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Automation & Message Flows

Auto-replies, keyword triggers, workflows, and bots.

108 articles
Automation & Message Flows

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…

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Automation & Message Flows

How to export Broadcast contacts and details

Follow these steps to export contacts who received your broadcast.

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Automation & Message Flows

How to Bulk Tag in Broadcast

ChatDaddy’s bulk tagging feature helps you efficiently organize and categorize contacts who received your WhatsApp broadcasts.

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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.

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Automation & Message Flows

How to Setup a Keyword Reply

https://drive.google.com/file/d/17Dq67h48sRTjxCnZyRRzC7zM3td65DY8/view?usp=sharing

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Automation & Message Flows

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

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Automation & Message Flows

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?

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Automation & Message Flows

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

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Automation & Message Flows

Offline Bot FAQs

How to disable the offline bot for one day?

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Automation & Message Flows

How to install Shopline

https://www.loom.com/share/1398eb99893c42a2a0d85e150dad5e6c?sid=c83e0cbc-e540-4e6a-9950-3a787e526472

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Automation & Message Flows

How to install Hotmart

Go to ChatDaddy notifications(https://app.chatdaddy.tech/shop/notifications)

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Automation & Message Flows

How to install Shopage

Go to ChatDaddy notifications(https://app.chatdaddy.tech/shop/notifications)

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Automation & Message Flows

How to install Tiktok Global

This guide helps you automatically send WhatsApp messages to your TikTok Shop buyers when they place an order.

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Automation & Message Flows

How to install Shopline Global

Step 1: go to https://chrome.google.com/webstore/category/extensions?hl=en: 👇🏻

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Automation & Message Flows

How to setup Host Platform

Step 1: Login to your HostPlatform account and select “Webhook” in the sidebar

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Automation & Message Flows

How to install Boutir

Step 1: Go to ChatDaddy notifications, then click on “+New Notifications” on the top right part of your ChatDaddy page.

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Automation & Message Flows

How to setup Whatsapp Shop

Hover your cursor over the Navigation Bar, hover over to Shop and click on ”Notification”.

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Automation & Message Flows

How to install Shopify

https://www.loom.com/share/541dee750f75417280e0449292ffa78e?sid=b145b443-8b0e-4763-b54d-fb46c75a98df

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Automation & Message Flows

Google Calendar Script

Copy the whole script from this page to Google Sheet > Apps Scripts

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Automation & Message Flows

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…

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Automation & Message Flows

How to install WooCommerce

Please note that WooCommerce has to be patch 5.1.0 and above for the integration to work

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Automation & Message Flows

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…

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Automation & Message Flows

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…

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Automation & Message Flows

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.

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Automation & Message Flows

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…

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Automation & Message Flows

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…

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Automation & Message Flows

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

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Automation & Message Flows

How to add my customers details to a message?

Learn how to use variables to personalise notification/broadcast messages.

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Automation & Message Flows

How to edit message flows with your team?

Learn how to collaborate in real time on message flows with your team.

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Automation & Message Flows

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

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Automation & Message Flows

Message Flows Video Walkthrough

Learn how to use Message Flows to Automate your conversations!

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Automation & Message Flows

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…

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Automation & Message Flows

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

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Automation & Message Flows

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

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Automation & Message Flows

How to add buttons and lists in message flows

Learn the difference between buttons and lists, and how to use them in ChatDaddy!

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Automation & Message Flows

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

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Automation & Message Flows

How to connect Zapier to ChatDaddy?

How to connect your Zapier to ChatDaddy?

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Automation & Message Flows

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.

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Automation & Message Flows

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

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Automation & Message Flows

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…

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Automation & Message Flows

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…

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Automation & Message Flows

How to smart assign with teammates in different time shifts?

🧠 How to Smart Assign with Teammates in Different Time Shifts?

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Automation & Message Flows

How to use “Notify Team Member” node

Learn How to use “Notify Team Member” node!

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Automation & Message Flows

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.

