biUUXm%252Fuploads%252F6ctAiyAr2wa4uypiDegC%252Fimage.png%3Falt%3Dmedia%26token%3D8c79b80c-3cd8-4b25-829b-9e686af86cde&width=768&dpr=3&quality=100&sign=527d4598&sv=2) #### [](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/apply-for-blue-tick-in-whatsapp#if-request-is-denied) ❌ **If Request is Denied** * **No immediate appeal** available. * Wait **30 days** and apply again. * You can still update **profile photo, email, website, and description** anytime. ![](https://helpdocumentation.gitbook.io/user/~gitbook/image?url=https%3A%2F%2F3141102504-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FO6WAU9sqaJ9hX2biUUXm%252Fuploads%252FxhOIgPiJvvTOpuNClXZt%252Fimage.png%3Falt%3Dmedia%26token%3D048c2d7f-d448-405b-83f0-302011cd2a83&width=768&dpr=3&quality=100&sign=ce149fb3&sv=2) #### [](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/apply-for-blue-tick-in-whatsapp#how-to-apply) 📝 **How to Apply** ![](https://helpdocumentation.gitbook.io/user/~gitbook/image?url=https%3A%2F%2F3141102504-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FO6WAU9sqaJ9hX2biUUXm%252Fuploads%252FyazWBVhJeWdXHeefB1sI%252Fimage.png%3Falt%3Dmedia%26token%3D74095a92-bc84-4e54-9149-218e4060c80e&width=768&dpr=3&quality=100&sign=e99edcf9&sv=2) * Access [**WhatsApp Manager**](https://business.facebook.com/latest/whatsapp_manager/) > **Overview**, and click the business phone number. ![](https://helpdocumentation.gitbook.io/user/~gitbook/image?url=https%3A%2F%2F3141102504-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FO6WAU9sqaJ9hX2biUUXm%252Fuploads%252FxfepqwXJOZ4rgRFs3lmu%252Fimage.png%3Falt%3Dmedia%26token%3Dad050f57-dfd3-40b3-87a9-4dd87511d530&width=768&dpr=3&quality=100&sign=ec02cc04&sv=2) * **Two-Step Verification**. if it isn’t enabled already. ![](https://helpdocumentation.gitbook.io/user/~gitbook/image?url=https%3A%2F%2F3141102504-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FO6WAU9sqaJ9hX2biUUXm%252Fuploads%252FbaNu316usaKkSTASW8Ew%252Fimage.png%3Falt%3Dmedia%26token%3D4500f5fe-480b-406c-ad33-7c4e4e40149d&width=768&dpr=3&quality=100&sign=8537c646&sv=2) * Click **Submit Request**. * Add up to **5 strong media/news links** to prove brand notability. ![](https://helpdocumentation.gitbook.io/user/~gitbook/image?url=https%3A%2F%2F3141102504-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FO6WAU9sqaJ9hX2biUUXm%252Fuploads%252F4ZPkJyyHmSqHZcW7wLz9%252Fimage.png%3Falt%3Dmedia%26token%3D790fadd8-486d-405b-8b2c-4742aa040810&width=768&dpr=3&quality=100&sign=e3644210&sv=2) [PreviousMessaging Limits](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/messaging-limits) [NextDelete WhatsApp API Number](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/delete-whatsapp-api-number) Last updated 4 months ago Was this helpful? Was this helpful? --- # Delete WhatsApp API Number | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/delete-whatsapp-api-number.md) . #### [](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/delete-whatsapp-api-number#steps) Steps 1. Open **business.facebook.com/manage** 2. Select your **Business Portfolio** 3. Go to **Overview** 4. Scroll and select the number you want to delete 5. Navigate to **Accounts → Phone Numbers** 6. Click on the **Delete icon** 7. Click **Next** 8. Enter your account password 9. Select the reason for deletion 10. Click **Delete** #### [](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/delete-whatsapp-api-number#notes) Notes * The number status will change to **Deleted** * Deletion may take **5 minutes to 1 hour** to complete [PreviousApply For Blue Tick In WhatsApp](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/getting-started-with-whatsapp-api/apply-for-blue-tick-in-whatsapp) [NextManaging your WhatsApp API](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api) Last updated 3 months ago Was this helpful? Was this helpful? --- # Catalogue Marketing Template | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/catalogue-marketing-template.md) . * Go to **Channels → Template Manager** and click **Create Template**. * Enter the **template name**, select the **language**, choose **Category = Marketing**, and select **Template Type = Catalog**. * Add the **message body** and include variables if needed (e.g., _Hi {{name}}, check out our latest products…_). * Add a **header image** or keep it none. (Optional) * The **View Catalog** button will be added **automatically**. * Add a **footer** if required. (Optional) * Review the template and click **Submit Template / Save & Apply**. [PreviousLimited Time Offer Marketing Template](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/limited-time-offer-marketing-template) [NextMulti Product Message Marketing Template](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/multi-product-message-marketing-template) Last updated 4 months ago Was this helpful? Was this helpful? --- # Multi Product Message Marketing Template | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/multi-product-message-marketing-template.md) . * Go to **Channels → Template Manager** and click **Create Template**. * Enter the **template name**, select the **language**, choose **Category = Marketing**, and select **Template Type = MPM (Multi-Product Message)**. * Add a **Header (required)** — this must be text (for example: _New Products_). * Add the **message body** and include variables if needed (e.g., _Hi {{name}}, check out these amazing products…_). * (Optional) Add a **footer** if required. * The **View Items** button will be added **automatically** when creating an MPM template. * Review the template and click **Submit Template / Save & Apply**. [PreviousCatalogue Marketing Template](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/catalogue-marketing-template) [NextInteractive Utility Template](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/interactive-utility-template) Last updated 4 months ago Was this helpful? Was this helpful? --- # Interactive Utility Template | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/interactive-utility-template.md) . * Go to **Channels → WhatsApp → Template Manager** and click **Create Template**. * Enter the **template name**, select the **language**, and choose **Category = Utility**. * Select **Template Type = Interactive**. * Add a **Header** — you can choose **Text** or **Media** (image, video, document, or location). * Add the **message body** and include variables if needed (e.g., _Hi {{name}}, this is a reminder…_). * (Optional) Add a **footer**. * Add buttons based on your use case: * **Call-to-Action** * **Quick Reply** * **WhatsApp Native Form** * Example buttons: **Pay Now**, **Check Balance**. * Use **Preview** to see how the template will look on mobile. * Make sure the content follows **WhatsApp guidelines**, then click **Submit Template** for approval. [PreviousMulti Product Message Marketing Template](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/multi-product-message-marketing-template) [NextOrder Details Utility Template](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/order-details-utility-template) Last updated 4 months ago Was this helpful? Was this helpful? --- # Order Details Utility Template | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/order-details-utility-template.md) . * Go to **Channels → Template Manager** and click **Create Template**. * Enter the **template name**, select the **language**, and choose **Category = Utility**. * Select **Template Type = Order Details**. * (Optional) Add a **header** (image, video, or document) or keep it none. * Add the **message body** with variables such as: * Customer Name * Order ID * Product Name * Amount Paid * Order Date * Delivery Address * Provide **example values** for all variables. * (Optional) Add a **footer** if required. * Configure additional details if needed: * **Order expiration time** (enter 0 if not required) * **Tax configuration** * **Shipping configuration** * **Discount configuration** (flat amount or percentage) * Use **Preview** to review the order details layout. * Click **Submit Template** to send it for approval. [PreviousInteractive Utility Template](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/interactive-utility-template) [NextOrder Status Utility Template](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/order-status-utility-template) Last updated 4 months ago Was this helpful? Was this helpful? --- # Authentication Template | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/authentication-template.md) . * Go to **Channels → Template Manager** and click **Create Template**. * Enter the **template name**, select the **language**, and choose **Category = Authentication**. * Authentication templates have **only one format** (no template types). * Add **security recommendation** if required (optional). * Set the **code expiration time** (for example: 10 minutes). * (Optional) Add buttons if needed. * Make sure the message is **only for verification** like OTP, login code, or account verification — **no promotional content allowed**. * Click **Save & Apply / Submit Template** for approval. [PreviousOrder Status Utility Template](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/order-status-utility-template) [NextCreate Templates via AI for WhatsApp](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/create-templates-via-ai-for-whatsapp) Last updated 4 months ago Was this helpful? Was this helpful? --- # Order Status Utility Template | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/order-status-utility-template.md) . * Go to **Channels → Template Manager** and click **Create Template**. * Enter the **template name**, select the **language**, choose **Category = Utility**, and click **Next**. * Select **Template Type = Order Status**. * Add the **message body** with variables such as: * Customer Name * Order Number * Product Name * ETA (Estimated Delivery Time) * ⚠️ Make sure a **variable is not placed at the end** of a sentence — always add text after it. * Provide **example values** for all variables. * (Optional) Add a **footer** if needed. * Review the template and click **Save & Apply / Submit Template** for approval. [PreviousOrder Details Utility Template](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/order-details-utility-template) [NextAuthentication Template](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/authentication-template) Last updated 4 months ago Was this helpful? Was this helpful? --- # Create WhatsApp Template with Native Flow (Mini App) | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/create-whatsapp-template-with-native-flow-mini-app.md) . #### [](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/create-whatsapp-template-with-native-flow-mini-app#prerequisite) Prerequisite * Ensure your **WhatsApp Native Flow (Mini App) is published** * Published flows cannot be edited (new changes require a new flow) #### [](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/create-whatsapp-template-with-native-flow-mini-app#steps) Steps 1. Go to **Template Manager → Create Template** 2. Enter **Template Name, Language & Category** 3. Add **Header (optional), Body & Variables** 4. Provide **sample content** 5. Click on **Add Button → WhatsApp Native Form** 6. Select the **published flow** 7. Enter button text (e.g., _Open Form / Register_) 8. Choose the **landing screen** 9. Click **Save & Apply** [PreviousBulk Clone WhatsApp Templates Between Different WhatsApp API Numbers](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/bulk-clone-whatsapp-templates-between-different-whatsapp-api-numbers) [NextSend Messages Via API For your Official WhatsApp Number ( Postman )](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/send-messages-via-api-for-your-official-whatsapp-number-postman) Last updated 3 months ago Was this helpful? Was this helpful? --- # How to use Toll Free Number in WhatsApp Template Call Now Button | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/how-to-use-toll-free-number-in-whatsapp-template-call-now-button.md) . ### [](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/how-to-use-toll-free-number-in-whatsapp-template-call-now-button#guide-to-using-toll-free-number-in-whatsapp-template) Guide to Using Toll-Free Number in WhatsApp Template * Toll-free numbers may not work with country codes in WhatsApp templates for some countries due to Meta's mandatory country code addition.​ * As a workaround, create a short URL using a service like TinyURL that converts a phone link (e.g., tel:18001234567) into a clickable URL.​ * In the WhatsApp template, set the button type to “Visit Website” and use the short URL in place of a standard phone number.​ * When users tap the "Call Now" button, the mobile device’s calling app launches and dials the toll-free number directly, bypassing the country code issue.​ * This method allows toll-free calls from WhatsApp templates, even in countries with dialling restrictions on country code for toll-free numbers.​ [PreviousCreate Templates via AI for WhatsApp](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/create-templates-via-ai-for-whatsapp) [NextBulk Clone WhatsApp Templates Between Different WhatsApp API Numbers](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/bulk-clone-whatsapp-templates-between-different-whatsapp-api-numbers) Last updated 4 months ago Was this helpful? Was this helpful? --- # Create Templates via AI for WhatsApp | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/create-templates-via-ai-for-whatsapp.md) . To create AI-generated templates for WhatsApp using the platform described, follow this step-by-step guide:​ ### [](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/create-templates-via-ai-for-whatsapp#accessing-the-ai-template-builder) Accessing the AI Template Builder * Navigate to the templates page of your WhatsApp channel. * Click on the AI template builder button. * You will see a notice that using this service is chargeable, with deductions made from your channel wallet based on usage. ### [](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/create-templates-via-ai-for-whatsapp#selecting-template-type) Selecting Template Type * After acknowledging the charge notice, you will see predefined template suggestions. * Filter these suggestions by region, use case, or category (e.g., notifications, promotions). ### [](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/create-templates-via-ai-for-whatsapp#creating-a-notification-template-e.g.-appointment-reminder) Creating a Notification Template (e.g., Appointment Reminder) * Choose a category like notification and select a template, such as "appointment reminder." * Customize the template by adding variables for customer name, service (e.g., web development), brand name, and date/time. * Click “send” to generate the template using AI. The cost will be deducted from your channel wallet and shown on the platform. ### [](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/create-templates-via-ai-for-whatsapp#adding-more-functionality-e.g.-cancel-button) Adding More Functionality (e.g., Cancel Button) * You can enhance interactivity by asking the AI to add more buttons (such as "Cancel Appointment"). * Each interaction with the AI might incur additional charges. ### [](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/create-templates-via-ai-for-whatsapp#editing-and-applying-the-template) Editing and Applying the Template * Open the generated template in the editor for further customization if needed. * The editor will suggest a name and allow you to select a category, though Meta (WhatsApp) will decide final template approval and category placement. * Edit sample content or add an image header if desired, either in the editor or through the AI. ### [](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/create-templates-via-ai-for-whatsapp#submitting-and-tracking-charges) Submitting and Tracking Charges * Once finalized, apply the template for WhatsApp approval. * All deductions for template generation are recorded in a special wallet log (distinct from general billing logs) for your reference. ### [](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/create-templates-via-ai-for-whatsapp#creating-promotional-messages) Creating Promotional Messages * You can create promotional templates (e.g., for Christmas) by instructing the AI via prompt. * Review, edit, and submit the new promotional message template as above. ### [](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/create-templates-via-ai-for-whatsapp#key-points) Key Points * The entire process is streamlined with content suggestions, variable support, editor integration, and charge transparency.​ * All templates must be reviewed and approved by WhatsApp/Meta. * All wallet deductions are only for AI template generation and are tracked separately. [PreviousAuthentication Template](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/authentication-template) [NextHow to use Toll Free Number in WhatsApp Template Call Now Button](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/how-to-use-toll-free-number-in-whatsapp-template-call-now-button) Last updated 4 months ago Was this helpful? * [Accessing the AI Template Builder](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/create-templates-via-ai-for-whatsapp#accessing-the-ai-template-builder) * [Selecting Template Type](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/create-templates-via-ai-for-whatsapp#selecting-template-type) * [Creating a Notification Template (e.g., Appointment Reminder)](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/create-templates-via-ai-for-whatsapp#creating-a-notification-template-e.g.-appointment-reminder) * [Adding More Functionality (e.g., Cancel Button)](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/create-templates-via-ai-for-whatsapp#adding-more-functionality-e.g.-cancel-button) * [Editing and Applying the Template](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/create-templates-via-ai-for-whatsapp#editing-and-applying-the-template) * [Submitting and Tracking Charges](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/create-templates-via-ai-for-whatsapp#submitting-and-tracking-charges) * [Creating Promotional Messages](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/create-templates-via-ai-for-whatsapp#creating-promotional-messages) * [Key Points](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/create-templates-via-ai-for-whatsapp#key-points) Was this helpful? --- # Send Messages Via API For your Official WhatsApp Number ( Postman ) | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/send-messages-via-api-for-your-official-whatsapp-number-postman.md) . * Go to **Channels → Template Manager** and open your approved template, then click the **JSON icon** and copy the template JSON. * Open **Postman** and create a **New Request**, set request type to **POST**. * Go to **Body → Raw → JSON** and paste the copied JSON body. * Edit the **receiver number with country code** and fill all template variables correctly (variables should not contain line breaks). * If the template has an **image header**, add the image URL in the header variable. * Go to **Channels → 3 dots → Access Token**, copy the token and paste it in Postman under **Authorization = Bearer Token**. * Copy the **API URL, API Version, and Phone Number ID** from the Access Token section and add the endpoint as `API_URL/API_VERSION/PHONE_NUMBER_ID/messages`. * Click **Send** in Postman to send the template message. * If the request is successful, you will receive a **Queue ID** in the response which confirms the request was accepted by Meta. * Configure your **Webhook URL** to receive delivery updates like success message ID or error response. ### [](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/send-messages-via-api-for-your-official-whatsapp-number-postman#postman-documentation) **Postman Documentation -** [![Logo](https://helpdocumentation.gitbook.io/user/~gitbook/image?url=https%3A%2F%2Fdocumenter-assets.pstmn.io%2Ffavicon.ico&width=20&dpr=3&quality=100&sign=86a99dfc&sv=2)Chatbot And Automations DocumentationAPI Documentation](https://documenter.getpostman.com/view/14215086/2sA3e2hAeY#intro) [PreviousCreate WhatsApp Template with Native Flow (Mini App)](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/create-whatsapp-template-with-native-flow-mini-app) [NextSet Webhook Url to Receive Delivery Reports / Message Statues From Meta For Your WhatsApp API](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/set-webhook-url-to-receive-delivery-reports-message-statues-from-meta-for-your-whatsapp-api) Last updated 4 months ago Was this helpful? Was this helpful? --- # Bulk Clone WhatsApp Templates Between Different WhatsApp API Numbers | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/bulk-clone-whatsapp-templates-between-different-whatsapp-api-numbers.md) . You can bulk clone templates from one of your channels to all or selected channels. 1. **Select Templates**: Choose up to five templates from your existing channel. 2. **Select Channels**: Pick the channels you want to clone the templates to. 3. **Start Cloning**: Click on "Start Cloning" to clone the templates individually. 4. **Retry Failed Clones**: If any templates fail, you can retry them. 5. **Sync Templates**: Click on "Sync" to activate the templates on the destination channels. 6. **Complete Process**: Once done, click on "Close" to complete the process. [PreviousHow to use Toll Free Number in WhatsApp Template Call Now Button](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/how-to-use-toll-free-number-in-whatsapp-template-call-now-button) [NextCreate WhatsApp Template with Native Flow (Mini App)](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/creating-templates/create-whatsapp-template-with-native-flow-mini-app) Last updated 4 months ago Was this helpful? Was this helpful? --- # Set Webhook Url to Receive Delivery Reports / Message Statues From Meta For Your WhatsApp API | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/set-webhook-url-to-receive-delivery-reports-message-statues-from-meta-for-your-whatsapp-api.md) . * Go to **Channels → Webhook** and click **Add Webhook**. * Open **webhook.site** in a new tab and click **New** to generate a test webhook. * Click the **Edit** option and configure the response: * Status Code = **200** * Content Type = **text/html** * Content = **$request.query.challange$** * Save the changes and copy the **unique webhook URL**. * Go back to **Channels → Webhook**, paste the URL, and give your webhook a **title**. * Select the required **channel events** (incoming messages, calls, outgoing messages, etc.). * Click **Add Webhook** to save. * Once confirmed, incoming webhook events will start appearing instantly. * Make sure your **server URL responds with the challenge query**, otherwise verification will fail. _**It is Important that your server URL responds with the Challange Query**_ ### [](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/set-webhook-url-to-receive-delivery-reports-message-statues-from-meta-for-your-whatsapp-api#php-code-for-webhook-challenge-response) PHP Code For Webhook Challenge Response Copy ### [](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/set-webhook-url-to-receive-delivery-reports-message-statues-from-meta-for-your-whatsapp-api#node-js-code-for-webhook-challange-response) Node JS Code For Webhook Challange Response ### [](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/set-webhook-url-to-receive-delivery-reports-message-statues-from-meta-for-your-whatsapp-api#video-tutorial) Video Tutorial [PreviousSend Messages Via API For your Official WhatsApp Number ( Postman )](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/send-messages-via-api-for-your-official-whatsapp-number-postman) [NextChange Currency of your WhatsApp Channel](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/change-currency-of-your-whatsapp-channel) Last updated 4 months ago Was this helpful? * [PHP Code For Webhook Challenge Response](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/set-webhook-url-to-receive-delivery-reports-message-statues-from-meta-for-your-whatsapp-api#php-code-for-webhook-challenge-response) * [Node JS Code For Webhook Challange Response](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/set-webhook-url-to-receive-delivery-reports-message-statues-from-meta-for-your-whatsapp-api#node-js-code-for-webhook-challange-response) * [Video Tutorial](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/set-webhook-url-to-receive-delivery-reports-message-statues-from-meta-for-your-whatsapp-api#video-tutorial) Was this helpful? Copy app.get('/your_webhook_endpoint',(req, res) => { try { res.send(req.query['challange']); } catch (error) { res.send(error.message); } }); --- # Connect Your Instagram Page / Profile ? | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/messaging-channels/instagram/connect-your-instagram-page-profile.md) . On the platform, go to the left menu and select "Channels," then choose "Instagram". Click "Add new channel" and then "Connect." Enter Instagram ID and password as prompted, grant required permissions, and click "Allow". Optionally, assign a name and choose a brand color for the channel, visible in the inbox. Click "Create channel" to finish, then click "Load details" to confirm successful connection. This concise process helps users securely link their Instagram account for seamless integration. [PreviousInstagram](https://helpdocumentation.gitbook.io/user/messaging-channels/instagram) [NextGoogle RCS - India](https://helpdocumentation.gitbook.io/user/messaging-channels/google-rcs-india) Last updated 4 months ago Was this helpful? Was this helpful? --- # Google RCS - India | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/messaging-channels/google-rcs-india.md) . [Explanation Of RCS Messaging And Session Charges - Only For India](https://helpdocumentation.gitbook.io/user/messaging-channels/google-rcs-india/explanation-of-rcs-messaging-and-session-charges-only-for-india) [RCS Application Approval: How to Reply to the Email Received on Your Brand Email ID](https://helpdocumentation.gitbook.io/user/messaging-channels/google-rcs-india/rcs-application-approval-how-to-reply-to-the-email-received-on-your-brand-email-id) [Apply For RCS Agent / Bot For Your Brand ?](https://helpdocumentation.gitbook.io/user/messaging-channels/google-rcs-india/apply-for-rcs-agent-bot-for-your-brand) [PreviousConnect Your Instagram Page / Profile ?](https://helpdocumentation.gitbook.io/user/messaging-channels/instagram/connect-your-instagram-page-profile) [NextExplanation Of RCS Messaging And Session Charges - Only For India](https://helpdocumentation.gitbook.io/user/messaging-channels/google-rcs-india/explanation-of-rcs-messaging-and-session-charges-only-for-india) Was this helpful? Was this helpful? --- # Explanation Of RCS Messaging And Session Charges - Only For India | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/messaging-channels/google-rcs-india/explanation-of-rcs-messaging-and-session-charges-only-for-india.md) . * When an agent sends an RCS message to a customer, there is a charge of 20 paise per outgoing message if the customer has not replied. * Once a customer replies, a session is created lasting 24 hours from the agent’s message. Within this session, unlimited messages can be sent without additional charges. * The session only starts when there is an agent-user interaction (agent sends a message and the user replies); all agent responses within this 24-hour window remain free after the initial charge. * If the agent sends another message after the session expires and the customer hasn’t replied, another 20 paise is charged for each outgoing message. * Customer messages are never charged, and sessions are renewed each time the interaction cycle begins again within 24 hours of the customer’s last reply. This system ensures charges are incurred only for active outbound engagement and encourages timely customer replies to minimize costs. [PreviousGoogle RCS - India](https://helpdocumentation.gitbook.io/user/messaging-channels/google-rcs-india) [NextRCS Application Approval: How to Reply to the Email Received on Your Brand Email ID](https://helpdocumentation.gitbook.io/user/messaging-channels/google-rcs-india/rcs-application-approval-how-to-reply-to-the-email-received-on-your-brand-email-id) Last updated 9 months ago Was this helpful? Was this helpful? --- # Facebook Page | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/messaging-channels/facebook-page.md) . [Connect a Facebook Page](https://helpdocumentation.gitbook.io/user/messaging-channels/facebook-page/connect-a-facebook-page) [PreviousTest messages and check why they’re not delivering on the WhatsApp API channel](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/test-messages-and-check-why-theyre-not-delivering-on-the-whatsapp-api-channel) [NextConnect a Facebook Page](https://helpdocumentation.gitbook.io/user/messaging-channels/facebook-page/connect-a-facebook-page) Last updated 2 years ago Was this helpful? Was this helpful? --- # Instagram | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/messaging-channels/instagram.md) . [Connect Your Instagram Page / Profile ?](https://helpdocumentation.gitbook.io/user/messaging-channels/instagram/connect-your-instagram-page-profile) [PreviousConnect a Facebook Page](https://helpdocumentation.gitbook.io/user/messaging-channels/facebook-page/connect-a-facebook-page) [NextConnect Your Instagram Page / Profile ?](https://helpdocumentation.gitbook.io/user/messaging-channels/instagram/connect-your-instagram-page-profile) Was this helpful? Was this helpful? --- # Connect a Facebook Page | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/messaging-channels/facebook-page/connect-a-facebook-page.md) . **1.** Go to **Menu → Channels** from the left sidebar **2.** Select **Facebook** **3.** Click **Add New Channel** **4.** Login to your **Facebook Account** (if not already logged in) **5\. Choose** the Facebook Page you want to connect **6.** Click **Connect Channel** **7.** Set **Channel Name** and choose **Color Code** (optional) **8.** Click **Create Channel** [PreviousFacebook Page](https://helpdocumentation.gitbook.io/user/messaging-channels/facebook-page) [NextInstagram](https://helpdocumentation.gitbook.io/user/messaging-channels/instagram) Last updated 4 months ago Was this helpful? Was this helpful? --- # RCS Application Approval: How to Reply to the Email Received on Your Brand Email ID | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/messaging-channels/google-rcs-india/rcs-application-approval-how-to-reply-to-the-email-received-on-your-brand-email-id.md) . **Process: 1.** Go to your **RCS Application Account** and check the status → _Authorization Email Sent_. **2.** Open your **Brand Email Inbox** and find the authentication email sent by the operator. **3.** Open the email and scroll down to find the **approval line** mentioned for RCS authorization. **4.** **Copy** that approval line. **5.** Click **Reply All** on the same email. **6.** Paste the copied line at the **top of the email**. **7.** Make sure you send the email **only from the Brand Email ID** (not assistant email). **8.** Click **Send**. **9.** Wait **5–6 days** for further approval from the operator. [https://www.youtube.com/watch?v=1svfPWR2kLswww.youtube.com](https://www.youtube.com/watch?v=1svfPWR2kLs) [PreviousExplanation Of RCS Messaging And Session Charges - Only For India](https://helpdocumentation.gitbook.io/user/messaging-channels/google-rcs-india/explanation-of-rcs-messaging-and-session-charges-only-for-india) [NextApply For RCS Agent / Bot For Your Brand ?](https://helpdocumentation.gitbook.io/user/messaging-channels/google-rcs-india/apply-for-rcs-agent-bot-for-your-brand) Last updated 1 month ago Was this helpful? Was this helpful? --- # Apply For RCS Agent / Bot For Your Brand ? | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/messaging-channels/google-rcs-india/apply-for-rcs-agent-bot-for-your-brand.md) . ### [](https://helpdocumentation.gitbook.io/user/messaging-channels/google-rcs-india/apply-for-rcs-agent-bot-for-your-brand#things-required-for-rcs-onboarding) **Things Required For RCS Onboarding -** 1. Website - test1.com 2. Email Id with website domain ( outgoing mail from this will be required ) - a@test1.com 3. Contact form / checkout page with clear optin message with checkbox 4. Gst certificate / Udyam Aadhar of the brand 5. Aadhar / passport of the brand owner - name and number 6. Logo - Square - 224 x 224 max 50 kb size - jpeg / png 7. Banner 1440 wide x 448 pixels height max 200 kb size 8. Privacy policy and terms on your website 9. Sample actual message ### [](https://helpdocumentation.gitbook.io/user/messaging-channels/google-rcs-india/apply-for-rcs-agent-bot-for-your-brand#application-process) Application Process * Start a new application by entering the brand name, website, logo, legal documents, and contact details using the required formats. * Specify the RCS agent title and description—these cannot be changed after submission. * Select the use case (marketing, transactional, or OTP). Marketing agents can only send up to 4 promotional messages/month between 7 AM and 10 PM, while transactional and OTP agents can send messages 24/7 with no such limits. * Set the agent’s theme color, upload images in specified sizes, and fill contact info, privacy policy, terms URLs, and opt-in URL. * Compose and submit an actual message (with optional media and buttons) to demonstrate real usage in your opt-in form. ### [](https://helpdocumentation.gitbook.io/user/messaging-channels/google-rcs-india/apply-for-rcs-agent-bot-for-your-brand#review-and-approval) Review & Approval * Applications go through two review stages: an internal check, then operator approval. * After review, applicants receive an email to which they must reply with provided content to confirm intent and compliance. * Once all steps are completed, approval typically takes 3–7 days. This ensures RCS agents are set up professionally, compliantly, and with safeguards for brands and customers alike in the Indian market. [PreviousRCS Application Approval: How to Reply to the Email Received on Your Brand Email ID](https://helpdocumentation.gitbook.io/user/messaging-channels/google-rcs-india/rcs-application-approval-how-to-reply-to-the-email-received-on-your-brand-email-id) [NextCRM V2](https://helpdocumentation.gitbook.io/user/crm-v2) Last updated 4 months ago Was this helpful? * [Things Required For RCS Onboarding -](https://helpdocumentation.gitbook.io/user/messaging-channels/google-rcs-india/apply-for-rcs-agent-bot-for-your-brand#things-required-for-rcs-onboarding) * [Application Process](https://helpdocumentation.gitbook.io/user/messaging-channels/google-rcs-india/apply-for-rcs-agent-bot-for-your-brand#application-process) * [Review & Approval](https://helpdocumentation.gitbook.io/user/messaging-channels/google-rcs-india/apply-for-rcs-agent-bot-for-your-brand#review-and-approval) Was this helpful? --- # Super Fields | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/crm-v2/super-fields.md) . [Creating Super Fields In CRM ?](https://helpdocumentation.gitbook.io/user/crm-v2/super-fields/creating-super-fields-in-crm) [PreviousCRM V2](https://helpdocumentation.gitbook.io/user/crm-v2) [NextCreating Super Fields In CRM ?](https://helpdocumentation.gitbook.io/user/crm-v2/super-fields/creating-super-fields-in-crm) Was this helpful? Was this helpful? --- # Creating Super Fields In CRM ? | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/crm-v2/super-fields/creating-super-fields-in-crm.md) . Go to CRM V2, click on "Add super Fields" and enter the field label, such as "City," then select the data type from various options including text, email, URL, phone number, numeric, amount, decimal, address, date, date and time, periodic time,etc. For a dropdown super field, predefined options can be added, such as "Delhi," "Mumbai," "Dubai," and "Singapore," and a default value can be defined. Additional settings for a super field include making it a required field, displaying it on the contact page, as a label in the chat inbox, and in the sidebar in the chat inbox. After configuring the super field, click "Save field" to apply the changes. The benefit of super fields over earlier custom fields in CRM is that they offer predefined fields to manage data more effectively, such as a "gender" field with fixed dropdown options for "male" and "female." Super fields allow for more systematic and organized data management, filtering, and utilization. [PreviousSuper Fields](https://helpdocumentation.gitbook.io/user/crm-v2/super-fields) [NextContacts](https://helpdocumentation.gitbook.io/user/crm-v2/contacts) Last updated 4 months ago Was this helpful? Was this helpful? --- # Create Commands On WhatsApp Or Predefined Menu Or Quick Access Menu | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/create-commands-on-whatsapp-or-predefined-menu-or-quick-access-menu.md) . To create predefined menu commands in WhatsApp: * Go to **Channels → WhatsApp → 3 dots → WA Manager** to open WhatsApp Manager. * Navigate to **Phone Numbers → Settings → Automations → Commands**. * Click **Edit** and add your predefined menu commands (keywords with descriptions). * You can add up to **30 commands** which act as shortcuts to trigger specific bots or flows. * Click **Save** after adding the commands. * Go to your **Flow Builder** and add these commands as **hot keywords** or conditions (e.g., contains “Expo” or exact match “\\Expo”). * During chat, customers can type **/** (backslash option) to view the command menu and select any option to trigger the linked flow. [PreviousCreate Ice Breakers For WhatsApp API](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/create-ice-breakers-for-whatsapp-api) [NextDirect Meta Response With WA Message Id For Send Message API Call](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/direct-meta-response-with-wa-message-id-for-send-message-api-call) Last updated 4 months ago Was this helpful? Was this helpful? --- # Tags | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/crm-v2/tags.md) . [Create and Use Contact Tags in CRM](https://helpdocumentation.gitbook.io/user/crm-v2/tags/create-and-use-contact-tags-in-crm) [Using Tags Inside Automation & Workflows](https://helpdocumentation.gitbook.io/user/crm-v2/tags/using-tags-inside-automation-and-workflows) [PreviousCreating Segments](https://helpdocumentation.gitbook.io/user/crm-v2/segments/creating-segments) [NextCreate and Use Contact Tags in CRM](https://helpdocumentation.gitbook.io/user/crm-v2/tags/create-and-use-contact-tags-in-crm) Was this helpful? Was this helpful? --- # CRM V2 | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/crm-v2.md) . [Super Fields](https://helpdocumentation.gitbook.io/user/crm-v2/super-fields) [Contacts](https://helpdocumentation.gitbook.io/user/crm-v2/contacts) [Segments](https://helpdocumentation.gitbook.io/user/crm-v2/segments) [Tags](https://helpdocumentation.gitbook.io/user/crm-v2/tags) [Campaigns](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns) [Inbox](https://helpdocumentation.gitbook.io/user/crm-v2/inbox) [Team Member](https://helpdocumentation.gitbook.io/user/crm-v2/team-member) [Departments](https://helpdocumentation.gitbook.io/user/crm-v2/departments) [Boards](https://helpdocumentation.gitbook.io/user/crm-v2/boards) [Crm Triggers](https://helpdocumentation.gitbook.io/user/crm-v2/crm-triggers) [Canned Reply Or Quick Reply](https://helpdocumentation.gitbook.io/user/crm-v2/canned-reply-or-quick-reply) [PreviousApply For RCS Agent / Bot For Your Brand ?](https://helpdocumentation.gitbook.io/user/messaging-channels/google-rcs-india/apply-for-rcs-agent-bot-for-your-brand) [NextSuper Fields](https://helpdocumentation.gitbook.io/user/crm-v2/super-fields) Was this helpful? Was this helpful? --- # Direct Meta Response With WA Message Id For Send Message API Call | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/direct-meta-response-with-wa-message-id-for-send-message-api-call.md) . By default, our system queues outgoing messages and returns a **queue ID** in the **Send Message API** response. Subsequently, both the **queue ID** and the **WhatsApp message ID (wa\_msg\_id)** are sent via webhooks. However, if you need to receive the **wa\_msg\_id** directly in the Send Message API response, you can use the alternate endpoint provided below. **Important Note:** When using this endpoint, no message queue is maintained on our end. In case of any downtime from Meta’s side, messages may fail to send. Copy https://crmdirectapi.1automations.com/api/meta_v2/{{VERSION}}/{{PHONE_NUMBER_ID}}/messages [PreviousCreate Commands On WhatsApp Or Predefined Menu Or Quick Access Menu](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/create-commands-on-whatsapp-or-predefined-menu-or-quick-access-menu) [NextSend a Custom reference ID in the WhatsApp Send Message API and receive it in webhook data.](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/send-a-custom-reference-id-in-the-whatsapp-send-message-api-and-receive-it-in-webhook-data.) Last updated 4 months ago Was this helpful? Was this helpful? --- # Withdraw Channel Balance to User Central Coin Balance | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/withdraw-channel-balance-to-user-central-coin-balance.md) . ### [](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/withdraw-channel-balance-to-user-central-coin-balance#step-by-step-guide-withdraw-channel-balance-to-user-coin-wallet) Step-by-Step Guide: Withdraw Channel Balance to User Coin Wallet 1. Go to the “Total Balance” section and click on “Manage Conversation Balance”.