Automate AI

Documentation

Everything you need to set up, configure and get the most out of Automate AI.

Features

Voice AI AgentsSee the voice agents configured on your account.Create a Scheduled AutomationSend a one-off scheduled or contact-date message, or build a multi-step drip sequence, to a chosen audience.Create a Smart LinkCreate a trackable short link so you can see when a customer taps a Visit Website button in your templates.Create a Contact GroupOrganize your contacts into groups so you can target them together in campaigns and automations.Track Button ClicksSee every button your customers tapped in a campaign message, and export the data.Track Follow-upsThe Follow-ups page lists your team's scheduled follow-ups in one place, across all contacts.Schedule Automated MessagesSend templates automatically on a recurring schedule or on contact date events, from the Automation page's Schedule tab.Create a ContactAdd a single contact to your account manually.Import ContactsBulk-add or update contacts from a CSV or Excel file.Manage Your ContactsSearch, filter, and take action on your existing contacts.Create a Message TemplateCreate and submit a WhatsApp message template for Meta approval, then use it in a campaign.Manage Your Message TemplatesSearch, filter, and check the approval status of your message templates.Create a CampaignSend a WhatsApp campaign to your contacts: create it, pick a template, choose recipients, and review before sending.Manage Your CampaignsSearch, filter, and track the delivery status of your campaigns.Create an Automation FlowStart a new WhatsApp automation flow that replies to customers automatically based on keywords.

Admin Setup

Add Funds to Your WalletTop up your wallet balance to pay for outgoing WhatsApp messages, campaigns, and automations.TeamSee everyone with access to your account, their role, and their status.AI Assistant SettingsAI Assistant Settings turns on AI-generated replies in your conversations, and lets you feed it a knowledge base so its answers reflect your own business information..Basic RepliesBasic Replies respond automatically to incoming messages that match criteria you set — a simple keyword-triggered auto-responder, separate from the AI Assistant and from Auto Follow-ups..Quick RepliesQuick Replies are canned messages you can insert into any chat by typing a shortcode, so agents don't have to retype common answers..Auto AssignmentAuto Assignment controls how incoming chats are distributed to your team: manually, or automatically spread across available agents..Auto Follow-upsAuto Follow-ups sends a sequence of follow-up messages to a contact after their last message, stopping automatically as soon as the contact replies..Business HoursBusiness Hours defines when your team is available, and what message contacts see if they message you outside those hours..DepartmentsDepartments let you organize your team into groups — useful for routing chats to the right people once you have more than a couple of agents..Contact FieldsContact Fields let you define custom input fields that appear when creating a contact, in addition to the built-in name/phone/email.Contact StatusesContact Statuses are color-coded labels you assign to contacts — for example to track where they are in a sales or support process.Security SettingsSecurity Settings is where you change your account password..Notification SettingsNotification Settings controls the sound your browser plays when a new message arrives, so you don't have to keep an eye on the Chats tab to know when someone messages you..General SettingsGeneral Settings holds your organization's basic details, along with a few account-wide message behaviors: automatic retry for failed campaign messages, an auto-reply for message types WhatsApp doesn't support (like polls), and keyword-based opt-out..Connect Your WhatsApp Business AccountView your connected WhatsApp Business Account details from Settings.