User

WhatsApp Chatbot Builder

Screen guide

Before you start

Use the account and workspace that own the relevant records. The feature also needs to be enabled for this installation and plan.

Open this feature

Choose a task

Open /portal/whatsapp-hub/chatbot-builder on your application domain, using the workspace account for this task.
Find the form containing Enable WhatsApp chatbot, Enable fallback reply, Throttle minutes. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
Select Save settings. Check the current record, recipients, amount or destination before confirming when those values apply.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.

Field	What to enter or choose
Enable WhatsApp chatbot	Enter the enable whatsapp chatbot for this task, using the help or example shown by the form. Allow inbound WhatsApp messages to trigger saved rules.
Enable fallback reply	Enter the enable fallback reply for this task, using the help or example shown by the form. Send a default reply when no keyword rule matches.
Throttle minutes	Required. Enter a number in the unit shown by this setting. Check any currency, duration or count label before saving. Prevent repeated bot replies in the same conversation for this many minutes. Minimum 0. Maximum 1440.
Fallback reply	Optional unless the current form requests it. Enter the fallback reply for this task, using the help or example shown by the form. The form’s example is Thanks for messaging us. A team member will reply soon.. Replace it with your own value. Maximum 2000 characters.

Open /portal/whatsapp-hub/chatbot-builder on your application domain, using the workspace account for this task.
Find the form containing Rule name, WhatsApp account, Match type. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
Use the button shown for the current state: Save rule, Create rule. Creation and editing can show different labels; submit the form once.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.

Field	What to enter or choose
Rule name	Required. Enter the rule name for this task, using the help or example shown by the form. Maximum 120 characters.
WhatsApp account	Optional unless the current form requests it. Enter a number in the unit shown by this setting. Check any currency, duration or count label before saving.
Match type	Required. Enter the match type for this task, using the help or example shown by the form.
Audience stage	Required. Enter the audience stage for this task, using the help or example shown by the form.
Keyword or phrase	Required. Enter the keyword or phrase for this task, using the help or example shown by the form. Maximum 255 characters.
Priority	Required. Enter a number in the unit shown by this setting. Check any currency, duration or count label before saving. Minimum 1. Maximum 999.
Reply text	Required. Enter the reply text for this task, using the help or example shown by the form. Maximum 2000 characters.

Field descriptions appear beside each task above so that separate forms are not mixed together.

Stay in the same account/workspace and reopen the intended record or result screen.
For saved settings, compare the displayed values with the choices you made. For filters and previews, check the current result scope.
For queued or external work, inspect its status/history and provider result where applicable. A successful save does not by itself prove message delivery, publication, payment completion or provider approval.

Problem	What to check
The screen or action is missing	Check the correct workspace account, role, enabled app and plan. A hidden action is not fixed by typing an internal endpoint.
A field is rejected	Read its validation message, choose from the offered options and check the relevant format or limit. Do not substitute a database ID for a displayed choice.
A list is empty	Check the selected workspace, search text, date range and status filters. Clear one filter at a time before concluding that records are missing.
A request is still pending	Check its status/history before repeating it. For messages, publishing, imports and payments, a submitted request can finish later or fail separately.

Role-scoped source references

Pinned commit: 37d44a1727216f5c492205024b323aa522730ebc

Source-only route information

Method	Source-default route