​ 2. Choose the channel from which you want to withdraw funds.​ 3. Click on “Withdraw” for that channel.​ 4. Enter the amount you wish to withdraw, based on the channel’s currency (the system automatically handles any currency-to-coin conversion).​ 5. Confirm the withdrawal action.​ 6. Refresh the page to see the updated balances—your user (central) coin wallet balance should now reflect the added funds withdrawn from the channel.​ 7. Note: Withdrawn funds cannot be sent back to your bank, but you can use them within the system to fund other channels or for transfers in the future.​ This will successfully move your channel balance into your central coin wallet for flexible future use within the platform [PreviousTransfer Channel Wallet Balance From one Channel to Another](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/transfer-channel-wallet-balance-from-one-channel-to-another) [NextCreate Qr Code For Your WhatsApp API Number](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/create-qr-code-for-your-whatsapp-api-number) Last updated 4 months ago Was this helpful? Was this helpful? --- # Import Contacts in CRM ? | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/crm-v2/contacts/import-contacts-in-crm.md) . **1.** Prepare your Excel file with contact data **2.** Save the file as **CSV format 3.** Go to **CRM → Contacts** **4.** Click **Add New Contact → Import via CSV** **5.** Upload your CSV file → Click **Next 6.** Select Import Type: * Add New Contacts * Update Existing * Add & Update Both **7.** Map CSV columns with CRM fields * Name → First Name * Phone → WhatsApp Number * Other columns → Super Fields (must be created beforehand) **8.** (Optional) Add extra **Custom Values / Fields 9.** Review the data preview → Click **Next 10.** Click **Start Import 11.** Wait until status shows **Completed 12.** Go to **Contacts** to verify imported data [PreviousContacts](https://helpdocumentation.gitbook.io/user/crm-v2/contacts) [NextExport Contacts From CRM With Super Fields ?](https://helpdocumentation.gitbook.io/user/crm-v2/contacts/export-contacts-from-crm-with-super-fields) Last updated 4 months ago Was this helpful? Was this helpful? --- # Export Contacts From CRM With Super Fields ? | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/crm-v2/contacts/export-contacts-from-crm-with-super-fields.md) . **1.** Go to **CRM → Contacts** from the left menu **2.** Click the **Three Dots (⋮)** on the right side **3.** Select **Export 4.** Choose the fields you want to export: * WhatsApp Profile Name * WhatsApp Number * Additional Fields * Custom Fields (optional) **5.** Click **Yes, Proceed 6.** Wait for the export to complete **7.** Go to **CRM → Exports** **8.** Download your exported contacts file Include Super Field/s during export if you need full contact data. [PreviousImport Contacts in CRM ?](https://helpdocumentation.gitbook.io/user/crm-v2/contacts/import-contacts-in-crm) [NextSegments](https://helpdocumentation.gitbook.io/user/crm-v2/segments) Last updated 4 months ago Was this helpful? Was this helpful? --- # Segments | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/crm-v2/segments.md) . [Creating Segments](https://helpdocumentation.gitbook.io/user/crm-v2/segments/creating-segments) [PreviousExport Contacts From CRM With Super Fields ?](https://helpdocumentation.gitbook.io/user/crm-v2/contacts/export-contacts-from-crm-with-super-fields) [NextCreating Segments](https://helpdocumentation.gitbook.io/user/crm-v2/segments/creating-segments) Was this helpful? Was this helpful? --- # Transfer Channel Wallet Balance From one Channel to Another | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/transfer-channel-wallet-balance-from-one-channel-to-another.md) . 1. Open the “Manage Conversation Balance” option to view all your channels.​ 2. Select the channel from which you want to withdraw funds (for example, Channel 1).​ 3. Enter the amount you wish to withdraw (e.g., 5,000 INR), and optionally, add a note for reference.​ 4. Confirm the deduction: The specified amount will be subtracted from the selected channel’s balance.​ 5. If desired, select another channel to deposit funds into (e.g., deposit 4,000 INR to Channel 2).​ 6. Click on “Start Operations” to execute both the withdrawal and deposit in one go (this is optional—you can do either separately).​ 7. Refresh the page to see updated balances for all channels; transferred amounts are reflected immediately.​ 8. Note: If any message is left in the queue for a channel, you must clear the queue before withdrawing the balance. Use the “Clear Q” option to do this.​ This process lets you easily manage and transfer wallet balances among your channels using a central coin wallet for flexibility and control.​ [PreviousChange Currency of your WhatsApp Channel](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/change-currency-of-your-whatsapp-channel) [NextWithdraw Channel Balance to User Central Coin Balance](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/withdraw-channel-balance-to-user-central-coin-balance) Last updated 4 months ago Was this helpful? Was this helpful? --- # Create Ice Breakers For WhatsApp API | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/create-ice-breakers-for-whatsapp-api.md) . * **Ice breakers** are default messages shown to users when they open your WhatsApp chat for the **first time** and haven’t sent any message yet. * Go to **Channels** → select your **WhatsApp number** → open **Conversation Automation** → click **Ice Breakers**. * Enter up to **4 custom icebreaker texts**, each with a maximum of **80 characters**. * These messages help guide users on how to start the conversation quickly. * Icebreakers will appear **only for first-time visitors** to your chat. * You can **edit or customize** the icebreaker texts anytime and click **Save** to apply changes. [PreviousCreate Commands Or Menu For End Users For WhatsApp API](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/create-commands-or-menu-for-end-users-for-whatsapp-api) [NextCreate Commands On WhatsApp Or Predefined Menu Or Quick Access Menu](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/create-commands-on-whatsapp-or-predefined-menu-or-quick-access-menu) Last updated 4 months ago Was this helpful? Was this helpful? --- # Contacts | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/crm-v2/contacts.md) . [Import Contacts in CRM ?](https://helpdocumentation.gitbook.io/user/crm-v2/contacts/import-contacts-in-crm) [Export Contacts From CRM With Super Fields ?](https://helpdocumentation.gitbook.io/user/crm-v2/contacts/export-contacts-from-crm-with-super-fields) [PreviousCreating Super Fields In CRM ?](https://helpdocumentation.gitbook.io/user/crm-v2/super-fields/creating-super-fields-in-crm) [NextImport Contacts in CRM ?](https://helpdocumentation.gitbook.io/user/crm-v2/contacts/import-contacts-in-crm) Was this helpful? Was this helpful? --- # Create Commands Or Menu For End Users For WhatsApp API | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/create-commands-or-menu-for-end-users-for-whatsapp-api.md) . * Go to **Channels → WhatsApp → WA Manager** to open WhatsApp Manager for your number. * Navigate to **Phone Numbers → Settings → Automations → Commands**. * Click **Edit** to create or manage commands (predefined menu keywords). * Add a **Command name** (max 32 characters) and a **Hint/Description** (max 256 characters). * You can create up to **30 commands** which users can see by typing **/** (forward slash) during chat. * Click **Save** after adding the required commands. * Go to your **Flow Builder** and add these command keywords as **hot keywords** or conditions (e.g., contains “expo” or exact match “/expo”). * When a user types **/**, the command menu will appear and selecting a command will trigger the linked bot flow. Commands can be useful to trigger specific Bot flows based on user input. [PreviousCreate Qr Code For Your WhatsApp API Number](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/create-qr-code-for-your-whatsapp-api-number) [NextCreate Ice Breakers For WhatsApp API](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/create-ice-breakers-for-whatsapp-api) Last updated 4 months ago Was this helpful? Was this helpful? --- # Create Qr Code For Your WhatsApp API Number | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/create-qr-code-for-your-whatsapp-api-number.md) . * Go to **Channels → WhatsApp** and open the **QR Codes** section. * Click on **Create QR Code** from the top right. * Enter a **custom message** that will be sent automatically when someone scans the QR code (e.g., _Hello_). * Click **Create QR Code** to generate it. * You can **download or share** the QR code link on social media, websites, or marketing materials. * All your created QR codes will be visible in the QR code list. * You can **edit the message anytime** without changing the QR code itself. [PreviousWithdraw Channel Balance to User Central Coin Balance](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/withdraw-channel-balance-to-user-central-coin-balance) [NextCreate Commands Or Menu For End Users For WhatsApp API](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/create-commands-or-menu-for-end-users-for-whatsapp-api) Last updated 4 months ago Was this helpful? Was this helpful? --- # Change Currency of your WhatsApp Channel | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/change-currency-of-your-whatsapp-channel.md) . 1. Ensure that the channel balance is zero; you cannot change the currency if there are remaining funds.​ 2. If there is any balance left, spend it completely for the channel you want to change.​ 3. Click on the three-dot menu (“...”) next to the channel.​ 4. Select “Edit” from the menu options.​ 5. Locate the “Channel Currency” option in the edit settings.​ 6. Choose your new desired currency from the list of available options (such as INR, USD, Euro, etc.).​ 7. Save or confirm the change; the updated currency will be reflected in your channel settings.​ 8. If any errors occur during the change, the system will display a corresponding message.​ Following these steps will allow you to change the currency for your WhatsApp channel billing properly.​ [PreviousSet Webhook Url to Receive Delivery Reports / Message Statues From Meta For Your WhatsApp API](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/set-webhook-url-to-receive-delivery-reports-message-statues-from-meta-for-your-whatsapp-api) [NextTransfer Channel Wallet Balance From one Channel to Another](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/transfer-channel-wallet-balance-from-one-channel-to-another) Last updated 4 months ago Was this helpful? Was this helpful? --- # Test messages and check why they’re not delivering on the WhatsApp API channel | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/test-messages-and-check-why-theyre-not-delivering-on-the-whatsapp-api-channel.md) . To send a text message: 1. Go to **Channels**, click on the **three dots**, and select **Send Test Message**. 2. Write the receiver's number and choose a template from the drop-down. 3. Fill the variables and click on send message. OR 1. Click on **Template Manager**. 2. Select the **arrow icon** beside the template. 3. Enter the WhatsApp number,Fill in the variables. 4. Click **Send Message**. 5. A test message will be sent; check the message status under **Response**. **For errors**, go to [https://helpdocumentation.gitbook.io/](https://helpdocumentation.gitbook.io/) and search for the error code. Useful when unable to send messages or messages not delivering. [PreviousSend a Custom reference ID in the WhatsApp Send Message API and receive it in webhook data.](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/send-a-custom-reference-id-in-the-whatsapp-send-message-api-and-receive-it-in-webhook-data.) [NextFacebook Page](https://helpdocumentation.gitbook.io/user/messaging-channels/facebook-page) Last updated 4 months ago Was this helpful? Was this helpful? --- # Send a Custom reference ID in the WhatsApp Send Message API and receive it in webhook data. | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/send-a-custom-reference-id-in-the-whatsapp-send-message-api-and-receive-it-in-webhook-data..md) . To pass a custom reference ID in the WhatsApp Send Message API and retrieve it via webhooks, follow this step-by-step guide based on the video content.​ ### [](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/send-a-custom-reference-id-in-the-whatsapp-send-message-api-and-receive-it-in-webhook-data.#setting-up-the-api-and-webhook) Setting Up the API and Webhook * Set up your WhatsApp API according to the documentation and ensure you have a template message approved. * Configure a webhook endpoint (such as using a webhook site URL) to receive status updates—like sent, delivered, read, or failed notifications—from WhatsApp.​ ### [](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/send-a-custom-reference-id-in-the-whatsapp-send-message-api-and-receive-it-in-webhook-data.#modifying-the-template-message-body) Modifying the Template Message Body * When preparing the message payload, add your custom reference ID using the parameter bis\_opaque\_callback\_data. * Insert this parameter just above the last curly bracket in your JSON request body. * For example, if using sample JSON from the documentation, add a comma and then the bis\_opaque\_callback\_data parameter immediately before the final closing brace.​ * The value for bis\_opaque\_callback\_data can be up to 200 characters in length, allowing you to set a unique reference ID for tracking the message.​ ### [](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/send-a-custom-reference-id-in-the-whatsapp-send-message-api-and-receive-it-in-webhook-data.#sending-the-message) Sending the Message * Send the message via the API; you’ll receive a Queue ID in the response that confirms the message has been queued for sending. * The webhook will then receive updates for this message under the configured endpoint, including detailed status information.​ ### [](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/send-a-custom-reference-id-in-the-whatsapp-send-message-api-and-receive-it-in-webhook-data.#retrieving-the-reference-id-in-webhooks) Retrieving the Reference ID in Webhooks * Each status update (sent, delivered, read, failed, etc.) sent to your webhook will include both the WhatsApp message ID and your supplied bis\_opaque\_callback\_data as part of the payload. * This allows you to track messages end-to-end using your custom reference ID, making integration with CRMs and other systems straightforward.​ ### [](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/send-a-custom-reference-id-in-the-whatsapp-send-message-api-and-receive-it-in-webhook-data.#important-points) Important Points * The bis\_opaque\_callback\_data parameter name is fixed by Meta (WhatsApp) and cannot be changed. * You can use this for passing any variable data, such as customer IDs or campaign IDs, for later correlation. * All message statuses (success and failure) will propagate this reference ID to your webhook, ensuring reliable tracking.​ This method streamlines tracking custom references for WhatsApp messaging automation and CRM integration.​ [PreviousDirect Meta Response With WA Message Id For Send Message API Call](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/direct-meta-response-with-wa-message-id-for-send-message-api-call) [NextTest messages and check why they’re not delivering on the WhatsApp API channel](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/test-messages-and-check-why-theyre-not-delivering-on-the-whatsapp-api-channel) Last updated 4 months ago Was this helpful? * [Setting Up the API and Webhook](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/send-a-custom-reference-id-in-the-whatsapp-send-message-api-and-receive-it-in-webhook-data.#setting-up-the-api-and-webhook) * [Modifying the Template Message Body](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/send-a-custom-reference-id-in-the-whatsapp-send-message-api-and-receive-it-in-webhook-data.#modifying-the-template-message-body) * [Sending the Message](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/send-a-custom-reference-id-in-the-whatsapp-send-message-api-and-receive-it-in-webhook-data.#sending-the-message) * [Retrieving the Reference ID in Webhooks](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/send-a-custom-reference-id-in-the-whatsapp-send-message-api-and-receive-it-in-webhook-data.#retrieving-the-reference-id-in-webhooks) * [Important Points](https://helpdocumentation.gitbook.io/user/messaging-channels/whatsapp-api/managing-your-whatsapp-api/send-a-custom-reference-id-in-the-whatsapp-send-message-api-and-receive-it-in-webhook-data.#important-points) Was this helpful? Copy Remember to Add Comma above this for a valid json. "biz_opaque_callback_data": "my+own+reference+id-123456" --- # Create and Use Contact Tags in CRM | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/crm-v2/tags/create-and-use-contact-tags-in-crm.md) . ### [](https://helpdocumentation.gitbook.io/user/crm-v2/tags/create-and-use-contact-tags-in-crm#steps-to-create-and-use-tags-from-contact-section) Steps to Create & Use Tags from Contact Section 1. Go to **CRM → Contacts** 2. Click on **Tags** (top menu) → **Manage Tags** 3. Click **Create New Tag** 4. Enter **Tag Name** (e.g., Hot Lead, Paid User, Important Lead) 5. Choose **Icon & Color** → Click **Add** → **Save Changes** 6. To apply tag: Open contact → Click **Edit Tag** → Select tag(s) → **Save** [PreviousTags](https://helpdocumentation.gitbook.io/user/crm-v2/tags) [NextUsing Tags Inside Automation & Workflows](https://helpdocumentation.gitbook.io/user/crm-v2/tags/using-tags-inside-automation-and-workflows) Last updated 4 months ago Was this helpful? Was this helpful? --- # Campaigns | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns.md) . [WhatsApp Campaign](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign) [RCS Campaign](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/rcs-campaign) [PreviousUsing Tags Inside Automation & Workflows](https://helpdocumentation.gitbook.io/user/crm-v2/tags/using-tags-inside-automation-and-workflows) [NextWhatsApp Campaign](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign) Was this helpful? Was this helpful? --- # Creating Segments | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/crm-v2/segments/creating-segments.md) . **1.** Go to **CRM → Segment** from the left menu **2.** Click **Add New Segment** **3.** Enter the **Segment Name** **4.** Add a **Description** (optional) **5.** Go to **Filters** **6.** Select a **Super Field** (must be created beforehand) **7.** Choose the **Condition** (e.g., Is, Contains, Exists, etc.) **8.** Enter the **Value** **9.** Review the filter settings **10.** Click **Create Segment** [PreviousSegments](https://helpdocumentation.gitbook.io/user/crm-v2/segments) [NextTags](https://helpdocumentation.gitbook.io/user/crm-v2/tags) Last updated 4 months ago Was this helpful? Was this helpful? --- # Using Tags Inside Automation & Workflows | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/crm-v2/tags/using-tags-inside-automation-and-workflows.md) . ### [](https://helpdocumentation.gitbook.io/user/crm-v2/tags/using-tags-inside-automation-and-workflows#steps-to-use-tags-inside-automation-workflow) Steps to Use Tags Inside Automation / Workflow 1. Go to **Automations → Create Workflow** 2. Give a **Workflow Title** 3. Click **\+ → Custom Webhook** → Generate Hook 4. Capture sample data → **Save** 5. Click **\+ → CRM → Tags** 6. Choose an option: * **Assign & Create Tag (if not exists)** * **Assign Existing Tag** * **Remove Tag** 7. Map **Contact ID** 8. Enter **Tag Name** (use comma for multiple tags) 9. Click **Run & Save** 10. Check **Run History** → Save & **Enable Workflow** [PreviousCreate and Use Contact Tags in CRM](https://helpdocumentation.gitbook.io/user/crm-v2/tags/create-and-use-contact-tags-in-crm) [NextCampaigns](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns) Last updated 4 months ago Was this helpful? Was this helpful? --- # Send Campaign to All Contacts | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/send-campaign-to-all-contacts.md) . #### [](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/send-campaign-to-all-contacts#sending-a-bulk-campaign) Sending a Bulk Campaign **1.** Go to **CRM → Bulk Campaigns** **2.** Click **Create New Campaign** → Select **WhatsApp Campaign** **3.** Choose **Create Messaging Campaign** **4.** Enter **Campaign Name** **5.** Select **Campaign Type** (Immediate / Scheduled) → **Next 6.** Choose **Audience → All Contacts from CRM** **7.** Verify total recipients → Click **Next 8.** Select your **WhatsApp Channel** **9.** Choose **Message Type → Pre-approved Template** **10.** Select template & map **Body Variables 11.** Review details → Click **Save Campaign** **12.** Click **Rocket Icon🚀** to **Trigger (send)Campaign** [PreviousWhatsApp Campaign](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign) [NextSend Campaign By Quick Contacts](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/send-campaign-by-quick-contacts) Last updated 4 months ago Was this helpful? Was this helpful? --- # Send Campaign By Quick Contacts | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/send-campaign-by-quick-contacts.md) . #### [](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/send-campaign-by-quick-contacts#sending-a-bulk-campaign) Sending a Bulk Campaign **1.** Go to **Menu → CRM → Bulk Campaigns** **2.** Click **Create New Campaign** → Select **WhatsApp Campaign** **3.** Choose **Messaging Campaign** **4.** Enter **Campaign Name** **5.** Select **Campaign Type** (Immediate / Scheduled) → Click **Next** **6.** Select **Audience → Quick Contacts** You have 3 options: * **Numbers** (Enter manually) * **Numbers with Variables** * **Upload CSV File** ⚡ You can now add up to **1,00,000 contacts** in Quick Campaign. **7.** Add numbers → Click **Next** **8.** Select your **WhatsApp Channel** **9.** Choose **Message Type** (e.g., Template) → Map variables **10.** Preview → Click **Save Campaign** **11.** Click **Rocket Icon🚀** to **Trigger (send)Campaign** Important Note Quick Contacts are **temporary recipients**. They will appear in **Live Chat only if the user replies**, as they are not stored as regular CRM contacts. [PreviousSend Campaign to All Contacts](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/send-campaign-to-all-contacts) [NextSend Campaign by Segmented Contacts](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/send-campaign-by-segmented-contacts) Last updated 4 months ago Was this helpful? Was this helpful? --- # Send Campaign by Segmented Contacts | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/send-campaign-by-segmented-contacts.md) . #### [](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/send-campaign-by-segmented-contacts#sending-a-bulk-campaign) Sending a Bulk Campaign **1.** Go to **Menu → CRM → Bulk Campaign** **2.** Click **Create New Campaign** → Select **WhatsApp Campaign** **3.** Enter **Campaign Name** **4.** Choose **Campaign Type** (Immediate / Scheduled) → Click **Next 5.** Select **Audience → Segmented Contacts** **6.** Choose your **Segment** (e.g., City) **7.** Add filters: **Field → Condition → Value** → Click **Next 8.** Select your **WhatsApp Channel** **9.** Choose **Message Type** (Pre-approved Template / Regular / Bot) **10.** Select approved template → Map variables (if any) **11.** Preview details → Click **Save Campaign** **12.** Click **Rocket Icon🚀** to **Trigger (send)Campaign** [PreviousSend Campaign By Quick Contacts](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/send-campaign-by-quick-contacts) [NextSend Multi Product Message In Bulk On WhatsApp ?](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/send-multi-product-message-in-bulk-on-whatsapp) Last updated 4 months ago Was this helpful? Was this helpful? --- # Send Carousel Template Messages In Bulk on WhatsApp ? | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/send-carousel-template-messages-in-bulk-on-whatsapp.md) . **1.** Go to **CRM → Bulk Campaigns** **2.** Click **Create New Campaign** → Select **WhatsApp Campaign** **3.** Choose **Messaging Campaign** → Enter **Campaign Name** **4.** Select **Campaign Type** (Immediate / Scheduled) → **Next 5.** Select your **Audience** → Click **Next** **6.** Choose your **WhatsApp Channel** **7.** Select **Message Type → Pre-approved Template** **8.** Choose your **Carousel Template 9.** Configure Carousel Cards * Map **Body Variables** (e.g., Name) * Upload **Header Images** * Add **Button Payload** (hidden value sent on click) * Repeat for each card (up to **10 cards** allowed) **10.** Review campaign details → Click **Next** **11.** Click **Save Campaign** **12.** Click **Rocket Icon🚀** to **Trigger (send)Campaign** [PreviousSend Bulk Messages Of LTO (limited time offer) Coupon Code Template ?](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/send-bulk-messages-of-lto-limited-time-offer-coupon-code-template) [NextSend Bulk Messages Of a Catalogue Template ?](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/send-bulk-messages-of-a-catalogue-template) Last updated 4 months ago Was this helpful? Was this helpful? --- # Send Multi Product Message In Bulk On WhatsApp ? | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/send-multi-product-message-in-bulk-on-whatsapp.md) . **1.** Go to **CRM → Bulk Campaign** **2.** Click **Create New Campaign** → Select **WhatsApp Campaign** **3.** Choose **Messaging Campaign** **4.** Enter **Campaign Name** → Select **Campaign Type** → Click **Next 5.** Select your **Audience** → Click **Next** **6.** Choose your **WhatsApp Channel** **7.** Select **Message Type → Pre-approved Template** **8.** Choose the **Multi-Product Template 9.** Configure Template Details * Map **Body Variable** * Select **Thumbnail Product (Retailer ID)** using 🛍️ bag icon * Add **Section Title** (e.g., Saree) * Select multiple **Product Retailer IDs** for sections **10.** Send **Test Message** to preview **11.** Click **Next** → **Save Campaign** **12.** Click **Rocket Icon🚀** to **Trigger (send)Campaign** [PreviousSend Campaign by Segmented Contacts](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/send-campaign-by-segmented-contacts) [NextSend Bulk Messages Of LTO (limited time offer) Coupon Code Template ?](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/send-bulk-messages-of-lto-limited-time-offer-coupon-code-template) Last updated 4 months ago Was this helpful? Was this helpful? --- # WhatsApp Campaign | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign.md) . [Send Campaign to All Contacts](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/send-campaign-to-all-contacts) [Send Campaign By Quick Contacts](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/send-campaign-by-quick-contacts) [Send Campaign by Segmented Contacts](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/send-campaign-by-segmented-contacts) [Send Multi Product Message In Bulk On WhatsApp ?](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/send-multi-product-message-in-bulk-on-whatsapp) [Send Bulk Messages Of LTO (limited time offer) Coupon Code Template ?](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/send-bulk-messages-of-lto-limited-time-offer-coupon-code-template) [Send Carousel Template Messages In Bulk on WhatsApp ?](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/send-carousel-template-messages-in-bulk-on-whatsapp) [Send Bulk Messages Of a Catalogue Template ?](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/send-bulk-messages-of-a-catalogue-template) [Check Why Messages Are Getting Failed In Broadcasts / Campaigns ?](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/check-why-messages-are-getting-failed-in-broadcasts-campaigns) [Use API Campaigns To Track Status Of Messages Sent Via API ( Delivered / Read / Failed ) ?](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/use-api-campaigns-to-track-status-of-messages-sent-via-api-delivered-read-failed) [Opt-out Users / Stop Users from receiving Bulk msgs?](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/opt-out-users-stop-users-from-receiving-bulk-msgs) [Send Bulk WhatsApp Campaigns To Millions Of Contacts From 100s of WhatsApp Numbers ?](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/send-bulk-whatsapp-campaigns-to-millions-of-contacts-from-100s-of-whatsapp-numbers) [Overview and Enable Rocket Campaign](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/overview-and-enable-rocket-campaign) [Send a Rocket Campaign](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/send-a-rocket-campaign) [PreviousCampaigns](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns) [NextSend Campaign to All Contacts](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/send-campaign-to-all-contacts) Was this helpful? Was this helpful? --- # Send Bulk Messages Of a Catalogue Template ? | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/send-bulk-messages-of-a-catalogue-template.md) . **1.** Go to **CRM → Bulk Campaign** **2.** Click **Create New Campaign** → Select **WhatsApp Campaign** **3.** Choose **Campaign Type → Messaging Campaign** **4.** Enter **Campaign Name** **5.** Select **Immediate / Scheduled** → Click **Next 6.** Select your **Audience** → Click **Next** **7.** Choose your **WhatsApp Channel** **8.** Select **Message Type → Pre-approved Template** **9.** Choose your **Catalog Template 10.** Configure Template Details * Map **Body Variables** (e.g., Name) * Click **Bag Icon** to select product * Choose product → Retailer ID auto-filled **11.** Preview campaign → Click **Save Campaign** **12.** Click **🚀 Trigger Campaign** to send [PreviousSend Carousel Template Messages In Bulk on WhatsApp ?](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/send-carousel-template-messages-in-bulk-on-whatsapp) [NextCheck Why Messages Are Getting Failed In Broadcasts / Campaigns ?](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/check-why-messages-are-getting-failed-in-broadcasts-campaigns) Last updated 4 months ago Was this helpful? Was this helpful? --- # Check Why Messages Are Getting Failed In Broadcasts / Campaigns ? | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/check-why-messages-are-getting-failed-in-broadcasts-campaigns.md) . **1.** Go to **Menu → CRM → Bulk Campaigns** **2.** Find the campaign you want to check **3.** Click the **Report Icon** in the action section **4.** View delivery summary (Sent / Delivered / Failed) **5.** Click on the **Failed Count** number **6.** Select the specific message row (if multiple messages exist) **7.** Click **Failed Status** to view error details **8.** Check the error reason (directly provided by Meta) [PreviousSend Bulk Messages Of a Catalogue Template ?](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/send-bulk-messages-of-a-catalogue-template) [NextUse API Campaigns To Track Status Of Messages Sent Via API ( Delivered / Read / Failed ) ?](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/use-api-campaigns-to-track-status-of-messages-sent-via-api-delivered-read-failed) Last updated 4 months ago Was this helpful? Was this helpful? --- # Send Bulk WhatsApp Campaigns To Millions Of Contacts From 100s of WhatsApp Numbers ? | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/send-bulk-whatsapp-campaigns-to-millions-of-contacts-from-100s-of-whatsapp-numbers.md) . **Preparing the Settings Sheet** * Navigate to the channels section in your CRM. * Select **Bulk Action** > **Export**. * Choose all fields and download the file. * Copy the entries into your settings sheet, keeping the first row intact . Settings Sheet: [https://tinyurl.com/dscwktrj](https://tinyurl.com/dscwktrj) Generate a CRM API access token from any channel and use it across all channels within the same account. Create a template and use **Bulk Clone Template** to apply it across channels. Sync by clicking the sync button, which may require some time depending on channel volume. **Preparing the Contacts Sheet** Utilize formulas for both the banned sheet and contact sheet. This includes customer/contact details, categories, and variables . Assign channel numbers to contacts through a formula, with options to designate starting numbers and specific contact quantities per channel. * * * **Creating a Base Campaign** * Go to the campaigns page and click **Create New Campaign** . * Select WhatsApp version 2, name your campaign. * Opt to send immediately or schedule for later . * Use **Quick Contacts** and **Number with Variables** . * * * **Setting up the WhatsApp Campaign** Copy the recipient numbers and choose the message channel and template. Map template variables or apply static values. Save the campaign and copy the campaign ID for cloning later. * * * **Running the Bulk Campaign** * In Google Sheets, click **Run Bulk Campaign**, authorize the script . * Enter channels separated by commas, and input base campaign ID and send time . * The script filters contacts, removes banned entries, and creates the campaign—this could take 5-7 minutes for large volumes. Verify and schedule new campaigns through the settings menu. [PreviousOpt-out Users / Stop Users from receiving Bulk msgs?](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/opt-out-users-stop-users-from-receiving-bulk-msgs) [NextOverview and Enable Rocket Campaign](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/overview-and-enable-rocket-campaign) Last updated 4 months ago Was this helpful? Was this helpful? --- # Voice AI | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/voice-ai.md) . [Voice AI Overview In English](https://helpdocumentation.gitbook.io/user/voice-ai/voice-ai-overview-in-english) [Voice AI Overview In Hindi](https://helpdocumentation.gitbook.io/user/voice-ai/voice-ai-overview-in-hindi) [PreviousCreate A Complex AI Bot which detects user intent and routes user and gives relevant answers](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-a-complex-ai-bot-which-detects-user-intent-and-routes-user-and-gives-relevant-answers) [NextVoice AI Overview In English](https://helpdocumentation.gitbook.io/user/voice-ai/voice-ai-overview-in-english) Last updated 4 months ago Was this helpful? Was this helpful? --- # Opt-out Users / Stop Users from receiving Bulk msgs? | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/opt-out-users-stop-users-from-receiving-bulk-msgs.md) . **Opt-Out Process for WhatsApp Messages** 1. **Create a Template with "Stop" Button:** Add a custom "stop" button in the message footer. 2. **Trigger Bot Flow:** When a user clicks "stop", send a confirmation message and update the "stop" custom field to "yes". 3. **Segment Audience:** For future campaigns, filter the audience by the "stop" custom field. Ensure only users with "stop" set to "no" receive messages. [PreviousUse API Campaigns To Track Status Of Messages Sent Via API ( Delivered / Read / Failed ) ?](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/use-api-campaigns-to-track-status-of-messages-sent-via-api-delivered-read-failed) [NextSend Bulk WhatsApp Campaigns To Millions Of Contacts From 100s of WhatsApp Numbers ?](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/send-bulk-whatsapp-campaigns-to-millions-of-contacts-from-100s-of-whatsapp-numbers) Last updated 4 months ago Was this helpful? Was this helpful? --- # RCS Campaign | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/rcs-campaign.md) . [Send RCS Bulk Text Broadcast to Multiple Recipients](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/rcs-campaign/send-rcs-bulk-text-broadcast-to-multiple-recipients) [Send an RCS Bulk Campaign Using Images or Videos & Buttons with Text (Cards)](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/rcs-campaign/send-an-rcs-bulk-campaign-using-images-or-videos-and-buttons-with-text-cards) [Send Carousel Message Type in RCS Bulk Campaigns](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/rcs-campaign/send-carousel-message-type-in-rcs-bulk-campaigns) [Create and Send Interactive RCS Broadcast Campaigns](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/rcs-campaign/create-and-send-interactive-rcs-broadcast-campaigns) [Check RCS Bulk Campaign Delivery Reports](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/rcs-campaign/check-rcs-bulk-campaign-delivery-reports) [PreviousSend a Rocket Campaign](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/send-a-rocket-campaign) [NextSend RCS Bulk Text Broadcast to Multiple Recipients](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/rcs-campaign/send-rcs-bulk-text-broadcast-to-multiple-recipients) Was this helpful? Was this helpful? --- # AI Dashboard | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/ai-dashboard.md) . [Access AI Dashboard to Create AI Agents](https://helpdocumentation.gitbook.io/user/ai-dashboard/access-ai-dashboard-to-create-ai-agents) [Create An AI Agent](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-an-ai-agent) [Train an AI Agent with our data or docs or file](https://helpdocumentation.gitbook.io/user/ai-dashboard/train-an-ai-agent-with-our-data-or-docs-or-file) [Test your AI Agent](https://helpdocumentation.gitbook.io/user/ai-dashboard/test-your-ai-agent) [Create AI Agent which replies to user greetings or thanks / good byes](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-ai-agent-which-replies-to-user-greetings-or-thanks-good-byes) [Create a Basic AI Chatbot on WhatsApp which replies on our data](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-a-basic-ai-chatbot-on-whatsapp-which-replies-on-our-data) [Create A Complex AI Bot which detects user intent and routes user and gives relevant answers](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-a-complex-ai-bot-which-detects-user-intent-and-routes-user-and-gives-relevant-answers) [PreviousCanned Reply Or Quick Reply](https://helpdocumentation.gitbook.io/user/crm-v2/canned-reply-or-quick-reply) [NextAccess AI Dashboard to Create AI Agents](https://helpdocumentation.gitbook.io/user/ai-dashboard/access-ai-dashboard-to-create-ai-agents) Was this helpful? Was this helpful? --- # Send an RCS Bulk Campaign Using Images or Videos & Buttons with Text (Cards) | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/rcs-campaign/send-an-rcs-bulk-campaign-using-images-or-videos-and-buttons-with-text-cards.md) . #### [](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/rcs-campaign/send-an-rcs-bulk-campaign-using-images-or-videos-and-buttons-with-text-cards#importing-contacts) Importing Contacts 1. Ensure the **number column** in your CSV has the country code **without the plus sign**, and no spaces or dashes. Format it as a custom number format. 