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 manually restart it. --- ### 📌 Important
How to export Broadcast contacts and details
Follow these steps to export contacts who received your broadcast. ## Steps to Export Contacts ### 1. Locate Your Broadcast - Navigate to the Broadcast section within your ChatDaddy Dashboard. ---
How to Bulk Tag in Broadcast
ChatDaddy’s bulk tagging feature helps you efficiently organize and categorize contacts who received your WhatsApp broadcasts. --- ## Steps to Bulk Tag Contacts ### 1. Locate the Broadcast 1. Go
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. --- ## Steps to Create a Broadcast ### 1. Select Contacts 1.
How to Setup a Keyword Reply
[https://drive.google.com/file/d/17Dq67h48sRTjxCnZyRRzC7zM3td65DY8/view?usp=sharing](https://drive.google.com/file/d/17Dq67h48sRTjxCnZyRRzC7zM3td65DY8/view?usp=sharing) --- ## Steps to Create a Key
Settings in Keyword Reply
## Settings  ### Enabled You can turn your keyword reply off/on using this setting. If it is off, the automated responses will n
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?  As shown in the image, you can prevent the offline bot from running on a specifi
How to install Shopline
### Watch Video Tutorial Here [https://www.loom.com/share/1398eb99893c42a2a0d85e150dad5e6c?sid=c83e0cbc-e540-4e6a-9950-3a787e526472](https://www.loom.com/share/1398eb99893c42a2a0d85e150dad5e6c?sid=c8
How to install Hotmart
Step 1: Go to ChatDaddy notifications(https://app.chatdaddy.tech/shop/notifications)   click
How to setup Whatsapp Shop
### Step 1: 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”. , you can trigger actions in other apps w
How to install WooCommerce
> **Please note that WooCommerce has to be patch 5.1.0 and above for the integration to work** > **Usually Woo Commerce sends us the data for orders in anywhere from 1-5 minutes or so. But occasional
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 notification is scheduled, it retains the messag
How to install Paperform
## Overview 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). --- ##
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. # Step-by-Step Instructions ## 1. Google Form Integration Follow t
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 for easy scheduling. This integration
How to install Google Form
## Intro Tired of manually notifying individuals after they submit a Google Form? This automation module streamlines your process by automatically sending personalized messages to specified recipient
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
## What are delay nodes 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 c
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? There are 3 ways to connect your Chatdaddy account to Zapier: ### 1. Through Zapier’s website(Using Phone Number and Password) > **Use this method if you
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. ### 🔁 Use Case Once completed, your flo
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
## What does this issue mean?  If you are using a WABA or WhatsApp Business account, there are some limitations that WhatsApp enf
How to use Input node
# 🧩 How to Use the 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 acc
How to smart assign with teammates in different time shifts?
## 🧠 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-ste
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. ### Step-by-Step Guide 1. Navigate to the message flo
How to use action node
The action node allows you to build complex message flows by performing these functions: [https://drive.google.com/file/d/1p_1nk0kr-qG_wOJtPgh02hy5mIfq06eA/view?usp=drive_link](https://drive.google.c
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.)** ### Using Contact Updated Trigger You can use this trigger to send
Ticket Updated Trigger
> **The Ticket Updated trigger is activated whenever there is a change in a ticket.** ### Using Ticket Updated trigger to modify contact and update ticket. Using the "Ticket Updated" trigger and con
New Ticket Trigger
> **The Ticket Created trigger is activated whenever there is a new ticket created.** ### Using Ticket Created trigger to modify contact and update ticket. Using the "Ticket Created" trigger and con
What are triggers?