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Automation & Message Flows

How to use action node

The action node allows you to build complex message flows by performing these functions:

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Automation & Message Flows

How to import/export Message Flows

Learn how to import or export existing message flows them for backup or reuse

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Automation & Message Flows

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

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Automation & Message Flows

Contact Updated trigger

The Contact Updated trigger is activated whenever there is a change made to the contact (add/remove tag, changing name, etc.)

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Automation & Message Flows

Ticket Updated Trigger

The Ticket Updated trigger is activated whenever there is a change in a ticket.

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Automation & Message Flows

New Ticket Trigger

The Ticket Created trigger is activated whenever there is a new ticket created.

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Automation & Message Flows

What are triggers?

Triggers are a powerful functionality within message flows that enable automated responses and workflows, streamlining communication and operational…

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Automation & Message Flows

New Contact Trigger

The New Contact trigger Initiated upon the addition of a new contact to ChatDaddy

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Automation & Message Flows

Outgoing message trigger

The outgoing message trigger is activated whenever there is a new message sent.

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Automation & Message Flows

Incoming message trigger

The incoming message trigger is activated whenever there is a new message received.

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Automation & Message Flows

Note Resolved Trigger

Learn how to use the “Note Resolved” Trigger!

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Automation & Message Flows

New Chat Trigger

The New Chat trigger is activated whenever the first message is sent or received in a new chat.

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Automation & Message Flows

Automating Comments with Triggers (Instagram & Messenger)

Want to automatically reply to comments based on specific words or posts? ChatDaddy's Triggers make it possible!

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Automation & Message Flows

New Note Trigger

Learn how to use the “New Note” Trigger!

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Automation & Message Flows

Flow Variables

Add custom variables to reduce repetition & make sharing easier

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Automation & Message Flows

Intro to Apps & Variables

Use variables & apps to automate your business

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Automation & Message Flows

Advanced Usage

Advanced topics & technical details about variables

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Automation & Message Flows

Intro to Variables

Use variables to personalise flows for your customers & save time

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Automation & Message Flows

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

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Automation & Message Flows

Available Variables

What variables are available to me?

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Automation & Message Flows

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…

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Automation & Message Flows

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…

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Automation & Message Flows

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…

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Automation & Message Flows

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.

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Automation & Message Flows

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…

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Automation & Message Flows

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.

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Automation & Message Flows

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…

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Automation & Message Flows

Using the new AI Chatbot V2 Node

Experience the versatility of the new AI capabilities of ChatDaddy

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Automation & Message Flows

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

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Automation & Message Flows

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

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Automation & Message Flows

How to view Broadcast details

Follow these simple steps to navigate to and view detailed information about a specific broadcast.

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Automation & Message Flows

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

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Automation & Message Flows

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…

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Automation & Message Flows

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.

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Automation & Message Flows

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

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Automation & Message Flows

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…

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Automation & Message Flows

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

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Automation & Message Flows

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

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Automation & Message Flows

Viewing Poll Voters

Hover your mouse pointer over the number displayed next to the poll option.

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Automation & Message Flows

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

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Automation & Message Flows

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

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Automation & Message Flows

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

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Automation & Message Flows

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

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Automation & Message Flows

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

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Automation & Message Flows

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

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Automation & Message Flows

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

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Automation & Message Flows

How to Set Up Payment Reminder, Confirmation & Shipping Triggers

Use the default message template for Payment Reminder, then click [Add Condition]: 👇🏻

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Automation & Message Flows

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

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Automation & Message Flows

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

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Automation & Message Flows

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

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Automation & Message Flows

"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

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Automation & Message Flows

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

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Automation & Message Flows

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.

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Automation & Message Flows

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

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Automation & Message Flows

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…

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Automation & Message Flows

How to Hide or Show Scheduled Messages

You can use this setting to hide/show any messages that are pending to be sent.

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Automation & Message Flows

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

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Automation & Message Flows

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

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Automation & Message Flows

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

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Automation & Message Flows

Automation — Setting Up Keyword Auto-Reply

Automation — Setting Up Keyword Auto-Reply

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Automation & Message Flows

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.

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Automation & Message Flows

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.

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Automation & Message Flows

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.

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Automation & Message Flows

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.

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