2. Create **custom fields** for any additional columns in your CSV file. 3. **Map the CSV headers** to the appropriate system fields or custom fields during import. #### [](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/rcs-campaign/send-an-rcs-bulk-campaign-using-images-or-videos-and-buttons-with-text-cards#sending-a-rcs-bulk-campaign) Sending a RCS Bulk Campaign **1.**Click **Create New Campaign** **2.**Select **RCS Campaign** **3.**Enter your **Campaign Name** **4.**Select the **Campaign Type** → click **Next 5.**Select **Audience Type** Choose **Segments** Select **Super Field** (e.g. City) Set value (e.g. _Surat_) Set condition as **Exists** Click **Next 6.**Select your **RCS Channel** **7.**Choose **Message Type: Regular Message 8.**Select **Card** as the message format **9.**In Card Header Type, choose **Image** or **Video 10.**Upload your **Image/Video** from your device **11.**Add **Title Text** Example: _Welcome to the Team_ **12.**Add the **Description Text 13.**Add a **Button** In button payload, enter the **same text as the button label** If using call action, add **mobile number with country code** (e.g. +91XXXXXXXXXX) **14.** (Optional) Save reply using **Super Fields 15.** Click **Next** → **Save Campaign 16.** Click **Trigger Campaign** to send the message [PreviousSend RCS Bulk Text Broadcast to Multiple Recipients](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/rcs-campaign/send-rcs-bulk-text-broadcast-to-multiple-recipients) [NextSend Carousel Message Type in RCS Bulk Campaigns](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/rcs-campaign/send-carousel-message-type-in-rcs-bulk-campaigns) Last updated 4 months ago Was this helpful? Was this helpful? --- # Instruct Voice AI | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/voice-ai/voice-ai-overview-in-hindi/instruct-voice-ai.md) . * **Instructions field** aapke voice agent ki personality, behavior, tone aur boundaries define karta hai — bilkul ek human assistant ko training dene jaisa. * Hamesha instructions **clear aur specific** likhein, jisme agent ka role explain ho (jaise: _You are a friendly voice assistant who helps users with support queries_). * Simple aur direct sentences use karein taaki AI easily samajh sake ki conversation mein kaise respond karna hai. * **Optimize Instructions** par click karke aap apni prompt ko automatically improve aur AI-friendly format mein rewrite kar sakte ho. * **Greeting section** welcome message hota hai — yahan define karein ki call start hote hi agent kaise greet karega. * **Silence Timeout** set karein taaki decide ho sake ki kitne seconds tak silence hone par call automatically disconnect ho. * **Off-Topic Question Limit** configure karein taaki agent kitne unrelated questions tak answer kare aur uske baad call end ho. * Instructions, greeting aur limits ko sahi se set karne se aapka voice agent conversations mein **professional, focused aur natural** rahega. [PreviousVoice AI Overview In Hindi](https://helpdocumentation.gitbook.io/user/voice-ai/voice-ai-overview-in-hindi) [NextSelect the Model and voice](https://helpdocumentation.gitbook.io/user/voice-ai/voice-ai-overview-in-hindi/select-the-model-and-voice) Last updated 4 months ago Was this helpful? Was this helpful? --- # Add Voice Credit | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/voice-ai/voice-ai-overview-in-hindi/add-voice-credit.md) . * Voice AI dashboard ke top par **Add Voice Credits** par click karein. * Yahan aapko apna **current voice credit balance** aur account ka **coin balance** dikhai dega. * **Conversion rate** check karein (jaise: 1 voice credit = 90 coins deduct honge). * Jitne **voice credits** purchase karne hain, woh select karein. * Confirm karne se pehle dekhein kitne coins deduct honge. * Credits add karne ke liye **Purchase** par click karein. * Process complete hote hi aapka **voice credit balance automatically update** ho jayega. [https://youtu.be/vj-DyxbdygIyoutu.be](https://youtu.be/vj-DyxbdygI) [PreviousSet Voice AI Appearance Settings](https://helpdocumentation.gitbook.io/user/voice-ai/voice-ai-overview-in-hindi/set-voice-ai-appearance-settings) [NextEmbed Voice AI into Your Website](https://helpdocumentation.gitbook.io/user/voice-ai/voice-ai-overview-in-hindi/embed-voice-ai-into-your-website) Last updated 4 months ago Was this helpful? Was this helpful? --- # Add Voice Credit | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/voice-ai/voice-ai-overview-in-english/add-voice-credit.md) . * Click on **Add Voice Credits** from the top of the Voice AI dashboard. * You will see your **current voice credit balance** and the available **coin balance** in your account. * Check the **conversion rate** (e.g., 1 voice credit = 90 coins deducted). * Select how many **voice credits** you want to purchase. * Review how many coins will be deducted before confirming. * Click **Purchase** to add the credits. * Once completed, your **voice credit balance will update automatically**. [https://youtu.be/vj-DyxbdygIyoutu.be](https://youtu.be/vj-DyxbdygI) [PreviousSet Voice AI Appearance Settings](https://helpdocumentation.gitbook.io/user/voice-ai/voice-ai-overview-in-english/set-voice-ai-appearance-settings) [NextEmbed Voice AI into Your Website](https://helpdocumentation.gitbook.io/user/voice-ai/voice-ai-overview-in-english/embed-voice-ai-into-your-website) Last updated 4 months ago Was this helpful? Was this helpful? --- # Test your AI Agent | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/ai-dashboard/test-your-ai-agent.md) . ### [](https://helpdocumentation.gitbook.io/user/ai-dashboard/test-your-ai-agent#step-1-ensure-training-is-complete) Step 1: Ensure Training Is Complete * Make sure your AI agent has already been trained with your files, documents, or data before proceeding to the test.​ ### [](https://helpdocumentation.gitbook.io/user/ai-dashboard/test-your-ai-agent#step-2-access-the-playground) Step 2: Access the Playground * Go to the "playground" section in your platform where you can test AI agents.​ ### [](https://helpdocumentation.gitbook.io/user/ai-dashboard/test-your-ai-agent#step-3-select-your-ai-agent) Step 3: Select Your AI Agent * In the playground, you'll see a list of your AI agents.​ * Choose the specific agent you wish to test (e.g., "Support Agent").​ ### [](https://helpdocumentation.gitbook.io/user/ai-dashboard/test-your-ai-agent#step-4-manage-file-selection) Step 4: Manage File Selection * If the agent is trained with multiple files: * To get answers from all files, select "none" for file selection.​ * To get answers from a single file, choose the specific file you want.​ ### [](https://helpdocumentation.gitbook.io/user/ai-dashboard/test-your-ai-agent#step-5-set-instructions-and-defaults) Step 5: Set Instructions and Defaults * You can add instructions for the agent, such as its name, response style, or company details.​ * Define what the agent should reply if it does not find an answer in your files.​ ### [](https://helpdocumentation.gitbook.io/user/ai-dashboard/test-your-ai-agent#step-6-test-responses) Step 6: Test Responses * Type a query in the test area (e.g., "hi" or a question from your documentation).​ * Review the reply given by the agent, noting that you will also see the credits charged for each interaction.​ ### [](https://helpdocumentation.gitbook.io/user/ai-dashboard/test-your-ai-agent#step-7-monitor-credit-usage) Step 7: Monitor Credit Usage * Each test query will show the amount of credits consumed; check pricing with support or sales teams if needed. [PreviousTrain an AI Agent with our data or docs or file](https://helpdocumentation.gitbook.io/user/ai-dashboard/train-an-ai-agent-with-our-data-or-docs-or-file) [NextCreate AI Agent which replies to user greetings or thanks / good byes](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-ai-agent-which-replies-to-user-greetings-or-thanks-good-byes) Last updated 4 months ago Was this helpful? * [Step 1: Ensure Training Is Complete](https://helpdocumentation.gitbook.io/user/ai-dashboard/test-your-ai-agent#step-1-ensure-training-is-complete) * [Step 2: Access the Playground](https://helpdocumentation.gitbook.io/user/ai-dashboard/test-your-ai-agent#step-2-access-the-playground) * [Step 3: Select Your AI Agent](https://helpdocumentation.gitbook.io/user/ai-dashboard/test-your-ai-agent#step-3-select-your-ai-agent) * [Step 4: Manage File Selection](https://helpdocumentation.gitbook.io/user/ai-dashboard/test-your-ai-agent#step-4-manage-file-selection) * [Step 5: Set Instructions and Defaults](https://helpdocumentation.gitbook.io/user/ai-dashboard/test-your-ai-agent#step-5-set-instructions-and-defaults) * [Step 6: Test Responses](https://helpdocumentation.gitbook.io/user/ai-dashboard/test-your-ai-agent#step-6-test-responses) * [Step 7: Monitor Credit Usage](https://helpdocumentation.gitbook.io/user/ai-dashboard/test-your-ai-agent#step-7-monitor-credit-usage) Was this helpful? --- # Select the Model and voice | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/voice-ai/voice-ai-overview-in-hindi/select-the-model-and-voice.md) . * **Models & Voice section** decide karta hai ki aapka voice agent conversations mein **kaise sunega, sochega aur bolega**. * Sabse pehle **Pipeline Mode** choose karein: * **STT + LLM + TTS pipeline** aapko zyada control deta hai kyunki speech-to-text, AI brain aur text-to-speech alag-alag configure hote hain. * **Realtime model** ek single unified setup deta hai jo faster configuration ke liye useful hai. * **TTS (Text-to-Speech)** decide karta hai agent ki voice kaisi hogi — aisa voice model select karein jo aapke brand aur audience se match kare. * **LLM (Large Language Model)** agent ka brain hota hai — yeh response quality, speed aur instruction follow karne ki ability control karta hai. Model choose karte waqt speed, cost aur complexity ka dhyan rakhein. * **STT (Speech-to-Text)** user ki voice ko text mein convert karta hai — better understanding ke liye high-accuracy model aur correct language select karein. * **Noise Cancellation** enable karein taaki background noise remove ho aur calls noisy environment mein bhi clear rahein. * Pipeline mode, models, voice aur noise settings ko sahi configure karne se aapka voice agent **natural, intelligent aur professional** sound karega. [PreviousInstruct Voice AI](https://helpdocumentation.gitbook.io/user/voice-ai/voice-ai-overview-in-hindi/instruct-voice-ai) [NextSet Voice AI Appearance Settings](https://helpdocumentation.gitbook.io/user/voice-ai/voice-ai-overview-in-hindi/set-voice-ai-appearance-settings) Last updated 4 months ago Was this helpful? Was this helpful? --- # Select the Model and voice | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/voice-ai/voice-ai-overview-in-english/select-the-model-and-voice.md) . * The **Models & Voice** section controls how your voice agent **listens, thinks, and speaks** during conversations. * First choose the **Pipeline Mode**: * **STT + LLM + TTS pipeline** gives more control by configuring speech-to-text, AI brain, and text-to-speech separately. * **Realtime model** uses a single unified setup for faster configuration. * **TTS (Text-to-Speech)** decides how your agent sounds — select the **voice model** and choose a voice that matches your brand and audience. * **LLM (Large Language Model)** is the brain of the agent — it controls response quality, speed, and how well instructions are followed. Choose based on **speed, cost, and complexity**. * **STT (Speech-to-Text)** converts user voice into text — select a high-accuracy model and the correct **language** for better understanding. * Enable **Noise Cancellation** to remove background noise and improve call clarity, especially for noisy environments. * Properly configuring pipeline mode, models, voice, and noise settings ensures your voice agent sounds **natural, intelligent, and professional**. [PreviousInstruct Voice AI](https://helpdocumentation.gitbook.io/user/voice-ai/voice-ai-overview-in-english/instruct-voice-ai) [NextSet Voice AI Appearance Settings](https://helpdocumentation.gitbook.io/user/voice-ai/voice-ai-overview-in-english/set-voice-ai-appearance-settings) Last updated 4 months ago Was this helpful? Was this helpful? --- # Set Voice AI Appearance Settings | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/voice-ai/voice-ai-overview-in-english/set-voice-ai-appearance-settings.md) . * The **Appearance** section controls how your **Voice AI widget looks** on your website and helps match it with your brand identity. * Add a **Widget Logo** by uploading your company logo or pasting a logo URL to improve brand trust and recognition. * Customize colors: * **Primary Color** – button color * **Secondary Color** – text inside the button * **Background Color** – widget background Choose colors that match your branding and maintain good readability. * Set the **Button Text** (e.g., _Voice Chat_ or _Talk to Us_) — keep it short, clear, and action-focused. * Choose the **Widget Position** (bottom right, bottom left, top right, or top left). Most websites prefer **bottom right** for a natural user experience. * Adjust the **Border Radius** to control how rounded the widget corners look (low = sharp edges, high = smooth modern design). * Configure **Powered By Text** — enable/disable it, customize the text, and change its color for branding. * Manage **Connection States** to define what text appears while connecting or during an active call, and set active call button colors. * Click **Save** after configuration to make your widget look **professional, branded, and user-friendly**. [PreviousSelect the Model and voice](https://helpdocumentation.gitbook.io/user/voice-ai/voice-ai-overview-in-english/select-the-model-and-voice) [NextAdd Voice Credit](https://helpdocumentation.gitbook.io/user/voice-ai/voice-ai-overview-in-english/add-voice-credit) Last updated 4 months ago Was this helpful? Was this helpful? --- # Send RCS Bulk Text Broadcast to Multiple Recipients | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/rcs-campaign/send-rcs-bulk-text-broadcast-to-multiple-recipients.md) . #### [](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/rcs-campaign/send-rcs-bulk-text-broadcast-to-multiple-recipients#importing-contacts) Importing Contacts 1. Ensure the **number column** in your CSV has the country code **without the plus sign**, and no spaces or dashes. Format it as a custom number format. 2. Create **custom fields** for any additional columns in your CSV file. 3. **Map the CSV headers** to the appropriate system fields or custom fields during import. #### [](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/rcs-campaign/send-rcs-bulk-text-broadcast-to-multiple-recipients#sending-a-rcs-bulk-campaign) Sending a RCS Bulk Campaign **1.** Go to **CRM** → click on **Bulk Campaign** **2.** Click **Create New Campaign** **3.** Select **RCS Campaign** **4.** Enter your **Campaign Name** **5.** Select the **Campaign Type** → click **Next** **6.** Select the **Audience Type** → click **Next** **7.** Choose your **RCS Channel** **8.** Select **Message Type: Regular Message** **9.** Click on **Text** (other message types will be visible, but select Text) **10.** Write your **Text Message** (e.g. “Hello”) **11.** (Optional) Add **Variables** like _Chat Name_ **12.** Note: **Buttons cannot be added** in text messages **13.** Click **Next** → **Save Campaign** **14.** After saving, click **Trigger Campaign** to send the message [PreviousRCS Campaign](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/rcs-campaign) [NextSend an RCS Bulk Campaign Using Images or Videos & Buttons with Text (Cards)](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/rcs-campaign/send-an-rcs-bulk-campaign-using-images-or-videos-and-buttons-with-text-cards) Last updated 4 months ago Was this helpful? Was this helpful? --- # Voice AI Overview In English | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/voice-ai/voice-ai-overview-in-english.md) . * **Voice AI** is an enterprise-ready platform that lets you build AI voice agents that can **listen, understand, and speak** to customers in real time. * A **Voice Agent** is an AI assistant that talks naturally with users, understands voice input, and replies with human-like speech. * From the **Voice Agent Dashboard**, you can view all agents, check widget IDs, AI models used, and track creation or update history. * To create a new agent, click **Create New Agent**, add the **agent name**, and write instructions defining personality, tone, behavior, and role (e.g., support agent or sales assistant). * Set a **welcome message** (first sentence spoken during calls). * Configure **silence timeout** and **off-topic question limit** to control call behavior. * The Voice AI pipeline includes: * **STT (Speech-to-Text)** – converts voice into text * **LLM** – understands intent and generates responses * **TTS (Text-to-Speech)** – converts replies into natural voice * Choose the **AI model, voice type, language**, and enable **noise cancellation** for clearer conversations. * Customize **appearance and branding** by adding logo, colors, button text, widget position, and UI style. * Preview the widget live, then **save the agent** and copy the **widget code** to embed on your website. * Once deployed, the voice agent can handle **customer support, lead qualification, booking assistance, product explanations, or AI receptionist tasks** — available **24/7**. [PreviousVoice AI](https://helpdocumentation.gitbook.io/user/voice-ai) [NextInstruct Voice AI](https://helpdocumentation.gitbook.io/user/voice-ai/voice-ai-overview-in-english/instruct-voice-ai) Last updated 4 months ago Was this helpful? Was this helpful? --- # Instruct Voice AI | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/voice-ai/voice-ai-overview-in-english/instruct-voice-ai.md) . * The **Instructions** field defines your voice agent’s **personality, behavior, tone, and boundaries**, just like training a human assistant. * Always write instructions **clearly and specifically**, explaining the agent’s role (e.g., _You are a friendly voice assistant who helps users with support queries_). * Use **simple and direct sentences** so the AI understands how it should respond during conversations. * You can click **Optimize Instructions** to automatically improve and rewrite your prompt in a more AI-friendly format. * The **Greeting** section is the welcome message — define exactly how the agent should greet users when a call starts. * Set the **Silence Timeout** to decide after how many seconds of no conversation the call should disconnect automatically. * Configure the **Off-Topic Question Limit** to control how many unrelated questions the agent will answer before ending the call. * Properly setting instructions, greeting, silence timeout, and limits helps your voice agent stay **professional, focused, and natural during conversations**. [PreviousVoice AI Overview In English](https://helpdocumentation.gitbook.io/user/voice-ai/voice-ai-overview-in-english) [NextSelect the Model and voice](https://helpdocumentation.gitbook.io/user/voice-ai/voice-ai-overview-in-english/select-the-model-and-voice) Last updated 4 months ago Was this helpful? Was this helpful? --- # Create An AI Agent | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-an-ai-agent.md) . ### [](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-an-ai-agent#step-1-access-the-ai-dashboard) Step 1: Access the AI Dashboard * Sign into your platform and go to the AI dashboard.​ ### [](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-an-ai-agent#step-2-go-to-the-ai-agents-page) Step 2: Go to the AI Agents Page * Navigate to the "AI agents" page within the dashboard.​ * If you need help accessing the dashboard, refer to the separate video on that topic.​ ### [](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-an-ai-agent#step-3-create-a-new-ai-agent) Step 3: Create a New AI Agent * Click on "New AI Agent".​ * Enter a name for your agent (e.g., "Support Agent" or "Sales Agent").​ ### [](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-an-ai-agent#step-4-train-the-ai-agent-with-your-content) Step 4: Train the AI Agent with Your Content * Select the agent you want to train.​ * Choose the option to upload files for training.​ * Supported file types are PDF, DOC, TXT, Excel, and CSV.​ * Upload your file; the AI agent will be trained using that content.​ ### [](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-an-ai-agent#step-5-review-training-resources-optional) Step 5: Review Training Resources (Optional) * For more details on training the AI agent with your files, consult the specific video dedicated to that step.​ [PreviousAccess AI Dashboard to Create AI Agents](https://helpdocumentation.gitbook.io/user/ai-dashboard/access-ai-dashboard-to-create-ai-agents) [NextTrain an AI Agent with our data or docs or file](https://helpdocumentation.gitbook.io/user/ai-dashboard/train-an-ai-agent-with-our-data-or-docs-or-file) Last updated 4 months ago Was this helpful? * [Step 1: Access the AI Dashboard](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-an-ai-agent#step-1-access-the-ai-dashboard) * [Step 2: Go to the AI Agents Page](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-an-ai-agent#step-2-go-to-the-ai-agents-page) * [Step 3: Create a New AI Agent](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-an-ai-agent#step-3-create-a-new-ai-agent) * [Step 4: Train the AI Agent with Your Content](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-an-ai-agent#step-4-train-the-ai-agent-with-your-content) * [Step 5: Review Training Resources (Optional)](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-an-ai-agent#step-5-review-training-resources-optional) Was this helpful? --- # Inbox | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/crm-v2/inbox.md) . [Inbox Walkthrough](https://helpdocumentation.gitbook.io/user/crm-v2/inbox/inbox-walkthrough) [Create And Use Filters to Manage Chats](https://helpdocumentation.gitbook.io/user/crm-v2/inbox/create-and-use-filters-to-manage-chats) [Use Tags in Live Chat for Better Management](https://helpdocumentation.gitbook.io/user/crm-v2/inbox/use-tags-in-live-chat-for-better-management) [PreviousCheck RCS Bulk Campaign Delivery Reports](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/rcs-campaign/check-rcs-bulk-campaign-delivery-reports) [NextInbox Walkthrough](https://helpdocumentation.gitbook.io/user/crm-v2/inbox/inbox-walkthrough) Was this helpful? Was this helpful? --- # Inbox Walkthrough | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/crm-v2/inbox/inbox-walkthrough.md) . **1.** Go to **CRM → Live Chat** from the left menu **2.** Open any chat to view the conversation **3.** Check Session Status * 🟢 Green icon = 24-hour session active * 🔴 Red icon = Session closed (template message required) **4.** Use **Three Dots (⋮)** to: * Add Tags * Mark Done / Close / Unread * Pause Automation * Transfer Chat * Archive / Block / Delete **5.** Manage **Tags & Filters** * Create tags with icon & color * Use Permanent or Temporary Filters **6.** Switch between **Departments & Assigned Chats** **7.** Send Messages * Type text, emojis, attachments * Works only when session is active **8.** View Customer Details (Right Panel) * Profile Info * Super Fields (custom data) * Notes (internal only) * Remarks (follow-ups/status) **9.** Schedule Messages * View upcoming or processed scheduled chats **10.** Bulk Actions * Select multiple chats → Transfer to agent/department **11.** Check Message Info * View delivery status * See error reasons for failed messages **12.** Live Chat helps manage all WhatsApp conversations from one place with tags, filters, and automation [PreviousInbox](https://helpdocumentation.gitbook.io/user/crm-v2/inbox) [NextCreate And Use Filters to Manage Chats](https://helpdocumentation.gitbook.io/user/crm-v2/inbox/create-and-use-filters-to-manage-chats) Last updated 4 months ago Was this helpful? Was this helpful? --- # Voice AI Overview In Hindi | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/voice-ai/voice-ai-overview-in-hindi.md) . * **Voice AI** ek enterprise-ready platform hai jahan aap AI voice agents bana sakte ho jo customers se **real-time mein sunte, samajhte aur naturally bolte** hain. * **Voice Agent** ek AI assistant hota hai jo voice input samajhkar **human-like speech** mein reply karta hai. * **Voice Agent Dashboard** se aap sabhi agents dekh sakte ho, widget IDs check kar sakte ho aur creation/update history track kar sakte ho. * Naya agent banane ke liye **Create New Agent** par click karein, agent ka naam add karein aur instructions mein personality, tone, behavior aur role define karein. * Call start hone par bolne ke liye **welcome message** set karein. * Call control ke liye **silence timeout** aur **off-topic question limit** configure karein. * Voice AI pipeline mein: * **STT (Speech-to-Text)** – voice ko text mein convert karta hai * **LLM** – intent samajhkar response generate karta hai * **TTS (Text-to-Speech)** – reply ko natural voice mein convert karta hai * AI model, voice type, language select karein aur clearer calls ke liye **noise cancellation** enable karein. * Appearance customize karein — **logo, colors, button text, widget position aur UI style** set karein. * Live preview check karein, agent **save** karein aur widget code copy karke website par embed karein. * Deploy hone ke baad voice agent **customer support, lead qualification, booking, product explanation aur AI receptionist** jaise tasks 24/7 handle kar sakta hai. [PreviousEnable WhatsApp Voice Call AI Agent (SIP)](https://helpdocumentation.gitbook.io/user/voice-ai/voice-ai-overview-in-english/enable-whatsapp-voice-call-ai-agent-sip) [NextInstruct Voice AI](https://helpdocumentation.gitbook.io/user/voice-ai/voice-ai-overview-in-hindi/instruct-voice-ai) Last updated 4 months ago Was this helpful? Was this helpful? --- # Team Member | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/crm-v2/team-member.md) . [Create Role And Permissions For Team Members ?](https://helpdocumentation.gitbook.io/user/crm-v2/team-member/create-role-and-permissions-for-team-members) [Create Session Configuration in Roles & Permissions](https://helpdocumentation.gitbook.io/user/crm-v2/team-member/create-session-configuration-in-roles-and-permissions) [Create Team Members Or Chat Operators ?](https://helpdocumentation.gitbook.io/user/crm-v2/team-member/create-team-members-or-chat-operators) [PreviousUse Tags in Live Chat for Better Management](https://helpdocumentation.gitbook.io/user/crm-v2/inbox/use-tags-in-live-chat-for-better-management) [NextCreate Role And Permissions For Team Members ?](https://helpdocumentation.gitbook.io/user/crm-v2/team-member/create-role-and-permissions-for-team-members) Was this helpful? Was this helpful? --- # Crm Triggers | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/crm-v2/crm-triggers.md) . [](https://helpdocumentation.gitbook.io/user/crm-v2/crm-triggers#how-to-send-data-to-a-webhook-url-when-a-contact-is-created-custom-field-is-updated) How to send data to a Webhook URL when a contact is created / custom field is updated ? -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- 1. Navigate to the **Automations** section in the CRM. 2. Click on **Add New Trigger**. 3. Enter your **Webhook URL** in the designated field. 4. Define the event that will trigger the data to be sent (e.g., creation of a new contact or a change in a custom field). [PreviousRun a Drip Campaign and Update it in Boards](https://helpdocumentation.gitbook.io/user/crm-v2/boards/run-a-drip-campaign-and-update-it-in-boards) [NextCanned Reply Or Quick Reply](https://helpdocumentation.gitbook.io/user/crm-v2/canned-reply-or-quick-reply) Last updated 4 months ago Was this helpful? Was this helpful? --- # Enable WhatsApp Voice Call AI Agent (SIP) | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/voice-ai/voice-ai-overview-in-english/enable-whatsapp-voice-call-ai-agent-sip.md) . #### [](https://helpdocumentation.gitbook.io/user/voice-ai/voice-ai-overview-in-english/enable-whatsapp-voice-call-ai-agent-sip#configure-sip-telephony) Configure SIP Telephony #### [](https://helpdocumentation.gitbook.io/user/voice-ai/voice-ai-overview-in-english/enable-whatsapp-voice-call-ai-agent-sip#step-1-configure-the-voice-agent) Step 1: Configure the Voice Agent 1. Open the **Voice Agent Builder** 2. Scroll down to the **Greeting Mode** section 3. Choose one of the following: * Static Greeting * AI Generated Greeting 4. Configure the greeting message 5. Enable or disable greeting interruption based on your preference #### [](https://helpdocumentation.gitbook.io/user/voice-ai/voice-ai-overview-in-english/enable-whatsapp-voice-call-ai-agent-sip#step-2-open-sip-telephony) Step 2: Open SIP Telephony 1. Navigate to the **SIP Telephony** section 2. Click on **Setup SIP** from the top-right corner #### [](https://helpdocumentation.gitbook.io/user/voice-ai/voice-ai-overview-in-english/enable-whatsapp-voice-call-ai-agent-sip#step-3-select-whatsapp-channel) Step 3: Select WhatsApp Channel 1. Choose the desired WhatsApp channel from the dropdown 2. Select the Voice AI Agent you want to connect #### [](https://helpdocumentation.gitbook.io/user/voice-ai/voice-ai-overview-in-english/enable-whatsapp-voice-call-ai-agent-sip#step-4-complete-sip-setup) Step 4: Complete SIP Setup 1. Click on **Setup SIP** 2. Your SIP configuration will be completed successfully Once completed, your business phone number becomes an AI-powered call assistant capable of handling customer conversations automatically. [PreviousMulti-Agent Workflow Setup](https://helpdocumentation.gitbook.io/user/voice-ai/voice-ai-overview-in-english/multi-agent-workflow-setup) [NextVoice AI Overview In Hindi](https://helpdocumentation.gitbook.io/user/voice-ai/voice-ai-overview-in-hindi) Last updated 28 days ago Was this helpful? Was this helpful? --- # Create AI Agent which replies to user greetings or thanks / good byes | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-ai-agent-which-replies-to-user-greetings-or-thanks-good-byes.md) . ### [](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-ai-agent-which-replies-to-user-greetings-or-thanks-good-byes#step-1-access-the-playground) Step 1: Access the Playground * Go to the "playground" section in your AI platform.​ ### [](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-ai-agent-which-replies-to-user-greetings-or-thanks-good-byes#step-2-set-system-instructions) Step 2: Set System Instructions * Instead of referring to any documents, select the option to write "system instructions".​ * Write detailed instructions such as: * Your agent’s name. * Desired language style (e.g., reply in soft language, reply precisely).​ * Specify that the agent should reply to greetings with a greeting and a follow-up question.​ * For example: "User will send you a greeting. Reply back with a greeting and a question about support, sales, etc.".​ ### [](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-ai-agent-which-replies-to-user-greetings-or-thanks-good-byes#step-3-test-greeting-responses) Step 3: Test Greeting Responses * Send a greeting message (such as "hi") in the playground to see how your AI agent replies.​ * Modify the instructions as needed to adjust the tone and content of the greeting response.​ ### [](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-ai-agent-which-replies-to-user-greetings-or-thanks-good-byes#step-4-create-conversation-end-responses) Step 4: Create Conversation-End Responses * Write instructions for ending conversations, such as replying to "thanks" or "bye".​ * For example, instruct the agent to say “You’re welcome,” or “Goodbye, see you later” when the user sends thank you or farewell messages.​ ### [](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-ai-agent-which-replies-to-user-greetings-or-thanks-good-byes#step-5-experiment-and-refine) Step 5: Experiment and Refine * Try various messages and refine the instructions for both greeting and conversation-end scenarios to achieve the desired behavior.​ * You can play with the instruction details to customize for different use cases and personalities.​ [PreviousTest your AI Agent](https://helpdocumentation.gitbook.io/user/ai-dashboard/test-your-ai-agent) [NextCreate a Basic AI Chatbot on WhatsApp which replies on our data](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-a-basic-ai-chatbot-on-whatsapp-which-replies-on-our-data) Last updated 4 months ago Was this helpful? * [Step 1: Access the Playground](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-ai-agent-which-replies-to-user-greetings-or-thanks-good-byes#step-1-access-the-playground) * [Step 2: Set System Instructions](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-ai-agent-which-replies-to-user-greetings-or-thanks-good-byes#step-2-set-system-instructions) * [Step 3: Test Greeting Responses](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-ai-agent-which-replies-to-user-greetings-or-thanks-good-byes#step-3-test-greeting-responses) * [Step 4: Create Conversation-End Responses](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-ai-agent-which-replies-to-user-greetings-or-thanks-good-byes#step-4-create-conversation-end-responses) * [Step 5: Experiment and Refine](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-ai-agent-which-replies-to-user-greetings-or-thanks-good-byes#step-5-experiment-and-refine) Was this helpful? --- # Embed Voice AI into Your Website | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/voice-ai/voice-ai-overview-in-hindi/embed-voice-ai-into-your-website.md) . Steps to embed Voice Agent widget website par add karein: 1. **Voice Agent Dashboard** par jaiye 2. Required **Voice Agent open** kijiye 3. Right-hand side par **Code** option par click karein 4. Widget ko customize karein (logo, branding, colors, etc.) 5. **Save** par click karein 6. **Copy Code** par click karein #### [](https://helpdocumentation.gitbook.io/user/voice-ai/voice-ai-overview-in-hindi/embed-voice-ai-into-your-website#website-me-code-add-karein) Website me Code Add Karein 1. Apni website ki **HTML file open** karein 2. `` tag ko locate karein 3. Copied script ko **closing** `****` **tag ke just pehle paste** karein 4. File ko **Save** karein 5. Website ko browser me open karke check karein Ab aapka Voice Agent (usually bottom-right corner me) show hoga aur real-time me users ke saath interact karega. [PreviousAdd Voice Credit](https://helpdocumentation.gitbook.io/user/voice-ai/voice-ai-overview-in-hindi/add-voice-credit) [NextBot Builder](https://helpdocumentation.gitbook.io/user/bot-builder) Last updated 4 months ago Was this helpful? Was this helpful? --- # Overview and Enable Rocket Campaign | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/overview-and-enable-rocket-campaign.md) . Rocket Campaign is a high-speed broadcasting feature that increases your WhatsApp message sending capacity by distributing campaigns across multiple upgraded channels. Normally, campaigns run on a single channel with a fixed **TPS (Transactions Per Second)**. For example, if a channel supports **10 TPS**, it can send **10 messages per second**. With Rocket Campaign, multiple channels can be used together to multiply the sending speed. Example: * 1 Channel → 10 TPS * 5 Channels → 50 TPS total This allows faster message delivery, quicker audience reach, and better engagement. Rocket Campaign is ideal for **flash sales, product launches, limited-time offers, and time-sensitive campaigns**. #### [](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/overview-and-enable-rocket-campaign#how-to-upgrade-a-channel) How to Upgrade a Channel 1. Go to **Channels → WhatsApp Channel** 2. Click the **three dots** next to your channel 3. Select **Upgrade Channel for Rocket Campaign** Once upgraded, the channel becomes eligible for Rocket Campaigns. Multiple upgraded channels can be combined to increase overall sending speed. [PreviousSend Bulk WhatsApp Campaigns To Millions Of Contacts From 100s of WhatsApp Numbers ?](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/send-bulk-whatsapp-campaigns-to-millions-of-contacts-from-100s-of-whatsapp-numbers) [NextSend a Rocket Campaign](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/send-a-rocket-campaign) Last updated 3 months ago Was this helpful? Was this helpful? --- # Check RCS Bulk Campaign Delivery Reports | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/rcs-campaign/check-rcs-bulk-campaign-delivery-reports.md) . **1.** Go to your **RCS Broadcast / Bulk Campaign** section **2.** Click on the **Report Icon** **3.** Click **Refresh Report** to get the latest status **4.** View the **Quick Report Summary** **5.** Click on **Interactive / Campaign Report** to see detailed tracking **6.** Check message status: **Sent, Delivered, Failed** **7.** Click on **Failed** to view failure reasons **8.