[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"docs-en-\u002Fen\u002Fdocs\u002Fwhatsapp\u002Fautomation":3},{"id":4,"title":5,"body":6,"category":662,"code_examples":1222,"demos":1222,"description":1223,"extension":1224,"meta":1225,"navigation":1222,"order":1197,"path":1226,"seo":1227,"sitemap":1235,"stem":1237,"tags":1238,"toc":1244,"videos":1222,"__hash__":1245},"docsEn\u002Fen\u002Fdocs\u002Fwhatsapp\u002Fautomation.md","Automation Rules - Automatic Actions Without Coding",{"type":7,"value":8,"toc":1195},"minimark",[9,14,22,48,51,56,59,67,86,91,94,126,130,133,162,166,169,205,207,211,214,277,281,316,319,328,335,337,341,344,348,572,576,786,790,810,814,823,827,842,859,863,870,874,885,889,895,1018,1046,1048,1052,1059,1065,1083,1085,1089,1096,1125,1128,1157,1177,1179,1183,1189],[10,11,13],"h1",{"id":12},"automation-rules-automatic-actions","Automation Rules (Automatic Actions)",[15,16,17,18],"p",{},"Automation Rules are the logic engine of Konektor that works 24\u002F7 for you: ",[19,20,21],"strong",{},"\"IF this condition occurs, THEN perform this action.\"",[23,24,26],"info",{"title":25},"Feature Summary",[27,28,29,36,42],"ul",{},[30,31,32,35],"li",{},[19,33,34],{},"Data Automation",": Trigger based on data changes (Lead Created, Status Updated).",[30,37,38,41],{},[19,39,40],{},"Message Automation",": Trigger based on WhatsApp message content (Keyword, Regex).",[30,43,44,47],{},[19,45,46],{},"No Coding",": Simply click and select conditions in the dashboard.",[49,50],"hr",{},[52,53,55],"h2",{"id":54},"tutorials-popular-recipes-video","Tutorials & Popular Recipes (Video)",[15,57,58],{},"Start here to see how to set up the most commonly used automations.",[15,60,61],{},[62,63,64],"a",{"href":64,"rel":65},"https:\u002F\u002Fguide.konektor.id\u002Fembed\u002Fcmkywi0z132yytw9fxv8sbbl5",[66],"nofollow",[68,69,71],"note",{"title":70},"UI label note",[15,72,73,74,77,78,81,82,85],{},"Some older videos still show labels such as ",[19,75,76],{},"Install Template"," in the header. In the current UI, the header button is ",[19,79,80],{},"Template",", and the ",[19,83,84],{},"Install"," button appears inside the modal after you choose a template.",[87,88,90],"h3",{"id":89},"_1-mark-active-lead-ctwa","1. Mark Active Lead (CTWA)",[15,92,93],{},"Change the status of ad leads (CTWA) who are actively interacting so sales teams can focus on them.",[27,95,96,102,116],{},[30,97,98,101],{},[19,99,100],{},"Trigger",": Incoming Message",[30,103,104,107,108,112,113],{},[19,105,106],{},"Condition",": ",[109,110,111],"code",{},"Chat Count > 2"," AND ",[109,114,115],{},"Status == New",[30,117,118,121,122,125],{},[19,119,120],{},"Action",": Change Status → ",[109,123,124],{},"Responded"," (Merespons)",[87,127,129],{"id":128},"_2-identify-hot-lead-keyword","2. Identify Hot Lead (Keyword)",[15,131,132],{},"Capture buying signals from the conversation.",[27,134,135,139,155],{},[30,136,137,101],{},[19,138,100],{},[30,140,141,143,144,147,148,151,152],{},[19,142,106],{},": Message contains ",[109,145,146],{},"\"I want to buy\""," (or multiple keywords, comma-separated: ",[109,149,150],{},"\"order, buy, booking\"",") AND ",[109,153,154],{},"Status == Responded",[30,156,157,121,159],{},[19,158,120],{},[109,160,161],{},"Hot",[87,163,165],{"id":164},"_3-auto-closing-capture-value-regex","3. Auto-Closing & Capture Value (Regex)",[15,167,168],{},"Automatically mark as closed and save the amount when there is payment confirmation.",[27,170,171,176,183,197],{},[30,172,173,175],{},[19,174,100],{},": Incoming Message (from Admin\u002FUser)",[30,177,178,143,180],{},[19,179,106],{},[109,181,182],{},"\"Payment received\"",[30,184,185,188,189,192,193,196],{},[19,186,187],{},"Action 1",": Update Lead Value (Target: ",[109,190,191],{},"Actual Value",", Regex: ",[109,194,195],{},"Rp\\s*([0-9.,]+)",")",[30,198,199,121,202],{},[19,200,201],{},"Action 2",[109,203,204],{},"Purchase",[49,206],{},[52,208,210],{"id":209},"_1-core-concepts","1. Core Concepts",[15,212,213],{},"Each rule consists of 3 simple parts:",[215,216,217,234],"table",{},[218,219,220],"thead",{},[221,222,223,228,231],"tr",{},[224,225,227],"th",{"align":226},"left","Component",[224,229,230],{"align":226},"Explanation",[224,232,233],{"align":226},"Example",[235,236,237,251,264],"tbody",{},[221,238,239,245,248],{},[240,241,242],"td",{"align":226},[19,243,244],{},"TRIGGER",[240,246,247],{"align":226},"The