Automation & Message Flows
Auto-replies, keyword triggers, workflows, and bots.
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…
How to export Broadcast contacts and details
Follow these steps to export contacts who received your broadcast.
How to Bulk Tag in Broadcast
ChatDaddy’s bulk tagging feature helps you efficiently organize and categorize contacts who received your WhatsApp broadcasts.
How to Setup a Keyword Reply
https://drive.google.com/file/d/17Dq67h48sRTjxCnZyRRzC7zM3td65DY8/view?usp=sharing
Settings in Keyword Reply
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
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 channel connected?
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 pre-set message flow
Offline Bot FAQs
How to disable the offline bot for one day?
How to install Shopline
https://www.loom.com/share/1398eb99893c42a2a0d85e150dad5e6c?sid=c83e0cbc-e540-4e6a-9950-3a787e526472
How to install Hotmart
Go to ChatDaddy notifications(https://app.chatdaddy.tech/shop/notifications)
How to install Shopage
Go to ChatDaddy notifications(https://app.chatdaddy.tech/shop/notifications)
How to install Tiktok Global
This guide helps you automatically send WhatsApp messages to your TikTok Shop buyers when they place an order.
How to install Shopline Global
Step 1: go to https://chrome.google.com/webstore/category/extensions?hl=en: 👇🏻
How to setup Host Platform
Step 1: Login to your HostPlatform account and select “Webhook” in the sidebar
How to install Boutir
Step 1: Go to ChatDaddy notifications, then click on “+New Notifications” on the top right part of your ChatDaddy page.
How to setup Whatsapp Shop
Hover your cursor over the Navigation Bar, hover over to Shop and click on ”Notification”.
How to install Shopify
https://www.loom.com/share/541dee750f75417280e0449292ffa78e?sid=b145b443-8b0e-4763-b54d-fb46c75a98df
Google Calendar Script
Copy the whole script from this page to Google Sheet > Apps Scripts
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…
How to install WooCommerce
Please note that WooCommerce has to be patch 5.1.0 and above for the integration to work
Shop Notification FAQ
Why did my notification send old content? System does not automatically refresh or update pre-scheduled notifications after message edits. Once a…
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…
Workaround for Google Form Shop Notification
If you're facing issues with the Google Form shop notification feature, please follow the steps below to resolve the problem.
How to install Google Calendar
To streamline your business operations and improve customer engagement, you can now create a Google Calendar and connect it with a Google Form via ChatDaddy…
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…
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 that ticket informatio
How to add my customers details to a message?
Learn how to use variables to personalise notification/broadcast messages.
How to edit message flows with your team?
Learn how to collaborate in real time on message flows with your team.
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 ChatDaddy, you want to
Message Flows Video Walkthrough
Learn how to use Message Flows to Automate your conversations!
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…
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 inquiries or issues are
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 customer issues and e
How to add buttons and lists in message flows
Learn the difference between buttons and lists, and how to use them in ChatDaddy!
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, Create Ticket, Update T
How to connect Zapier to ChatDaddy?
How to connect your Zapier to ChatDaddy?
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.
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 avoiding repetitive patt
How to fix “A template is required to start a new conversation” Issue
If you are using a WABA or WhatsApp Business account, there are some limitations that WhatsApp enforces when you are messaging a new contact: If you are…
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…
How to smart assign with teammates in different time shifts?
🧠 How to Smart Assign with Teammates in Different Time Shifts?
How to use “Notify Team Member” node
Learn How to use “Notify Team Member” node!
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.
How to use action node
The action node allows you to build complex message flows by performing these functions:
How to import/export Message Flows
Learn how to import or export existing message flows them for backup or reuse
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 teammates or using ro
Contact Updated trigger
The Contact Updated trigger is activated whenever there is a change made to the contact (add/remove tag, changing name, etc.)
Ticket Updated Trigger
The Ticket Updated trigger is activated whenever there is a change in a ticket.
New Ticket Trigger
The Ticket Created trigger is activated whenever there is a new ticket created.
What are triggers?
Triggers are a powerful functionality within message flows that enable automated responses and workflows, streamlining communication and operational…
New Contact Trigger
The New Contact trigger Initiated upon the addition of a new contact to ChatDaddy
Outgoing message trigger
The outgoing message trigger is activated whenever there is a new message sent.
Incoming message trigger
The incoming message trigger is activated whenever there is a new message received.
Note Resolved Trigger
Learn how to use the “Note Resolved” Trigger!
New Chat Trigger
The New Chat trigger is activated whenever the first message is sent or received in a new chat.
Automating Comments with Triggers (Instagram & Messenger)
Want to automatically reply to comments based on specific words or posts? ChatDaddy's Triggers make it possible!
New Note Trigger
Learn how to use the “New Note” Trigger!
Flow Variables
Add custom variables to reduce repetition & make sharing easier
Intro to Apps & Variables
Use variables & apps to automate your business
Advanced Usage
Advanced topics & technical details about variables
Intro to Variables
Use variables to personalise flows for your customers & save time
FAQ
1. What if the variable I use is empty? For example — if I use the name variable, and the contact doesn’t have a name set? In such a case, we replace the variable with the default value — typically
Available Variables
What variables are available to me?