** Review operator status to identify delivery issues ⚠️ Note: Failure status is received directly from the **RCS Operator**, which helps diagnose delivery problems quickly. [PreviousCreate and Send Interactive RCS Broadcast Campaigns](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/rcs-campaign/create-and-send-interactive-rcs-broadcast-campaigns) [NextInbox](https://helpdocumentation.gitbook.io/user/crm-v2/inbox) Last updated 4 months ago Was this helpful? Was this helpful? --- # Boards | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/crm-v2/boards.md) . [Creating a Board](https://helpdocumentation.gitbook.io/user/crm-v2/boards/creating-a-board) [Create and Manage Cards](https://helpdocumentation.gitbook.io/user/crm-v2/boards/create-and-manage-cards) [Run a Drip Campaign and Update it in Boards](https://helpdocumentation.gitbook.io/user/crm-v2/boards/run-a-drip-campaign-and-update-it-in-boards) [PreviousCreate the Chat Resolution Form](https://helpdocumentation.gitbook.io/user/crm-v2/departments/create-the-chat-resolution-form) [NextCreating a Board](https://helpdocumentation.gitbook.io/user/crm-v2/boards/creating-a-board) Was this helpful? Was this helpful? --- # Create And Use Filters to Manage Chats | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/crm-v2/inbox/create-and-use-filters-to-manage-chats.md) . **1.** Go to **CRM → Live Chat** **2.** Click the **Filters** option (top right) **3.** Choose Filter Type: * **Create Chat Filter** → Permanent (saved) * **Temporary Filter** → One-time use **4.** Enter a **Filter Name** (for permanent filters) **5.** Set **Assignment Conditions** * Assigned to me / Unassigned / All chats **6.** Select **Chat Type** * Incoming * Outgoing * API Messages * Bot Conversations * Unblocked Chats **7.** Choose Chat Status * All / Unread / Replied **8.** Select Conversation State * Open chats * Closed chats * Include/Exclude Archive **9.** Filter by **Chatbot Status** * Active / Paused / Active but Unassigned **10.** (Optional) Set filter as **Default** → Click **Save** **11.** Apply a saved filter anytime by clicking the **Filter Icon** **12.** (Optional) Create **Segments** from filters for better chat management. 💡 Permanent filters stay saved; temporary filters disappear after refresh or view change. [PreviousInbox Walkthrough](https://helpdocumentation.gitbook.io/user/crm-v2/inbox/inbox-walkthrough) [NextUse Tags in Live Chat for Better Management](https://helpdocumentation.gitbook.io/user/crm-v2/inbox/use-tags-in-live-chat-for-better-management) Last updated 4 months ago Was this helpful? Was this helpful? --- # Train an AI Agent with our data or docs or file | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/ai-dashboard/train-an-ai-agent-with-our-data-or-docs-or-file.md) . ### [](https://helpdocumentation.gitbook.io/user/ai-dashboard/train-an-ai-agent-with-our-data-or-docs-or-file#step-1-select-your-ai-agent) Step 1: Select Your AI Agent * Go to the "AI agents" section in your dashboard.​ * Choose the specific agent you want to train.​ ### [](https://helpdocumentation.gitbook.io/user/ai-dashboard/train-an-ai-agent-with-our-data-or-docs-or-file#step-2-upload-your-file) Step 2: Upload Your File * Click on the "Upload File" button for your chosen agent.​ * Drag and drop your file into the upload area, or select it manually from your device.​ * Ensure the file name does not contain spaces; use underscores if needed.​ ### [](https://helpdocumentation.gitbook.io/user/ai-dashboard/train-an-ai-agent-with-our-data-or-docs-or-file#step-3-start-the-upload) Step 3: Start the Upload * Click "Upload" after selecting your file.​ * The upload may take seconds or minutes, depending on the file size and number of pages.​ ### [](https://helpdocumentation.gitbook.io/user/ai-dashboard/train-an-ai-agent-with-our-data-or-docs-or-file#step-4-training-completion) Step 4: Training Completion * Once the file is uploaded, the AI agent is automatically trained using the content from your file.​ ### [](https://helpdocumentation.gitbook.io/user/ai-dashboard/train-an-ai-agent-with-our-data-or-docs-or-file#step-5-add-more-files-optional) Step 5: Add More Files (Optional) * You can repeat the process to add multiple files to the same AI agent for additional training.​ [PreviousCreate An AI Agent](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-an-ai-agent) [NextTest your AI Agent](https://helpdocumentation.gitbook.io/user/ai-dashboard/test-your-ai-agent) Last updated 4 months ago Was this helpful? * [Step 1: Select Your AI Agent](https://helpdocumentation.gitbook.io/user/ai-dashboard/train-an-ai-agent-with-our-data-or-docs-or-file#step-1-select-your-ai-agent) * [Step 2: Upload Your File](https://helpdocumentation.gitbook.io/user/ai-dashboard/train-an-ai-agent-with-our-data-or-docs-or-file#step-2-upload-your-file) * [Step 3: Start the Upload](https://helpdocumentation.gitbook.io/user/ai-dashboard/train-an-ai-agent-with-our-data-or-docs-or-file#step-3-start-the-upload) * [Step 4: Training Completion](https://helpdocumentation.gitbook.io/user/ai-dashboard/train-an-ai-agent-with-our-data-or-docs-or-file#step-4-training-completion) * [Step 5: Add More Files (Optional)](https://helpdocumentation.gitbook.io/user/ai-dashboard/train-an-ai-agent-with-our-data-or-docs-or-file#step-5-add-more-files-optional) Was this helpful? --- # Create A Complex AI Bot which detects user intent and routes user and gives relevant answers | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-a-complex-ai-bot-which-detects-user-intent-and-routes-user-and-gives-relevant-answers.md) . ### [](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-a-complex-ai-bot-which-detects-user-intent-and-routes-user-and-gives-relevant-answers#step-1-plan-user-intents-and-flows) Step 1: Plan User Intents and Flows * Define different user intents (e.g., sales, support, feedback, generic queries). * Map out the desired conversation flows for each intent. ### [](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-a-complex-ai-bot-which-detects-user-intent-and-routes-user-and-gives-relevant-answers#step-2-set-up-trigger-and-initial-step) Step 2: Set Up Trigger and Initial Step * In your bot builder, set the initial trigger (e.g., user message or keyword). * Add logic or AI components that analyze the incoming message for intent. ### [](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-a-complex-ai-bot-which-detects-user-intent-and-routes-user-and-gives-relevant-answers#step-3-configure-intent-detection) Step 3: Configure Intent Detection * Use the platform’s AI or intent detection feature (often NLP-based) to classify user queries. * Train or configure sample phrases for each intent to enhance accuracy. ### [](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-a-complex-ai-bot-which-detects-user-intent-and-routes-user-and-gives-relevant-answers#step-4-route-user-based-on-intent) Step 4: Route User Based on Intent * Based on detected intent, route the conversation to the appropriate bot block or agent (e.g., sales queries to the sales bot, support to the support workflow). * For edge cases or unrecognized intents, use a fallback route with clarification prompts. ### [](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-a-complex-ai-bot-which-detects-user-intent-and-routes-user-and-gives-relevant-answers#step-5-connect-to-trained-ai-or-agents) Step 5: Connect to Trained AI or Agents * For intents needing data-driven answers, connect to relevant AI agents, ensuring they are trained with the correct documents or datasets. * Configure response mapping and fallback answers in case the AI cannot answer. ### [](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-a-complex-ai-bot-which-detects-user-intent-and-routes-user-and-gives-relevant-answers#step-6-implement-escalation-logic) Step 6: Implement Escalation Logic * For unresolved queries or specific intents (like complaints), add logic to escalate the chat to a human agent. * Provide users with appropriate transition messages. ### [](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-a-complex-ai-bot-which-detects-user-intent-and-routes-user-and-gives-relevant-answers#step-7-test-and-optimize) Step 7: Test and Optimize * Run multiple tests with different user queries to validate intent detection and answer routing. * Refine intent definitions, add more training examples, and optimize escalation/fallback flows. If you provide a transcript or detailed steps from the video, a more specific breakdown can be created. For now, these steps reflect the typical flow seen in the previous provided material and standard practices for AI chatbot intent detection. [](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-a-complex-ai-bot-which-detects-user-intent-and-routes-user-and-gives-relevant-answers#bot-flow-template-clone-link) Bot Flow Template Clone Link ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- [PreviousCreate a Basic AI Chatbot on WhatsApp which replies on our data](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-a-basic-ai-chatbot-on-whatsapp-which-replies-on-our-data) [NextVoice AI](https://helpdocumentation.gitbook.io/user/voice-ai) Last updated 4 months ago Was this helpful? * [Step 1: Plan User Intents and Flows](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-a-complex-ai-bot-which-detects-user-intent-and-routes-user-and-gives-relevant-answers#step-1-plan-user-intents-and-flows) * [Step 2: Set Up Trigger and Initial Step](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-a-complex-ai-bot-which-detects-user-intent-and-routes-user-and-gives-relevant-answers#step-2-set-up-trigger-and-initial-step) * [Step 3: Configure Intent Detection](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-a-complex-ai-bot-which-detects-user-intent-and-routes-user-and-gives-relevant-answers#step-3-configure-intent-detection) * [Step 4: Route User Based on Intent](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-a-complex-ai-bot-which-detects-user-intent-and-routes-user-and-gives-relevant-answers#step-4-route-user-based-on-intent) * [Step 5: Connect to Trained AI or Agents](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-a-complex-ai-bot-which-detects-user-intent-and-routes-user-and-gives-relevant-answers#step-5-connect-to-trained-ai-or-agents) * [Step 6: Implement Escalation Logic](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-a-complex-ai-bot-which-detects-user-intent-and-routes-user-and-gives-relevant-answers#step-6-implement-escalation-logic) * [Step 7: Test and Optimize](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-a-complex-ai-bot-which-detects-user-intent-and-routes-user-and-gives-relevant-answers#step-7-test-and-optimize) * [Bot Flow Template Clone Link](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-a-complex-ai-bot-which-detects-user-intent-and-routes-user-and-gives-relevant-answers#bot-flow-template-clone-link) Was this helpful? Copy /products/bot/flow/965aa235ad380e8e0e9916461a3e9c79 --- # Access AI Dashboard to Create AI Agents | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/ai-dashboard/access-ai-dashboard-to-create-ai-agents.md) . ### [](https://helpdocumentation.gitbook.io/user/ai-dashboard/access-ai-dashboard-to-create-ai-agents#step-1-go-to-the-ai-dashboard) Step 1: Go to the AI Dashboard * Locate the "AI dashboard" option in your interface and click on the "Go to AI dashboard" button.​ ### [](https://helpdocumentation.gitbook.io/user/ai-dashboard/access-ai-dashboard-to-create-ai-agents#step-2-handle-token-errors) Step 2: Handle Token Errors * If you encounter a "token is not valid" error, go to "workspace" and then "account settings".​ * Set your phone number and WhatsApp number in the account settings page.​ ### [](https://helpdocumentation.gitbook.io/user/ai-dashboard/access-ai-dashboard-to-create-ai-agents#step-3-return-to-dashboard) Step 3: Return to Dashboard * Once your phone and WhatsApp numbers are set, return to the AI dashboard by selecting it again.​ ### [](https://helpdocumentation.gitbook.io/user/ai-dashboard/access-ai-dashboard-to-create-ai-agents#step-4-use-ai-agents) Step 4: Use AI Agents * You can now access the AI agents page where you can interact with agents trained on your documents or files.​ ### [](https://helpdocumentation.gitbook.io/user/ai-dashboard/access-ai-dashboard-to-create-ai-agents#step-5-monitor-credit-consumption) Step 5: Monitor Credit Consumption * Sending queries to AI agents, whether via the playground or bot, will consume AI credits.​ * Charges for credits are deducted from your user coin wallet balance.​ ### [](https://helpdocumentation.gitbook.io/user/ai-dashboard/access-ai-dashboard-to-create-ai-agents#step-6-ensure-sufficient-credits) Step 6: Ensure Sufficient Credits * Without a sufficient balance in your user coin wallet, AI agents in the dashboard will not function or reply.​ * For credit pricing (e.g., how much 10,000 credits cost), contact your platform’s support team.​ [PreviousAI Dashboard](https://helpdocumentation.gitbook.io/user/ai-dashboard) [NextCreate An AI Agent](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-an-ai-agent) Last updated 4 months ago Was this helpful? * [Step 1: Go to the AI Dashboard](https://helpdocumentation.gitbook.io/user/ai-dashboard/access-ai-dashboard-to-create-ai-agents#step-1-go-to-the-ai-dashboard) * [Step 2: Handle Token Errors](https://helpdocumentation.gitbook.io/user/ai-dashboard/access-ai-dashboard-to-create-ai-agents#step-2-handle-token-errors) * [Step 3: Return to Dashboard](https://helpdocumentation.gitbook.io/user/ai-dashboard/access-ai-dashboard-to-create-ai-agents#step-3-return-to-dashboard) * [Step 4: Use AI Agents](https://helpdocumentation.gitbook.io/user/ai-dashboard/access-ai-dashboard-to-create-ai-agents#step-4-use-ai-agents) * [Step 5: Monitor Credit Consumption](https://helpdocumentation.gitbook.io/user/ai-dashboard/access-ai-dashboard-to-create-ai-agents#step-5-monitor-credit-consumption) * [Step 6: Ensure Sufficient Credits](https://helpdocumentation.gitbook.io/user/ai-dashboard/access-ai-dashboard-to-create-ai-agents#step-6-ensure-sufficient-credits) Was this helpful? --- # Set Voice AI Appearance Settings | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/voice-ai/voice-ai-overview-in-hindi/set-voice-ai-appearance-settings.md) . * **Appearance section** decide karta hai ki aapka Voice AI widget website par **kaisa dikhega** aur kaise aapke brand identity se match karega. * **Widget Logo** add karein — apni company ka logo upload karein ya logo URL paste karein taaki brand trust aur recognition badhe. * Colors customize karein: * **Primary Color** – button ka color * **Secondary Color** – button ke andar ka text color * **Background Color** – widget ka background Aise colors choose karein jo branding se match kare aur readability achhi ho. * **Button Text** set karein (jaise _Voice Chat_ ya _Talk to Us_) — short, clear aur action-focused rakhein. * **Widget Position** choose karein (bottom right, bottom left, top right, top left). Most websites **bottom right** prefer karti hain kyunki yeh natural lagta hai. * **Border Radius** adjust karein — low value se sharp edges aur high value se smooth modern design milta hai. * **Powered By Text** configure karein — enable/disable karein, text aur color customize karein branding ke liye. * **Connection States** manage karein — call connect hote waqt ya active hone par kaunsa text aur button color dikhega, yeh define karein. * Sab settings ke baad **Save** par click karein taaki widget professional, branded aur user-friendly dikhe. [PreviousSelect the Model and voice](https://helpdocumentation.gitbook.io/user/voice-ai/voice-ai-overview-in-hindi/select-the-model-and-voice) [NextAdd Voice Credit](https://helpdocumentation.gitbook.io/user/voice-ai/voice-ai-overview-in-hindi/add-voice-credit) Last updated 4 months ago Was this helpful? Was this helpful? --- # Use Tags in Live Chat for Better Management | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/crm-v2/inbox/use-tags-in-live-chat-for-better-management.md) . ### [](https://helpdocumentation.gitbook.io/user/crm-v2/inbox/use-tags-in-live-chat-for-better-management#how-to-create-a-tag) How to Create a Tag **1.** Go to **CRM → Live Chat** **2.** Click **Add Tag** (top right) **3.** Enter a clear **Tag Name** (e.g., Hot Lead, Follow-Up, Support) **4.** Select a **Color** (predefined or custom hex code) **5.** Preview the tag → Click **Add** **6.** Click **Save Changes** You can also **edit or delete tags** anytime to keep your workspace organized. ### [](https://helpdocumentation.gitbook.io/user/crm-v2/inbox/use-tags-in-live-chat-for-better-management#how-to-apply-a-tag-to-a-chat) How to Apply a Tag to a Chat **1.** Open a conversation **2.** Click the **Three Dots (⋮)** **3.** Select **Update Tags** **4.** Choose the required tag **5.** Click **Save Changes** The tag will now appear on that chat. ### [](https://helpdocumentation.gitbook.io/user/crm-v2/inbox/use-tags-in-live-chat-for-better-management#additional-chat-actions) Additional Chat Actions From the same menu, you can: * Mark chat as **Done / Closed / Unread** * **Pause Automation** * **Archive Chat** * **Transfer to another team member** Tags remain visible even after transfer, maintaining full context. [PreviousCreate And Use Filters to Manage Chats](https://helpdocumentation.gitbook.io/user/crm-v2/inbox/create-and-use-filters-to-manage-chats) [NextTeam Member](https://helpdocumentation.gitbook.io/user/crm-v2/team-member) Last updated 4 months ago Was this helpful? * [How to Create a Tag](https://helpdocumentation.gitbook.io/user/crm-v2/inbox/use-tags-in-live-chat-for-better-management#how-to-create-a-tag) * [How to Apply a Tag to a Chat](https://helpdocumentation.gitbook.io/user/crm-v2/inbox/use-tags-in-live-chat-for-better-management#how-to-apply-a-tag-to-a-chat) * [Additional Chat Actions](https://helpdocumentation.gitbook.io/user/crm-v2/inbox/use-tags-in-live-chat-for-better-management#additional-chat-actions) Was this helpful? --- # Create Team Members Or Chat Operators ? | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/crm-v2/team-member/create-team-members-or-chat-operators.md) . Adding a New Team Member 1. Navigate to **Team members** in the left-hand side menu. 2. Click on **Add new team member**. 3. Fill in the **name** and **valid email ID** of the new team member. 4. Choose a **password** for them. 5. Select the appropriate **role** for the new team member. 6. Click on **Save**. The team member will receive an email to verify their email address, enabling them to log in and access the platform. [PreviousCreate Session Configuration in Roles & Permissions](https://helpdocumentation.gitbook.io/user/crm-v2/team-member/create-session-configuration-in-roles-and-permissions) [NextDepartments](https://helpdocumentation.gitbook.io/user/crm-v2/departments) Last updated 4 months ago Was this helpful? Was this helpful? --- # Create Role And Permissions For Team Members ? | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/crm-v2/team-member/create-role-and-permissions-for-team-members.md) . ### [](https://helpdocumentation.gitbook.io/user/crm-v2/team-member/create-role-and-permissions-for-team-members#creating-user-roles) Creating User Roles 1. Navigate to **Workspace settings > Roles and permissions > Add new user role**. 2. Name the role (e.g., "Manager") and grant access to various subsections: * WABA * WhatsApp API * CRM * Live Chat **Note:** By default, chat operators only see chats assigned to them. * To **hide customer mobile numbers** and identifiers, ensure the "Identifier" permission is not given. * To **automatically add the chat operator's name** to messages, enable the "Send chat operator name" option. For a **Manager** role, consider granting access to: * All contacts * Unassigned chats * New chats * All chats (assigned and unassigned) Additionally you can provide access to Automations Builder, Bot Builder and E-commerce _(based on specific requirements)_ 3. Click **Save** to apply the role permissions. [PreviousTeam Member](https://helpdocumentation.gitbook.io/user/crm-v2/team-member) [NextCreate Session Configuration in Roles & Permissions](https://helpdocumentation.gitbook.io/user/crm-v2/team-member/create-session-configuration-in-roles-and-permissions) Last updated 4 months ago Was this helpful? Was this helpful? --- # Canned Reply Or Quick Reply | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/crm-v2/canned-reply-or-quick-reply.md) . ### [](https://helpdocumentation.gitbook.io/user/crm-v2/canned-reply-or-quick-reply#canned-replies-and-quick-replies) Canned Replies & Quick Replies **1.** Go to **CRM → Canned Replies** **2.** Click **Add New Reply** **3.** Enter **Reply Name** and select **Channel** **4.** Choose **Canned Reply** or **Quick Reply 5.** Add your **Message Text** (and buttons if needed) **6.** Click **Save** #### [](https://helpdocumentation.gitbook.io/user/crm-v2/canned-reply-or-quick-reply#use-in-live-chat) Use in Live Chat * Open **Live Chat**Type **/** + reply name * Canned Reply → Sends instantly * Quick Reply → Can Edit first, then send [PreviousCrm Triggers](https://helpdocumentation.gitbook.io/user/crm-v2/crm-triggers) [NextAI Dashboard](https://helpdocumentation.gitbook.io/user/ai-dashboard) Last updated 4 months ago Was this helpful? Was this helpful? --- # Multi-Agent Workflow Setup | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/voice-ai/voice-ai-overview-in-english/multi-agent-workflow-setup.md) . Step 1: Create Workflow * Open the **Workflow Builder** * Click on **Create Workflow** * Enter the workflow name Step 2: Add AI Agents * Add the first agent as the **Receptionist Agent** * Add a **Sales Agent** * Add a **Support Agent** Step 3: Configure Transfer Logic * Click on **Add Transfer** * Select the source agent * Select the destination agent * Define transfer conditions Step 4: Set Sales Transfer Conditions Example conditions: * Pricing inquiries * Product demos * Subscription requests * Purchase-related questions Step 5: Set Support Transfer Conditions Example conditions: * Technical issues * Complaints * Account access problems * Troubleshooting requests Step 6: Enable Conversation History * Enable conversation history sharing between agents for seamless communication Step 7: Save Workflow * Click on **Save** from the top-right corner * The Multi-Agent Workflow is now ready for live customer interactions. [PreviousEmbed Voice AI into Your Website](https://helpdocumentation.gitbook.io/user/voice-ai/voice-ai-overview-in-english/embed-voice-ai-into-your-website) [NextEnable WhatsApp Voice Call AI Agent (SIP)](https://helpdocumentation.gitbook.io/user/voice-ai/voice-ai-overview-in-english/enable-whatsapp-voice-call-ai-agent-sip) Last updated 1 month ago Was this helpful? Was this helpful? --- # Embed Voice AI into Your Website | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/voice-ai/voice-ai-overview-in-english/embed-voice-ai-into-your-website.md) . Steps to embed your Voice Agent widget: 1. Go to the **Voice Agent Dashboard** 2. Open the required **Voice Agent** 3. Click on **Code** (right-hand side) 4. Customize the widget (logo, branding, colors, etc.) 5. Click **Save** 6. Click **Copy Code** #### [](https://helpdocumentation.gitbook.io/user/voice-ai/voice-ai-overview-in-english/embed-voice-ai-into-your-website#add-code-to-your-website) Add Code to Your Website 1. Open your website’s **HTML file** 2. Locate the `` tag 3. Paste the copied script **just before the closing** `****` **tag** 4. Save the file 5. Open the website in your browser Your Voice Agent will now appear (usually at the bottom-right corner) and is ready to interact with users in real time. [PreviousAdd Voice Credit](https://helpdocumentation.gitbook.io/user/voice-ai/voice-ai-overview-in-english/add-voice-credit) [NextMulti-Agent Workflow Setup](https://helpdocumentation.gitbook.io/user/voice-ai/voice-ai-overview-in-english/multi-agent-workflow-setup) Last updated 4 months ago Was this helpful? Was this helpful? --- # Send Bulk Messages Of LTO (limited time offer) Coupon Code Template ? | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/send-bulk-messages-of-lto-limited-time-offer-coupon-code-template.md) . **1.** Go to **CRM → Bulk Campaign** **2.** Click **Create New Campaign** → Select **WhatsApp Campaign** **3.** Choose **Messaging Campaign** **4.** Enter **Campaign Name** (e.g., LTO) **5.** Select **Campaign Type** (Immediate / Scheduled) → **Next 6.** Select your **Audience** → Click **Next** **7.** Choose your **WhatsApp Channel** **8.** Select **Message Type → Pre-approved Template 9.** Choose the **Limited Time Offer Template** * Set **Offer Expiry Time** (in minutes) * Add **Coupon Code** * Map variables (if required) **10.** Preview details → Click **Next** **11.** Click **Save Campaign** **12.** Click **Rocket Icon🚀** to **Trigger (send)Campaign** [PreviousSend Multi Product Message In Bulk On WhatsApp ?](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/send-multi-product-message-in-bulk-on-whatsapp) [NextSend Carousel Template Messages In Bulk on WhatsApp ?](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/send-carousel-template-messages-in-bulk-on-whatsapp) Last updated 4 months ago Was this helpful? Was this helpful? --- # Send Carousel Message Type in RCS Bulk Campaigns | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/rcs-campaign/send-carousel-message-type-in-rcs-bulk-campaigns.md) . #### [](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/rcs-campaign/send-carousel-message-type-in-rcs-bulk-campaigns#importing-contacts) Importing Contacts 1. Ensure the **number column** in your CSV has the country code **without the plus sign**, and no spaces or dashes. Format it as a custom number format. 2. Create **custom fields** for any additional columns in your CSV file. 3. **Map the CSV headers** to the appropriate system fields or custom fields during import. #### [](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/rcs-campaign/send-carousel-message-type-in-rcs-bulk-campaigns#sending-a-rcs-bulk-campaign) Sending a RCS Bulk Campaign **1.** Go to **CRM → Bulk Campaign** → Click **Create New Campaign** **2.** Select **RCS Campaign** and enter your **Campaign Name** **3.** Choose **Campaign Type** → Click **Next** **4.** Select your **Audience** → Click **Next** **5.** Select **RCS Channel** → Message Type **Regular** → Choose **Carousel 6.** Configure **Card 1** Header Type: **Image** (or Video) Upload Media Add **Title** & **Description** Add **Quick Reply Button** (Payload example: _Interested_) **7.** Add **More Cards (Optional)** Click **Add Card** Upload Image/Video Add button (e.g. **Call**) Enter number with country code (e.g. +91XXXXXXXXXX) **8.** Click **Next** → **Save Campaign** → **Trigger Campaign** 🚀 [PreviousSend an RCS Bulk Campaign Using Images or Videos & Buttons with Text (Cards)](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/rcs-campaign/send-an-rcs-bulk-campaign-using-images-or-videos-and-buttons-with-text-cards) [NextCreate and Send Interactive RCS Broadcast Campaigns](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/rcs-campaign/create-and-send-interactive-rcs-broadcast-campaigns) Last updated 4 months ago Was this helpful? Was this helpful? --- # Creating a Board | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/crm-v2/boards/creating-a-board.md) . A CRM Board helps you manage and track leads through different stages of your process. #### [](https://helpdocumentation.gitbook.io/user/crm-v2/boards/creating-a-board#steps-to-create-a-board) Steps to Create a Board 1. **Go to:** **CRM → Board → New Board** 2. **Enter Board Name** Example: _Sales Funnel Training_ (Optional: Add a short description) 3. Click **Go to Columns** Create columns based on your workflow, for example: **New** – New or interested leads **Scheduled Visit** – Meeting scheduled **Visit Done** – Meeting completed **Won** – Lead converted Once added, your board is ready. Start moving leads between columns as they progress. [PreviousBoards](https://helpdocumentation.gitbook.io/user/crm-v2/boards) [NextCreate and Manage Cards](https://helpdocumentation.gitbook.io/user/crm-v2/boards/create-and-manage-cards) Last updated 4 months ago Was this helpful? Was this helpful? --- # Create Session Configuration in Roles & Permissions | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/crm-v2/team-member/create-session-configuration-in-roles-and-permissions.md) . * Go to **Roles & Permissions** in the Partner Panel. * **Create a new role** or **open an existing role**. * Click on **Session Configuration**. * Under **Primary Session Rule**, select one option: * **Fixed Duration** → set the session time (example: **7 days / 12 hours**) * **Daily Expiry** → set a daily logout time (example: **12:00 AM**) * Go to **Additional Security**. * Enable **Inactivity Timeout** (optional). * Set the inactivity time (example: **30 minutes**). * Check the **Summary** section to review your settings. * Click **Save** to apply the session configuration. [PreviousCreate Role And Permissions For Team Members ?](https://helpdocumentation.gitbook.io/user/crm-v2/team-member/create-role-and-permissions-for-team-members) [NextCreate Team Members Or Chat Operators ?](https://helpdocumentation.gitbook.io/user/crm-v2/team-member/create-team-members-or-chat-operators) Last updated 4 months ago Was this helpful? Was this helpful? --- # Bot Builder | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/bot-builder.md) . [WhatsApp ChatBot](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot) [Instagram ChatBot](https://helpdocumentation.gitbook.io/user/bot-builder/instagram-chatbot) [Facebook ChatBot](https://helpdocumentation.gitbook.io/user/bot-builder/facebook-chatbot) [If Deleted by Mistake How To Connect A String Again](https://helpdocumentation.gitbook.io/user/bot-builder/if-deleted-by-mistake-how-to-connect-a-string-again) [Lock or Unlock Botflow and Automations?](https://helpdocumentation.gitbook.io/user/bot-builder/lock-or-unlock-botflow-and-automations) [Check Errors With The Bot Flow](https://helpdocumentation.gitbook.io/user/bot-builder/check-errors-with-the-bot-flow) [Smart Wait Block](https://helpdocumentation.gitbook.io/user/bot-builder/smart-wait-block) [Working Hours Block](https://helpdocumentation.gitbook.io/user/bot-builder/working-hours-block) [Save Variable Value Block](https://helpdocumentation.gitbook.io/user/bot-builder/save-variable-value-block) [Stay in Session Block](https://helpdocumentation.gitbook.io/user/bot-builder/stay-in-session-block) [Pause Automation Block](https://helpdocumentation.gitbook.io/user/bot-builder/pause-automation-block) [Typing Indicator](https://helpdocumentation.gitbook.io/user/bot-builder/typing-indicator) [Use Splitter Block to distribute Chats to Agents](https://helpdocumentation.gitbook.io/user/bot-builder/use-splitter-block-to-distribute-chats-to-agents) [PreviousEmbed Voice AI into Your Website](https://helpdocumentation.gitbook.io/user/voice-ai/voice-ai-overview-in-hindi/embed-voice-ai-into-your-website) [NextWhatsApp ChatBot](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot) Was this helpful? Was this helpful? --- # Create a Basic AI Chatbot on WhatsApp which replies on our data | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-a-basic-ai-chatbot-on-whatsapp-which-replies-on-our-data.md) . ### [](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-a-basic-ai-chatbot-on-whatsapp-which-replies-on-our-data#step-1-start-in-the-bot-builder) Step 1: Start in the Bot Builder * Access the bot builder and create a new bot.​ ### [](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-a-basic-ai-chatbot-on-whatsapp-which-replies-on-our-data#step-2-configure-trigger-and-conditions) Step 2: Configure Trigger and Conditions * Set the trigger for the bot (e.g., hot keyword).​ * Define the channel (e.g., WhatsApp) and the necessary conditions for activation.​ ### [](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-a-basic-ai-chatbot-on-whatsapp-which-replies-on-our-data#step-3-set-up-the-user-query-step) Step 3: Set Up the User Query Step * Add a step to ask the user, “What is your query?”.​ * The next step should capture the user’s response to pass to the trained AI.​ ### [](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-a-basic-ai-chatbot-on-whatsapp-which-replies-on-our-data#step-4-connect-to-trained-ai) Step 4: Connect to Trained AI * In the builder, create a new AI integration.​ * Go to your AI dashboard, copy the authentication token, and paste it into the bot builder.​ * After adding authentication, select the AI agent you want to use (e.g., Support Agent).​ * Choose all relevant files or leave the selection empty to use all agent files for response generation.​ ### [](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-a-basic-ai-chatbot-on-whatsapp-which-replies-on-our-data#step-5-customize-system-prompts-and-replies) Step 5: Customize System Prompts and Replies * Optionally, add a system prompt for specific fallback replies if the AI cannot answer the user’s query.​ * Your bot flow can also include parameters like contact number, channel name, or user name for personalization.​ ### [](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-a-basic-ai-chatbot-on-whatsapp-which-replies-on-our-data#step-6-mapping-ai-answers) Step 6: Mapping AI Answers * Map the AI’s answer to a “send message” block.​ * If no answer is available, configure a fallback message or route the conversation to a human agent.​ * Use error handling to define fallback actions if the AI is unavailable.​ ### [](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-a-basic-ai-chatbot-on-whatsapp-which-replies-on-our-data#step-7-continue-the-conversation) Step 7: Continue the Conversation * Set up an “AI smart wait” step (e.g., 5 minutes) to wait for additional user replies.​ * If the user responds, pass the new query back to the AI agent; otherwise, end the session politely.​ * Implement exit keywords (e.g., “bye”) to close the conversation with an appropriate message.​ ### [](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-a-basic-ai-chatbot-on-whatsapp-which-replies-on-our-data#step-8-test-and-refine) Step 8: Test and Refine * Test your bot’s flow and edit steps as needed for smooth conversation and accurate answers.​ This process will result in a WhatsApp-based AI chatbot that can reply intelligently to user questions based on your documents and data, and escalate the conversation to a human if needed.​ [](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-a-basic-ai-chatbot-on-whatsapp-which-replies-on-our-data#bot-flow-template-clone-link) Bot Flow Template Clone Link ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- [PreviousCreate AI Agent which replies to user greetings or thanks / good byes](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-ai-agent-which-replies-to-user-greetings-or-thanks-good-byes) [NextCreate A Complex AI Bot which detects user intent and routes user and gives relevant answers](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-a-complex-ai-bot-which-detects-user-intent-and-routes-user-and-gives-relevant-answers) Last updated 4 months ago Was this helpful? * [Step 1: Start in the Bot Builder](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-a-basic-ai-chatbot-on-whatsapp-which-replies-on-our-data#step-1-start-in-the-bot-builder) * [Step 2: Configure Trigger and Conditions](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-a-basic-ai-chatbot-on-whatsapp-which-replies-on-our-data#step-2-configure-trigger-and-conditions) * [Step 3: Set Up the User Query Step](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-a-basic-ai-chatbot-on-whatsapp-which-replies-on-our-data#step-3-set-up-the-user-query-step) * [Step 4: Connect to Trained AI](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-a-basic-ai-chatbot-on-whatsapp-which-replies-on-our-data#step-4-connect-to-trained-ai) * [Step 5: Customize System Prompts and Replies](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-a-basic-ai-chatbot-on-whatsapp-which-replies-on-our-data#step-5-customize-system-prompts-and-replies) * [Step 6: Mapping AI Answers](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-a-basic-ai-chatbot-on-whatsapp-which-replies-on-our-data#step-6-mapping-ai-answers) * [Step 7: Continue the Conversation](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-a-basic-ai-chatbot-on-whatsapp-which-replies-on-our-data#step-7-continue-the-conversation) * [Step 8: Test and Refine](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-a-basic-ai-chatbot-on-whatsapp-which-replies-on-our-data#step-8-test-and-refine) * [Bot Flow Template Clone Link](https://helpdocumentation.gitbook.io/user/ai-dashboard/create-a-basic-ai-chatbot-on-whatsapp-which-replies-on-our-data#bot-flow-template-clone-link) Was this helpful? Copy /products/bot/flow/fc173d9d770af2f3c754c429c8d894fc --- # Use API Campaigns To Track Status Of Messages Sent Via API ( Delivered / Read / Failed ) ? | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/use-api-campaigns-to-track-status-of-messages-sent-via-api-delivered-read-failed.md) . #### [](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/use-api-campaigns-to-track-status-of-messages-sent-via-api-delivered-read-failed#overview-of-api-campaigns) Overview of API Campaigns API campaigns offer a streamlined way to track messages sent by a specific access token. This feature enables users to monitor messages associated with a certain API key or token. #### [](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/use-api-campaigns-to-track-status-of-messages-sent-via-api-delivered-read-failed#creating-an-api-campaign) Creating an API Campaign 1. **Select Channel**: Choose the appropriate channel for your campaign. 2. **Enter Campaign Name**: Name your campaign for easy identification. 3. **Token Validity**: Decide if the token is lifetime or has a limited validity period. Upon creation, a token is generated. Copy and paste this token as the bearer token in your authorization to use the API campaign feature. #### [](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/use-api-campaigns-to-track-status-of-messages-sent-via-api-delivered-read-failed#sending-messages-via-api) Sending Messages via API The procedure for sending messages via API remains unchanged. However, use a different token per campaign to ensure proper tracking. #### [](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/use-api-campaigns-to-track-status-of-messages-sent-via-api-delivered-read-failed#monitoring-reports) Monitoring Reports In the reports section, users can track message statuses such as delivered, read, or failed. Reports can be exported as CSV files, providing detailed data and statistics. #### [](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/use-api-campaigns-to-track-status-of-messages-sent-via-api-delivered-read-failed#notes) Notes * The structure of the API call for sending messages remains consistent. * The token and authorization token will vary for each campaign, allowing users to track API-sent messages effectively. [PreviousCheck Why Messages Are Getting Failed In Broadcasts / Campaigns ?](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/check-why-messages-are-getting-failed-in-broadcasts-campaigns) [NextOpt-out Users / Stop Users from receiving Bulk msgs?](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/opt-out-users-stop-users-from-receiving-bulk-msgs) Last updated 4 months ago Was this helpful? Was this helpful? --- # Department Strategies Overview | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/crm-v2/departments/department-strategies-overview.md) . **1.** Go to **Menu → Departments → Strategy Icon 2.** Choose Assignment Type * **Automatic** (New Incoming Message) * **Manual** (After chatbot flow) **3.** Select Assignment Pool * Agents only * Agents + Managers **4.** Filters decide eligibility: * Shift timing * Online status * Tab activity & visibility * Manual availability **5.