> For the complete documentation index, see [llms.txt](https://squarebox-ai.gitbook.io/squarebox/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://squarebox-ai.gitbook.io/squarebox/automations-and-triggers/auto-messages-trigger-based-automations.md).

#  Auto Messages (Trigger-Based Automations)

### Setting Up an Trigger (Step-by-Step)

#### 1. Name Your Trigger

Give your trigger a clear, meaningful name so you can easily identify its purpose later.

#### 2. Add Triggers

Define what should start this workflow:

Whenever a customer interacts with a field (e.g., "Messaging", "Lead State", "Course Interest"), and that field matches the specified condition, a trigger is activated automatically.

Choose a customer field (e.g., “WhatsApp Template”, “Lead State”).

Define the condition logic (e.g., “is”, “contains”).

Set the expected value (e.g., “MBA Leads”).

You can also combine multiple conditions using OR/AND logic to build advanced trigger scenarios.

###  3: Add Action — Send Message

* Click **"Add Action"**
* Choose **"Send Message"**
* Select the **WhatsApp template** you want to send
* Personalize it using variables (e.g., `{{name}}`, `{{course}}`, `{{date}}`)
* Choose the **phone number field** the message should go to (e.g., Mobile)

### 4: Save and Activate

* Review your trigger name and conditions
* Click **"Save"** and toggle the status to **Active**

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