Rule-based automation in Wati helps you automatically perform tasks based on specific events and conditions. By creating rules, you can trigger actions such as sending messages, updating information, or responding to customers without manual effort.

Each rule in Wati is built using three core components: Triggers, Filters, and Actions. This guide explains what these components mean and walks you through how to create your first automation rule.

Rule-based automation works by connecting three elements that define when, why, and what should happen.

A Trigger is the event that starts the automation.

Examples of triggers include:

When this event occurs, the rule begins to run.

A Filter defines the conditions that must be true for the rule to continue.

Filters help you control when the automation should apply. For example, you may only want the rule to run if a message contains a specific keyword or if a contact attribute has a certain value.

An Action is the automated task that Wati performs after the trigger occurs and the filter conditions are met.

Examples of actions include:

Follow these steps to create your first automation rule in Wati:

After selecting a trigger, you will be taken to the Rule Builder page. Give an appropriate name for your rule before proceeding.

The Rule Builder allows you to configure the three components of your rule:

For this example, we will use the trigger New attribute is added to a contact.

For this example:

Wati will continue to add more automation actions over time to support additional use cases.

Here is a simple example of how a rule works.

Scenario:

Result:

Wati automatically sends a predefined wati_test template message to that contact.

This type of automation helps businesses instantly respond to customers based on their information or activity.

Rule-based automation in Wati allows you to automatically perform tasks based on specific events and conditions. By creating automation rules, Wati can trigger actions such as sending messages, updating information, or responding to a customer without manual effort.

Each rule in Wati is built using three core components: Trigger, Filter, and Action. These components define when the automation starts, the conditions that must be met, and the task that will be performed.

A trigger is the event that starts the automation rule. When the trigger event occurs, the rule begins to run. Examples of triggers include receiving a new message, adding a contact attribute, or updating a contact attribute.

A filter defines the conditions that must be true for the automation rule to continue. The rule only proceeds when the specified conditions are met, such as when a message contains a specific keyword or when a contact attribute has a particular value.

An action is the automated task that Wati performs after the trigger occurs and the filter conditions are satisfied. Examples include sending a template message, updating contact attributes, or assigning a conversation.

To navigate to the automation rules page in Wati:

To create a new automation rule in Wati:

The Rule Builder is the page where you configure the components of an automation rule. In the Rule Builder, you can give the rule a name and configure the Trigger, Filter, and Action blocks.

To configure the trigger in the Rule Builder, click the Trigger block and select the contact attribute that the rule should monitor.

To configure an action in the Rule Builder, click the Action block and choose the action the rule should perform. For example, you can select Send template message and choose the template that should be sent automatically when the rule is triggered.

An example rule works as follows: a new contact attribute country is added to a contact, and the attribute value contains the word india. When this trigger condition occurs, Wati automatically sends the predefined wati_test template message to that contact.

Rule-based automation helps businesses respond to a customer instantly based on the customer’s information or activity. This reduces manual effort and ensures faster responses.