** Choose Assignment Strategy: * **Round Robin** → Equal rotation * **Least Assignment** → Fewest total chats * **Least Active** → Fewest active chats * **Availability** → Fully ready agents only [PreviousHow to Create Department](https://helpdocumentation.gitbook.io/user/crm-v2/departments/how-to-create-department) [NextDepartment Schedule Overview](https://helpdocumentation.gitbook.io/user/crm-v2/departments/department-schedule-overview) Last updated 4 months ago Was this helpful? Was this helpful? --- # Agent Creation & Scheduling for Departments | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/crm-v2/departments/agent-creation-and-scheduling-for-departments.md) . ### [](https://helpdocumentation.gitbook.io/user/crm-v2/departments/agent-creation-and-scheduling-for-departments#agent-creation-and-schedule-setup) Agent Creation & Schedule Setup **1.** Go to **Menu → Departments** **2.** Click **Add Member** in your department **3.** Select a **Team Member** **4.** Choose Role: **Chat Agent** or **Manager** **5.** (Optional) Add **Agent Tags** (skills/language) **6.** Click **Save** to create the agent **7.** Click **View Agents → Calendar Icon** **8.** Set **Agent Status** (Available/Inactive) **9.** Select correct **Time Zone** **10.** Choose **Work Days** **11.** Set **Shift Timings** (add multiple slots if needed) **12.** Click **Save** to activate schedule [PreviousDepartment Schedule Overview](https://helpdocumentation.gitbook.io/user/crm-v2/departments/department-schedule-overview) [NextCreate the Chat Resolution Form](https://helpdocumentation.gitbook.io/user/crm-v2/departments/create-the-chat-resolution-form) Last updated 4 months ago Was this helpful? Was this helpful? --- # Department Setup & Management | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/crm-v2/departments/department-setup-and-management.md) . ### [](https://helpdocumentation.gitbook.io/user/crm-v2/departments/department-setup-and-management#departments-quick-overview) Departments — Quick Overview **1.** A **Department** helps organize chats based on teams like **Sales, Support, Operations**, etc. **2.** It ensures the **right chats go to the right team** instead of mixing everything together. **3.** Departments solve 3 main problems: * Proper **chat distribution** * **Shift & time** management * Clear **analytics & performance tracking** **4.** One business can create **multiple departments**. **5.** Each department can have **multiple agents** with different roles. **6.** Main Roles: * **Manager** → Can see and manage all chats of that department * **Chat Agent** → Can only see and reply to assigned chats **7.** Managers cannot access chats from **other departments**. **8.** A **Team Member** is the user account, while an **Agent** is the role assigned inside a department. **9.** One team member can be an **agent in multiple departments** with different roles. **10.** Departments help balance workload and avoid agent overload. **11.** Chat acceptance helps track **who officially handled the chat**. **12.** Team member limits depend on your account’s allowed capacity [PreviousDepartments](https://helpdocumentation.gitbook.io/user/crm-v2/departments) [NextHow to Create Department](https://helpdocumentation.gitbook.io/user/crm-v2/departments/how-to-create-department) Last updated 4 months ago Was this helpful? Was this helpful? --- # Departments | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/crm-v2/departments.md) . [Department Setup & Management](https://helpdocumentation.gitbook.io/user/crm-v2/departments/department-setup-and-management) [How to Create Department](https://helpdocumentation.gitbook.io/user/crm-v2/departments/how-to-create-department) [Department Strategies Overview](https://helpdocumentation.gitbook.io/user/crm-v2/departments/department-strategies-overview) [Department Schedule Overview](https://helpdocumentation.gitbook.io/user/crm-v2/departments/department-schedule-overview) [Agent Creation & Scheduling for Departments](https://helpdocumentation.gitbook.io/user/crm-v2/departments/agent-creation-and-scheduling-for-departments) [Create the Chat Resolution Form](https://helpdocumentation.gitbook.io/user/crm-v2/departments/create-the-chat-resolution-form) [PreviousCreate Team Members Or Chat Operators ?](https://helpdocumentation.gitbook.io/user/crm-v2/team-member/create-team-members-or-chat-operators) [NextDepartment Setup & Management](https://helpdocumentation.gitbook.io/user/crm-v2/departments/department-setup-and-management) Was this helpful? Was this helpful? --- # Create the Chat Resolution Form | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/crm-v2/departments/create-the-chat-resolution-form.md) . **1.** Go to **Menu → Departments** **2.** Click the **Chat Resolution Form Icon 3.** Enter **Form Header Text** (title shown to agents) **4.** Enter **Submission Button Text** (e.g., Resolve Chat) **5.** Enable **Mandatory Option** (if form must be filled before closing chat) **6.** Click **Add Fields** **7.** Choose Field Type: * Single Line Text * Multi-line Text * Number * Dropdown (Single/Multi Select) **8.** Enter **Field Label** (e.g., Issue Type) **9.** Add **Options / Placeholder / Help Text** **10.** Set field as **Required** if needed **11.** Preview the form → Click **Save Form** **12.** View submissions from **Chat Resolution Submissions** section [PreviousAgent Creation & Scheduling for Departments](https://helpdocumentation.gitbook.io/user/crm-v2/departments/agent-creation-and-scheduling-for-departments) [NextBoards](https://helpdocumentation.gitbook.io/user/crm-v2/boards) Last updated 4 months ago Was this helpful? Was this helpful? --- # Send a Rocket Campaign | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/send-a-rocket-campaign.md) . Follow these steps to send a Rocket Campaign: #### [](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/send-a-rocket-campaign#step-1-create-campaign) Step 1: Create Campaign 1. Go to **CRM → Bulk Campaign** 2. Click **Create New Campaign** 3. Select **Rocket Campaign** 4. Enter **Campaign Name** 5. Choose **Send Now** or **Schedule** #### [](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/send-a-rocket-campaign#step-2-upload-audience) Step 2: Upload Audience 1. Upload a **CSV file** with contact numbers 2. Select the **Recipient Number Column** 3. Map **Template Variables** (if required) > Note: Rocket Campaign only supports **CSV audience upload**, not CRM targeting. #### [](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/send-a-rocket-campaign#step-3-select-channels) Step 3: Select Channels 1. Choose **Upgraded WhatsApp Channels** 2. Click **Generate Message** #### [](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/send-a-rocket-campaign#step-4-configure-templates) Step 4: Configure Templates 1. Select a **Pre-approved Template** for each channel 2. Map **Header and Body Variables** correctly 3. Click **Generate Message Payload** #### [](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/send-a-rocket-campaign#step-5-contact-distribution) Step 5: Contact Distribution 1. Choose distribution method: * **Channel Level** – contacts divided across channels * **Channel + Template Level** – contacts divided across templates 1. Click **Distribute Contacts** #### [](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/send-a-rocket-campaign#step-6-final-step) Step 6: Final Step 1. Preview the campaign 2. Click **Save Campaign** 3. Click the **Rocket Icon** to start sending Your Rocket Campaign will now start sending messages across multiple channels for faster delivery. [PreviousOverview and Enable Rocket Campaign](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/whatsapp-campaign/overview-and-enable-rocket-campaign) [NextRCS Campaign](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/rcs-campaign) Last updated 3 months ago Was this helpful? Was this helpful? --- # Create and Send Interactive RCS Broadcast Campaigns | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/rcs-campaign/create-and-send-interactive-rcs-broadcast-campaigns.md) . #### [](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/rcs-campaign/create-and-send-interactive-rcs-broadcast-campaigns#importing-contacts) Importing Contacts 1. Ensure the **number column** in your CSV has the country code **without the plus sign**, and no spaces or dashes. Format it as a custom number format. 2. Create **custom fields** for any additional columns in your CSV file. 3. **Map the CSV headers** to the appropriate system fields or custom fields during import. #### [](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/rcs-campaign/create-and-send-interactive-rcs-broadcast-campaigns#sending-a-rcs-bulk-campaign) Sending a RCS Bulk Campaign **1.** Go to **CRM → Create New Campaign** → Select **RCS Campaign** **2.** Enter **Campaign Name** → Choose **Immediate / Scheduled** → **Next** **3.** Select **Audience (Segment + Conditions)** → **Next** **4.** Choose **RCS Channel** → Message Type **Regular** → Format **Interactive** **5.** Enter **Text Message** (max **60 characters**) **6.** Add **Buttons** (payload text appears to users; multiple allowed) **7.** (Optional) Save replies to **Super Fields** **8.** Click **Next** → **Save Campaign** → **Trigger Campaign** 🚀 ⚠️ Note: Interactive messages support **text + buttons only** [PreviousSend Carousel Message Type in RCS Bulk Campaigns](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/rcs-campaign/send-carousel-message-type-in-rcs-bulk-campaigns) [NextCheck RCS Bulk Campaign Delivery Reports](https://helpdocumentation.gitbook.io/user/crm-v2/campaigns/rcs-campaign/check-rcs-bulk-campaign-delivery-reports) Last updated 4 months ago Was this helpful? Was this helpful? --- # Department Schedule Overview | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/crm-v2/departments/department-schedule-overview.md) . ### [](https://helpdocumentation.gitbook.io/user/crm-v2/departments/department-schedule-overview#department-schedule-and-status) Department Schedule & Status **1.** Go to **Menu → Departments** **2.** Click the **Schedule Icon** of the department **3.** Set **Time Zone** (e.g., US, India, etc.) **4.** Select **Work Days** (Mon–Fri, etc.) **5.** Define **Working Hours** (Start & End time) **6.** Choose Apply Option: * Apply to **All Existing Members** * Apply to **New Members Only** **7.** Click **Save.** [PreviousDepartment Strategies Overview](https://helpdocumentation.gitbook.io/user/crm-v2/departments/department-strategies-overview) [NextAgent Creation & Scheduling for Departments](https://helpdocumentation.gitbook.io/user/crm-v2/departments/agent-creation-and-scheduling-for-departments) Last updated 4 months ago Was this helpful? Was this helpful? --- # How to Create Department | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/crm-v2/departments/how-to-create-department.md) . ### [](https://helpdocumentation.gitbook.io/user/crm-v2/departments/how-to-create-department#create-a-department) Create a Department **1.** Go to **Menu → Departments → Departments** **2.** Click **Add New Department** **3.** Enter **Department Name** (e.g., Operations) **4.** Add a **Description** to define its purpose **5.** Add **Keywords** (e.g., Help, Support) for automation triggers **6.** (Optional) Set as **Default Department** **7.** Configure **Access Permissions** (status update / schedule control) **8.** Click **Save** #### [](https://helpdocumentation.gitbook.io/user/crm-v2/departments/how-to-create-department#after-creating-a-department) **After Creating a Department** **9.** Assign **Team Members** **10.** Route chats automatically or manually **11.** Manage conversations with better structure **12.** Track performance & reporting easily 👍. [PreviousDepartment Setup & Management](https://helpdocumentation.gitbook.io/user/crm-v2/departments/department-setup-and-management) [NextDepartment Strategies Overview](https://helpdocumentation.gitbook.io/user/crm-v2/departments/department-strategies-overview) Last updated 4 months ago Was this helpful? Was this helpful? --- # Run a Drip Campaign and Update it in Boards | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/crm-v2/boards/run-a-drip-campaign-and-update-it-in-boards.md) . #### [](https://helpdocumentation.gitbook.io/user/crm-v2/boards/run-a-drip-campaign-and-update-it-in-boards#step-1-create-a-workflow) Step 1: Create a Workflow 1. Go to **Automations → Workflow** 2. Click **Create Flow** (or open an existing one) 3. Add a **Custom Webhook** 4. Copy the **Webhook URL** 5. Click **Save Workflow** and **Enable** it #### [](https://helpdocumentation.gitbook.io/user/crm-v2/boards/run-a-drip-campaign-and-update-it-in-boards#step-2-create-crm-trigger) Step 2: Create CRM Trigger 1. Go to **CRM → Triggers** 2. Click **Add New Trigger** 3. Paste the copied **Webhook URL** 4. Set Trigger When: **Contact Created or Edited** 5. Choose: **Any of Selected Field Updated** 6. Select your **Super Field** (e.g., Sales Funnel Stage) 7. Save / Update Trigger Now, whenever that super field (lead stage) is updated, the workflow will trigger automatically. #### [](https://helpdocumentation.gitbook.io/user/crm-v2/boards/run-a-drip-campaign-and-update-it-in-boards#step-3-capture-and-test-data) Step 3: Capture & Test Data * Activate **Capture Incoming Webhook Data** * Update a lead stage in the board (e.g., move from New → Scheduled Visit) * Check workflow to confirm data is received #### [](https://helpdocumentation.gitbook.io/user/crm-v2/boards/run-a-drip-campaign-and-update-it-in-boards#step-4-create-stage-based-filters) Step 4: Create Stage-Based Filters Add a **Router** and create filters for each stage: * New * Scheduled Visit * Visit Done * Won **Make sure the stage name matches exactly (case-sensitive) with the board column name.** #### [](https://helpdocumentation.gitbook.io/user/crm-v2/boards/run-a-drip-campaign-and-update-it-in-boards#step-5-send-template-messages) Step 5: Send Template Messages For each stage: 1. Add **Send Template Message (CRM Block)** 2. Select the WhatsApp channel 3. Map: WhatsApp Number (Identifier) 4. Select the appropriate template (e.g., Booking Reminder) 5. Click **Run & Save** The router ensures the correct message is sent based on the lead stage. #### [](https://helpdocumentation.gitbook.io/user/crm-v2/boards/run-a-drip-campaign-and-update-it-in-boards#step-6-add-nurturing-optional) Step 6: Add Nurturing (Optional) If the lead does not respond: 1. Add a **Delay Block** (e.g., 24 hours) 2. Add **Get Single Custom Field** 3. Check if stage is still the same 4. If yes → Send follow-up template again You can repeat this for 2–7 days nurturing sequence. #### [](https://helpdocumentation.gitbook.io/user/crm-v2/boards/run-a-drip-campaign-and-update-it-in-boards#step-7-auto-stage-change-via-buttons) Step 7: Auto Stage Change via Buttons If your template has buttons (e.g., _Book Visit_): * Clicking the button can automatically update the lead stage * The next stage’s drip flow will trigger automatically #### [](https://helpdocumentation.gitbook.io/user/crm-v2/boards/run-a-drip-campaign-and-update-it-in-boards#step-8-duplicate-for-other-stages) Step 8: Duplicate for Other Stages To save time: * Copy existing blocks * Change the stage value * Select the correct template [PreviousCreate and Manage Cards](https://helpdocumentation.gitbook.io/user/crm-v2/boards/create-and-manage-cards) [NextCrm Triggers](https://helpdocumentation.gitbook.io/user/crm-v2/crm-triggers) Last updated 4 months ago Was this helpful? Was this helpful? --- # Create and Manage Cards | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/crm-v2/boards/create-and-manage-cards.md) . A **Card** represents a single lead, task, or deal inside your CRM board. It moves across different stages like **New → Scheduled Visit → Visit Done → Won**. #### [](https://helpdocumentation.gitbook.io/user/crm-v2/boards/create-and-manage-cards#step-1-create-a-card-layout) Step 1: Create a Card Layout 1. After creating stages, click **Go to Card**. 2. Remove the sample text. 3. Add required **Super Fields** (lead details), such as: * First Name * Last Name * WhatsApp Number * Budget * Property Type 4. Use the **\+ icon → Text** to add fields. 5. Use **\+ icon → Buttons** to add actions like: * **Open Chat** * **Move Chat** You can customize button size, color, and card design. #### [](https://helpdocumentation.gitbook.io/user/crm-v2/boards/create-and-manage-cards#step-2-add-filters-optional) Step 2: Add Filters (Optional) * Go to **Filters** * Add conditions for qualified leads (if required) * Click **Create Board** #### [](https://helpdocumentation.gitbook.io/user/crm-v2/boards/create-and-manage-cards#step-3-add-contact-to-board) Step 3: Add Contact to Board 1. Go to **CRM → Contacts** 2. Open a contact and update the required super fields 3. Save changes 4. Open the board to view the contact as a card ### [](https://helpdocumentation.gitbook.io/user/crm-v2/boards/create-and-manage-cards#step-4-update-lead-details) Step 4: Update Lead Details * Click on the variable (Super Field) inside the card * Enter values (e.g., Budget: 50 Lakh) * Save and refresh to see updated data #### [](https://helpdocumentation.gitbook.io/user/crm-v2/boards/create-and-manage-cards#step-5-move-leads-between-stages) Step 5: Move Leads Between Stages You can: * **Drag & drop** the card to the next stage * Or use the **Move Chat** button to select the desired column You can also click **Open Chat** to directly start conversation with the lead. That’s how you create, customize, and manage cards inside a CRM board to track leads efficiently. [PreviousCreating a Board](https://helpdocumentation.gitbook.io/user/crm-v2/boards/creating-a-board) [NextRun a Drip Campaign and Update it in Boards](https://helpdocumentation.gitbook.io/user/crm-v2/boards/run-a-drip-campaign-and-update-it-in-boards) Last updated 4 months ago Was this helpful? Was this helpful? --- # Instagram ChatBot | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/bot-builder/instagram-chatbot.md) . [New Message Trigger Works For Instagram](https://helpdocumentation.gitbook.io/user/bot-builder/instagram-chatbot/new-message-trigger-works-for-instagram) [Create Instagram Message Match Keyword Bot ?](https://helpdocumentation.gitbook.io/user/bot-builder/instagram-chatbot/create-instagram-message-match-keyword-bot) [Check If Someone Follows You on Instagram](https://helpdocumentation.gitbook.io/user/bot-builder/instagram-chatbot/check-if-someone-follows-you-on-instagram) [Run Instagram DM Chatbot For Instagram Click To DM Ads](https://helpdocumentation.gitbook.io/user/bot-builder/instagram-chatbot/run-instagram-dm-chatbot-for-instagram-click-to-dm-ads) [PreviousWhatsApp Conversions API Setup](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/whatsapp-conversions-api-setup) [NextNew Message Trigger Works For Instagram](https://helpdocumentation.gitbook.io/user/bot-builder/instagram-chatbot/new-message-trigger-works-for-instagram) Was this helpful? Was this helpful? --- # Facebook ChatBot | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/bot-builder/facebook-chatbot.md) . [How to Create Chat Bot for your Facebook Page ?](https://helpdocumentation.gitbook.io/user/bot-builder/facebook-chatbot/how-to-create-chat-bot-for-your-facebook-page) [How To Create A Facebook Comment Bot or Automation ?](https://helpdocumentation.gitbook.io/user/bot-builder/facebook-chatbot/how-to-create-a-facebook-comment-bot-or-automation) [PreviousRun Instagram DM Chatbot For Instagram Click To DM Ads](https://helpdocumentation.gitbook.io/user/bot-builder/instagram-chatbot/run-instagram-dm-chatbot-for-instagram-click-to-dm-ads) [NextHow to Create Chat Bot for your Facebook Page ?](https://helpdocumentation.gitbook.io/user/bot-builder/facebook-chatbot/how-to-create-chat-bot-for-your-facebook-page) Was this helpful? Was this helpful? --- # Lock or Unlock Botflow and Automations? | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/bot-builder/lock-or-unlock-botflow-and-automations.md) . #### [](https://helpdocumentation.gitbook.io/user/bot-builder/lock-or-unlock-botflow-and-automations#lock-a-bot-flow) Lock a Bot Flow 1. Go to your **Bot Flow / Workflow** section 2. In the **Actions** column, click the **three dots (⋮)** 3. Select **Lock Workflow** 4. Enter any **Email ID** (it does not need to be linked to the account) 5. Click to receive **OTP** 6. Open the email inbox and copy the OTP 7. Paste the OTP and click **Verify OTP** The flow is now successfully locked. #### [](https://helpdocumentation.gitbook.io/user/bot-builder/lock-or-unlock-botflow-and-automations#unlock-a-bot-flow) Unlock a Bot Flow 1. Click on **Unlock Bot Flow** 2. Enter the **same Email ID** 3. Receive the **OTP** 4. Paste the OTP and click **Verify OTP** ️ Note: The OTP is valid for **5 minutes only**. Once verified, the flow will be unlocked and accessible again. [PreviousIf Deleted by Mistake How To Connect A String Again](https://helpdocumentation.gitbook.io/user/bot-builder/if-deleted-by-mistake-how-to-connect-a-string-again) [NextCheck Errors With The Bot Flow](https://helpdocumentation.gitbook.io/user/bot-builder/check-errors-with-the-bot-flow) Last updated 4 months ago Was this helpful? Was this helpful? --- # Smart Wait Block | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/bot-builder/smart-wait-block.md) . The **Smart Wait Block** helps your bot create more natural and human-like conversations. Instead of sending multiple messages continuously, this block pauses the flow and waits for the user’s input before proceeding. This prevents the automation from feeling robotic and allows the conversation to progress based on the user's response. #### [](https://helpdocumentation.gitbook.io/user/bot-builder/smart-wait-block#how-to-use-the-smart-wait-block) How to Use the Smart Wait Block 1. Open your **Chat Flow**. 2. Click **Add Node**. 3. Go to **Native Tools**. 4. Select **Smart Wait**. #### [](https://helpdocumentation.gitbook.io/user/bot-builder/smart-wait-block#configure-the-smart-wait-settings) Configure the Smart Wait Settings **1\. Exit Keywords** Define keywords that allow users to exit the waiting state manually. For example: `cancel`, `stop`, `exit`. If the user sends any of these keywords, the bot will immediately exit the Smart Wait block and move to the defined exit path. **2\. Answer Type** Choose how the bot should accept responses: * **Single Reply** – Accepts one response. * **Multiple Reply** – Allows multiple responses from the user. **3\. Save Response** You can store the user's reply in a **Super Field or B Field** that you created earlier. If the field does not exist, you can create a new one directly from the field manager. **4\. Expected Answer Type (Validation)** Define what type of response the bot should accept. For example: * Text * Image * Other supported message formats **5\. Retry Message** If the user provides an invalid response, this message will be sent. Example: _“Please enter a valid reply.”_ **6\. Validation Attempts** Set how many times the user can retry before the flow moves forward. **7\. Response Waiting Time** Define how long the system should wait for the user's reply. You can configure the time in **minutes or hours**, depending on your requirement. #### [](https://helpdocumentation.gitbook.io/user/bot-builder/smart-wait-block#save-the-configuration) Save the Configuration After configuring the settings, click **Save**. The **Smart Wait Block** acts as a conversation control system, ensuring that the bot waits for valid user input and maintains a smooth and natural chat experience. [PreviousCheck Errors With The Bot Flow](https://helpdocumentation.gitbook.io/user/bot-builder/check-errors-with-the-bot-flow) [NextWorking Hours Block](https://helpdocumentation.gitbook.io/user/bot-builder/working-hours-block) Last updated 3 months ago Was this helpful? Was this helpful? --- # Check Errors With The Bot Flow | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/bot-builder/check-errors-with-the-bot-flow.md) . ### [](https://helpdocumentation.gitbook.io/user/bot-builder/check-errors-with-the-bot-flow#how-to-check-error-logs) How to Check Error Logs #### [](https://helpdocumentation.gitbook.io/user/bot-builder/check-errors-with-the-bot-flow#method-1-inside-bot-builder) Method 1: Inside Bot Builder 1. Go to **Bot Builder**. 2. Open the relevant **Bot Flow**. 3. Click on the **Error Log Icon**. 4. Review the details: * Step where error occurred * Node ID * Error description 5. Navigate to the mentioned step and fix the issue. 6. Save the flow. **Example:** If the error says button title missing, go to that step and add the required button titles. #### [](https://helpdocumentation.gitbook.io/user/bot-builder/check-errors-with-the-bot-flow#method-2-from-bot-flow-list) Method 2: From Bot Flow List 1. Go to the relevant **Bot Flow**. 2. Click the **Error Log Icon**. 3. View: * Date & Time * User number * Step ID * Error description 4. Click the **Step ID** to directly open the affected node. **Note:** If the bot has stopped working or is not functioning properly, reviewing the error log is essential to identify and fix the issues. [PreviousLock or Unlock Botflow and Automations?](https://helpdocumentation.gitbook.io/user/bot-builder/lock-or-unlock-botflow-and-automations) [NextSmart Wait Block](https://helpdocumentation.gitbook.io/user/bot-builder/smart-wait-block) Last updated 4 months ago Was this helpful? Was this helpful? --- # Check If Someone Follows You on Instagram | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/bot-builder/instagram-chatbot/check-if-someone-follows-you-on-instagram.md) . * Start by setting the bot to trigger when a comment is received on a specific post, using keywords like “offers” to activate the process. * Add a block to automatically reply under the user’s comment and include a button (e.g., “more details”) for further interaction. * Use a “check if follower” block to determine if the user follows your account before sending offer details. * Followers receive the offer information directly; non-followers get a prompt to follow, and once they do, they also receive the offer details automatically. This automation ensures only followers get access to special offers and encourages non-followers to connect before receiving more information, streamlining engagement and rewards. [PreviousCreate Instagram Message Match Keyword Bot ?](https://helpdocumentation.gitbook.io/user/bot-builder/instagram-chatbot/create-instagram-message-match-keyword-bot) [NextRun Instagram DM Chatbot For Instagram Click To DM Ads](https://helpdocumentation.gitbook.io/user/bot-builder/instagram-chatbot/run-instagram-dm-chatbot-for-instagram-click-to-dm-ads) Last updated 4 months ago Was this helpful? Was this helpful? --- # New Message Trigger Works For Instagram | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/bot-builder/instagram-chatbot/new-message-trigger-works-for-instagram.md) . * Start by creating a trigger for “new message received” on Instagram chatbot, selecting the appropriate channel. * Add interactive question blocks with service or contact options, followed by specific service choices like WhatsApp API or AI automation. * Once a user makes a selection, the bot collects their name and phone number using mapped super fields. * The system then sends a template message via WhatsApp, populating details with collected user information, and finishes with a thank-you message. This workflow ensures every new DM on Instagram is answered with tailored service options, collects essential customer details, and confirms via WhatsApp for seamless client engagement. [PreviousInstagram ChatBot](https://helpdocumentation.gitbook.io/user/bot-builder/instagram-chatbot) [NextCreate Instagram Message Match Keyword Bot ?](https://helpdocumentation.gitbook.io/user/bot-builder/instagram-chatbot/create-instagram-message-match-keyword-bot) Last updated 4 months ago Was this helpful? Was this helpful? --- # How To Create A Facebook Comment Bot or Automation ? | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/bot-builder/facebook-chatbot/how-to-create-a-facebook-comment-bot-or-automation.md) . To create a comment automation for a specific post on your Facebook page, follow these steps: **1.** Open your **Facebook Page → Meta Business Suite** **2.** Go to **Content → Posts & Stories** → Copy the **Post ID** (3 dots menu) **3.** Go to **Chatbot → Create Botflow** **4.** Add **Trigger → Facebook Page Chatbot → When Comment is Received** **5.** Select **Facebook Channel** → Paste the **Post ID 6.** Choose Trigger Type * Top-level comment or * All comments * Add conditions if required → **Save** **7.** Configure Actions * Add **Reply as Comment** (e.g., “Hi, check your DM”) * Add **Direct Message (DM)** content **8.** Click **Save Workflow** → **Enable Bot** 🚀 [PreviousHow to Create Chat Bot for your Facebook Page ?](https://helpdocumentation.gitbook.io/user/bot-builder/facebook-chatbot/how-to-create-chat-bot-for-your-facebook-page) [NextIf Deleted by Mistake How To Connect A String Again](https://helpdocumentation.gitbook.io/user/bot-builder/if-deleted-by-mistake-how-to-connect-a-string-again) Last updated 4 months ago Was this helpful? Was this helpful? --- # Save Variable Value Block | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/bot-builder/save-variable-value-block.md) . The **Save Variable Value Block** is used to store data during a conversation. Unlike message blocks, this block does not send any message to the user. Instead, it manages and stores information behind the scenes, making your automation more intelligent and data-driven. #### [](https://helpdocumentation.gitbook.io/user/bot-builder/save-variable-value-block#how-to-use-the-save-variable-value-block) How to Use the Save Variable Value Block 1. Open your **Chat Flow**. 2. Click **Add Node**. 3. Go to **Native Tools**. 4. Select **Save Variable Value**. #### [](https://helpdocumentation.gitbook.io/user/bot-builder/save-variable-value-block#configure-the-block) Configure the Block **1\. Select Field** Choose where you want to store the value. You can select either: * **Super Field (Custom Field)** * **Bot Field** **Super Fields (Custom Fields)** These are **permanent fields** stored in the user's profile. They can be used to save information such as: * Lead source * User budget * Selected plan * Email address * Chat name **Bot Fields (B Fields)** These are **temporary fields** that exist only during the current session or flow. They are commonly used for: * Temporary values * Step counters * Calculated discounts * Intermediate data used during automation Once the session ends, **Bot Field values may reset**. **2\. Text Source** This defines what data should be stored in the selected field. For example: * If the user typed a response, choose **Last Text Input**. * If the user clicked a button option, choose **Last Button Title**. This ensures the correct user input is captured and stored. #### [](https://helpdocumentation.gitbook.io/user/bot-builder/save-variable-value-block#save-the-configuration) Save the Configuration After selecting the field and the data source, click **Save**. The **Save Variable Value Block** helps store important user information during conversations, enabling smarter automation and personalized interactions. [PreviousWorking Hours Block](https://helpdocumentation.gitbook.io/user/bot-builder/working-hours-block) [NextStay in Session Block](https://helpdocumentation.gitbook.io/user/bot-builder/stay-in-session-block) Last updated 3 months ago Was this helpful? Was this helpful? --- # Working Hours Block | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/bot-builder/working-hours-block.md) . The **Working Hours Block** inside **Native Tools** allows you to control when your automation should run. This is especially useful for businesses that operate within specific support or sales hours. Instead of responding to users 24/7, you can configure the bot to operate only during your business hours. This helps manage customer expectations and ensures your team responds during actual operational hours. #### [](https://helpdocumentation.gitbook.io/user/bot-builder/working-hours-block#how-to-use-the-working-hours-block) How to Use the Working Hours Block 1. Open your **Chat Flow**. 2. Click **Add Node**. 3. Go to **Native Tools**. 4. Select **Working Hours**. #### [](https://helpdocumentation.gitbook.io/user/bot-builder/working-hours-block#configure-working-hours-settings) Configure Working Hours Settings **1\. Office Hours** Define the exact time range when your business is active. For example: **9:00 AM to 5:00 PM**. You can also add **multiple time slots**. This is useful if your business has: * Lunch breaks * Split shifts * Different service windows Example: * 9:00 AM – 1:00 PM * 2:00 PM – 7:00 PM **2\. Time Zone** Select the correct time zone for your business. For example, businesses operating in India should choose **Asia/Kolkata**. Setting the correct time zone ensures automation runs at the right time. **3\. Working Days** Choose the days when your business operates. For example: * Monday to Friday * Monday to Saturday * Weekends (if applicable) If a user sends a message outside your working hours or on a non-working day, the system can automatically send a message informing them that the team will respond during the next working period. #### [](https://helpdocumentation.gitbook.io/user/bot-builder/working-hours-block#save-the-configuration) Save the Configuration After configuring the office hours, time zone, and working days, click **Save**. The **Working Hours Block** helps you manage automation timing effectively while maintaining a structured and professional customer experience. [PreviousSmart Wait Block](https://helpdocumentation.gitbook.io/user/bot-builder/smart-wait-block) [NextSave Variable Value Block](https://helpdocumentation.gitbook.io/user/bot-builder/save-variable-value-block) Last updated 3 months ago Was this helpful? Was this helpful? --- # Run Instagram DM Chatbot For Instagram Click To DM Ads | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/bot-builder/instagram-chatbot/run-instagram-dm-chatbot-for-instagram-click-to-dm-ads.md) . * Begin by selecting the Instagram chatbot and choosing the DM trigger option in your bot platform. * Choose your Instagram channel and enter your Meta Ads ID, which can be copied from the Ads Manager under your campaign’s three-dot menu. * After adding your Ads ID, click save and then customize your chatbot flow with blocks like send text, ask questions, or any campaign-specific actions. This setup ensures that anyone who responds to your Instagram ad with a DM will automatically start the chosen chatbot flow, providing immediate engagement and streamlined campaign handling. [PreviousCheck If Someone Follows You on Instagram](https://helpdocumentation.gitbook.io/user/bot-builder/instagram-chatbot/check-if-someone-follows-you-on-instagram) [NextFacebook ChatBot](https://helpdocumentation.gitbook.io/user/bot-builder/facebook-chatbot) Last updated 4 months ago Was this helpful? Was this helpful? --- # If Deleted by Mistake How To Connect A String Again | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/bot-builder/if-deleted-by-mistake-how-to-connect-a-string-again.md) . #### [](https://helpdocumentation.gitbook.io/user/bot-builder/if-deleted-by-mistake-how-to-connect-a-string-again#how-to-reconnect-the-flow) How to Reconnect the Flow 1. Open the relevant **Bot Flow** in the Bot Builder. 2. Identify the two blocks that were previously connected. 3. Locate the small **connector circle** (output point) on the edge of the first block. 4. Click and **drag the connector** to the second block. 5. Release to reconnect the flow. Once reconnected, the string will be restored and the bot flow will function properly again. If your bot stops responding unexpectedly, always check for broken or missing connections in the flow. [PreviousHow To Create A Facebook Comment Bot or Automation ?](https://helpdocumentation.gitbook.io/user/bot-builder/facebook-chatbot/how-to-create-a-facebook-comment-bot-or-automation) [NextLock or Unlock Botflow and Automations?](https://helpdocumentation.gitbook.io/user/bot-builder/lock-or-unlock-botflow-and-automations) Last updated 4 months ago Was this helpful? Was this helpful? --- # Stay in Session Block | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/bot-builder/stay-in-session-block.md) . The **Stay in Session Block** is used to keep the conversation active within the automation. Unlike other blocks, it does not send messages, collect data, or route the user to another step. Instead, it ensures that the current session remains open so the user can continue interacting with the bot. Normally, once a flow is completed, the session may end or expire. By using the **Stay in Session Block**, you instruct the system to keep the conversation active and allow further interaction without restarting the automation. #### [](https://helpdocumentation.gitbook.io/user/bot-builder/stay-in-session-block#how-to-use-the-stay-in-session-block) How to Use the Stay in Session Block 1. Open your **Chat Flow**. 2. Click **Add Node**. 3. Go to **Native Tools**. 4. Select **Stay in Session**. Once added, the block will automatically keep the conversation session active. #### [](https://helpdocumentation.gitbook.io/user/bot-builder/stay-in-session-block#why-use-the-stay-in-session-block) Why Use the Stay in Session Block This block is useful in scenarios where you want the user to continue interacting with the automation after completing a flow. For example: * A user checks **pricing details** and may want to ask additional questions. * A user selects a **service** and might explore other options. * You want the user to **trigger other keywords** without restarting the flow. #### [](https://helpdocumentation.gitbook.io/user/bot-builder/stay-in-session-block#common-use-cases) Common Use Cases You can use the **Stay in Session Block** when: * You expect **follow-up questions** from users. * You are building **conversational funnels**. * You want **ongoing engagement** within the chat. * You do not want the automation to terminate after completing a flow. The **Stay in Session Block** helps maintain continuity in conversations and ensures a smoother, more natural automation experience. [PreviousSave Variable Value Block](https://helpdocumentation.gitbook.io/user/bot-builder/save-variable-value-block) [NextPause Automation Block](https://helpdocumentation.gitbook.io/user/bot-builder/pause-automation-block) Last updated 3 months ago Was this helpful? Was this helpful? --- # How to Recover Abandoned Carts In Shopify By Sending WhatsApp Follow up Message ? | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/automations-builder/how-to-recover-abandoned-carts-in-shopify-by-sending-whatsapp-follow-up-message.md) . 1. Navigate to **Settings > Apps and Sales Channels > Develop Apps**. Click on **Create App**. 2. Fill in the **app name**. Under admin API Scopes, search for **ABA,** within orders, select **read orders**, and then click **save**. 3. **Install** the app and **reveal the token**. 4. Proceed to **Automation Builder** and add a trigger by searching for **Shopify > Shopify Abandoned Cart > Abandoned Cart Create New**. 5. **Authenticate** by providing a label, your **Shopify domain**, and the **access token**. 