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Automation

Everything for automating WhatsApp conversations in ChatSyncs — flows, sequences, quick triggers, and sending data in and out.

13 guides

How to Create a Keyword-Based WhatsApp Chatbot in ChatSyncsThe beginner's path to building a keyword-triggered WhatsApp chatbot in ChatSyncs, using the Keyword Replies flow builder.
How to Set Up Quick Actions (No Match, Get Started, and More) in ChatSyncsHow to set a fallback reply, welcome new chats, and use ChatSyncs' 9 built-in Quick Actions instead of building automation for them from scratch.
How to Make a Chatbot Reply to Any Keyword in ChatSyncsHow to give your bot a catch-all reply for messages that don't match any keyword you've set up.
User Input Flow in ChatSyncsA User Input Flow collects information from subscribers through a series of questions and stores their responses automatically — for lead generation and surveys.
WhatsApp Flow Forms in ChatSyncsWhatsApp Flows let you build interactive forms directly inside WhatsApp, on top of Meta's WhatsApp Flows feature — for lead generation and appointment booking.
How to Connect a Bot Flow to External Systems in ChatSyncsHow a bot flow calls an outside system mid-conversation, and how to send data out to Google Sheets, a CRM, or your own server automatically.
How to Build Automatic Follow-Up Chatbots on WhatsApp in ChatSyncsHow to make a chatbot follow up with a customer on its own, over several days, using ChatSyncs' Follow-up Sequences.
How to Set Up Sales Sequence Chatbots in ChatSyncsHow to use a Follow-up Sequence to nurture a sales lead automatically, from first contact to closing.
How to Add Clickable CTA Buttons in ChatSyncsHow to add a clickable CTA URL Button to a WhatsApp message in ChatSyncs — in a flow or template — so a tap opens a website instead of a text reply.
Audio Message in ChatSyncsAudio Message sends a voice recording to a customer inside a Keyword Replies flow — a friendlier, more personal alternative to a wall of text.
How to Add a WhatsApp Chat Widget to Your Website in ChatSyncsThe Chat Widget adds a floating WhatsApp button to your website, so visitors can start a conversation without knowing your business phone number.
How to Use User Input Flow in the Chat Widget in ChatSyncsHow to collect structured answers from a website visitor using an Input Flow inside the Chat Widget, not just WhatsApp.
How to Add ChatSyncs Chat Widget to WordPressHow to paste the ChatSyncs Chat Widget's embed code into a WordPress site, so the WhatsApp chat button appears on your pages.