Automation & Message Flows
Auto-replies, keyword triggers, workflows, and bots.
How to Send a WhatsApp Notification When a Chat is Assigned Using HTTP Request Node
This guide explains how to configure an HTTP Request node in Message Flows to send a WhatsApp notification when a chat is assigned to you. 1. Navigate to Automation → Message Flows…
How to create a broadcast
Broadcast is a powerful tool that allows you to send targeted messages to a large group of users at once, saving you time and effort. 1. Go to the ChatDaddy Dashboard. 1. Hover ove…
How do I stop active broadcasts?
On the Broadcast page, locate the three dots menu on the broadcast you wish to delete, then click Stop. !Image Note: As the broadcast schedules messages a few minutes into the futu…
How to view Broadcast details
Follow these simple steps to navigate to and view detailed information about a specific broadcast. - On the left Navigation Bar, hover over Automation. - Click on Broadcasts. !Imag…
How to export Broadcast contacts and details
Follow these steps to export contacts who received your broadcast. - Navigate to the Broadcast section within your ChatDaddy Dashboard. - Find the specific broadcast you want to ex…
Alternative Way: View Recipients
- Click on the three-dot menu next to the broadcast you want to view. - Select View Recipients from the dropdown menu. !Image In the detailed view, you’ll see a list of contacts wh…
How to Bulk Tag in Broadcast
ChatDaddy’s bulk tagging feature helps you efficiently organize and categorize contacts who received your WhatsApp broadcasts. 1. Go to the Broadcast section within your ChatDaddy…
Alternative Way: View Recipients
1. Click on the three-dot menu next to the broadcast you want to view. 1. Select View Recipients from the dropdown menu. !Image 1. In the detailed view, you’ll see a list of contac…
How to Restart a Broadcast
If a broadcast was stopped, failed, or stuck in pending due to a payment issue, it will not resume automatically after payment is settled. You will need to manually restart it. - B…
🛠️ Steps to Restart a Broadcast
- Go to Settings. - Navigate to Broadcasts. !Image - Locate the broadcast that was stopped or failed. - Click Restart. !Image - Confirm the action. ✅ After restarting, verify that…
How to Setup a Keyword Reply
Video - On your Dashboard, hover over the sidebar on the left. - Go to “Automation” and select “Keyword Reply”. !Image - Click on “New Keyword Reply” at the top-right corner to beg…
Settings in Keyword Reply
!Image You can turn your keyword reply off/on using this setting. If it is off, the automated responses will not be sent even if the chat matches the keyword If you have multiple c…
Limit trigger frequency
This setting can be used to limit the number of times a keyword reply is triggered in one chat. This means if you set the limit to once every day and the same keyword was sent twic…
Custom hours of Operation
By default, the bot will respond to keywords sent at any time. However, you can set certain times so that the bot will only work during those times !Image !Image
Keyword Reply FAQs
Q. Why is my Keyword Reply not working? A. If your keyword reply is not working, you can check for the following details: - Is the keyword reply enabled(turned on)? - Is your chann…
"Message is not Available” Keyword Automation Setup
WhatsApp has a widely known issue, where a customer sends in a message, but on our end, it shows "This message is not available". !Image Customers can combat this by setting a keyw…
How to setup Offline Bot
The Offline Bot allows you to auto-reply to client messages during your specified off-hours. Regardless of the message type or content sent by clients, the bot will respond with a…
How to disable the offline bot for one day?
