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Automation

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Last updated 2 months ago

Automation allows you to streamline and personalize customer interactions by setting up predefined responses and actions based on user inputs. This ensures quick replies, consistent support, and better engagement without manual intervention.

Automation is divided into four main components:

  1. Keywords Keywords are specific words or phrases that, when received in a user’s message, trigger a predefined response or action. For example, if a user sends "Course Details", the system can automatically respond with course information.

  2. Default Actions These are fallback responses or actions that get triggered when the system doesn't recognize any keywords from the user's message. It's a great way to keep the conversation going or redirect the user to a menu or help option.

  3. Reply Material Reply Material includes the actual content that is sent to users — such as text messages, images, videos, documents, buttons, or any combination. This is what users receive when a keyword is matched or a default action is triggered.

  4. WhatsApp Form WhatsApp Forms allow you to collect structured information from users through a conversational interface. You can create custom forms with fields like name, email, preferences, etc., and use this data for lead generation, registrations, and more.