initiating event",[240,249,250],{"align":226},"New Lead, Incoming Message, Status Change",[221,252,253,258,261],{},[240,254,255],{"align":226},[19,256,257],{},"CONDITION",[240,259,260],{"align":226},"Criteria to meet",[240,262,263],{"align":226},"Status = \"New\", Source = \"Ads\", Message contains \"Promo\"",[221,265,266,271,274],{},[240,267,268],{"align":226},[19,269,270],{},"ACTION",[240,272,273],{"align":226},"What to do",[240,275,276],{"align":226},"Change Status, Send Webhook, Extract Value",[87,278,280],{"id":279},"how-to-create-a-rule","How to Create a Rule",[282,283,284,291,301,310],"ol",{},[30,285,286,287,290],{},"Open ",[19,288,289],{},"WhatsApp > Rules"," from the workspace sidebar.",[30,292,293,294,297,298,300],{},"Click ",[19,295,296],{},"Create Rule"," to build a rule manually, or click ",[19,299,80],{}," to use a pre-built rule.",[30,302,303,304,306,307,309],{},"If you choose ",[19,305,80],{},", select the template you want and click ",[19,308,84],{},".",[30,311,312,313,309],{},"If you create a manual rule, enter the rule name, choose the Trigger, Condition, and Action, then click ",[19,314,315],{},"Save Rule",[15,317,318],{},"Rules automatically apply to all connected WhatsApp sessions in the workspace.",[68,320,322],{"title":321},"If the Template button is missing",[15,323,324,325,327],{},"The ",[19,326,80],{}," button only appears when your workspace can still add rules and the template feature is not under maintenance. If it is not visible, check your plan rule limit or the current template maintenance status.",[15,329,330,331,334],{},"You can also use the ",[19,332,333],{},"AI Suggest"," button on the Rules page to generate a draft rule before editing it manually.",[49,336],{},[52,338,340],{"id":339},"_2-condition-operator-reference","2. Condition & Operator Reference",[15,342,343],{},"Use this list as a practical guide when choosing conditions in the dashboard.",[87,345,347],{"id":346},"message-based-conditions","Message-Based Conditions",[215,349,350,361],{},[218,351,352],{},[221,353,354,357,359],{},[224,355,356],{"align":226},"UI Label",[224,358,230],{"align":226},[224,360,233],{"align":226},[235,362,363,380,393,412,429,442,455,471,485,499,513,529,540,556],{},[221,364,365,368,371],{},[240,366,367],{"align":226},"Message",[240,369,370],{"align":226},"Text that must appear in chat",[240,372,373,376,377],{"align":226},[109,374,375],{},"promo",", ",[109,378,379],{},"order",[221,381,382,385,388],{},[240,383,384],{"align":226},"Sender ID (JID)",[240,386,387],{"align":226},"Match a specific sender number",[240,389,390],{"align":226},[109,391,392],{},"628123456789",[221,394,395,398,401],{},[240,396,397],{"align":226},"Message Type",[240,399,400],{"align":226},"Filter by content type",[240,402,403,376,406,376,409],{"align":226},[109,404,405],{},"All Messages",[109,407,408],{},"Text",[109,410,411],{},"Image",[221,413,414,417,420],{},[240,415,416],{"align":226},"Is Group Chat",[240,418,419],{"align":226},"Only group or non-group chats",[240,421,422,425,426],{"align":226},[109,423,424],{},"true"," \u002F ",[109,427,428],{},"false",[221,430,431,434,437],{},[240,432,433],{"align":226},"Time Window",[240,435,436],{"align":226},"Active hours for the rule",[240,438,439],{"align":226},[109,440,441],{},"09:00–17:00",[221,443,444,447,450],{},[240,445,446],{"align":226},"Chat Count",[240,448,449],{"align":226},"Minimum\u002Fmaximum chat count",[240,451,452],{"align":226},[109,453,454],{},">= 3",[221,456,457,460,463],{},[240,458,459],{"align":226},"Room Tags (Qontak)",[240,461,462],{"align":226},"Tags from Qontak rooms",[240,464,465,376,468],{"align":226},[109,466,467],{},"vip",[109,469,470],{},"repeat",[221,472,473,476,479],{},[240,474,475],{"align":226},"Has Media",[240,477,478],{"align":226},"Message includes media",[240,480,481,425,483],{"align":226},[109,482,424],{},[109,484,428],{},[221,486,487,490,493],{},[240,488,489],{"align":226},"Reply to Message",[240,491,492],{"align":226},"Message is a reply",[240,494,495,425,497],{"align":226},[109,496,424],{},[109,498,428],{},[221,500,501,504,507],{},[240,502,503],{"align":226},"First Contact",[240,505,506],{"align":226},"First chat from the