!Image As shown in the image, you can prevent the offline bot from running on a specific day by turning it “On” and setting the business hours from 00:00 to 23:59 for that day. Abs…
Shop Notification FAQ
- System does not automatically refresh or update pre-scheduled notifications after message edits. Once a notification is scheduled, it retains the message content as it existed at…
About ChatDaddy Chrome Helper
!Image This document provides information about the ChatDaddy Chrome Helper extension, which is required for several ChatDaddy integrations, including: - Shopline - Shopline Global…
How to install Paperform
Step 1: Open the paperform you want to integrate, find the phone number field, and click "Configure" at the right side Turn on the "Question is required" button, and put the phone…
How to install Boutir
Step 1: 1. Go to ChatDaddy notifications, then click on “+New Notifications” on the top right part of your ChatDaddy page. !Image click "Boutir" !Image Step 2: Enter your credentia…
To setup the triggers for [Payment Reminder], [Payment Confirmation], and [Delivery] notification triggers, users may follow the steps as follows:
Payment Reminder: Step 1: Use the default message template for Payment Reminder, then click [Add Condition]: 👇🏻 !Image Step 2: Select [Event] as the condition property: 👇🏻 !Ima…
How to install Shopee
Step 1： Go to your Shopee seller’s account, then click on “Settings”, then “Shop Settings”. !Image Step 2： Disable “Allow SMS as additional account verification method” by clicking…
How to install Shopage
Step 1: Go to ChatDaddy notifications(https://app.chatdaddy.tech/shop/notifications) !Image Click "Shopage" in the pop-up window !Image Step 2: Enter your credentials Shopage login…
How to install Shopline
Video Step 1: Go to https://chrome.google.com/webstore/category/extensions?hl=en: 👇🏻 !Image Step 2: Search for “chatdaddy” and click on the result: 👇🏻 !Image Step 3: Click “Add…
How to setup Whatsapp Shop
Hover your cursor over the Navigation Bar, hover over to Shop and click on ”Notification”. When you are at the panel click on ”+New Notifications”. !Image Click "Whatsapp Shop" !Im…
How to install Tiktok Global
This guide helps you automatically send WhatsApp messages to your TikTok Shop buyers when they place an order. - A TikTok Seller Shop account - Active ChatDaddy account Video
Getting ChatDaddy Chrome Helper
1. go to https://chrome.google.com/webstore/category/extensions?hl=en: 👇🏻 1. Search for “chatdaddy” and click on the result: 👇🏻 !Image 1. Click “Add to chrome”: 👇🏻 !Image 1.…
Connect TikTok Shop to ChatDaddy
1. After added successfully, click on the puzzle icon and the “chatdaddy” extension: 👇🏻 !Image 1. Click on the Tiktok Shop to connect with your Tiktok Shop :👇🏻 !Image 1. To get…
How can I tell if a buyer has hidden their phone number?
- If you click the "Open Eye" icon and see a popup message about protecting customer privacy, this indicates the buyer has hidden their number. See the image below !Image - If the…
How to install Shopify
Video Hover your cursor over the Navigation Bar, hover over to Shop and click on ”Notification”. When you are at the panel click on ”+New Notifications”. !Image Click on「Shopify」an…
How to install Paperform
This guide explains how to connect Paperform, a form-building tool, with ChatDaddy to automate workflows (e.g., capturing leads, syncing form responses, or triggering messages). 1.…
Preparing Your ChatDaddy Message Flow
1. Design Your Message Flow: - In ChatDaddy, create and set up a message flow that you want to send when a form is submitted. - Example： !Image 1. Test Your Flow: - Before integrat…
Connecting ChatDaddy to Paperform
1. Access ChatDaddy's Integration Setup: - In Automation > Shop Notification > Create > Select "Paperform” 1. Input the “TimeKey”: - In the ChatDaddy setup screen for the Paperform…
Paste the Webhook in Paperform
- Return to your Paperform “Integrations & Webhooks” tab. !Image !Image - Paste the copied ChatDaddy webhook URL into the appropriate field so that Paperform knows where to send su…
Integrate Google Forms with ChatDaddy for Automated WhatsApp Notifications
Learn how to connect your Google Forms to ChatDaddy and automatically send personalized WhatsApp messages to form respondents, streamlining your communication and improving engagem…
Add WhatsApp Number Question
Add a question for the WhatsApp number. This is crucial for our automation. Create a short-answer question and label it "WhatsApp Number (with country code)". Why this is important…
Ensure Responses Are Accepted
Make sure "Accepting responses" is turned on in the "Responses" section. *(Visual: Screenshot of a sample Google Form with the WhatsApp number field highlighted.)*
Share the Google Sheet
1. Go to the Google Sheet linked to your form. 1. Click "Share". 1. Enter the email address infoautomation523@gmail.com. 1. Set the access level to "Viewer." Explain the "Viewer" p…
Copy the Spreadsheet ID
Explain what the spreadsheet ID is: The Spreadsheet ID is a unique identifier for your Google Sheet. ChatDaddy uses this ID to locate and access the sheet. Where to find it: It is…
Warning: Modifying Google Sheet Titles or Values
Warning: Modifying the titles or values in the Google Sheet will disrupt the entire integration and require a reset. Do not make any changes to the Google Sheet titles or values. 1…
Why can't I get the trigger in ChatDaddy?
