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Steps to Trigger a Chatbot in Wati

Updated over 2 weeks ago

Summary

Activating a chatbot flow in WATI ensures that your customers receive automated responses based on predefined triggers. You can activate a flow using either the Default Action or Keyword Action. This guide explains both methods step by step.

Instructions

Activating a Flow Using Default Action

The Default Action method allows you to trigger a chatbot flow automatically when a new chat starts.

Steps to Activate a Flow with Default Action

  1. Go to Automation

  2. Navigate to the Automation section in your WATI dashboard.

  3. Set Up the Default Action

  4. Click on Default Action.

  5. Select a flow as your reply material.

  6. Enable Welcome Message (Optional)

  7. If you want the flow to act as a welcome message, enable the Welcome Material option.

  8. Save Settings

  9. Click Save Settings to activate the flow.

  10. The flow will now start automatically when a new chat is initiated by a customer.

  1. Use Default Action for Out-of-Office Messages (Optional)

  2. You can also use Default Action to set an Out-of-Office (OOO) message or other predefined replies.

  3. Select a Different Flow (If Needed)

  4. Click on Select Material.

  5. Choose the flow you want to activate.

  6. Click Save to confirm changes.

Activating a Flow Using Keyword Action

The Keyword Action method allows you to trigger a chatbot flow when a customer message matches a specific keyword.

Steps to Activate a Flow with Keyword Action

  1. Go to Automation

  2. Navigate to the Automation section in WATI.

  3. Add a New Keyword Action

  4. Click on Add Keyword Action.

  5. Click on Add Keyword +.

  6. Set Up the Keyword

  7. Enter the keyword that should trigger the flow.

  8. Choose the appropriate message matching method (e.g., exact match or contains keyword).

  1. Assign the Flow

  2. Click Next Step.

  3. Select Flows.

  4. Choose the chatbot flow you want to activate.

  5. Save Settings

  6. Click Save to activate the keyword-triggered flow.

  7. The flow will now be triggered when a customer message contains the specified keyword.

Conclusion

By using Default Action or Keyword Action, you can easily activate chatbot flows in WATI. Default Action ensures that flows start automatically, while Keyword Action allows for more specific triggers based on user messages. Choose the method that best fits your automation needs!

Frequently Asked Questions (FAQs)

General Questions

  1. What is the purpose of activating a chatbot flow in WATI? → Activating a chatbot flow ensures that customers receive automated responses based on predefined triggers, improving engagement and response efficiency.

  2. What are the two ways to activate a chatbot flow in WATI? → You can activate a chatbot flow using:

  3. Default Action, which starts a flow automatically when a new chat begins.

  4. Keyword Action, which triggers a flow when a customer message contains a specific keyword.

Using Default Action

  1. When should I use the Default Action method? → Use the Default Action method when you want the chatbot flow to start automatically as soon as a new chat is initiated by a customer.

  2. Can I use Default Action to set an Out-of-Office (OOO) message? → Yes, Default Action can be used to set an Out-of-Office (OOO) message or other predefined replies.

  3. How do I enable a welcome message using Default Action? → While setting up the Default Action, enable the Welcome Material option. This ensures that customers receive a welcome message when they start a new chat.

  4. Can I change the flow assigned to Default Action? → Yes, you can change the assigned flow by selecting a different flow under Select Material, then saving the settings.

Using Keyword Action

  1. When should I use the Keyword Action method? → Use the Keyword Action method when you want a chatbot flow to trigger only when a specific keyword appears in a customer's message.

  2. What are the available keyword-matching methods? → You can choose between:

    • Exact Match – The chatbot triggers only if the customer's message exactly matches the keyword.

    • Contains Keyword – The chatbot triggers if the customer's message includes the keyword anywhere in the text.

  3. Can I set up multiple keywords to trigger the same chatbot flow? → Yes, you can add multiple keywords to trigger the same chatbot flow.

  4. What happens if a customer message contains multiple keywords linked to different flows? → The chatbot will prioritize based on predefined rules. Ensure that keyword triggers are well-structured to avoid conflicting responses.

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