6. **Generate a hook**, save the sample data, and proceed to attach a template. 7. **Create a template** with your custom message and the checkout URL included. 8. Add a **CRM Send Template Message** block. Here, select the desired channel, the template you've created, and use the WhatsApp number from the shipping address. 9. Utilize the **parse function** to format the phone number appropriately and select the **checkout URL** from the abandoned checkout URL options. 10. **Save** your workflow and **enable** it to start recovering abandoned carts automatically on Shopify. [PreviousHow To Send Tracking link To Customers In WhatsApp And Collect Feedback For Shopify Orders ?](https://helpdocumentation.gitbook.io/user/automations-builder/how-to-send-tracking-link-to-customers-in-whatsapp-and-collect-feedback-for-shopify-orders) [NextDatastore](https://helpdocumentation.gitbook.io/user/automations-builder/datastore) Last updated 2 years ago Was this helpful? Was this helpful? --- # Use Splitter Block to distribute Chats to Agents | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/bot-builder/use-splitter-block-to-distribute-chats-to-agents.md) . Steps: 1. Go to **Chat Flow** and create a new chatbot flow. 2. Set up the chatbot trigger: * Select **WhatsApp Chatbot** * Choose **Hot Keyword** * Select your WhatsApp channel * Add the required keyword/condition and save. 3. Add an **Ask Question Block** to collect user details (for example, user's name). 4. To distribute conversations automatically, add a new node: * Go to **Add Automation App** * Select **Splitter** 5. Configure the Splitter: * Create multiple routes based on the number of agents. * Set the percentage distribution for each route. * Example: For 2 agents → 50% each route. 6. Assign agents to each splitter route: * Add **Native Tool** * Select **Assign to Agent** * Choose the required team member. * Repeat the same for other routes. 7. Save the workflow and enable it. Once active, new conversations will automatically be distributed among selected agents based on the percentage configured in the Splitter. You can create multiple routes and divide conversations equally (example: 4 agents → 25% each) to balance workload automatically. [PreviousTyping Indicator](https://helpdocumentation.gitbook.io/user/bot-builder/typing-indicator) [NextAutomations Builder](https://helpdocumentation.gitbook.io/user/automations-builder) Last updated 3 hours ago Was this helpful? Was this helpful? --- # How To Create Drip Campaigns ? | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/automations-builder/how-to-create-drip-campaigns.md) . 1. Go to the CRM and create a custom field named **"lead stage."** 2. In the **Automations Builder**, create a workflow triggered by the update of the **"lead stage"** custom field. 3. Capture the incoming webhook data by updating the **"lead stage"** custom field in the CRM. 4. Add a basic router to create different branches for **hot and cold leads** based on the updated value of the **"lead stage"** custom field. 5. Send **WhatsApp template messages** with personalized variables and buttons for each branch. 6. Add **delays** between messages to create a drip campaign. 7. **Save and enable** the workflow to start the drip campaign. 8. You can create multiple drip campaign automation flows for different custom fields or triggers in the CRM. [PreviousTrigger Workflow Via Inbound Workflow Or Send WhatsApp Messages Via Inbound Webhook Trigger](https://helpdocumentation.gitbook.io/user/automations-builder/trigger-workflow-via-inbound-workflow-or-send-whatsapp-messages-via-inbound-webhook-trigger) [NextHow To Trigger Automations Flow Or Send WhatsApp Messages From Google Sheet Particular Column Change](https://helpdocumentation.gitbook.io/user/automations-builder/how-to-trigger-automations-flow-or-send-whatsapp-messages-from-google-sheet-particular-column-change) Last updated 2 years ago Was this helpful? Was this helpful? --- # How To Trigger Automations Flow Or Send WhatsApp Messages From Google Sheet Particular Column Change | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/automations-builder/how-to-trigger-automations-flow-or-send-whatsapp-messages-from-google-sheet-particular-column-change.md) . 1. Create a Google Sheet and name it. 2. Enter data into the Google Sheet. 3. Navigate to **Extensions > App Script > Untitled project**. 4. Replace the monitored column and automation webhook URL in the script with your values. Script: [https://docs.google.com/document/d/1ECWZucWLUa4CcjJFORDkYRDHkwpgzDFQHBeDWo-MQhI/edit?tab=t.0](https://docs.google.com/document/d/1ECWZucWLUa4CcjJFORDkYRDHkwpgzDFQHBeDWo-MQhI/edit?tab=t.0) * To find the automation webhook URL: 1. Create a workflow in Automation Builder. 2. Select **Webhook > Custom Webhook**. 3. Copy the webhook URL. * Set the monitored column to the column number you wish to trigger the automation for. 1. Save the script. 2. Enter some dummy data in the Google Sheet. 3. In the script editor: * Go to **Triggers > Add trigger**. * Select **onEdit** for the function to run on edit. * Choose your Gmail ID. * Click on **Advanced > Go to the app script name** to allow access. 4. Click on **Editor > Capture incoming webhook** to test the script. 5. Update the monitored column in the Google Sheet and verify if the data is received in the Automation Builder. 6. Implement further integrations such as time delays, WhatsApp messages, etc., based on the column change. [PreviousHow To Create Drip Campaigns ?](https://helpdocumentation.gitbook.io/user/automations-builder/how-to-create-drip-campaigns) [NextHow To Trigger Automations Flow Or WhatsApp Messages For All Or Selected Rows in Google Sheet ?](https://helpdocumentation.gitbook.io/user/automations-builder/how-to-trigger-automations-flow-or-whatsapp-messages-for-all-or-selected-rows-in-google-sheet) Last updated 11 months ago Was this helpful? Was this helpful? --- # Automation Apps / Blocks | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/automation-apps-blocks.md) . [Workflow Counter](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/workflow-counter) [Splitter Block](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/splitter-block) [Slice And Parse Function](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/slice-and-parse-function) [Text Block](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/text-block) [Date-Time Formatter](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/date-time-formatter) [Time Delay Block](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/time-delay-block) [Calculator Block](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/calculator-block) [Random Number Generator Block](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/random-number-generator-block) [Basic Iterator](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/basic-iterator) [PreviousHow to Send Birthday And Anniversary Greetings Via WhatsApp?](https://helpdocumentation.gitbook.io/user/automations-builder/how-to-send-birthday-and-anniversary-greetings-via-whatsapp) [NextWorkflow Counter](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/workflow-counter) Was this helpful? Was this helpful? --- # Splitter Block | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/splitter-block.md) . The splitter feature allows for **variation in responses** to **prevent repetitive messages**. * It works by **assigning probabilities** to different "roots" or response options. * The bot will randomly select a root based on the specified probabilities. **Example:** Three roots are created with probabilities of 50%, 20%, and 30%. Each root has a different text message associated with it. When the same keyword is used, the bot will choose one of the three roots and send the corresponding text message. This helps to create a more natural and human-like interaction with the bot. [PreviousWorkflow Counter](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/workflow-counter) [NextSlice And Parse Function](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/slice-and-parse-function) Last updated 4 months ago Was this helpful? Was this helpful? --- # How to Create Chat Bot for your Facebook Page ? | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/bot-builder/facebook-chatbot/how-to-create-chat-bot-for-your-facebook-page.md) . To create a Facebook page messenger bot: **1.** Go to **Menu → Chatbot** → Click **Create Bot flow** **2.** Enter **Bot flow Name** → Click **+** to add Trigger **3.** Select **Facebook Page Chatbot** → Choose **Keyword / New Message Received** **4.** Select your **Facebook Channel** → **Save Trigger 5.** Add **Send Message Node** * Write welcome text (e.g., _Hi, hope you are doing well_) **6.** Add **Question Block → Interactive Message** * Add buttons (e.g., **Contact Sales**, **Contact Support**) **7.** Add Action Nodes * Button 1 → Send message (e.g., _Test One_) * Button 2 → Send message (e.g., _Test Two_) **8.** Click **Save Workflow** → **Enable Bot** → Test in Messenger [PreviousFacebook ChatBot](https://helpdocumentation.gitbook.io/user/bot-builder/facebook-chatbot) [NextHow To Create A Facebook Comment Bot or Automation ?](https://helpdocumentation.gitbook.io/user/bot-builder/facebook-chatbot/how-to-create-a-facebook-comment-bot-or-automation) Last updated 4 months ago Was this helpful? Was this helpful? --- # How to Send WhatsApp Message To Customer when New Order is Received in Shopify ? | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/automations-builder/how-to-send-whatsapp-message-to-customer-when-new-order-is-received-in-shopify.md) . To receive Shopify order notifications on WhatsApp, follow these steps: 1. **Create a Webhook in Automation Builder** * Go to Automation Builder and create a new webhook. * Choose a custom webhook trigger and give it a title. 2. **Add webhook in shopify** * Go to **setting>Notifications**, scroll down, and click on **create webhook.** * Set the event to **"Order Creation",** the format to **"JSON"**, and the url to **webhook url.** * Select appropriate API Version and save the webhook. 1. **Capture Incoming Webhook Data** * In Automation Builder, click on "Capture Incoming Webhook" and then place an order from Shopify. * The data received from Shopify will be displayed in Automation Builder. 2. **Send whatsapp notification** * Open your Automation Builder and add a CRM block to your workflow. * Within the CRM block, choose the "Send Template Message" option. * Select the template you wish to use for the order notification. * Enter the recipient's WhatsApp number and define the body of the message by using the variables captured from the Shopify order data. * Save your changes and make sure the workflow is enabled. This setup will ensure that whenever a new order is placed on Shopify, a notification will be sent directly to the provided WhatsApp number, keeping you updated in real-time. [PreviousHow To Trigger Automations Flow Or WhatsApp Messages For All Or Selected Rows in Google Sheet ?](https://helpdocumentation.gitbook.io/user/automations-builder/how-to-trigger-automations-flow-or-whatsapp-messages-for-all-or-selected-rows-in-google-sheet) [NextHow To Send Tracking link To Customers In WhatsApp And Collect Feedback For Shopify Orders ?](https://helpdocumentation.gitbook.io/user/automations-builder/how-to-send-tracking-link-to-customers-in-whatsapp-and-collect-feedback-for-shopify-orders) Last updated 2 years ago Was this helpful? Was this helpful? --- # Trigger Workflow Via Inbound Workflow Or Send WhatsApp Messages Via Inbound Webhook Trigger | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/automations-builder/trigger-workflow-via-inbound-workflow-or-send-whatsapp-messages-via-inbound-webhook-trigger.md) . 1. Go to **Automation Builder → Workflow** 2. Click **Create Workflow** 3. Give your workflow a name 4. Click **\+ → Webhook → Custom Webhook** 5. Add a title and click **Generate Hook** 6. Copy the **Webhook URL** 7. Click **Capture Incoming Webhook** 8. Send sample data (e.g., Name, Phone Number) 9. Confirm data is received #### [](https://helpdocumentation.gitbook.io/user/automations-builder/trigger-workflow-via-inbound-workflow-or-send-whatsapp-messages-via-inbound-webhook-trigger#send-whatsapp-message-using-webhook-data) Send WhatsApp Message Using Webhook Data 1. Add **CRM → Send Template Message** 2. Select Channel & Template 3. Map: * Number → Phone from webhook * Name → Webhook name variable 1. Click **Run & Save** 2. Save & **Enable** the workflow Now, whenever data is sent to the webhook URL, the automation will trigger and send the WhatsApp message automatically. [PreviousAutomations Builder](https://helpdocumentation.gitbook.io/user/automations-builder) [NextHow To Create Drip Campaigns ?](https://helpdocumentation.gitbook.io/user/automations-builder/how-to-create-drip-campaigns) Last updated 4 months ago Was this helpful? Was this helpful? --- # How To Trigger Missed Call Webhook In Automations Builder ? | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/automations-builder/how-to-trigger-missed-call-webhook-in-automations-builder.md) . You can create an automation flow based on missed calls received on your virtual number. To do this, select your number, click on the "Automations" builder, create a new flow, and enter a title for the flow. Before saving the flow, click on "Capture Incoming Webhook" so you can receive sample data. You can then set the destination mobile number and the person who is calling you. Click on "Save" and then, in the next step, you can trigger a WhatsApp message by using the CRM functionality and sending the message. You can create various flows, like sending the data to Google Sheets from the incoming webhook data. [PreviousHow to Send WhatsApp Message When Someone Submits A Google Form?](https://helpdocumentation.gitbook.io/user/automations-builder/how-to-send-whatsapp-message-when-someone-submits-a-google-form) [NextHow to take payment via Stripe in Automation flow ?](https://helpdocumentation.gitbook.io/user/automations-builder/how-to-take-payment-via-stripe-in-automation-flow) Last updated 2 years ago Was this helpful? Was this helpful? --- # Typing Indicator | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/bot-builder/typing-indicator.md) . Steps to Add Typing Indicator in Chatbot Flow #### [](https://helpdocumentation.gitbook.io/user/bot-builder/typing-indicator#step-1-open-the-chatbot-builder) Step 1: Open the Chatbot Builder Go to the Chatbot section and create or edit your chatbot flow. #### [](https://helpdocumentation.gitbook.io/user/bot-builder/typing-indicator#step-2-add-a-keyword-trigger) Step 2: Add a Keyword Trigger * Select the required WhatsApp channel.Add a condition/keyword trigger. * Enter your preferred keyword (Example: `indicator`). * Save the trigger. #### [](https://helpdocumentation.gitbook.io/user/bot-builder/typing-indicator#step-3-add-the-typing-indicator-action) Step 3: Add the Typing Indicator Action * Click on **Add Node**. * Go to **Native Tools**. * Select **Send Typing Indicator**. This action will show the typing status to the user before the bot sends a message. #### [](https://helpdocumentation.gitbook.io/user/bot-builder/typing-indicator#step-4-add-a-message-block) Step 4: Add a Message Block * Add a **Send Message** node after the typing indicator. * Enter your message (Example: “Hello, how are you?”). * Save the message. #### [](https://helpdocumentation.gitbook.io/user/bot-builder/typing-indicator#step-5-add-another-typing-indicator-optional) Step 5: Add Another Typing Indicator (Optional) You can add the typing indicator multiple times anywhere in the chatbot flow. * Click on **Add Node** * Go to **Native Tools** * Select **Send Typing Indicator** #### [](https://helpdocumentation.gitbook.io/user/bot-builder/typing-indicator#step-6-continue-the-chatbot-flow) Step 6: Continue the Chatbot Flow Add more actions such as: * Questions * Message blocks * Forms * Buttons * Any other chatbot actions Example: “Please let us know your name.” #### [](https://helpdocumentation.gitbook.io/user/bot-builder/typing-indicator#step-7-save-and-enable-the-workflow) Step 7: Save and Enable the Workflow * Save the chatbot flow. * Enable the workflow. ### [](https://helpdocumentation.gitbook.io/user/bot-builder/typing-indicator#how-it-works) How It Works When a user sends the trigger keyword on WhatsApp: 1. The typing indicator appears. 2. The bot sends the response message. 3. The typing indicator can appear again before the next response. [PreviousPause Automation Block](https://helpdocumentation.gitbook.io/user/bot-builder/pause-automation-block) [NextUse Splitter Block to distribute Chats to Agents](https://helpdocumentation.gitbook.io/user/bot-builder/use-splitter-block-to-distribute-chats-to-agents) Last updated 1 month ago Was this helpful? Was this helpful? --- # Slice And Parse Function | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/slice-and-parse-function.md) . [Slice Function](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/slice-and-parse-function/slice-function) [Parse Number Function](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/slice-and-parse-function/parse-number-function) [Slice And Parse Function](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/slice-and-parse-function/slice-and-parse-function) [PreviousSplitter Block](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/splitter-block) [NextSlice Function](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/slice-and-parse-function/slice-function) Was this helpful? Was this helpful? --- # Workflow Counter | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/workflow-counter.md) . The **Workflow Counter** is an essential tool for generating unique IDs / numbers during each bot workflow or automation execution. It offers several customisable options: * **Initial Value**: Sets the starting point for the counter. * **Operation**: Choose to either _increment_ or _decrement_ the counter. * **Change Value By**: Determines the step size for the counter adjustment. * **Reset Value on Each Execution**: Resets the counter to the initial value after every execution, if enabled. * **Reset Counter When Reaches**: Establishes a maximum limit for the counter. Upon reaching this limit, the counter resets to Initial Value. [PreviousAutomation Apps / Blocks](https://helpdocumentation.gitbook.io/user/automation-apps-blocks) [NextSplitter Block](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/splitter-block) Last updated 4 months ago Was this helpful? Was this helpful? --- # Create Instagram Message Match Keyword Bot ? | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/bot-builder/instagram-chatbot/create-instagram-message-match-keyword-bot.md) . * The process begins by opening the Instagram chatbot options and selecting “match keyword conditions” to trigger the bot only for certain words like “services” or “support”. * Set the bot to listen to specific keyword conditions—such as “contains”—based on what users might type in their messages. * Add a question block where the bot’s response is crafted, including interactive buttons for users to choose from, like “Our Services,” “Support,” or “Contact Us”. * Assign actions to each button: for example, connect “Our Services” to a send message block that provides service information, and “Support” to an agent routing block for customer support. * Each button can guide users quickly to the information or help they need, ensuring efficient and accurate responses from the bot. This setup helps automate support, saves time, and makes sure users get the correct answers based on their real questions. [PreviousNew Message Trigger Works For Instagram](https://helpdocumentation.gitbook.io/user/bot-builder/instagram-chatbot/new-message-trigger-works-for-instagram) [NextCheck If Someone Follows You on Instagram](https://helpdocumentation.gitbook.io/user/bot-builder/instagram-chatbot/check-if-someone-follows-you-on-instagram) Last updated 4 months ago Was this helpful? Was this helpful? --- # How To Trigger Automations Flow Or WhatsApp Messages For All Or Selected Rows in Google Sheet ? | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/automations-builder/how-to-trigger-automations-flow-or-whatsapp-messages-for-all-or-selected-rows-in-google-sheet.md) . #### [](https://helpdocumentation.gitbook.io/user/automations-builder/how-to-trigger-automations-flow-or-whatsapp-messages-for-all-or-selected-rows-in-google-sheet#how-to-set-up-and-use-google-sheet-automations) How to Set Up and Use Google Sheet Automations 1. **Install App Script**: Get the app script code from- [https://pastebin.com/iJkLWvhX](https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbmw4TzdTdU1JWGxJaGdGUHRPLU9ZSGFfZzhXZ3xBQ3Jtc0ttX2lQWGRZUjBWOUJxVmpfWG5vQWZPV05Pdk1EYWpSM25aOXV0SzhyRWdoWThQT1lJOHRkd25KVFotRWQ3dVJ3emNjUkJfUkV6STY4X3E5MWZuMWlTSm52dXdnNzA4eHhJUkJiS2djLXNFbnFCejJIbw&q=https%3A%2F%2Fpastebin.com%2FiJkLWvhX&v=V40VGh0h-L4) and install it into your Google sheet. Ensure you replace the webhook URL in the app script with yours. 2. **Reload the Sheet**: Refresh your Google sheet page to see the new menu option "Trigger Automations". 3. **Authorize Email**: To test the automation, click on "Send Selected Rows" from the new menu and authorize your email. 4. **Enter Data in Automations Builder**: * Input two or three rows of data. * Click "OK". 5. **Map Webhook Data**: * Use the data received in the webhook to perform actions like sending WhatsApp messages or adding time delays. 6. **Save and Enable Workflow**: Save the workflow settings and activate the automation. 7. **Trigger Automations**: * Use the "Trigger Automations" menu to send all or specific rows to the webhook. Specify the row numbers if needed. [PreviousHow To Trigger Automations Flow Or Send WhatsApp Messages From Google Sheet Particular Column Change](https://helpdocumentation.gitbook.io/user/automations-builder/how-to-trigger-automations-flow-or-send-whatsapp-messages-from-google-sheet-particular-column-change) [NextHow to Send WhatsApp Message To Customer when New Order is Received in Shopify ?](https://helpdocumentation.gitbook.io/user/automations-builder/how-to-send-whatsapp-message-to-customer-when-new-order-is-received-in-shopify) Last updated 2 years ago Was this helpful? Was this helpful? --- # How To Send Tracking link To Customers In WhatsApp And Collect Feedback For Shopify Orders ? | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/automations-builder/how-to-send-tracking-link-to-customers-in-whatsapp-and-collect-feedback-for-shopify-orders.md) . ### [](https://helpdocumentation.gitbook.io/user/automations-builder/how-to-send-tracking-link-to-customers-in-whatsapp-and-collect-feedback-for-shopify-orders#sending-tracking-urls-and-collecting-feedback-via-whatsapp-for-shopify-orders) Sending Tracking URLs and Collecting Feedback via WhatsApp for Shopify Orders 1. **Create a Custom Webhook in Shopify** * Navigate to your Shopify admin panel and create a custom webhook. * Once created, copy the webhook's URL. 2. **Configure the Automation Builder** * Utilize the automation builder to capture data from the incoming webhook. * Extract the order status URL from the webhook data. * Use the split text function to isolate the variable part of the URL. **Create WhatsApp Message Template with Tracking URL** * In the WhatsApp API, design a template message incorporating a dynamic URL button for tracking. * **Send Tracking Information to Customers** * Dispatch the CRM template message through the WhatsApp API, ensuring customers receive their order tracking URL. * **Collect Customer Feedback** * Implement a time delay of 10 days in the automation workflow. * After the delay, send another CRM template message to gather feedback on their purchase experience. [PreviousHow to Send WhatsApp Message To Customer when New Order is Received in Shopify ?](https://helpdocumentation.gitbook.io/user/automations-builder/how-to-send-whatsapp-message-to-customer-when-new-order-is-received-in-shopify) [NextHow to Recover Abandoned Carts In Shopify By Sending WhatsApp Follow up Message ?](https://helpdocumentation.gitbook.io/user/automations-builder/how-to-recover-abandoned-carts-in-shopify-by-sending-whatsapp-follow-up-message) Last updated 2 years ago Was this helpful? Was this helpful? --- # Automations Builder | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/automations-builder.md) . [Trigger Workflow Via Inbound Workflow Or Send WhatsApp Messages Via Inbound Webhook Trigger](https://helpdocumentation.gitbook.io/user/automations-builder/trigger-workflow-via-inbound-workflow-or-send-whatsapp-messages-via-inbound-webhook-trigger) [How To Create Drip Campaigns ?](https://helpdocumentation.gitbook.io/user/automations-builder/how-to-create-drip-campaigns) [How To Trigger Automations Flow Or Send WhatsApp Messages From Google Sheet Particular Column Change](https://helpdocumentation.gitbook.io/user/automations-builder/how-to-trigger-automations-flow-or-send-whatsapp-messages-from-google-sheet-particular-column-change) [How To Trigger Automations Flow Or WhatsApp Messages For All Or Selected Rows in Google Sheet ?](https://helpdocumentation.gitbook.io/user/automations-builder/how-to-trigger-automations-flow-or-whatsapp-messages-for-all-or-selected-rows-in-google-sheet) [How to Send WhatsApp Message To Customer when New Order is Received in Shopify ?](https://helpdocumentation.gitbook.io/user/automations-builder/how-to-send-whatsapp-message-to-customer-when-new-order-is-received-in-shopify) [How To Send Tracking link To Customers In WhatsApp And Collect Feedback For Shopify Orders ?](https://helpdocumentation.gitbook.io/user/automations-builder/how-to-send-tracking-link-to-customers-in-whatsapp-and-collect-feedback-for-shopify-orders) [How to Recover Abandoned Carts In Shopify By Sending WhatsApp Follow up Message ?](https://helpdocumentation.gitbook.io/user/automations-builder/how-to-recover-abandoned-carts-in-shopify-by-sending-whatsapp-follow-up-message) [Datastore](https://helpdocumentation.gitbook.io/user/automations-builder/datastore) [How to Send WhatsApp Message When Someone Submits A Google Form?](https://helpdocumentation.gitbook.io/user/automations-builder/how-to-send-whatsapp-message-when-someone-submits-a-google-form) [How To Trigger Missed Call Webhook In Automations Builder ?](https://helpdocumentation.gitbook.io/user/automations-builder/how-to-trigger-missed-call-webhook-in-automations-builder) [How to take payment via Stripe in Automation flow ?](https://helpdocumentation.gitbook.io/user/automations-builder/how-to-take-payment-via-stripe-in-automation-flow) [How To Send WhatsApp Messages For New Leads / Inquiry On Trade India](https://helpdocumentation.gitbook.io/user/automations-builder/how-to-send-whatsapp-messages-for-new-leads-inquiry-on-trade-india) [How to Send Payment Reminders Or Invoice Due Date Alerts Via WhatsApp ?](https://helpdocumentation.gitbook.io/user/automations-builder/how-to-send-payment-reminders-or-invoice-due-date-alerts-via-whatsapp) [How to Send Birthday And Anniversary Greetings Via WhatsApp?](https://helpdocumentation.gitbook.io/user/automations-builder/how-to-send-birthday-and-anniversary-greetings-via-whatsapp) [PreviousUse Splitter Block to distribute Chats to Agents](https://helpdocumentation.gitbook.io/user/bot-builder/use-splitter-block-to-distribute-chats-to-agents) [NextTrigger Workflow Via Inbound Workflow Or Send WhatsApp Messages Via Inbound Webhook Trigger](https://helpdocumentation.gitbook.io/user/automations-builder/trigger-workflow-via-inbound-workflow-or-send-whatsapp-messages-via-inbound-webhook-trigger) Was this helpful? Was this helpful? --- # How To Send WhatsApp Messages For New Leads / Inquiry On Trade India | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/automations-builder/how-to-send-whatsapp-messages-for-new-leads-inquiry-on-trade-india.md) . 1. Go to Automation Builder and search for Trade India. 2. Select "New Inquiry" and click on "Create New Authentication." 3. Enter a label, User ID, Profile ID, and API key from your Trade India account. 4. Click on "Add New Authentication" and select the authentication from the dropdown. 5. Enter a webhook title and select a start date. 6. Click on "Generate Webhook" and copy the webhook URL. 7. Add a CRM block and select "Send Template Message." 8. Choose your channel, select a template, and map the WhatsApp number using the "Parse Number" function. 9. Map all the body variables and click on "Save." 10. Add another CRM block and select "Update a Custom Field." 11. Map the Contact ID using the "Parse Number" function and select the custom field you want to update. 12. Enter the custom field value or map it. [PreviousHow to take payment via Stripe in Automation flow ?](https://helpdocumentation.gitbook.io/user/automations-builder/how-to-take-payment-via-stripe-in-automation-flow) [NextHow to Send Payment Reminders Or Invoice Due Date Alerts Via WhatsApp ?](https://helpdocumentation.gitbook.io/user/automations-builder/how-to-send-payment-reminders-or-invoice-due-date-alerts-via-whatsapp) Last updated 2 years ago Was this helpful? Was this helpful? --- # Find Record with Record ID | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/automations-builder/datastore/find-record-with-record-id.md) . * To find a record with a filter in Data Store Manager, select "Find Record with a Filter" from the menu. * Select the database connection and data store. * Add conditions to the filter, such as "customer number equals to waba". * Multiple conditions can be added. * Select the sort order (ascending or descending). * Click on "Run" to execute the query and save the results. * The results will be displayed in the Run history. [PreviousAdd New Record In Data Store](https://helpdocumentation.gitbook.io/user/automations-builder/datastore/add-new-record-in-data-store) [NextGet Record with Record ID](https://helpdocumentation.gitbook.io/user/automations-builder/datastore/get-record-with-record-id) Last updated 2 years ago Was this helpful? Was this helpful? --- # Update Record with Record ID | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/automations-builder/datastore/update-record-with-record-id.md) . 1. Select Datastore Manager. 2. Select the "Update Record with Record ID" option. 3. Choose the database connection and select Datastore. 4. Enter the record ID. 5. Only enter the values in the fields that need to be updated. 6. Save the changes. [PreviousSearch Records with Record ID](https://helpdocumentation.gitbook.io/user/automations-builder/datastore/search-records-with-record-id) [NextHow to Send WhatsApp Message When Someone Submits A Google Form?](https://helpdocumentation.gitbook.io/user/automations-builder/how-to-send-whatsapp-message-when-someone-submits-a-google-form) Last updated 2 years ago Was this helpful? Was this helpful? --- # Datastore | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/automations-builder/datastore.md) . [Creating Database in Mongo DB and Creating Datastore in Dashboard](https://helpdocumentation.gitbook.io/user/automations-builder/datastore/creating-database-in-mongo-db-and-creating-datastore-in-dashboard) [Add New Record In Data Store](https://helpdocumentation.gitbook.io/user/automations-builder/datastore/add-new-record-in-data-store) [Find Record with Record ID](https://helpdocumentation.gitbook.io/user/automations-builder/datastore/find-record-with-record-id) [Get Record with Record ID](https://helpdocumentation.gitbook.io/user/automations-builder/datastore/get-record-with-record-id) [Search Records with Record ID](https://helpdocumentation.gitbook.io/user/automations-builder/datastore/search-records-with-record-id) [Update Record with Record ID](https://helpdocumentation.gitbook.io/user/automations-builder/datastore/update-record-with-record-id) [PreviousHow to Recover Abandoned Carts In Shopify By Sending WhatsApp Follow up Message ?](https://helpdocumentation.gitbook.io/user/automations-builder/how-to-recover-abandoned-carts-in-shopify-by-sending-whatsapp-follow-up-message) [NextCreating Database in Mongo DB and Creating Datastore in Dashboard](https://helpdocumentation.gitbook.io/user/automations-builder/datastore/creating-database-in-mongo-db-and-creating-datastore-in-dashboard) Was this helpful? Was this helpful? --- # How to Send Payment Reminders Or Invoice Due Date Alerts Via WhatsApp ? | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/automations-builder/how-to-send-payment-reminders-or-invoice-due-date-alerts-via-whatsapp.md) . **Creating a New Automation with Webhooks** A Google sheet with dummy data is given which can be used for various purposes by using the date and payment status columns, and it includes fields for name, number, and up to seven other fields for mapping or storing data. Gsheet URL - [https://tinyurl.com/2z59xru4](https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbWc3TnVUcVlKSV9TbXE0VTJVbTJXQ2tmQjhRZ3xBQ3Jtc0tsUGlSSE80eGN6ZnJLUjVReDBrbFQtZTVyblhkNXBoLUxGYkEtUHNhT0VnSjZSY1dMNHdFVER1S0FHTVBsNC1peWlqWGdwVTkwWG5TYUkxOGtOczlEc2d0Q1FpZ2RFTndLMWY1dnczOXhpcVBKWmd1NA&q=https%3A%2F%2Ftinyurl.com%2F2z59xru4&v=3w79-zZfE4s) To create a new automation, select webhook trigger, copy the webhook URL, and go to the payment status alerts option, then click on settings and save the webhook URL, with the option to add multiple triggers. Triggers can be set based on payment status and days, with options to send reminders before, on, or after the due date, and the ability to set conditions for overdue payments. The "before" option is used to send reminders a specified number of days before the due date, with "one" meaning one day before, "zero" meaning on the same day, and "minus one" meaning one day after. **Managing Triggers** Multiple triggers can be created and stored, and can be edited or removed at any time, with the ability to add new triggers as needed. The automation builder can be used to capture incoming webhooks and create sample data, with the option to send alerts based on conditions such as payment status and due date. **Automation Builder and Sample Data** The sample data includes fields such as payment status, name, and event date, and can be used to test the automation and ensure it is working correctly. Routers can be added to the automation to check conditions such as payment status and due date, and to send template messages with mapped variables. **Adding Routers and Setting Conditions** Multiple conditions can be set for each router, such as sending reminders one day before or after the due date, and the automation can be customized to meet specific needs. To send payment reminders or invoice due date alerts via WhatsApp, a workflow can be set up with conditions to match specific triggers, such as payment status and date, and routers can be added to filter and send messages accordingly. **Setting up a Workflow for WhatsApp Reminders** The workflow can be customized to send messages based on different conditions, such as payment status being pending, and the date being today, one day before, or one day after, and multiple routers can be added to cover different scenarios. The same process can be applied to payment status being paid, and routers can be added for different triggers, such as one day before, today, and one day after . For overdue payments, a basic router can be added to filter and send messages, and multiple routers can be created to cover different timeframes, such as 5 days before or 10 days after. The workflow can be saved and enabled, and then all matching alerts based on the triggers and today's date will be sent quickly and easily by clicking on "Send alerts" . **Payment Status and Date Format** The payment status column can have any value, and it can be used for triggers and filters accordingly. It is essential to note that the date format used is month-date-year, and not date-month-year, as this affects the days calculations. **Automation Flow template:** /products/automation/flow/ca788e47ccea6c3a90eee01a93244c32 [PreviousHow To Send WhatsApp Messages For New Leads / Inquiry On Trade India](https://helpdocumentation.gitbook.io/user/automations-builder/how-to-send-whatsapp-messages-for-new-leads-inquiry-on-trade-india) [NextHow to Send Birthday And Anniversary Greetings Via WhatsApp?](https://helpdocumentation.gitbook.io/user/automations-builder/how-to-send-birthday-and-anniversary-greetings-via-whatsapp) Last updated 1 year ago Was this helpful? Was this helpful? --- # How to take payment via Stripe in Automation flow ? | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/automations-builder/how-to-take-payment-via-stripe-in-automation-flow.md) . To integrate Stripe payment in WhatsApp automations, start by creating a flow with a trigger for when a new order is received, and the user selects online payment. The first step is to add a new block to multiply the total amount by 100, as payment apps automatically take the lowest unit of money. To do this, add a new automation app, search for "calculator", and select the "multiply" block, then enter the values manually and save the result. Map the order total to the first number and 100 to the second number, and then click on save. Next, add a new automation app, search for "Stripe", and select "create checkout". Create a new authentication by clicking on "create new authentication" and entering a label, then in stripe click on "developers" and "API keys" to create a restricted key. Select "building your own integration" and continue, then enter a name and select the permissions you want to give, including read permissions for charges, write permission for payment links, payment intents, and checkout sessions. Create the key and enter the OTP for verification, then copy the API key and paste it into the authentication. After selecting authentication, add a product name and map the charge amount to the result from the multiplication, then map the currency and quantity. Add a success URL and cancel URL, which will redirect the user when the payment is successful or cancelled. Add data manually to "run and save" and then map properly and save. In the next block, select the "question block" and add a CTA URL button message, then map the URL and click on save. This will allow you to share the checkout URL with your users. [PreviousHow To Trigger Missed Call Webhook In Automations Builder ?](https://helpdocumentation.gitbook.io/user/automations-builder/how-to-trigger-missed-call-webhook-in-automations-builder) [NextHow To Send WhatsApp Messages For New Leads / Inquiry On Trade India](https://helpdocumentation.gitbook.io/user/automations-builder/how-to-send-whatsapp-messages-for-new-leads-inquiry-on-trade-india) Last updated 1 year ago Was this helpful? Was this helpful? --- # Pause Automation Block | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/bot-builder/pause-automation-block.md) . The **Pause Automation Block** is used to temporarily stop the automation flow. It does not end the flow and does not wait for user input. Instead, it simply pauses the system from executing the next step in the automation. When this block is triggered, the automation stops moving forward. The next message or action will not be executed until the automation is resumed. #### [](https://helpdocumentation.gitbook.io/user/bot-builder/pause-automation-block#how-to-use-the-pause-automation-block) How to Use the Pause Automation Block 1. Open your **Chat Flow**. 