Answer: Our system only tracks the first sheet in your Google Sheet. If your data sheet is not the first tab, the trigger will not function. Ensure the sheet you intend to use for…
Why am I not getting any notifications?
Answer: Notifications are typically delivered within 5-10 minutes, although delivery times can vary. If you have not received a notification after 30 minutes, please carefully revi…
Can I edit the form questions or change the Google Sheet format/view?
Answer: No. Editing form questions or altering the Google Sheet's structure (e.g., adding/removing columns, changing column order) will disrupt the Google Form integration and resu…
Can I delete testing data from the sheet?
Answer: No. Deleting data directly from the Google Sheet will break the Google Form integration and lead to unexpected behavior. If you need to remove test data, it is recommended…
Google Calendar Script
javascript / - @fileoverview Google Apps Script for managing appointments from Google Calendar in a Spreadsheet. - This script provides functions to synchronize calendar events wit…
How to install Google Form in CD
Open the Google form you want to integrate, and find the phone number field, its name must be exactly: WhatsApp Number (with country code) !Image Click Responses, and then the “Vie…
Zapier Integration with WooCommerce
Zapier allows you to connect WooCommerce with thousands of apps without coding. By creating Zaps (automated workflows), you can trigger actions in other apps whenever an event happ…
How to install Google Form
Tired of manually notifying individuals after they submit a Google Form? This automation module streamlines your process by automatically sending personalized messages to specified…
Share your form to our automation system
!Image 1. Go to the Google Sheet linked to your form. !Image 1. Click "Share", enter the email address “infoautomation523@gmail.com”, and set the access level to "Viewer.” Note: No…
Set Up a Custom Message in Message Flow
1. In ChatDaddy, go to Automation > Message Flow > + Create New Flow. 1. For Google Form notifications, you can use any variable from your spreadsheet. Using the example google she…
Set Up ChatDaddy Notification
!Image 1. In ChatDaddy, go to Automation > Shop Notifications > + Create. 1. Select "Google Form" as the trigger. 1. Enter the spreadsheet ID you copied earlier. This is the string…
Configure Notification Settings
!Image 1. Keep "Override Recipient" disabled if you have labeled the column "WhatsApp Number (with country code)" in your spreadsheet. 1. Enter your preferred notification name in…
Enable and Test Output
1. Submit a test Google form using your own phone number to verify the setup. 1. Verify that you receive the notification. 1. That's it! Your setup is complete. From now on, whenev…
Why isn't my automation sending messages even though I've set up all triggers and message flows correctly?
Answer: Double-check that the trigger switch is turned on. You can refer to the provided image for confirmation. !Image !Image
Why can't I get the trigger in ChatDaddy?
Answer: Our system only tracks the *first* sheet in your Google Sheet. If your data sheet is not the first tab, the trigger will not function. Ensure the sheet you intend to use fo…
Why am I not getting any notifications?
Answer: Notifications are typically delivered within 5-10 minutes, although delivery times can vary. If you have not received a notification after 30 minutes, please carefully revi…
Can I edit the form questions or change the Google Sheet format/view?
Answer: No. Editing form questions or altering the Google Sheet's structure (e.g., adding/removing columns, changing column order) will disrupt the Google Form integration and resu…
Can I delete testing data from the sheet?