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…
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…
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…
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.
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…
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.
How to use the AI Chatbot node
The AI Chatbot node allows you to connect smart chat agents to your automated message flows. These agents can qualify leads, answer FAQs, or handle customer…
Using the new AI Chatbot V2 Node
Experience the versatility of the new AI capabilities of ChatDaddy
Email Broadcast Template
When to use this template: Use the Email Broadcast Template when importing contacts to whom you intend to send email broadcasts through ChatDaddy. This template is specifically designed to capture ema
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 triggering is the le
How to view Broadcast details
Follow these simple steps to navigate to and view detailed information about a specific broadcast.
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. Note: As the broadcast schedules messages a few minutes into the future, messages from the broa
Understanding WhatsApp Read/Unread Sync Limitations
We've noticed some instances where your messages in ChatDaddy might not perfectly sync their "read" or "unread" status with WhatsApp. This is due to…
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.
Why do I use "ciphertext" as the keyword?
When you use "ciphertext" as the keyword, our system will be able to detect when messages are unavailable and automatically send your response. This exact keyword is required to properly identify thes
Why can’t I send triggers or broadcasts on Messenger?
If you’re using Facebook Messenger with ChatDaddy, message delivery depends on Meta’s messaging window rules. Here’s a breakdown to help you understand…
Why aren't my automatic keyword replies being sent to new leads?
If you notice that your automatic keyword replies aren't being delivered to new leads due to a "Message is not available" error, we're here to help! Please follow our detailed guide "How to fix "Messa
What is the use of quick replies?
To streamline the process of sending message flows by allowing users to quickly access and send message flows to contacts directly from the inbox You can filter the list of message flows by the last
Viewing Poll Voters
Hover your mouse pointer over the number displayed next to the poll option.
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 sent to the ticket
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 a team member. Also
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 as they are added t
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
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, or announcements to
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” in it, you can mo
Use Keyword Reply to detect “This message is not available”
You can set up a Keyword Reply to detect the phrase “This message is not available” when receiving messages from new leads. This helps you identify when the message content can’t be retrieved and l
How to Set Up Payment Reminder, Confirmation & Shipping Triggers
Use the default message template for Payment Reminder, then click [Add Condition]: 👇🏻
Using the Action Node in Message Flows
Step 1: Select “Add Action” where you want use your HTTP request Step 2: Within the Action Node, select the “HTTP Request” option Step 3: Fill in the details of your HTTP Request, fire a test reques
Set Up a Custom Message in Message Flow
In ChatDaddy, go to Automation > Message Flow > + Create New Flow. For Google Form notifications, you can use any variable from your spreadsheet. Using the example google sheet above, available varia
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： 1. Test Your Flow: Before integrating, test the message flow with
"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". Customers can combat this by setting a keyword reply for such message
How to Limit Keyword Reply 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 twice, it will not trigg
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.
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 prompts or simplified mes
How to disable the offline bot for one day?
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…
How to Hide or Show Scheduled Messages
You can use this setting to hide/show any messages that are pending to be sent.
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 care when the assignment
Can I automatically respond to customers when I see "Message is not available"?
Yes, you can! A good way to handle this is to set up a keyword reply specifically for these unavailable messages. This allows you to inform customers that you can't view their message and guide them
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 💡 Note: You can use conditions to filter out the contacts based on tags, what
Automation — Setting Up Keyword Auto-Reply
Automation — Setting Up Keyword Auto-Reply
How to Export Your Meta Template Mapping in Bulk (CSV)
Download one CSV that maps every Meta (WhatsApp) template to the flow, step and channel that created it — ideal for billing audits and bulk reviews.
Understanding Flow Template Statuses on the Message Flows List
Learn what each Template Status badge means in your Message Flows list — Approved, Pending, Approved (Stale), Rejected, Mixed, Not Submitted — and what action to take for each.
How to Find the Message Flow That Assigned a Chat (from the Inbox)
When a Message Flow assigns a chat to a teammate, the Inbox shows an assignment note with a clickable link. Learn how to jump from that note directly to the Message Flow that triggered the assignment.
How to Broadcast to Your Messenger & Instagram Audiences
Send bulk broadcasts to your Facebook Messenger and Instagram contacts directly from ChatDaddy Broadcasts — choose your channel, audience, message flow, and schedule in a few steps.
App Node, App Store, HTTP Request or Zapier: Which Integration Should You Use?
ChatDaddy connects to other software four ways — App node, App Store, HTTP Request and Zapier. Here is what each one does, when to use it, and why searching App Trigger for your app returns "No items Exist".
How to Use the App Node in a Message Flow
Add a ready-made capability to a message flow with the App node — create a ticket, ask the AI chatbot, update a contact or send an HTTP request. Step-by-step with the node picker explained.
How to Use the HTTP Request Action (Step-by-Step with Screenshots)
The HTTP Request step lets a message flow call any web address directly — your own system or any API, with no middleman or extra subscription. Two ways to add it, with the full request setup.