2. Click **Add Node**. 3. Go to **Native Tools**. 4. Select **Pause Automation**. Once added, the automation will stop executing any further steps after this block. #### [](https://helpdocumentation.gitbook.io/user/bot-builder/pause-automation-block#why-use-the-pause-automation-block) Why Use the Pause Automation Block This block is useful in situations where you want to temporarily stop automated actions without deleting or modifying the entire flow. Common scenarios include: * When a **human agent takes over the conversation** * When **manual approval is required** * When **payment verification is pending** * When you want to **temporarily stop automated follow-ups** #### [](https://helpdocumentation.gitbook.io/user/bot-builder/pause-automation-block#difference-between-pause-automation-and-smart-wait) Difference Between Pause Automation and Smart Wait * **Pause Automation** stops the system execution entirely and prevents the flow from continuing. * **Smart Wait** pauses the flow while waiting for the **user’s input** before proceeding. #### [](https://helpdocumentation.gitbook.io/user/bot-builder/pause-automation-block#use-cases) Use Cases You can use the **Pause Automation Block** when: * Human intervention is required * Sensitive conversations are taking place * You do not want automated messages to interfere * You need temporary control over the automation flow The **Pause Automation Block** acts as a control switch that helps protect the user experience while allowing manual handling when needed. [PreviousStay in Session Block](https://helpdocumentation.gitbook.io/user/bot-builder/stay-in-session-block) [NextTyping Indicator](https://helpdocumentation.gitbook.io/user/bot-builder/typing-indicator) Last updated 3 months ago Was this helpful? Was this helpful? --- # Regex To Validate User Replies in a Chatbot Flow | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/regex-to-validate-user-replies-in-a-chatbot-flow.md) . Custom GPT Link - [https://chatgpt.com/g/g-68fc63bdf56881919e7571b1d5a50c1f-regex-creator](https://chatgpt.com/g/g-68fc63bdf56881919e7571b1d5a50c1f-regex-creator) Example Regex Code For 2 Digit Number is /^\\d{2}$/ [PreviousTrigger a Bot Flow Via Inbound Webhook](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/trigger-a-bot-flow-via-inbound-webhook) [NextCreate an Chatbot Using AI ( Vibe Bot Building ) ?](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/create-an-chatbot-using-ai-vibe-bot-building) Last updated 4 months ago Was this helpful? Was this helpful? --- # How To Store Hidden Values With Buttons And Use Them For Bots - Button Payloads ? | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/how-to-store-hidden-values-with-buttons-and-use-them-for-bots-button-payloads.md) . Taking an example of task management system to understand the use of button payloads: 1. Create a Google Sheet to track tasks. Include columns for Task ID, Employee Contact Number, Task Description, and Status which can be taken from a bot. 2. Assign custom row numbers as Task IDs for each new task. 3. Send a button template message to the employee's contact number. The message should include the Task Description and a "Done" button for them to report task completion. 4. When an employee clicks the "Done" button, trigger a new flow in your application. This flow should capture the payload, which contains the Task ID. 5. Use Google Sheets to search for the Task ID in your sheet and update the Task Status to "Done". Implementing these steps will allow for efficient task management and status tracking using Google Sheets. [PreviousCreate WhatsApp Native Flows From WA Manager And Send Them To Users](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/create-whatsapp-native-flows-from-wa-manager-and-send-them-to-users) [NextGoTo Block Function in Bot Flow](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/goto-block-function-in-bot-flow) Last updated 3 months ago Was this helpful? Was this helpful? --- # WhatsApp ChatBot | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot.md) . [Types Of Triggers](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/types-of-triggers) [Create a WhatsApp Chat Bot ?](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/create-a-whatsapp-chat-bot) [Create WhatsApp Bot to Collect User Data in CRM](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/create-whatsapp-bot-to-collect-user-data-in-crm) [Share And Clone Bot Flow](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/share-and-clone-bot-flow) [External API Integration in Bot Flow](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/external-api-integration-in-bot-flow) [Send Super Field Data to External WhatsApp Number](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/send-super-field-data-to-external-whatsapp-number) [Trigger Different WhatsApp Bots For Different Meta CTWA (Ads) ?](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/trigger-different-whatsapp-bots-for-different-meta-ctwa-ads) [Create WhatsApp Native Flows From WA Manager And Send Them To Users](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/create-whatsapp-native-flows-from-wa-manager-and-send-them-to-users) [How To Store Hidden Values With Buttons And Use Them For Bots - Button Payloads ?](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/how-to-store-hidden-values-with-buttons-and-use-them-for-bots-button-payloads) [GoTo Block Function in Bot Flow](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/goto-block-function-in-bot-flow) [Send Data from Bot Builder to Automation Builder To Trigger an Automations Between the Bot](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/send-data-from-bot-builder-to-automation-builder-to-trigger-an-automations-between-the-bot) [Where to Find BotFlow Templates for Different Industries](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/where-to-find-botflow-templates-for-different-industries) [Trigger a Bot Flow Via Inbound Webhook](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/trigger-a-bot-flow-via-inbound-webhook) [Regex To Validate User Replies in a Chatbot Flow](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/regex-to-validate-user-replies-in-a-chatbot-flow) [Create an Chatbot Using AI ( Vibe Bot Building ) ?](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/create-an-chatbot-using-ai-vibe-bot-building) [Google Sheet Blocks](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/google-sheet-blocks) [Message Blocks](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/message-blocks) [Question Blocks](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/question-blocks) [WhatsApp Conversions API Setup](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/whatsapp-conversions-api-setup) [PreviousBot Builder](https://helpdocumentation.gitbook.io/user/bot-builder) [NextTypes Of Triggers](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/types-of-triggers) Was this helpful? Was this helpful? --- # GoTo Block Function in Bot Flow | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/goto-block-function-in-bot-flow.md) . The **GoTo** function allows you to redirect users to a specific step within the same bot flow or move them to a different bot flow. ### [](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/goto-block-function-in-bot-flow#steps-to-configure) Steps to Configure 1. Open your **Bot Flow** 2. Add a new node in the flow 3. Go to **Native Tools → GoTo** ### [](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/goto-block-function-in-bot-flow#available-options) Available Options #### [](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/goto-block-function-in-bot-flow#id-1.-go-to-step) 1\. Go To Step * Select a specific step within the same bot flow * The user will be redirected to that step instantly #### [](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/goto-block-function-in-bot-flow#id-2.-go-to-chat-flow) 2\. Go To Chat Flow * Select another bot flow * Choose the specific node where the user should be redirected ### [](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/goto-block-function-in-bot-flow#final-steps) Final Steps 1. Configure the required option 2. Click on **Save Route** 3. Save the **Workflow** [PreviousHow To Store Hidden Values With Buttons And Use Them For Bots - Button Payloads ?](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/how-to-store-hidden-values-with-buttons-and-use-them-for-bots-button-payloads) [NextSend Data from Bot Builder to Automation Builder To Trigger an Automations Between the Bot](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/send-data-from-bot-builder-to-automation-builder-to-trigger-an-automations-between-the-bot) Last updated 3 months ago Was this helpful? * [Steps to Configure](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/goto-block-function-in-bot-flow#steps-to-configure) * [Available Options](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/goto-block-function-in-bot-flow#available-options) * [Final Steps](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/goto-block-function-in-bot-flow#final-steps) Was this helpful? --- # Search Records with Record ID | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/automations-builder/datastore/search-records-with-record-id.md) . 1. Click on the **Data Store Manager**. 2. Click on **Search Records with a Filter**. 3. Select the database connection and data store (e.g., _Customer Visit_). 4. Add conditions for the search (e.g., _Customer ID equals a specific value_). 5. Specify the sort order (ascending or descending) and limit the number of results. 6. Run and save the search. 7. The results will be displayed in the run history. 8. To use a variable value as the search condition, change the condition to the variable value and save the search. [PreviousGet Record with Record ID](https://helpdocumentation.gitbook.io/user/automations-builder/datastore/get-record-with-record-id) [NextUpdate Record with Record ID](https://helpdocumentation.gitbook.io/user/automations-builder/datastore/update-record-with-record-id) Last updated 2 years ago Was this helpful? Was this helpful? --- # How to Send Birthday And Anniversary Greetings Via WhatsApp? | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/automations-builder/how-to-send-birthday-and-anniversary-greetings-via-whatsapp.md) . To send birthday and anniversary greetings via WhatsApp, start by copying the Google sheet and setting up the automation builder, where you'll find the triggered step set to start with a webhook, and copy the webhook URL to paste it in the designated area. **Gsheet URL** - [https://tinyurl.com/3at6f5xm](https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa0w4c2N2cUhsU2E3a0dqQ1h3b0Y1Tzc2SlNod3xBQ3Jtc0tteFcxdXJyNWFNNEJzMTVJZEFWNmx2UDZjZ2hiVTZrdlRqbHlfd0V1QlJPTGVjVXhjS3Q0YjlCUWsyejFacFVjdThzWE5UNnM1WXBLd2VHSWVPUExtRjRIMGk2R1p1MUtYVFBqVmZjbS1fNWRCb0Nvdw&q=https%3A%2F%2Ftinyurl.com%2F3at6f5xm&v=2NRkjBQhyvE) In the settings, you have two options: **birthday trigger** days before or after, and **anniversary trigger** days before or after, allowing you to set the number of days before or after the event to send the greeting . To send a greeting on the day of the birthday or anniversary, set the number of days to zero, and to send it a certain number of days before or after, enter the corresponding number . After setting up the triggers, click on "Save" to save the settings, which will remain saved until you change them . In the automation builder, click on "Capture incoming webhook" and then Send greetings for each contact if the birthday or anniversary conditions are matching . **Create routers** for the automation flow, starting with checking if the event is a birthday, and then create one for anniversaries . For birthdays, set the condition to "today" if the birthday is today, and then create a template message to send from the CRM. Add conditions for sending messages a certain number of days before or after the birthday, such as 2 days before or 5 days after . Repeat the process for anniversaries, setting conditions for sending messages on the day of the anniversary, 2 days before, or 2 days after . The automation template is shared below, allowing you to easily copy and customize it by changing the filter conditions and adding more routes . Once you've set up the automation, remember to click "Save" and enable the workflow, and then ask your team to click on "Send greetings" daily to trigger the system to check the conditions and send WhatsApp greetings. Note that the **calendar format** used is **month-date-year**, so ensure that all birthdays and anniversaries are stored in this format for the automation to work correctly. **Flow Template:** /products/automation/flow/18b36149474c81eff1d0e13d9597e025 [PreviousHow to Send Payment Reminders Or Invoice Due Date Alerts Via WhatsApp ?](https://helpdocumentation.gitbook.io/user/automations-builder/how-to-send-payment-reminders-or-invoice-due-date-alerts-via-whatsapp) [NextAutomation Apps / Blocks](https://helpdocumentation.gitbook.io/user/automation-apps-blocks) Last updated 1 year ago Was this helpful? Was this helpful? --- # Parse Number Function | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/slice-and-parse-function/parse-number-function.md) . he **Parse Number** function is used to extract only numeric values from a string. It automatically removes alphabets, symbols, spaces, and special characters, leaving only numbers. #### [](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/slice-and-parse-function/parse-number-function#use-case) Use Case If a phone number is received in this format: `+91-98989-89898` CRM or WhatsApp messaging may not accept dashes or symbols. Using **Parse Number**, the output becomes: `919898989898` #### [](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/slice-and-parse-function/parse-number-function#how-to-use) How to Use 1. Go to your **Workflow** and get the required data (e.g., from a Webhook). 2. Open **CRM** → **Send Text Message**. 3. Select the appropriate **Channel**. 4. In the **WhatsApp Number** field, apply: Copy parse(number_input) 5. Enter the message content. 6. Click **Run** and **Save**. If the message is delivered successfully, it confirms the number was cleaned properly. #### [](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/slice-and-parse-function/parse-number-function#when-to-use-parse-number) When to Use Parse Number * Cleaning phone numbers * Removing dashes or special characters * Sending data to CRM or APIs * Ensuring only numeric values are passed to systems Whenever your data contains unwanted characters and you need only numbers, the **Parse Number** function is the ideal solution. [PreviousSlice Function](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/slice-and-parse-function/slice-function) [NextSlice And Parse Function](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/slice-and-parse-function/slice-and-parse-function) Last updated 4 months ago Was this helpful? Was this helpful? --- # Question Blocks | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/question-blocks.md) . [Ask a Question Block (Text Message)](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/question-blocks/ask-a-question-block-text-message) [PreviousSend Carousel Template Message in Bot Flow](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/message-blocks/send-carousel-template-message-in-bot-flow) [NextAsk a Question Block (Text Message)](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/question-blocks/ask-a-question-block-text-message) Last updated 3 months ago Was this helpful? Was this helpful? --- # Share And Clone Bot Flow | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/share-and-clone-bot-flow.md) . This feature allows you to share a bot flow with another account or clone it within the same account. It helps you reuse workflows, collaborate with your team, and avoid rebuilding flows from scratch. ### [](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/share-and-clone-bot-flow#steps-to-share-a-bot-flow) Steps to Share a Bot Flow 1. Go to the **Bot List** 2. Locate the bot flow you want to share 3. Click on the **three dots** next to the bot 4. Select the **Share** option ### [](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/share-and-clone-bot-flow#generate-sharing-link) Generate Sharing Link 1. Choose one of the following options: * **One-Time Link** – More secure, can be used only once * **Lifetime Link** – Can be reused multiple times 2. Click on **Generate Sharing Token** 3. Copy the generated URL ### [](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/share-and-clone-bot-flow#clone-bot-flow) Clone Bot Flow 1. Open the copied URL in a new browser tab 2. Make sure you are logged into the correct account 3. Click on **Clone Workflow** ### [](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/share-and-clone-bot-flow#post-cloning-setup) Post-Cloning Setup 1. Rename the bot flow as required 2. Select the appropriate **channel** 3. Configure necessary settings 4. Click on **Save Workflow** 5. **Enable** the workflow to make it active [PreviousCreate WhatsApp Bot to Collect User Data in CRM](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/create-whatsapp-bot-to-collect-user-data-in-crm) [NextExternal API Integration in Bot Flow](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/external-api-integration-in-bot-flow) Last updated 3 months ago Was this helpful? * [Steps to Share a Bot Flow](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/share-and-clone-bot-flow#steps-to-share-a-bot-flow) * [Generate Sharing Link](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/share-and-clone-bot-flow#generate-sharing-link) * [Clone Bot Flow](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/share-and-clone-bot-flow#clone-bot-flow) * [Post-Cloning Setup](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/share-and-clone-bot-flow#post-cloning-setup) Was this helpful? --- # Where to Find BotFlow Templates for Different Industries | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/where-to-find-botflow-templates-for-different-industries.md) . **Step 1**: Go to "Bot Builder" ![](https://helpdocumentation.gitbook.io/user/~gitbook/image?url=https%3A%2F%2F3141102504-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FO6WAU9sqaJ9hX2biUUXm%252Fuploads%252FnpnZYuDqsgWzrjSdUtxT%252FScreenshot%25202024-05-21%2520184454.png%3Falt%3Dmedia%26token%3Dbdeb4b30-c099-49c9-9c30-5dd3d048e813&width=768&dpr=3&quality=100&sign=71ec4bd&sv=2) **Step 2**: From the left-hand side menu,click on "Template Store". ![](https://helpdocumentation.gitbook.io/user/~gitbook/image?url=https%3A%2F%2F3141102504-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FO6WAU9sqaJ9hX2biUUXm%252Fuploads%252FaENbMN2onwLDocY0qmaY%252FScreenshot%25202024-05-21%2520184517.png%3Falt%3Dmedia%26token%3D08d6164c-8b90-4580-b529-d1b4e271fabc&width=768&dpr=3&quality=100&sign=21834cd1&sv=2) **Step 3**:You can search for any industry and find the templates for bots here. ![](https://helpdocumentation.gitbook.io/user/~gitbook/image?url=https%3A%2F%2F3141102504-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FO6WAU9sqaJ9hX2biUUXm%252Fuploads%252FKHjuLKKpkGYETw7I09sk%252FScreenshot%25202024-05-21%2520184542.png%3Falt%3Dmedia%26token%3D511a19d8-1fa8-4874-8ed6-1388a04a2948&width=768&dpr=3&quality=100&sign=21b93b38&sv=2) [PreviousSend Data from Bot Builder to Automation Builder To Trigger an Automations Between the Bot](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/send-data-from-bot-builder-to-automation-builder-to-trigger-an-automations-between-the-bot) [NextTrigger a Bot Flow Via Inbound Webhook](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/trigger-a-bot-flow-via-inbound-webhook) Last updated 3 months ago Was this helpful? Was this helpful? --- # How to Send WhatsApp Message When Someone Submits A Google Form? | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/automations-builder/how-to-send-whatsapp-message-when-someone-submits-a-google-form.md) . 1. Create a Google Form and connect it to a Google Sheet. 2. Create an App Script project and copy the provided script into it.(Appscript code: [docs.google.com/document/d/1ntnf3kdfKG\_9HSsFCwbPLxVg4EJs9uKZBK4A6Bu4o34](https://docs.google.com/document/d/1ntnf3kdfKG_9HSsFCwbPLxVg4EJs9uKZBK4A6Bu4o34) ) 3. The script includes a webhook URL used to send WhatsApp messages. 4. Set up a trigger in the App Script project to run the script when the form is submitted. 5. Allow the script to access your WhatsApp account. 6. When the form is submitted, the script receives the data and sends a WhatsApp message. [PreviousUpdate Record with Record ID](https://helpdocumentation.gitbook.io/user/automations-builder/datastore/update-record-with-record-id) [NextHow To Trigger Missed Call Webhook In Automations Builder ?](https://helpdocumentation.gitbook.io/user/automations-builder/how-to-trigger-missed-call-webhook-in-automations-builder) Last updated 2 years ago Was this helpful? Was this helpful? --- # Slice And Parse Function | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/slice-and-parse-function/slice-and-parse-function.md) . 1. Go to **CRM** → Click on **Send Template Message** (example use case; can also be used in Automation Builder). 2. Select the required **Channel** and choose the **Template**. 3. Identify the phone number variable where users may enter numbers in different formats (with country code, symbols, spaces, or only 10 digits). #### [](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/slice-and-parse-function/slice-and-parse-function#apply-parse--slice-functions) Apply Parse + Slice Functions 1. In the phone number field, add the required **Country Code** (e.g., `91`). 2. Click on the **Function** option. 3. Select the **Slice** function. 4. Inside the Slice function, add the **Parse Number** function. 5. Map the user’s phone number variable inside **Parse Number**. #### [](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/slice-and-parse-function/slice-and-parse-function#how-it-works) How It Works 1. The **Parse Number** function extracts only numeric characters from the input (removes symbols, spaces, or special characters). 2. The **Slice** function then extracts the **last 10 digits** from the parsed output to standardize the phone number format. 3. Click **Run** to preview the result. 4. Click **Save** to apply the configuration. This method ensures consistent and correctly formatted phone numbers for CRM messages, WhatsApp communication, and automation workflows, regardless of how users enter their numbers. [PreviousParse Number Function](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/slice-and-parse-function/parse-number-function) [NextText Block](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/text-block) Last updated 4 months ago Was this helpful? Was this helpful? --- # Send Super Field Data to External WhatsApp Number | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/send-super-field-data-to-external-whatsapp-number.md) . This feature allows you to send user data stored in **Super Fields** to an external WhatsApp number using automation and template messages. ### [](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/send-super-field-data-to-external-whatsapp-number#prerequisites) Prerequisites * Super Fields must be created in advance (e.g., Name, Phone Number) * WhatsApp message template should be approved and available ### [](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/send-super-field-data-to-external-whatsapp-number#steps-to-configure) Steps to Configure #### [](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/send-super-field-data-to-external-whatsapp-number#id-1.-create-bot-flow) 1\. Create Bot Flow 1. Go to **Chatbot → Create Bot Flow** 2. Enter a **Bot Flow name** 3. Add a **Trigger (Keyword)** and select the WhatsApp channel 4. Set conditions and save #### [](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/send-super-field-data-to-external-whatsapp-number#id-2.-collect-user-data) 2\. Collect User Data 1. Add an **Ask Question** block to collect user **Name** 2. Save the response in a **Super Field** (e.g., Chat Name) 3. Add another **Ask Question** block to collect **Phone Number** 4. Save it in a **Phone Number Super Field** #### [](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/send-super-field-data-to-external-whatsapp-number#id-3.-send-data-via-automation) 3\. Send Data via Automation 1. Add a node → **Automation App → CRM** 2. Select **Send Template Message** 3. Choose the appropriate **WhatsApp Channel** 4. Select the **approved template** #### [](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/send-super-field-data-to-external-whatsapp-number#id-4.-map-data) 4\. Map Data 1. Map the **Phone Number field** as the recipient number 2. Map required **body variables** (e.g., Name from Super Field) #### [](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/send-super-field-data-to-external-whatsapp-number#id-5.-finalize) 5\. Finalize 1. Run and verify using **Run History** 2. Click on **Save Workflow** 3. **Enable** the workflow Once configured, the bot will automatically send the collected data from Super Fields to the specified WhatsApp number using the selected template. This helps in automating notifications, lead sharing, and data transfer seamlessly. [PreviousExternal API Integration in Bot Flow](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/external-api-integration-in-bot-flow) [NextTrigger Different WhatsApp Bots For Different Meta CTWA (Ads) ?](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/trigger-different-whatsapp-bots-for-different-meta-ctwa-ads) Last updated 3 months ago Was this helpful? * [Prerequisites](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/send-super-field-data-to-external-whatsapp-number#prerequisites) * [Steps to Configure](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/send-super-field-data-to-external-whatsapp-number#steps-to-configure) Was this helpful? --- # Create WhatsApp Native Flows From WA Manager And Send Them To Users | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/create-whatsapp-native-flows-from-wa-manager-and-send-them-to-users.md) . #### [](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/create-whatsapp-native-flows-from-wa-manager-and-send-them-to-users#id-1.-setting-up-flow-in-whatsapp-manager) **1\. Setting up Flow in WhatsApp Manager** * Access the **WhatsApp** official API, click on the **three dots** > select **"WA Manager."** * On the left menu, choose **"Message Templates"** > click **"Create a Template."** * For template type, select **"Marketing"** > **"Form"**. * Fill in the **template name, language,** and **body.** * Use the **drag-and-drop UI** to design your flow with screens, questions, and buttons. * **Save** the flow and **submit** it for approval. #### [](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/create-whatsapp-native-flows-from-wa-manager-and-send-them-to-users#id-2.-bot-flow-integration) **2\. Bot Flow Integration** * Post approval, create a **bot flow** in the **Bot Builder.** * **Create four custom fields** in the CRM for the flow responses and answers. * In the Bot Builder, **create a new bot flow**, set a **trigger keyword**, and use the **"Interactive Flow"** option to ask a user question. * **Select** the published flow from WA Manager and **paste** the flow ID and token into the bot flow setup. * Configure the **screen ID, response save location,** and **expected answer type.** * **Save, enable,** and **test** the bot flow. #### [](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/create-whatsapp-native-flows-from-wa-manager-and-send-them-to-users#id-3.-processing-and-exporting-data) **3\. Processing and Exporting Data** * Upon user submission, flow data is saved in the custom fields. * Utilize the **"Extract JSON from String"** automation to parse the flow response data into separate custom fields. * **Export contacts** from the CRM for a structured data set of user responses. [PreviousTrigger Different WhatsApp Bots For Different Meta CTWA (Ads) ?](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/trigger-different-whatsapp-bots-for-different-meta-ctwa-ads) [NextHow To Store Hidden Values With Buttons And Use Them For Bots - Button Payloads ?](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/how-to-store-hidden-values-with-buttons-and-use-them-for-bots-button-payloads) Last updated 3 months ago Was this helpful? Was this helpful? --- # Types Of Triggers | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/types-of-triggers.md) . A **Trigger** is the starting point of your chatbot. It defines when the automation should begin. #### [](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/types-of-triggers#id-1.-user-message-triggers) 1\. User Message Triggers * **New Message Received** – Starts when any message is received (best for welcome or default replies). * **Message Match Keywords** – Starts when a specific keyword is matched (best for intent-based routing). * **Hot Keyword** – Priority trigger that overrides normal flows (best for urgent or high-value leads). #### [](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/types-of-triggers#id-2.-external-and-campaign-triggers) 2\. External & Campaign Triggers * **Inbound Webhook** – Triggered by external systems (CRM, backend, APIs). * **Click to WhatsApp Ad** – Starts when users come from Meta ads (used for campaign tracking). #### [](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/types-of-triggers#id-3.-system-and-event-triggers) 3\. System & Event Triggers * **Payment Received** – After successful payment (order confirmation). * **Payment Failed** – When payment fails (retry or recovery flow). * **Mini App Submission** – After mini app form submission. * **Missed Call Received** – Triggered by missed call campaigns. * **New Order Received** – When a new e-commerce order is placed. * **Order Updated** – When order status changes (shipped, delivered, etc.). Choosing the right trigger ensures clean routing, proper tracking, and structured automation. [PreviousWhatsApp ChatBot](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot) [NextCreate a WhatsApp Chat Bot ?](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/create-a-whatsapp-chat-bot) Last updated 4 months ago Was this helpful? Was this helpful? --- # Create WhatsApp Bot to Collect User Data in CRM | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/create-whatsapp-bot-to-collect-user-data-in-crm.md) . You can build a WhatsApp bot to collect user details and store them in the CRM. #### [](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/create-whatsapp-bot-to-collect-user-data-in-crm#steps-to-create-bot) Steps to Create Bot 1. Go to **CRM → Super Fields** and create fields like **City, Customer Category, Product Category, GST Number**. 2. Go to **Chatbot → Create Bot Flow** and give a name. 3. Add a **Trigger (Keyword on WhatsApp)** and select channel. #### [](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/create-whatsapp-bot-to-collect-user-data-in-crm#collect-user-data) Collect User Data 1. Send a **welcome message** with user name. 2. Ask for **City** and save it to the **City field**. 3. Ask **Customer Type (Retailer / Wholesaler)** using buttons. #### [](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/create-whatsapp-bot-to-collect-user-data-in-crm#conditional-flow) Conditional Flow 1. If **Retailer** → Ask for **Product Category** and save it. 2. If **Wholesaler** → Ask for **GST Number** and save it. #### [](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/create-whatsapp-bot-to-collect-user-data-in-crm#assign-to-team) Assign to Team 1. Use **Assign to Agent** to route chats to specific team members. #### [](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/create-whatsapp-bot-to-collect-user-data-in-crm#final-step) Final Step 1. **Save and Enable** the bot flow. Now, all user responses will be **automatically stored in CRM fields** and assigned to the right team. [PreviousCreate a WhatsApp Chat Bot ?](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/create-a-whatsapp-chat-bot) [NextShare And Clone Bot Flow](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/share-and-clone-bot-flow) Last updated 3 months ago Was this helpful? Was this helpful? --- # Trigger Different WhatsApp Bots For Different Meta CTWA (Ads) ? | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/trigger-different-whatsapp-bots-for-different-meta-ctwa-ads.md) . #### [](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/trigger-different-whatsapp-bots-for-different-meta-ctwa-ads#to-set-up-bots-for-click-to-whatsapp-a-ds) To Set Up Bots for Click to WhatsApp Ads 1. Navigate to the **Facebook Ads Manager**. 2. Find and select the ad you wish to use for bot triggering, then click **"Edit."** 3. Click on the three dots to open more options and choose **"Copy."** 4. Within the bot triggers settings, set the trigger type to **"Click to WhatsApp Ad."** 5. Select the appropriate communication channel and **paste the ad ID** there. 6. For multiple ads, **repeat the process** of copying and pasting each ad ID into the bot trigger setup. [PreviousSend Super Field Data to External WhatsApp Number](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/send-super-field-data-to-external-whatsapp-number) [NextCreate WhatsApp Native Flows From WA Manager And Send Them To Users](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/create-whatsapp-native-flows-from-wa-manager-and-send-them-to-users) Last updated 3 months ago Was this helpful? Was this helpful? --- # Slice Function | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/slice-and-parse-function/slice-function.md) . The **Slice** function is used to extract a specific part of a string or number. #### [](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/slice-and-parse-function/slice-function#use-case) Use Case If you receive an Order ID like: 123456789 but only need the last four digits (6789), you can use the Slice function. #### [](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/slice-and-parse-function/slice-function#syntax) Syntax Copy slice(input; start; end) * **input** → Order ID * **start** → Index to begin extraction * **end** → (Optional) Leave empty to extract till the end #### [](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/slice-and-parse-function/slice-function#example) Example Copy slice(order_id;5;) Here, 5 skips the first five digits and extracts everything after that. Click **Run** and **Save**, and the output will show only the last four digits. [PreviousSlice And Parse Function](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/slice-and-parse-function) [NextParse Number Function](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/slice-and-parse-function/parse-number-function) Last updated 4 months ago Was this helpful? Was this helpful? --- # Create an Chatbot Using AI ( Vibe Bot Building ) ? | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/create-an-chatbot-using-ai-vibe-bot-building.md) . 1. Go to the Bot Builder and click “Create a New Bot Flow”.​ 2. Select the channel where the bot will operate (e.g., WhatsApp, Instagram, or Facebook Messenger).​ 3. Set a trigger keyword for the bot and choose your channel.​ 4. Click on the “AI Bot Builder” option to use AI for creating the bot flow (note: this is chargeable and deducts from your user coin wallet).​ 5. Ensure your user coin wallet has sufficient balance; if not, withdraw funds from any channel to add to your coin balance.​ 6. Agree to the charges and click “I understand and agree to the charges”.​ 7. Enter detailed instructions for the AI regarding the type of bot you want to create (for example, a lead validation bot for a car service center with five questions).​ 8. Send your request to the AI; the system processes your instructions and builds the bot flow in about a minute.​ 9. Review the generated bot flow, which may include prompts and service options as per your input (the exact cost will depend on flow length and complexity).​ 10. If needed, further customize blocks or add options using buttons. You can continue chatting with the AI to refine and extend your bot flow.​ 11. For optimal results, provide as much detail as possible in your instructions; you can mix AI guidance with human input for a more robust bot journey.​ Following these steps allows you to quickly and efficiently create a customized chatbot journey using AI within the platform. [PreviousRegex To Validate User Replies in a Chatbot Flow](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/regex-to-validate-user-replies-in-a-chatbot-flow) [NextGoogle Sheet Blocks](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/google-sheet-blocks) Last updated 4 months ago Was this helpful? Was this helpful? --- # Creating Database in Mongo DB and Creating Datastore in Dashboard | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/automations-builder/datastore/creating-database-in-mongo-db-and-creating-datastore-in-dashboard.md) . * To create a free MongoDB database, go to mongodb.com, click on "Try Free," and sign up. * Fill in the details, select "Build a new project," choose a programming language (e.g., JavaScript), and click "Finish." * Select the free plan, click "Create," enter a username and password, click "Create User," enter your IP address (0.0.0.0/0), add a description, and click "Add entry." * Click "Finish" and close. * Go to "Overview," click "Connect," and select "MongoDB for VS Code." * Copy the connection string, replace the password with the one you created, and click the "View" icon. * To create a data store, click "Add connection," give it a title (e.g., "Tutorial Database"), select "MongoDB" as the type, paste the connection string, and replace the password (remove the arrows). * Click "Create data store," enter a title , add fields, and select "Show in live chat." * To see the data store, go to the Unified Team Inbox, open a chat, click the "i" icon, scroll down, and view the data stores. [PreviousDatastore](https://helpdocumentation.gitbook.io/user/automations-builder/datastore) [NextAdd New Record In Data Store](https://helpdocumentation.gitbook.io/user/automations-builder/datastore/add-new-record-in-data-store) Last updated 2 years ago Was this helpful? Was this helpful? --- # Get Record with Record ID | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/automations-builder/datastore/get-record-with-record-id.md) . **Steps to Get a Record with Record ID** 1. Go to the **Data Store Manager**. 2. Click on **Get Record with Record ID**. 3. Select your **database connection**. 4. Select the **Data Store**. 