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How to set up Triggers in rules

Summary

Triggers are the starting point of rule-based automation in Wati. They define when an automation rule should run based on specific events in your account.

This guide explains what triggers are, the types of triggers currently supported in Wati, and how they help automate tasks such as sending messages, responding to customers, or starting workflows automatically.

Instructions

What are triggers?

A trigger is an event that starts an automation rule in Wati.

When a trigger occurs, Wati checks the rule’s conditions (filters). If the conditions are met, Wati performs the defined action automatically.

Triggers help you automate responses and workflows without manual intervention.

For example, a trigger can occur when:

  • A new WhatsApp message is received

  • A new attribute is added to a contact

  • A contact attribute value changes

Every automation rule in Wati begins with a trigger.

Note: Wati will continue to introduce more triggers in future updates.
If you have suggestions, you can share your feature request with the Wati team.

Types of triggers supported in Wati

Below are the triggers currently available in Wati and how they work.

1. New WhatsApp message is received

How it works

This trigger runs whenever Wati receives a new incoming WhatsApp message from a customer.

It is commonly used to automate responses when customers start a conversation.

Common use cases

  • Automatically respond to messages containing specific keywords

  • Send welcome messages

  • Send out-of-office replies

  • Start chatbot workflows

You can combine this trigger with filters to respond only to specific keywords or message conditions.

Which message types trigger this rule?

The New WhatsApp message is received, New Instagram DM is received, and New Facebook Messenger message is received triggers run for the supported incoming message types for their respective channels, not just text messages.

The message types supported by each channel may differ. For WhatsApp, the trigger behavior is:

What the customer sends

Does the trigger run?

What keyword filters read

Text message

Yes

The message text

Image, video, or document with a caption

Yes

The caption

Image, video, document, or sticker without a caption

Yes

Nothing - keyword filters do not match

Voice note or audio file

Yes

A transcript of the audio

Location pin

Yes

Nothing

Contact card

Yes

Nothing

Order from your catalog

Yes

Nothing

Button or list reply

Yes

The reply text

Emoji reaction

No

Reactions do not trigger a rule

Important: The New WhatsApp message is received trigger previously ran only for plain text messages. It now also runs when a customer sends a photo, document, voice note, or sticker. Therefore, a rule with no keyword filter or message filter can also run for these message types.

To make a rule run only for text messages, add the Incoming message contains media filter and select Does not contain media.

2. New Instagram message is received

How it works

This trigger runs whenever Wati receives a new incoming Instagram message from a customer.

It allows you to automate responses and workflows for conversations that start on Instagram.

Common use cases

  • Automatically send welcome messages to new Instagram conversations

  • Respond to common questions using keyword filters

  • Start chatbot flows for Instagram leads

  • Route Instagram conversations to the right team

You can combine this trigger with filters to ensure that specific actions are triggered only when certain conditions are met.

3. New attribute is added to a contact

How it works

This trigger runs when a new attribute is added to a contact in Wati.

An attribute can be added in several ways:

  • Manually from the Team Inbox

  • From the Contact page

  • Through the API using the updateContactAttributes endpoint

  • Automatically through integrations

Some integrations also add attributes automatically. For example, Click-to-WhatsApp (CTWA) ads may add attributes such as:

  • source_url

  • source_id

Common use cases

  • Automatically send a template message when a team member adds a specific attribute

  • Start a chatbot flow when leads arrive through Click-to-WhatsApp ads

  • Trigger automation when a lead source attribute is created

4. Attribute value changed for a contact

How it works

This trigger runs whenever the value of an existing contact attribute changes.

Attribute values can change in different ways:

  • Manually updated in the Team Inbox

  • Updated from the Contact page

  • Updated through the API using the updateContactAttributes endpoint

Common use cases

  • Send a template message when a customer's status changes

  • Trigger automation when a lead stage is updated

  • Start a workflow when a contact is upgraded to a premium or VIP category

Example:

If an operator updates a customer attribute from regular to VIP, a rule can automatically send a special VIP message template.

AI Support Agent and Action pending triggers

Additionally, Wati also provides pending triggers related to AI Support Agent and customer response scenarios, including:

  • AI Support Agent is unable to answer a query

  • AI Support Agent detects an intent to speak with a human

  • AI Support Agent detects that a chat is resolved

  • AI Support Agent has not received a response

  • WhatsApp customer no response

These triggers help automate workflows when the AI Support Agent cannot fully resolve a conversation or when a customer becomes inactive, allowing you to escalate chats, follow up, or route conversations to the appropriate team.

How triggers work in automation rules

Every automation rule in Wati follows the same structure:

  1. Trigger – The event that starts the rule

  2. Filter – The condition that determines whether the rule should continue

  3. Action – The automated task Wati performs

Example workflow:

  • Trigger: A new WhatsApp message is received

  • Filter: The message contains the word pricing

  • Action: Send a pricing information template message

This structure allows you to automate responses while keeping full control over when actions should run.

Frequently Asked Questions (FAQs)

General Overview

1. What is a trigger in Wati?

A trigger is an event that starts an automation rule in Wati. When a trigger occurs, Wati checks the rule's filters and performs the configured action if the conditions are met.

2. What are the main types of triggers supported in Wati?

Wati supports triggers for:

  • New WhatsApp messages

  • New Instagram messages

  • New contact attributes

  • Changes to existing contact attribute values

  • AI Support Agent scenarios

  • Customer response scenarios

Message Triggers

3. What does the New WhatsApp message is received trigger do?

The New WhatsApp message is received trigger runs whenever Wati receives a new incoming WhatsApp message from a customer. It can be used to automate responses, send welcome or out-of-office messages, start chatbot workflows, and respond to specific keywords.

4. What message types can trigger the New WhatsApp message is received trigger?

The New WhatsApp message is received trigger runs for supported incoming WhatsApp message types, including text messages, images, videos, documents, voice notes, audio files, location pins, contact cards, catalog orders, and button or list replies. Emoji reactions do not trigger the rule.

5. What does the New Instagram message is received trigger do?

The New Instagram message is received trigger runs whenever Wati receives a new incoming Instagram message from a customer. It can be used to automate responses and workflows for Instagram conversations, including welcome messages, keyword-based responses, chatbot flows, and conversation routing.

6. Do the message triggers work with filters?

Yes. The New WhatsApp message is received and New Instagram message is received triggers can be combined with filters so that actions run only when specific conditions are met.

Contact Attribute Triggers

7. What does the New attribute is added to a contact trigger do?

The New attribute is added to a contact trigger runs when a new attribute is added to a contact in Wati. Attributes can be added manually from the Team Inbox or Contact page, through the API using the updateContactAttributes endpoint, or automatically through integrations.

8. What does the Attribute value changed for a contact trigger do?

The Attribute value changed for a contact trigger runs whenever the value of an existing contact attribute changes. Attribute values can be updated manually in the Team Inbox or Contact page, or through the API using the updateContactAttributes endpoint.

Automation Rule Structure

9. What are the three parts of an automation rule in Wati?

An automation rule consists of three parts:

  • Trigger: The event that starts the rule.

  • Filter: The condition that determines whether the rule should continue.

  • Action: The automated task Wati performs.

For example, a rule can use A new WhatsApp message is received as the trigger, the message contains the word pricing as the filter, and send a pricing information template message as the action.

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