How to Use Zapier with ChatDaddy (Tools and the Action Node)
Zapier connects ChatDaddy to ~8,000 apps — Google Sheets, HubSpot, Pipedrive and more. There are two Zapier screens inside ChatDaddy; here is which to use and how they differ.
Who Received a Message Flow (and How to Stop It)
Every message flow keeps a list of the contacts it ran for, showing how far each person got, step by step. Learn how to open that list, read the step columns, filter it, export it, and cancel a flow that is still running.
Why a Flow Shows "Approved — but not the latest"
When you edit a WhatsApp Business API message flow after Meta has approved it, ChatDaddy marks it Approved (Stale) — your customers keep receiving the older approved wording until you resubmit. Here is where that badge appears and how to clear it.
How to Fix a Start Flow Node That Needs Relinking
When a Start Flow node warns that "the start node of this flow was changed or removed", the link between your two flows has come loose and the second flow may never run. Here is what the warning means and how to relink it in a few clicks.
How to Test a Message Flow Before It Goes Live
The message flow builder has three ways to check your work before a customer ever sees it: Preview Flow walks through the conversation on a phone mock-up, Demo Preview lays the whole flow out for a walkthrough, and Test sends the real thing to a phone number you choose.
How to Find a Flow: Search and Filters
The Message Flows list has a search box and a Filter panel with four categories: Triggers, Folder, Approval Status and Active Status. Learn what each one narrows down, what makes a flow count as Active, and why the list reloads when you filter.
How to Connect Google Sheets to ChatDaddy with Zapier
ChatDaddy has no built-in Google Sheets app, so Zapier is the bridge. Learn what the integration is for, then follow the step-by-step to turn new spreadsheet rows into WhatsApp messages and to log ChatDaddy contacts back into a sheet.
How to Organise Message Flows Into Folders
Once you have more than a handful of message flows, the list gets hard to read. Folders let you group flows by campaign, team or channel, then show one group at a time. Learn how to create a folder, put flows in it one at a time or in bulk, and rename or delete folders later.
Why Message Headers and Footers Need a WhatsApp Business API Channel
Every Message step in a message flow has a Header and a Footer field above and below the body. Learn what they are for, the 60-character limit on each, why they may be locked with a padlock, and which channels actually deliver them.
How to Rename, Duplicate, Delete and Download a Flow
Everyday housekeeping on the Message Flows list: rename a flow in place, copy one before you change it, delete the ones you no longer use, and save a flow as a .yaml file or a picture you can share.
How to Resubmit All Your Templates at Once
Resubmit All Templates sends the WhatsApp templates behind your message flows back to Meta for approval in one go. Learn when to use it, how to narrow it to certain channels or flows, how long it takes, and how it differs from resubmitting a single flow.
Button and List Rules in WhatsApp Messages
WhatsApp puts six hard limits on the buttons and lists you attach to a message: three buttons, 20-character titles, buttons or a list but never both, no link or call buttons outside a template, ten list rows in total, and no attachment on a list. Here is each one, and a safe place to try them.
The Email, URL and Phone Number Nodes
What the Email, URL and Phone Number steps in the message flow builder actually do, where to find each one, what to type into it, and the channel rules that decide whether a link or call button will be delivered at all.
How to Collect Answers With the Form Node
The Form node sends a short web form to your contact and branches on what they do with it. Learn how to add one to a message, choose or build the form, wire up the submitted and abandoned branches, and find the answers.
Why a Message Flow Run Failed
When a step of a message flow could not be sent, the flow's recipient list marks it Failed in red. Learn how to read the reason card behind it, what “scheduled in the past”, “loop detected” and a missing contact email actually mean, and how to fix each one.
Why a Message Flow Will Not Save
What to do when Save does nothing, when a red bar appears under the toolbar, or when ChatDaddy answers with "Some nodes have errors" — what each message means, how to jump straight to the step that caused it, and how to fix it.
How to Start From a Template in the Template Library
The Template Library is a catalogue of ready-made message flows built by ChatDaddy and by other teams. Learn how to open it, browse by goal, language and industry, preview a template before you commit, and turn one into a working flow in your own account.
How to Send a Carousel Message in a Message Flow
Send one WhatsApp message carrying up to 10 swipeable cards, each with its own picture, text and buttons. End to end: building one in the Flow Builder, getting Meta to approve it, sending it to a real phone, the rules WhatsApp will not bend on, and what to do when your channel disconnects.
How to Set the Starting Point of a Message Flow
Every Message Flow needs a first step: either a starting Message you send yourself, or a Trigger that starts the flow automatically. This guide shows how to choose one, how to change it later, and why the preview says "Preview Unavailable" — and the flow never runs — until you do.
How to Use Integrations in a Message Flow: Build, Test and Go Live
Everything the Flow Builder can connect to — the Webhook app trigger, the HTTP Request app, the eight other app nodes, variables — built step by step in one flow, then tested three different ways, with the reasons a flow refuses to preview or run.