Automation Rules (Automatic Actions)

Automation Rules are the logic engine of Konektor that works 24/7 for you: "IF this condition occurs, THEN perform this action."

Tutorials & Popular Recipes (Video)

Start here to see how to set up the most commonly used automations.

1. Mark Active Lead (CTWA)

Change the status of ad leads (CTWA) who are actively interacting so sales teams can focus on them.

• Trigger: Incoming Message
• Condition: Chat Count > 2 AND Status == New
• Action: Change Status → Responded (Merespons)

2. Identify Hot Lead (Keyword)

Capture buying signals from the conversation.

• Trigger: Incoming Message
• Condition: Message contains "I want to buy" (or multiple keywords, comma-separated: "order, buy, booking") AND Status == Responded
• Action: Change Status → Hot

3. Auto-Closing & Capture Value (Regex)

Automatically mark as closed and save the amount when there is payment confirmation.

• Trigger: Incoming Message (from Admin/User)
• Condition: Message contains "Payment received"
• Action 1: Update Lead Value (Target: Actual Value, Regex: Rp\s*([0-9.,]+))
• Action 2: Change Status → Purchase

1. Core Concepts

Each rule consists of 3 simple parts:

How to Create a Rule

1. Open WhatsApp > Rules from the workspace sidebar.
2. Click Create Rule to build a rule manually, or click Template to use a pre-built rule.
3. If you choose Template, select the template you want and click Install.
4. If you create a manual rule, enter the rule name, choose the Trigger, Condition, and Action, then click Save Rule.

Rules automatically apply to all connected WhatsApp sessions in the workspace.

You can also use the AI Suggest button on the Rules page to generate a draft rule before editing it manually.

2. Condition & Operator Reference

Use this list as a practical guide when choosing conditions in the dashboard.

Message-Based Conditions

Lead & Marketing Conditions

Supported Operators

• Equal, Not Equal
• Contains, Not Contains
• In List, Not In List
• Greater Than, Greater or Equal
• Less Than, Less or Equal
• Starts With, Ends With

Time Window Note

The Time Window condition always uses workspace timezone, not server time.

Best Practice: Sender Type

Use Customer for rules that must trigger on customer messages, Team/CS for internal team messages, and All only when the rule is safe to run for both directions. Typical usage:

• Customer: auto-tag intent, change status based on customer keywords.
• Team/CS: update status when CS confirms payment.
• All: utility rules like logging, or when you explicitly want both directions.

3. Advanced Features: Regex & Data Extraction

For advanced users, you can "capture" specific data from within text messages using Regex (Regular Expressions). This is very useful for capturing payment amounts from CS messages.

Regex Dropdown Presets

In the Update Lead Value action, a preset dropdown is available so you don’t need to type regex manually. If your format is different, choose Custom to input your own pattern.

Popular Regex Patterns (Pick or Copy-Paste)

Use these patterns in the Update Lead Value action:

4. Message-Based Automation (QR Scan)

This feature uses WhatsApp Web (Linked Device) to read incoming messages. Suitable for event attendance or simple voucher validation.

• How it Works: User scans QR → Sends pre-filled message → System reads & updates status.
• Requirement: WhatsApp Admin must be connected in the Rotators menu.

5. WhatsApp Rules (Partner API)

If you use Official WhatsApp API (Qiscus, Qontak, Pancake, WA-API), automation rules are auto-applied across all channels (WA-API and partners):

• Identity Upgrade: Changes "Website Visitor" to "Real Lead" when they send a message containing [K-XXXX].
• Sync CTWA: Automatically sends conversion events to Meta Ads Manager.
• Fast Processing: Rules are processed automatically within seconds.
• Auto Apply: No manual session selection needed, rules automatically apply to WA-API and partner channels.

For Pancake workspaces, follow this workflow:

1. Share your Pancake page URL with support so they can register the webhook (Pancake Webhooks requires 2 slots for messaging events).
2. Copy the Webhook URL from the Integrations modal and paste it into Pancake’s Page Tools > Webhooks.
3. Return to Konektor and click Verify Connection after support confirms, until the status changes to Active.

FAQ

Q: Does Automation run in real-time? A: Yes, execution happens within seconds after the trigger.

Q: Can one message trigger multiple rules? A: Yes. The system will run all rules that meet the conditions, unless you enable "Stop Processing" on a specific rule.