How to Set Up Quick Actions (No Match, Get Started, and More) in ChatSyncs
How to set a fallback reply, welcome new chats, and use ChatSyncs' 9 built-in Quick Actions instead of building automation for them from scratch.
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Quick Actions are 9 ready-made triggers for common events — instead of building automation from scratch, you just wire a flow to an event ChatSyncs already recognizes. Two of the most common ones shape a customer's first impression of your bot:
- No Match Reply — what the bot sends when a customer's message doesn't match any trigger keyword.
- Frequency — how often the Get Started message is allowed to repeat for the same customer.
Example: A customer types pizza, but no flow is set up for that word. Instead of silence,
No Match Reply fires: "Sorry, I didn't quite get that — type 'menu' to see what I can
help with."
The 9 tiles: Get-started, No Match, Location Reply, Un-subscribe, Re-subscribe, Chat with Human, Chat with Bot, Confirm Order, and Cancel Order.
General Settings#
To use the Get-started and No Match actions, first go to Bot Settings → Settings → General and turn their Enable toggle ON. Chat with Human doesn't have a toggle — it works as soon as you fill in the Chat with Human Email field below.
Open Bot Settings
Click the Bot Settings button.
Go to Settings
Open the Settings page.
Open the General tab
It's the first tab, selected by default.
Set the fields you need
See the table below.
Publish
Click Publish Changes — a confirmation banner confirms it.
| Field | What it does |
|---|---|
| Chat with Human Email | The email address notified whenever a customer requests Chat with Human. |
| No Match Reply | Enable/disable the bot's automatic reply when it can't match the customer's message to any automation. |
| No Match Response Frequency Limit | How often the No Match reply is sent to the same customer: Every Time, Once a Day, Once a Month, or Once a Year. |
| Bot Replies While Agent on Mobile App | Whether the bot keeps replying while a live agent is handling the chat from the mobile app. |
| Get Started Message | Enable/disable the Get-started action button. Must be on before the Get-started flow will run. |
| Get Started Message Frequency Limit | How often the Get Started message is sent to the same customer: Every Time or Once a Day. |
Get-started#
When someone opens a chat with your WhatsApp number for the very first time — say, they found your number on your website and tapped it to open WhatsApp — they haven't sent you a message yet, so WhatsApp shows a green Get Started button on the chat screen instead of a normal text box. This button is built into WhatsApp itself, not something ChatSyncs adds. The Get-started action fires the moment that customer taps it.
Open the Get-started tile
In Quick Actions, click Get-started to open its Configure Reference panel.
Give it a title
e.g.
Get-started— just for your own reference in the flow list.Set Automation Actions (optional)
Add/remove a label, subscribe/unsubscribe the contact from a Follow-up Sequence (see How to Build Automatic Follow-Up Chatbots on WhatsApp), or assign the conversation to a team or team member.
Save
Click Save — this opens the flow canvas, with a Start Bot Flow block already set to fire on Get-started.
Build the welcome message
Connect a Text Message (or any other block) after Start Bot Flow.
Save the flow
Click Save to publish it.
Example — a welcome message personalized with a custom-field variable:
| Customer | opens a chat with your number for the first time and taps the green Get Started button |
| Bot | "Hi #LEAD_USER_FIRST_NAME#, We are delighted to have you on board for your interest. If you have a question, we will do…" |
No Match#
The No Match button fires whenever a customer's message doesn't match any keyword, intent, or automation. Click its tile, then build the fallback reply the same way:
Open the Text block
It's already connected to the No Match trigger.
Write a fallback message
Replace the default text with something specific to your business, e.g. "Hello! We couldn't understand your request. Please select one of the available options below or rephrase your question."
Connect further blocks (optional)
e.g. Interactive Message, AI Reply, Human Support, or any other automation block.
Save
Click Save to publish the flow.