Answer: No. Deleting data directly from the Google Sheet will break the Google Form integration and lead to unexpected behavior. If you need to remove test data, it is recommended…
How to install Shopline Global
Step 1: go to https://chrome.google.com/webstore/category/extensions?hl=en: 👇🏻 !Image Step 2: Search for “chatdaddy” and click on the result: 👇🏻 !Image Step 3: Click “Add to ch…
How to install Hotmart
Step 1: Go to ChatDaddy notifications(https://app.chatdaddy.tech/shop/notifications) !Image Click "Shopage" in the pop-up window !Image Step 2: Enter your credentials Shopage login…
If you're facing issues with the Google Form shop notification feature, please follow the steps below to resolve the problem.
Follow the same installation steps as outlined in our main help document here. !Image Go back to the Shop Notification page and refresh your browser. - Click on the three dots (⋮)…
How to install Google Calendar
This integration allows you to collect booking details through a Google Form and automatically update your calendar and chat responses. Once a customer submits the form, ChatDaddy…
How to setup Host Platform
Step 1: Login to your HostPlatform account and select “Webhook” in the sidebar !Image Step 2: Copy the Access Token provided to you by HostPlatform during your onboarding. It will…
How to install WooCommerce
Please note that this is a known issue on Woo Commerce’s side, please reach out to their support team with your webhook data for this Go to ChatDaddy notifications (https://www.app…
How to use action node
The action node allows you to build complex message flows by performing these functions: Video Add a tag to your contact based on their response or what button they select. Tags ca…
How to use the Update Ticket node
The “Update Ticket” node can be used to automatically update/modify pre-existing tickets in any CRM board. Keep your customer service and support processes organised by ensuring th…
How to use the Update Ticket node
!Image Step 1: Setup your message flow and navigate to the node where you want to update a ticket Step 2: Click on “Choose Next Step” and select “Update Ticket” Step 3: Select whic…
How to fix “A template is required to start a new conversation” Issue
!Image If you are using a WABA or WhatsApp Business account, there are some limitations that WhatsApp enforces when you are messaging a new contact: 1. If you are messaging a new c…
How to smart assign with teammates in different time shifts?
If your team works across different shifts and you want to automatically assign contacts based on working hours, here's a step-by-step setup using conditions and the "Modify Contac…
✅ Condition 2 (Night Shift: 18:00 - 07:59)
- If ALL of the following match: - Assignee is not CD - Teammate D or Teammate E - Time matches 18:00 to 07:59 Use the Modify Contact action to assign contacts depending on which c…
How to use delays
Delay nodes are essential tools in creating effective and engaging automated message flows. They allow you to follow up with your customers after a certain period of time in case t…
Cancel message if reply received
This option ensures that any scheduled follow up messages are automatically canceled if a reply is received from the recipient before the message is sent. So you can send an automa…
How to use Input node
The Input Node allows you to collect responses from users during your message flow. It supports various types of inputs to help you structure and capture information accurately for…
How to add my customers details to a message?
Do you want automate messages but also want personal attributes in them? You can do this using variables. Variables are properties such as name, number, country & even custom field…
How to use the Create Ticket node
The “Create Ticket” node can be used to automatically create new tickets in any CRM board. This can help in streamlining customer service and support processes by ensuring that inq…
How to use the Create Ticket node
Video Step 1: Setup your message flow and navigate to the node where you want to create a new ticket Step 2: Click on “Choose Next Step” and select “Create Ticket” Step 3: Enter th…
How to import/export Message Flows
Message Flows allow you to automate conversations based on specific triggers and conditions. To streamline workflow management, you can import existing message flows or export them…
How to connect Zapier to ChatDaddy?
There are 3 ways to connect your Chatdaddy account to Zapier: To connect your Chatdaddy account to Zapier within a Zap using phone number and password, follow these steps: 1. Head…
How to edit message flows with your team?