5. Enter the **record ID** or map it from existing data. 6. Click on **Save**. [PreviousFind Record with Record ID](https://helpdocumentation.gitbook.io/user/automations-builder/datastore/find-record-with-record-id) [NextSearch Records with Record ID](https://helpdocumentation.gitbook.io/user/automations-builder/datastore/search-records-with-record-id) Last updated 2 years ago Was this helpful? Was this helpful? --- # Add New Record In Data Store | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/automations-builder/datastore/add-new-record-in-data-store.md) . * To add a new record in the datastore, click on the "Datastore Manager." * Click on "Add New Record." * Select the database connection and the datastore. * Map all the data. * Click on "Save." [PreviousCreating Database in Mongo DB and Creating Datastore in Dashboard](https://helpdocumentation.gitbook.io/user/automations-builder/datastore/creating-database-in-mongo-db-and-creating-datastore-in-dashboard) [NextFind Record with Record ID](https://helpdocumentation.gitbook.io/user/automations-builder/datastore/find-record-with-record-id) Last updated 2 years ago Was this helpful? Was this helpful? --- # WhatsApp Conversions API Setup | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/whatsapp-conversions-api-setup.md) . Step 1: Open WhatsApp Channel Configuration * Navigate to **Channels** * Open **WhatsApp Channel Configuration** * Click on the **WhatsApp Icon** Step 2: Manage Data Set * Select **Manage Data Set for Conversions API** * Click on **Create New Data Set** * Enter the data set name * Click on **Create Data Set** Step 3: Open Bot Builder * Navigate to **Bot Builder** * Open the required **Chatbot Flow** Step 4: Add Conversion Event * Select the node where you want to add the event * Go to **Native Tools** * Click on **Send Conversion Event** Step 5: Configure Event Details * Select the created **Data Set** * Choose the required **Conversion Event** * Add custom event data if needed Step 6: Save and Publish * Save the bot flow * Publish the changes Step 7: Track Events in Meta * Events will automatically appear inside **Meta Ads Manager** * Use them for: * Campaign optimization * Retargeting * Conversion tracking * Performance analysis [PreviousAsk a Question Block (Text Message)](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/question-blocks/ask-a-question-block-text-message) [NextInstagram ChatBot](https://helpdocumentation.gitbook.io/user/bot-builder/instagram-chatbot) Last updated 1 month ago Was this helpful? Was this helpful? --- # Trigger a Bot Flow Via Inbound Webhook | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/trigger-a-bot-flow-via-inbound-webhook.md) . The **Inbound Webhook Trigger** allows you to trigger a bot flow using external systems by sending data via API. ### [](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/trigger-a-bot-flow-via-inbound-webhook#steps-to-configure) Steps to Configure #### [](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/trigger-a-bot-flow-via-inbound-webhook#id-1.-create-bot-flow) 1\. Create Bot Flow 1. Go to **Chatbot → Create Bot Flow** 2. Enter a **Bot Flow name** 3. Click on **\+ icon → WhatsApp Chatbot** 4. Select **Inbound Webhook Trigger** #### [](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/trigger-a-bot-flow-via-inbound-webhook#id-2.-configure-trigger) 2\. Configure Trigger 1. Choose how the channel will be selected 2. Select the appropriate **WhatsApp Channel** 3. Add a **Sample Payload (JSON)** Example: Copy { "chat_uid": "1234567890", "name": "John" } 1. Select **Chat Identifier / UID** from the payload 2. Click on **Create Webhook** 3. Copy the generated **Webhook URL** #### [](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/trigger-a-bot-flow-via-inbound-webhook#id-3.-test-webhook) 3\. Test Webhook 1. Use tools like Postman 2. Send a **POST request** with the sample JSON 3. Verify that the webhook is accepted #### [](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/trigger-a-bot-flow-via-inbound-webhook#id-4.-send-initial-message) 4\. Send Initial Message 1. Add a node → **Send Message / CRM → Template Message** 2. Select channel and template 3. Map required variables (e.g., phone number, name) 4. Run and save > Note: Template messages are required if the WhatsApp session is not active. #### [](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/trigger-a-bot-flow-via-inbound-webhook#id-5.-add-smart-wait) 5\. Add Smart Wait 1. Add **Native Tools → Smart Wait** 2. Set response type (e.g., single reply) 3. Define wait time (e.g., 100 hours) 4. Save configuration #### [](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/trigger-a-bot-flow-via-inbound-webhook#id-6.-continue-flow) 6\. Continue Flow 1. Add further steps like: * Ask questions * Send interactive messages * Collect user data This setup allows external systems to trigger bot flows and start user interactions seamlessly through API integration. [PreviousWhere to Find BotFlow Templates for Different Industries](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/where-to-find-botflow-templates-for-different-industries) [NextRegex To Validate User Replies in a Chatbot Flow](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/regex-to-validate-user-replies-in-a-chatbot-flow) Last updated 3 months ago Was this helpful? Was this helpful? --- # Send Data from Bot Builder to Automation Builder To Trigger an Automations Between the Bot | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/send-data-from-bot-builder-to-automation-builder-to-trigger-an-automations-between-the-bot.md) . This feature allows you to pass data from your bot flow to the automation builder using a webhook, enabling advanced workflow processing. ### [](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/send-data-from-bot-builder-to-automation-builder-to-trigger-an-automations-between-the-bot#steps-to-configure) Steps to Configure #### [](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/send-data-from-bot-builder-to-automation-builder-to-trigger-an-automations-between-the-bot#id-1.-create-webhook-in-automation-builder) 1\. Create Webhook in Automation Builder 1. Go to **Automation Builder → Create Workflow** 2. Click on the **\+ icon** and select **Webhook** 3. Choose **Custom Webhook** as the trigger 4. Enter a **Webhook Title** 5. Click on **Generate Hook** 6. Copy the generated **Webhook URL** #### [](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/send-data-from-bot-builder-to-automation-builder-to-trigger-an-automations-between-the-bot#id-2.-configure-bot-builder) 2\. Configure Bot Builder 1. Go to **Bot Builder** and open your bot flow 2. Add a new node → **Automation App → External API Call** 3. Select request method as **POST** 4. Paste the **Webhook URL** #### [](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/send-data-from-bot-builder-to-automation-builder-to-trigger-an-automations-between-the-bot#id-3.-add-json-body) 3\. Add JSON Body 1. Set **Body Type** as JSON 2. Enter the JSON structure and map required fields Example: #### [](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/send-data-from-bot-builder-to-automation-builder-to-trigger-an-automations-between-the-bot#id-4.-capture-data-in-automation) 4\. Capture Data in Automation 1. Go back to **Automation Builder** 2. Click on **Capture Incoming Webhook** 3. Run and save the workflow #### [](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/send-data-from-bot-builder-to-automation-builder-to-trigger-an-automations-between-the-bot#id-5.-verify-data) 5\. Verify Data 1. Use **Show Received Data** to verify incoming data 2. Once live data is received, it will appear automatically [PreviousGoTo Block Function in Bot Flow](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/goto-block-function-in-bot-flow) [NextWhere to Find BotFlow Templates for Different Industries](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/where-to-find-botflow-templates-for-different-industries) Last updated 3 months ago Was this helpful? Was this helpful? Copy { "customer_number": "{{whatsapp_number}}", "id": "1" } --- # Current Date | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/date-time-formatter/current-date.md) . The **Current Date** block returns the system’s current date in your chosen format. Steps 1. Add a new node in your flow 2. Go to **Formatter → Date Formatter** 3. Select **Current Date** 4. Enter the required **Date Format** (e.g., DD-MM-YYYY) 5. Select your **Time Zone** 6. Click **Run & Save** 7. Check **Run History → Output Response** to see today’s date You can use this value in CRM fields such as sign-up date, last contacted date, or created date. [PreviousAdd-Subtract Time](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/date-time-formatter/add-subtract-time) [NextGet Current UTC Timestamp](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/date-time-formatter/get-current-utc-timestamp) Last updated 4 months ago Was this helpful? Was this helpful? --- # Time Delay Block | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/time-delay-block.md) . The **Time Delay** block pauses the flow before sending the next message. It helps make conversations feel more natural and is also useful for follow-ups, lead nurturing, and onboarding sequences. 1. Go to **Chatbot** → Click **Create Bot Flow**. 2. Select **WhatsApp Chatbot**, set **Trigger + Channel**, and save. 3. Add your first **Message** node (e.g., welcome message). 4. Click **Add Node** → **Add Automation App** → Search **Delay**. 5. Select one of the delay types: #### [](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/time-delay-block#option-a-time-delay-relative) Option A: Time Delay (Relative) 1. Choose the unit (**seconds / minutes / hours / days / weeks**). 2. Enter the delay time (example: **45 minutes**) and save. 3. Add the next message — it will be sent after the delay. #### [](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/time-delay-block#option-b-time-delay-fixed-date-and-time) Option B: Time Delay (Fixed Date & Time) 1. Select **Time Delay – Fixed Date & Time**. 2. Enter the exact **date + time** (DD/MM/YYYY + time format) and save. 3. Add the next message — it will be sent at the scheduled date/time. This is how you control message timing to create well-timed, human-like bot conversations. [PreviousFormat Date (To Specific Time-Zone)](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/date-time-formatter/format-date-to-specific-time-zone) [NextCalculator Block](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/calculator-block) Last updated 4 months ago Was this helpful? Was this helpful? --- # Change Case | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/text-block/change-case.md) . The **Change Case** block modifies text format. It can convert text to **Uppercase, Lowercase, Capitalize**, and other case formats. Steps 1. Add a new node in your flow 2. Go to **Formatter → Text Formatter** 3. Select **Change Case** 4. Enter the **Text** (e.g., `john doe`) 5. Choose the required **Case Type** from the dropdown (e.g., Uppercase) 6. Click **Run & Save** 7. Check **Run History → Output Response** The text will be converted into the selected format (e.g., `JOHN DOE`). This is useful for name formatting and standardizing data. [PreviousText Parser](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/text-block/text-parser) [NextGenerate Unique ID](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/text-block/generate-unique-id) Last updated 4 months ago Was this helpful? Was this helpful? --- # Date-Time Formatter | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/date-time-formatter.md) . [Modify Current Date Block](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/date-time-formatter/modify-current-date-block) [Get Duration Difference](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/date-time-formatter/get-duration-difference) [Format Date Only](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/date-time-formatter/format-date-only) [Add-Subtract Time](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/date-time-formatter/add-subtract-time) [Current Date](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/date-time-formatter/current-date) [Get Current UTC Timestamp](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/date-time-formatter/get-current-utc-timestamp) [Format Date with Time Zone](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/date-time-formatter/format-date-with-time-zone) [Get Date-time from Unix Timestamp](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/date-time-formatter/get-date-time-from-unix-timestamp) [Format Date (To Specific Time-Zone)](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/date-time-formatter/format-date-to-specific-time-zone) [PreviousGenerate Unique ID](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/text-block/generate-unique-id) [NextModify Current Date Block](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/date-time-formatter/modify-current-date-block) Was this helpful? Was this helpful? --- # Ask a Question Block (Text Message) | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/question-blocks/ask-a-question-block-text-message.md) . The **Ask a Question Block** is used to collect information from users during a conversation. It allows the bot to ask a question and store the user’s response for further use in the automation flow. #### [](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/question-blocks/ask-a-question-block-text-message#how-to-use-the-ask-a-question-block) How to Use the Ask a Question Block 1. Open your **Chat Flow**. 2. Click the **\+ (Add Node)** icon. 3. Select **Ask a Question**. #### [](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/question-blocks/ask-a-question-block-text-message#configure-the-question) Configure the Question **1\. Select Message Type** Choose the type of message you want to send. Available options include: * Text * Image * Video * Document * Audio For collecting simple information such as names or emails, **Text Message** is commonly used. **2\. Add the Question Text** In the message body, type the question you want to ask the user. Example: _“Please enter your full name.”_ **3\. Answer Type** Select how the user can respond: * **Single Reply Answer** – The user can send one response. * **Multiple Reply Answer** – The user can send multiple responses. **4\. Save Response To** Choose the field where the user's reply will be stored. This can be a **Bot Field** or any previously created field such as _First Name_ or _Email_. For example, if you select **First Name**, whatever the user types will be saved in that field. **5\. Expected Answer Type (Validation)** You can apply validation to ensure the correct type of response. Examples include: * Text * Email * Image * Video For collecting a name, select **Text**. **6\. Response Waiting Time** This defines how long the bot should wait for the user’s reply before timing out. You can configure the time according to your needs. It is generally recommended to keep the waiting time within **12 to 24 hours**, since messaging sessions typically expire after 24 hours. #### [](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/question-blocks/ask-a-question-block-text-message#save-the-question) Save the Question After configuring the settings, click **Save Question**. The **Ask a Question Block** helps collect user data efficiently and store it for use in personalization, lead capture, or further automation steps. [PreviousQuestion Blocks](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/question-blocks) [NextWhatsApp Conversions API Setup](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/whatsapp-conversions-api-setup) Last updated 3 months ago Was this helpful? Was this helpful? --- # Create a WhatsApp Chat Bot ? | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/create-a-whatsapp-chat-bot.md) . Follow these steps to create a simple WhatsApp chatbot flow. #### [](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/create-a-whatsapp-chat-bot#step-1-create-bot-flow) Step 1: Create Bot Flow 1. Click **Create Bot Flow**. 2. Enter a **Flow Name** (e.g., Digital Agency). #### [](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/create-a-whatsapp-chat-bot#step-2-set-trigger) Step 2: Set Trigger 1. Select **WhatsApp Chatbot** trigger. 2. Choose **Hot Keywords**. 3. Select the **Channel**. 4. Add a keyword such as **start, hi, or hello**. 5. Click **Save**. #### [](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/create-a-whatsapp-chat-bot#step-3-send-welcome-message) Step 3: Send Welcome Message 1. Add a **Send Message** block. 2. Select **Text Message**. 3. Enter a welcome message (e.g., “Hello, welcome to our agency”). 4. Click **Save Message**. #### [](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/create-a-whatsapp-chat-bot#step-4-create-menu-options) Step 4: Create Menu Options 1. Add **Ask a Question** block. 2. Select **Interactive Message**. 3. Write a question for the user. 4. Add **Buttons** such as: * Contact Sales Team * Contact Support Team * See Demo 1. Save the user response in a **Super Field**. 2. Add a **Validation Message** for incorrect responses. 3. Set **Response Time** and click **Save Question**. #### [](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/create-a-whatsapp-chat-bot#step-5-configure-actions-for-each-option) Step 5: Configure Actions for Each Option **Contact Sales Team** * Assign chat to a **Sales Agent**. * Add **Stay Session** block. **Contact Support Team** * Ask another question (e.g., issue type). * Use **List Options** such as Technical Issue, Billing Issue, Account Access, Other Query. * Assign chat to a **Support Agent**. **See Demo** * Send a message asking for project details. * Ask the user to **upload a reference image**. * Set **Expected Answer Type = Image**. * Assign chat to a **Sales Agent**. * Add **Stay Session** block. #### [](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/create-a-whatsapp-chat-bot#final-step) Final Step 1. Save and enable the workflow. This chatbot automatically greets users, provides menu options, collects information, and assigns conversations to the appropriate team. [PreviousTypes Of Triggers](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/types-of-triggers) [NextCreate WhatsApp Bot to Collect User Data in CRM](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/create-whatsapp-bot-to-collect-user-data-in-crm) Last updated 3 months ago Was this helpful? Was this helpful? --- # Default Value | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/text-block/default-value.md) . The **Default Value** block is used to handle missing or empty data. It prevents errors by replacing blank fields with a predefined value. Steps 1. Add a new node in your flow 2. Go to **Formatter → Text Formatter** 3. Select **Default Value** 4. Choose or create **Authentication** 5. Enter the **Value** (e.g., `Hello {{name}} Welcome`) 6. Enter the **Default Value** (e.g., `Guest`) 7. Click **Run & Save** 8. Check **Run History → Output Response** If the field is empty, the system will automatically use the default value (e.g., “Guest”). This helps maintain smooth and professional automation flows. [PreviousHTML to Markdown](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/text-block/html-to-markdown) [NextText Parser](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/text-block/text-parser) Last updated 4 months ago Was this helpful? Was this helpful? --- # Remove Text block | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/text-block/remove-text-block.md) . 1. Go to your **Automation Builder Flow**. 2. Click on **Add Node** and open **Show All Apps** (or **Add Automation App**). 3. Search for **Text Formatter** and select it. 4. From the available modules, choose **Remove Text**. #### [](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/text-block/remove-text-block#setup-authentication-if-required) Setup Authentication (If Required) 1. If authentication is not available, click **Add New Authentication**. 2. Enter a **Label** and add your **API Key**(Access Token from Channel Page), then select it. #### [](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/text-block/remove-text-block#configure-remove-text) Configure Remove Text 1. Select or map the **Text** from your data where content needs to be removed. 2. In the **Remove Field**, enter the word or value that should be removed (for example, `index`). 3. Click **Run** to preview the result. 4. Click **Save** to apply the changes. #### [](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/text-block/remove-text-block#verify-output) Verify Output 1. Go to **Run History** → **Output** → **Response** → **Data** to confirm the text has been removed successfully. The **Remove Text** block can be used in multiple scenarios depending on your automation requirement, such as cleaning responses, removing unwanted keywords, or formatting dynamic data. [PreviousReplace Text Block](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/text-block/replace-text-block) [NextSplit Text Block](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/text-block/split-text-block) Last updated 4 months ago Was this helpful? Was this helpful? --- # Text Parser | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/text-block/text-parser.md) . The **Text Parser** block is used to extract pattern-based data from a sentence. It helps capture values like OTPs, coupon codes, invoice numbers, or API responses. Steps 1. Add a new node in your flow 2. Go to **Formatter → Text Formatter** 3. Select **Text Parser** 4. Choose or create **Authentication** 5. Enter the **Input Text** * Example: `Your coupon code is 456789 use it` 6. In **Text Match After**, enter `is` 7. In **Text Match Before**, enter `use` 8. Click **Run & Save** 9. Check **Run History → Output Response** The parser will extract the value between the defined patterns (e.g., `456789`). This is useful for extracting OTPs, codes, invoice numbers, or specific data from text. [PreviousDefault Value](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/text-block/default-value) [NextChange Case](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/text-block/change-case) Last updated 4 months ago Was this helpful? Was this helpful? --- # Get Current UTC Timestamp | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/date-time-formatter/get-current-utc-timestamp.md) . The **Current Date** block returns the system’s current date in your selected format. Steps 1. Add a new node in your flow 2. Go to **Formatter → Date Formatter** 3. Select **Current Date** 4. Enter the required **Date Format** 5. Select your **Time Zone** 6. Click **Run & Save** 7. Open **Run History → Output Response** to view today’s date You can use this value in CRM fields like sign-up date, last contacted date, or created date. [PreviousCurrent Date](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/date-time-formatter/current-date) [NextFormat Date with Time Zone](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/date-time-formatter/format-date-with-time-zone) Last updated 4 months ago Was this helpful? Was this helpful? --- # Add-Subtract Time | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/date-time-formatter/add-subtract-time.md) . The **Add or Subtract Time** block is used to modify hours, minutes, seconds, or days in a given date. It is useful for adjusting time slots or scheduling events. Steps 1. Add a new node in your flow 2. Go to **Formatter → Date Formatter** 3. Select **Add or Subtract Time** 4. Enter the **Date** 5. Enter the **Date Format** (e.g., DD-MM-YYYY) 6. Select your **Time Zone** (e.g., Asia/Kolkata) 7. Choose the **Operation** (Add or Subtract) 8. Select the **Unit** (Seconds / Minutes / Hours / Days) 9. Enter the **Value** (e.g., 24 hours) 10. Click **Run & Save** 11. Check **Run History → Output Response** to see the updated date The selected time will be successfully added or subtracted from the given date. [PreviousFormat Date Only](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/date-time-formatter/format-date-only) [NextCurrent Date](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/date-time-formatter/current-date) Last updated 4 months ago Was this helpful? Was this helpful? --- # Format Date with Time Zone | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/date-time-formatter/format-date-with-time-zone.md) . The **Format Date with Time Zone** block converts a date into a specific time zone (e.g., UTC to IST, EST, PST, etc.). Steps 1. Add a new node in your flow 2. Go to **Formatter → Date Formatter** 3. Select **Format Date with Time Zone** 4. Enter the **Date** 5. Enter the **Date Format** 6. Select the required **Time Zone** (e.g., IST, EST, UTC) 7. Click **Run & Save** 8. Check **Run History → Output Response** to see the converted date The date will be adjusted automatically based on the selected time zone. [PreviousGet Current UTC Timestamp](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/date-time-formatter/get-current-utc-timestamp) [NextGet Date-time from Unix Timestamp](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/date-time-formatter/get-date-time-from-unix-timestamp) Last updated 4 months ago Was this helpful? Was this helpful? --- # Get Duration Difference | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/date-time-formatter/get-duration-difference.md) . The **Get Duration Difference** block calculates the difference between two dates. It is useful for tracking response time, subscription duration, or inactivity period. Steps 1. Add a new node in your flow 2. Go to **Formatter → Date Formatter** 3. Select **Get Duration Difference** 4. Enter the **Date Format** (e.g., DD-MM-YYYY) 5. Enter **Date 1** (e.g., 18-02-2026) 6. Enter **Date 2** (e.g., 25-02-2026) 7. Click **Run & Save** 8. Open **Run History** to check the result In the output, you will see the calculated duration (in milliseconds), showing the exact difference between the two dates. [PreviousModify Current Date Block](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/date-time-formatter/modify-current-date-block) [NextFormat Date Only](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/date-time-formatter/format-date-only) Last updated 4 months ago Was this helpful? Was this helpful? --- # Get Date-time from Unix Timestamp | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/date-time-formatter/get-date-time-from-unix-timestamp.md) . The **Get Date Time from Unix Timestamp** block converts a Unix timestamp into a readable date and time format. Steps 1. Add a new node in your flow 2. Go to **Formatter → Date Formatter** 3. Select **Get Date Time from Unix Timestamp** 4. Enter the **Unix Timestamp value** 5. Enter the required **Date Format** (e.g., DD-MM-YYYY HH:mm:ss) 6. Select your **Time Zone** 7. Click **Run & Save** 8. Open **Run History → Output Response** to view the converted date and time The Unix timestamp will be successfully converted into a readable date format. [PreviousFormat Date with Time Zone](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/date-time-formatter/format-date-with-time-zone) [NextFormat Date (To Specific Time-Zone)](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/date-time-formatter/format-date-to-specific-time-zone) Last updated 4 months ago Was this helpful? Was this helpful? --- # URL Encode | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/text-block/url-encode.md) . The **URL Encode** block converts text into a URL-safe format. It is used when sending data inside URLs to prevent broken API calls. Steps 1. Add a new node in your flow 2. Go to **Formatter → Text Formatter** 3. Select **URL Encode** 4. Choose your **Authentication** 5. Enter the **Input Text** (e.g., `John Doe & Co`) 6. Click **Run & Save** 7. Open **Run History → Output Response** to view the encoded result The text will be converted into a safe URL format for transmission in APIs or links. [PreviousSplit Text Block](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/text-block/split-text-block) [NextURL Decode](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/text-block/url-decode) Last updated 4 months ago Was this helpful? Was this helpful? --- # Split Text Block | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/text-block/split-text-block.md) . The **Split Text** option helps you extract a specific value from a string using a separator. #### [](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/text-block/split-text-block#steps) Steps 1. Add a node → **Formatter → Text Formatter → Split Text** 2. Select or create **Authentication** 3. Enter the **Text** you want to split 4. Enter the **Separator** (e.g., `_` or `+`) 5. Choose the required **Segment Index** (First, Last, Second Last, etc.) 6. Click **Run & Save** 7. Check **Run History** to see the extracted value Example: Text: `1ore2_3_45 + 78` Separator: `_` Select **Second Last** → Output: `3` This is how you extract specific values from any string. [PreviousRemove Text block](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/text-block/remove-text-block) [NextURL Encode](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/text-block/url-encode) Last updated 4 months ago Was this helpful? Was this helpful? --- # Format Date Only | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/date-time-formatter/format-date-only.md) . The **Format Date Only** block helps you convert a date into your preferred format. Steps 1. Add a new node in your flow 2. Go to **Formatter → Date Formatter** 3. Select **Format Date Only** 4. Enter the **Current Date Format** (the format your date is in) 5. Enter the **Desired Date Format** (the format you want) 6. Enter the **Date Value** 7. Click **Run & Save** 8. Check **Run History → Output Response** to see the formatted date Now your date will be converted into the required format and can be used in further workflow steps. [PreviousGet Duration Difference](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/date-time-formatter/get-duration-difference) [NextAdd-Subtract Time](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/date-time-formatter/add-subtract-time) Last updated 4 months ago Was this helpful? Was this helpful? --- # Text Block | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/text-block.md) . [Find Text Block](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/text-block/find-text-block) [Replace Text Block](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/text-block/replace-text-block) [Remove Text block](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/text-block/remove-text-block) [Split Text Block](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/text-block/split-text-block) [URL Encode](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/text-block/url-encode) [URL Decode](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/text-block/url-decode) [HTML to Markdown](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/text-block/html-to-markdown) [Default Value](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/text-block/default-value) [Text Parser](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/text-block/text-parser) [Change Case](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/text-block/change-case) [Generate Unique ID](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/text-block/generate-unique-id) [PreviousSlice And Parse Function](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/slice-and-parse-function/slice-and-parse-function) [NextFind Text Block](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/text-block/find-text-block) Was this helpful? Was this helpful? --- # URL Decode | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/text-block/url-decode.md) . The **URL Decode** block converts an encoded URL back to its original format. It reverses URL encoding. Steps 1. Add a new node in your flow 2. Go to **Formatter → Text Formatter** 3. Select **URL Decode** 4. Select or create **Authentication** (Label + API Key) 5. Enter the **Encoded URL/Text** 6. Click **Run & Save** 7. Check **Run History → Output Response** to see the decoded result This is useful when receiving encoded webhook data or decoding tracking links. [PreviousURL Encode](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/text-block/url-encode) [NextHTML to Markdown](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/text-block/html-to-markdown) Last updated 4 months ago Was this helpful? Was this helpful? --- # Replace Text Block | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/text-block/replace-text-block.md) . ### [](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/text-block/replace-text-block#steps) **Steps** 1. Go to your **Automation Builder Flow** and click on **Add Node**. 2. Select **Add Automation App** (or **Show All Apps**). 3. Search for **Text Formatter** and select **Replace Text**. #### [](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/text-block/replace-text-block#setup-authentication) Setup Authentication 1. If authentication is not available, click **Add New Authentication**. 2. Enter a **Label** and add your **API Key**. 3. Click **Add New Authentication**, then select it from the dropdown. #### [](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/text-block/replace-text-block#configure-replace-text) Configure Replace Text 1. Select or map the **Text** in which you want to perform the replacement. 2. In the **Replace Field**, enter the word/value that needs to be replaced. 3. In the **With Field**, enter the new word/value. 4. Click **Run** to preview the replaced text. 5. Click **Save** to apply the changes. You can now use the updated output in the next steps of your automation flow. [PreviousFind Text Block](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/text-block/find-text-block) [NextRemove Text block](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/text-block/remove-text-block) Last updated 4 months ago Was this helpful? Was this helpful? --- # Modify Current Date Block | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/date-time-formatter/modify-current-date-block.md) . The **Modify Current Date** block allows you to shift today’s date forward or backward in days, months, or years. It is useful for follow-ups, expiry dates, trial periods, and renewal reminders. Steps 1. Add a new block in your flow 2. Go to **Formatter → Date Formatter** 3. Select **Modify Current Date** 4. Choose your required **Date Format** (e.g., DD-MM-YYYY) 5. Select your **Time Zone** 6. Choose the **Operation** (Addition or Subtraction) 7. Select the **Unit** (Day / Month / Year) 8. Enter the **Value** (e.g., 7 days) 9. Click **Run & Save** 10. Check **Run History → Output Response** to see the modified date [PreviousDate-Time Formatter](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/date-time-formatter) [NextGet Duration Difference](https://helpdocumentation.gitbook.io/user/automation-apps-blocks/date-time-formatter/get-duration-difference) Last updated 4 months ago Was this helpful? Was this helpful? --- # Image Message Block | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/message-blocks/image-message-block.md) . The **Image Message Block** inside **Send Message** allows you to send an image to users along with an optional caption. Using images in chatbot messages helps increase engagement and makes your communication more visually appealing. #### [](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/message-blocks/image-message-block#how-to-use-the-image-message-block) How to Use the Image Message Block 1. Open your **Chat Flow** in the bot builder. 2. Add a **Send Message** block. 3. Select **Image Message**. #### [](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/message-blocks/image-message-block#add-the-image) Add the Image You can send images in two ways: **Static Image** * Upload the image directly from your system, or * Paste the **image URL**. **Dynamic Image** * Select a previously created **Image Experience**. * Map the required variables if applicable. #### [](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/message-blocks/image-message-block#add-caption-optional) Add Caption (Optional) You can include a caption along with the image to provide additional information or context. Example: _“New collection has dropped. Check it out!”_ 1. Click **Save Message**. Once the trigger is activated in the flow, the image message will automatically be sent to the user. [PreviousText Message Block](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/message-blocks/text-message-block) [NextMultiple Image Block](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/message-blocks/multiple-image-block) Last updated 3 months ago Was this helpful? Was this helpful? --- # Text Message Block | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/message-blocks/text-message-block.md) . The **Text Message Block** is the most commonly used block inside **Send Message**. It allows you to automatically send plain text replies to users when a trigger is activated. This block is commonly used for greetings, confirmations, follow-ups, or instructions and forms the foundation of most chatbot conversations. #### [](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/message-blocks/text-message-block#how-to-use-the-text-message-block) How to Use the Text Message Block 1. Open your **Chat Flow** in the bot builder. 2. Set a **Trigger or Keyword**. 3. Add a **Send Message** block. 4. Select **Text Message**. 5. Enter the message you want to send. 6. You can personalize the message using **variables** such as **Name, Phone Number, or Custom Fields**. 7. Click **Save**. Once the trigger keyword is activated, the text message will be automatically sent to the user, and you can continue building the rest of your chatbot flow. [PreviousMessage Blocks](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/message-blocks) [NextImage Message Block](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/message-blocks/image-message-block) Last updated 3 months ago Was this helpful? Was this helpful? --- # Document Message Block | User Documentation For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt) . This page is also available as [Markdown](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/message-blocks/document-message-block.md) . The **Document Message Block** inside **Send Message** allows you to automatically send documents such as **PDFs, brochures, invoices, or reports** to users during a chatbot conversation. #### [](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/message-blocks/document-message-block#how-to-use-the-document-message-block) How to Use the Document Message Block 1. Open your **Chat Flow** in the bot builder. 2. Set the **Trigger or Keyword**. 3. Click **Add Node**. 4. Select **Send Message → Document Message**. #### [](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/message-blocks/document-message-block#add-document) Add Document You can add the document in two ways: * **Upload the document** directly from your system, or * Paste the **document URL**. After uploading, you can also provide a **file name** for the document. #### [](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/message-blocks/document-message-block#add-caption-optional) Add Caption (Optional) You can include a caption to explain the document. 1. Click **Start Upload** and then **Save Message**. Once the flow is triggered, the document will be automatically sent to the user in the chat. [PreviousVideo Message Block](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/message-blocks/video-message-block) [NextAudio Message Block](https://helpdocumentation.gitbook.io/user/bot-builder/whatsapp-chatbot/message-blocks/audio-message-block) Last updated 3 months ago Was this helpful? Was this helpful? ---