The No Match Response Frequency Limit (in General Settings above) controls how often the same customer receives this fallback — pick Once a Day or longer to avoid sending it repeatedly to someone who keeps sending unrecognized messages.
Location Reply#
The Location Reply button fires automatically whenever a customer shares their live location or a location pin — no toggle to enable, just build the flow:
Example:
| Customer | shares a location |
| Bot | "Thank you for sharing your location. Our team has received it and will assist you shortly." |
Un-subscribe & Re-subscribe#
Unlike the three buttons above, Un-subscribe and Re-subscribe aren't standalone triggers — they're button actions you add inside an Interactive Message block.
Go to Keyword Replies
Open Keyword Replies — see How to Create a Keyword-Based WhatsApp Chatbot — and create a new flow (or open an existing one) — this is the flow the Interactive Message and its button will live in.
Add an Interactive Message block
Drag it onto the canvas and connect it to your flow.
Add a button
Open the Interactive Message block and click Add Button.
Set the button's title and generation method
e.g. Static, title
Unsubscribe.Choose System Default Action Button
Under When user presses the button, select System Default Action Button.
Pick the action
Choose Unsubscribe (or Re-subscribe) from the Action Type list.
Connect and save
Connect the button to any follow-up flow (e.g. a confirmation message), then click Save.
Unsubscribe stops sequences and broadcasts for that contact. Re-subscribe is its mirror — it re-adds the contact to the sequences/broadcasts they'd opted out of, configured the exact same way except for choosing Re-subscribe as the Action Type:
Chat with Human#
The Chat with Human button lets a customer request a live agent. ChatSyncs emails the address set as Chat with Human Email in General Settings and starts the Chat with Human flow.
Build the flow with an Actions block selecting the Chat With Human Template, connected to Start Bot Flow, then an Interactive Message thanking the customer with a button to switch back to the bot (configured as a System Default Action Button → Chat with Bot):
Chat with Bot#
The Chat with Bot button is the reverse — it lets a customer who's talking to a live agent switch back to automated replies. Build it the same way: Actions block selecting the Chat With Robot Template, connected to Start Bot Flow, then an Interactive Message welcoming the customer back with a button to switch to a human agent again (System Default Action Button → Chat with Human):
Confirm Order & Cancel Order#
Confirm Order and Cancel Order are system default action buttons for eCommerce integrations only — they fire from order events on a connected Shopify or WooCommerce store, not from a normal chatbot conversation.
Confirm Order works the same way, triggered when the customer confirms instead of cancels.
Frequently asked#
My bot doesn't reply when it doesn't understand a message — how do I fix that?
Enable No Match in General Settings above and build a fallback flow for it — otherwise unmatched messages get no reply at all.
Why does my Get Started message keep repeating for the same customer?
Check the Get Started Message Frequency Limit in Bot Settings → Settings → General — it controls how often it's allowed to resend to the same person.
How do I add an Unsubscribe button to my bot?
Add an Interactive Message block with a button, set When user presses the button to System Default Action Button, choose Unsubscribe as the Action Type, then connect and save. See Un-subscribe & Re-subscribe above.
Where do I change the email that gets notified when a customer asks for a human?
Bot Settings → Settings → General → Chat with Human Email. Every Chat with Human request emails that address.
Why isn't my Get-started flow running?
Check that Get Started Message is enabled in Bot Settings → Settings → General — the Get-started action button does nothing while that toggle is off.
What's the difference between Get-started/No Match/Location Reply and the other action buttons?
Get-started, No Match, and Location Reply trigger automatically from a system event — you build a flow directly off their tile. The rest (Unsubscribe, Re-subscribe, Chat with Human, Chat with Bot, Confirm Order, Cancel Order) only run when added as a button's action inside an Interactive Message block.
Can I use Confirm Order or Cancel Order without Shopify or WooCommerce?
No — they're only triggered by order events from a connected Shopify or WooCommerce store and aren't meant for regular chatbot flows.
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