Share Editing is a powerful feature that allows you and your team to collaboratively edit automated message flows in almost real-time, similar to how Figma enables collaborative de…
How to use “Notify Team Member” node
!Image The Notify Team Member app node allows you to automatically send in-app notifications to a teammate or the assignee of a contact. This is useful for keeping teammates inform…
How to use the Stop Ticket Timer node
The "Stop Ticket Timer" node in message flows allows you to automatically stop the timer on tickets in your CRM board. This can be useful for tracking the time spent on resolving c…
How to use the Stop Ticket Timer node
Step 1: Setup your message flow and navigate to the node where you want to stop a ticket’s timer Step 2: Click on “Choose Next Step” and select “Stop Ticket Timer” Step 3: Select w…
How to use HTTP Request node
Using this node, you can send HTTP(S) requests to external services or APIs. It allows you to connect Chatdaddy with other systems and softwares Ex: When a form is submitted in Cha…
Through the **HTTP Request Node
Step 1: Select “Choose next step” where you want use your HTTP request !Image Step 2: Select “HTTP Request” from the list !Image Step 3: Fill in the details of your HTTP Request !I…
Through the **Action Node
Step 1: Select “Add Action” where you want use your HTTP request !Image Step 2: Within the Action Node, select the “HTTP Request” option !Image Step 3: Fill in the details of your…
✅ How to Auto-Update Contact Info from ChatDaddy to Notion
This guide will walk you through how to set up a ChatDaddy automation flow that automatically sends contact info into a Notion database when a tag is updated. Once completed, your…
How to Use the Fork Node
The Fork Node helps you send randomized message variations in your WhatsApp automation. This keeps your replies more natural and reduces the risk of being flagged for spam by avoid…
How to use the Modify Contact node
The "Modify Contact" node allows you to automate the process of updating contact information. This includes adding or removing tags, setting custom fields, and assigning chats to t…
How to use the Modify Contact node
- Name - This can be used to change the name of your contact. You can manually input a name or use a custom field - Add tag - Select the tag that you want to add from the dropdown…
How to add buttons and lists in message flows
Interactive messages provide users with a simpler, more efficient way to interact with your business on WhatsApp. They achieve significantly higher response rates and conversions c…
Message Flows Video Walkthrough
Checkout this video walkthrough of Message Flows! Video How to use Delays How to use Conditions How to use Action Nodes How to Add buttons and lists in Message Flows How to use Cre…
How to create a calendar booking system using Google Calendar
Video The Calendar apps allow you to integrate a Google Calendar booking system for your business through message flows. There are 2 nodes available to help you achieve this: 1. Ge…
Steps to create the booking system:
Step 1: Go to Automations > Message Flows > Create new flow Step 2: Create a starting message requesting your client to specify the date when they want to setup an appointment. Ex:…
How to use conditions
The conditions block allows you to change your customer interactions based on where they live, a particular tag, their assignee, and much more. 1. Navigate to the message flow wher…
Difference Between Contact Properties and Contact Updated Properties
- Contact Properties Use this when you want to check a contact’s property, regardless of whether it was just updated. Example: To check if "John" is the assignee, and you don’t car…
Message flows FAQs
Q. What is the maximum attachment size(images, videos, files, etc.)? A. The maximum attachment size for images, videos, and other files is 35MB Q. Why can’t I add AI Chatbot, Creat…
Using the Broadcast Trigger
The Broadcast trigger facilitates sending broadcast messages to multiple contacts simultaneously. This trigger allows you to efficiently communicate important updates, promotions,…
Using **Contact Updated Trigger** with **AI ChatBot
You can use conditions to filter out the contacts based on tags, what type of messages you want to respond to, which channel you want to enable the trigger for, time of the message…
Difference Between Contact Properties and Contact Updated Properties when using condition with Contact Updated Trigger
Contact Properties - Use this when you want to check a contact’s property, regardless of whether it was just updated. - Example: To check if "John" is the assignee and you don’t ca…
Using Ticket Updated trigger to modify contact and update ticket.
Using the "Ticket Updated" trigger and conditions, you can send a message to the contact related in the ticket when the stage changes. For ex: When you close a ticket, a message is…
What are triggers?
Triggers are a powerful functionality within message flows that enable automated responses and workflows, streamlining communication and operational processes. By setting specific…
Using the New **Contact Trigger
You can use this trigger to send a message flow when a new contact has been added. This allows you to automatically start workflows or send welcome messages to new contacts as soon…
Using outgoing message trigger to modify contact and update ticket.