## What are Triggers? Triggers are a powerful functionality within message flows that enable automated responses and workflows, streamlining communication and operational processes. By setting specif
New Contact Trigger
> **The New Contact trigger Initiated upon the addition of a new contact to ChatDaddy** ### Using the New Contact Trigger You can use this trigger to send a message flow when a new contact has been
Outgoing message trigger
> **The outgoing message trigger is activated whenever there is a new message sent.** ### Using outgoing message trigger to modify contact and update ticket. Using the "Outgoing Message" trigger and
Incoming message trigger
> **The incoming message trigger is activated whenever there is a new message received.** # 💬 How to Use the “Incoming Message” Trigger to Send Automated Replies The Incoming Message trigger allows
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.** ### Using the New Chat trigger to sent automated greetings message Using the “New Chat” trigger,
Automating Comments with Triggers (Instagram & Messenger)
## Intro  Want to automatically reply to comments based on specific words or posts? ChatDaddy's Triggers make it possible! This
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
# 📘 Recommended Image Sizes for ChatDaddy 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
## Poll Button Interaction not Responsive --- ### 📌 Overview When using poll buttons in message flows, you may experience misfire triggers, where the sender does not receive the recipient's respon
Shop Notification to Avoid Outdated Messages with Two-Step Scheduling
## Why Does This Happen? 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 t
Running Live Giveaways and Contests with Comment Trigger
## Intro This guide focuses on using ChatDaddy to automate live giveaways and contests, streamlining the process and increasing participation. ## Use Case: Running Live Giveaways and Contests - Goa
Instant Q&A and Information Delivery During Live Streams with Comment Trigger
## Intro 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. ## Use Case: Ins
Drive Sales with Live Stream Comment Triggers in ChatDaddy
## Intro This guide focuses on using ChatDaddy to automate lead generation and offer exclusive deals during your live streams, maximizing conversions in real-time. ## Use Case: Generating Leads and
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 conversations—all with AI.** ## 🧭 How
Using the new AI Chatbot V2 Node
Experience the versatility of the new AI capabilities of ChatDaddy
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. ## Step 1: Open Broadcast Section On the left Navigation Bar, hover over Automation. Click on Broa
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
(Archived)Maximizing Live Engagement: Live Comment Automation with ChatDaddy
## Intro 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 and driving
Understanding WhatsApp Read/Unread Sync Limitations
## Understanding the Issue 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 technical limitations o
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. --- 📖 Read the full article: https://help.chatdaddy.tech/article/why-isnt-my-automat
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 what’s allowed — and why. ## 1. When an Agent (
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
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
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 Ex: **When someone sends a message for the first time to your number
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
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, and much more --
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
Triggers for Ticket Management
Ticket Created Trigger: Activates when a new ticket is created. Learn more Ticket Updated Trigger: Triggers upon updating an existing ticket. Learn more This feature allows for seamless automation o
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]: 👇🏻 Step 2: Select [Event] as the condition property: 👇🏻 Select the Rule of the con
Through the HTTP Request Node
Step 1: Select “Choose next step” where you want use your HTTP request Step 2: Select “HTTP Request” from the list Step 3: Fill in the details of your HTTP Request --- 📖 Read the full article: ht
Through the Action Node
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
Steps to Restart a Broadcast
Go to Settings. Navigate to Broadcasts. Locate the broadcast that was stopped or failed. Click Restart. - Confirm the action. ✅ After restarting, verify that the broadcast appears with a Scheduled
Share your form to our automation system
1. Go to the Google Sheet linked to your form. Click "Share", enter the email address “infoautomation523@gmail.com”, and set the access level to "Viewer.” Note: No pending accept needed Copy the spre
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
Option 3: Create a Ticket Using Triggers and App Nodes in Message Flows
Use triggers and app nodes within your message flows to automate the creation of new tickets. For detailed instructions, refer to the documentation on using triggers and app nodes. --- 📖 Read the
"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
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 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. ## Steps to Configure the HTTP Request Node ## 1. Add the H
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
App Nodes for Ticket Management
Create Ticket App Node: Allows you to automatically create new tickets. Learn more Update Ticket App Node: Enables you to update existing ticket details. Learn more Stop Ticket Timer App Node: Manag
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
Instant Q&A and Information Delivery During Live Streams with Comment Trigger
## Intro 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. ## Use Case: Ins
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 requesting data fro
Automating Comments with Triggers (Instagram & Messenger)
## Intro 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 automations for
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
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 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 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 install Paperform
## Overview 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). --- ##
Automation — Setting Up Keyword Auto-Reply
## Automation — Setting Up Keyword Auto-Reply --- ## Steps 1. Go to Automations in the left sidebar. 1. Click "+ New Automation". 1. Set the trigger: Incoming Message → enter keyword → choose Cont