Performing Internal Actions

Setting Up an Perform action (Step-by-Step)

Add Actions

Select the actions to perform when the trigger fires. There are two types of actions available:

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Send Message

This action sends a WhatsApp message to the customer using a pre-approved template.

You can configure the following:

• Add Variables: Insert dynamic values such as name, course, etc.

• Set Delay Options:

  • Immediately

  • After 1 hour

  • After a day

• Choose Frequency:

  • Send once

  • Send every time the trigger fires

• Personalize Message Content: Adjust the content using lead-specific data.

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Perform Action

This action executes internal operations within the platform.

Examples include:

• Updating lead state

• Assigning leads to agents

• Adding tags

• Updating customer fields

• Adding to segments