Using the "Outgoing Message" trigger and conditions, you can modify contact properties and also update CRM tickets. For ex: When you send a message which contains the word “resolve…
Using the New Chat trigger to sent automated greetings message
Using the “New Chat” trigger, you can send your customers automated greeting or welcome messages to your new or potential clients Ex: When someone sends a message for the first tim…
Automating Comments with Triggers (Instagram & Messenger)
!Image Want to automatically reply to comments based on specific words or posts? ChatDaddy's Triggers make it possible! This guide shows you how to use Triggers to create advanced…
Or follow these steps to create one from scratch
Step 1: Create a New Trigger - Go to your ChatDaddy automation > Message Flow. - Click "Trigger" > Create a new Facebook/Instagram Comment trigger. !Image Step 2: Add Conditions -…
New Note Trigger
!Image The New Note trigger allows you to automate workflows whenever a new note is added to a conversation. This trigger is useful for tracking important updates, notifying team m…
Incoming message trigger
The Incoming Message trigger allows you to automatically respond to customer messages based on specific keywords or phrases. This can help you deliver faster support and create a m…
Advance Setup : Using Incoming **Message Trigger** with **AI ChatBot
Using the AI Chatbot node, you can automate AI generated responses to your customers based on their questions or messages !Image
Using Ticket Created trigger to modify contact and update ticket.
Using the "Ticket Created" trigger and conditions, you can modify contact properties and also update CRM tickets For ex: When a new ticket is created, you can add a tag and assign…
Intro to Apps & Variables
App nodes are a powerful way for your flows to interact with the ChatDaddy ecosystem & the rest of the world. You can do everything from creating a ticket, asking GPT a question to…
Intro to Variables
Let’s start with an example, you want to broadcast to your customers, but want to personalise it with at least their name. So instead of saying just: “Hi there, we’re running a 20%…
Shop Notification to Avoid Outdated Messages with Two-Step Scheduling
When you schedule a message far in advance (e.g., 21 Dec 2024) for a future event (e.g., 31 Jan 2025), the system saves the original content at scheduling time. Here's what this me…
Running Live Giveaways and Contests with Comment Trigger
This guide focuses on using ChatDaddy to automate live giveaways and contests, streamlining the process and increasing participation. - Goal: Efficiently manage live giveaways and…
Image Size Recommendation
To ensure optimal clarity when sending images via ChatDaddy (Mobile & Web), use the following recommended image sizes. WhatsApp applies compression to most images, so preparing the…
Instant Q&A and Information Delivery During Live Streams with Comment Trigger
This guide focuses on using ChatDaddy to automate instant Q&A and information delivery during your live streams, providing real-time answers and resources to your audience. - Goal:…
Poll Button Interaction Limitation
When using poll buttons in message flows, you may experience misfire triggers, where the sender does not receive the recipient's response in real-time. This can affect the visibili…
❗ Why This Happens
Poll buttons operate differently from native interactive messages. As a result: - Responses could not be translated from poll option. - Not reflected immediately in your Poll Butto…
✅ How to Reduce Poll Button Misfire
To improve reliability: - Use poll buttons for non-critical interactions where immediate response is not essential. - For time-sensitive workflows, consider using standard text pro…
(Archived)Maximizing Live Engagement: Live Comment Automation with ChatDaddy
Live videos are a powerful way to connect with your audience in real-time. ChatDaddy can help you streamline live comment management and automate responses, enhancing engagement an…
Drive Sales with Live Stream Comment Triggers in ChatDaddy
This guide focuses on using ChatDaddy to automate lead generation and offer exclusive deals during your live streams, maximizing conversions in real-time. - Goal: Offer a limited-t…
How to use the AI Chatbot node
- Navigate to Automation > Message Flows. - Open or create a new flow - Click the “Choose next step” button after a trigger, condition, or message button to add a new node. - Selec…
Using the new AI Chatbot V2 Node
The new AI node lets you smartly classify messages from users, connect with a knowledge base, and much more! Let’s see how we can utilise this power via message flows Tip: complete…