lead",[240,508,509,425,511],{"align":226},[109,510,424],{},[109,512,428],{},[221,514,515,518,521],{},[240,516,517],{"align":226},"Customer Name",[240,519,520],{"align":226},"Match sender name",[240,522,523,376,526],{"align":226},[109,524,525],{},"Budi",[109,527,528],{},"Sari",[221,530,531,534,537],{},[240,532,533],{"align":226},"Sender Type",[240,535,536],{"align":226},"Who sends the message",[240,538,539],{"align":226},"Customer, Team\u002FCS, All",[221,541,542,545,548],{},[240,543,544],{"align":226},"Partner Source",[240,546,547],{"align":226},"Integration channel",[240,549,550,376,553],{"align":226},[109,551,552],{},"wa_api",[109,554,555],{},"qontak",[221,557,558,561,564],{},[240,559,560],{"align":226},"Channel ID",[240,562,563],{"align":226},"Partner channel\u002Faccount ID",[240,565,566,376,569],{"align":226},[109,567,568],{},"page_id",[109,570,571],{},"channel_id",[87,573,575],{"id":574},"lead-marketing-conditions","Lead & Marketing Conditions",[215,577,578,588],{},[218,579,580],{},[221,581,582,584,586],{},[224,583,356],{"align":226},[224,585,230],{"align":226},[224,587,233],{"align":226},[235,589,590,612,634,647,666,679,692,705,718,734,747,760,773],{},[221,591,592,595,598],{},[240,593,594],{"align":226},"Lead Status",[240,596,597],{"align":226},"Current Lead status",[240,599,600,376,603,376,606,376,609],{"align":226},[109,601,602],{},"new",[109,604,605],{},"responded",[109,607,608],{},"hot",[109,610,611],{},"won",[221,613,614,617,620],{},[240,615,616],{"align":226},"Lead Priority",[240,618,619],{"align":226},"Handling priority",[240,621,622,376,625,376,628,376,631],{"align":226},[109,623,624],{},"low",[109,626,627],{},"medium",[109,629,630],{},"high",[109,632,633],{},"urgent",[221,635,636,639,642],{},[240,637,638],{"align":226},"Lead Score",[240,640,641],{"align":226},"Numeric lead score",[240,643,644],{"align":226},[109,645,646],{},">= 80",[221,648,649,652,655],{},[240,650,651],{"align":226},"Lead Source",[240,653,654],{"align":226},"Lead origin",[240,656,657,376,660,376,663],{"align":226},[109,658,659],{},"ads",[109,661,662],{},"whatsapp",[109,664,665],{},"website",[221,667,668,671,674],{},[240,669,670],{"align":226},"Lead Notes",[240,672,673],{"align":226},"Text search in notes",[240,675,676],{"align":226},[109,677,678],{},"follow up tomorrow",[221,680,681,684,687],{},[240,682,683],{"align":226},"Lead City",[240,685,686],{"align":226},"Lead city location",[240,688,689],{"align":226},[109,690,691],{},"Jakarta",[221,693,694,697,700],{},[240,695,696],{"align":226},"Lead Region",[240,698,699],{"align":226},"Lead region",[240,701,702],{"align":226},[109,703,704],{},"West Java",[221,706,707,710,713],{},[240,708,709],{"align":226},"Lead Country",[240,711,712],{"align":226},"Lead country",[240,714,715],{"align":226},[109,716,717],{},"ID",[221,719,720,723,726],{},[240,721,722],{"align":226},"UTM Source",[240,724,725],{"align":226},"Campaign source",[240,727,728,376,731],{"align":226},[109,729,730],{},"facebook",[109,732,733],{},"google",[221,735,736,739,742],{},[240,737,738],{"align":226},"UTM Medium",[240,740,741],{"align":226},"Campaign medium",[240,743,744],{"align":226},[109,745,746],{},"cpc",[221,748,749,752,755],{},[240,750,751],{"align":226},"UTM Campaign",[240,753,754],{"align":226},"Campaign name",[240,756,757],{"align":226},[109,758,759],{},"ramadan-promo",[221,761,762,765,768],{},[240,763,764],{"align":226},"UTM Term",[240,766,767],{"align":226},"Campaign keyword",[240,769,770],{"align":226},[109,771,772],{},"shoes",[221,774,775,778,781],{},[240,776,777],{"align":226},"UTM Content",[240,779,780],{"align":226},"Campaign content",[240,782,783],{"align":226},[109,784,785],{},"video-1",[87,787,789],{"id":788},"supported-operators","Supported Operators",[27,791,792,795,798,801,804,807],{},[30,793,794],{},"Equal, Not Equal",[30,796,797],{},"Contains, Not Contains",[30,799,800],{},"In List, Not In List",[30,802,803],{},"Greater Than, Greater or Equal",[30,805,806],{},"Less Than, Less or Equal",[30,808,809],{},"Starts With, Ends With",[87,811,813],{"id":812},"time-window-note","Time Window Note",[15,815,324,816,818,819,822],{},[19,817,433],{}," condition always uses ",[19,820,821],{},"workspace timezone",", not server time.",[87,824,826],{"id":825},"best-practice-sender-type","Best Practice: Sender Type",[15,828,829,830,833,834,837,838,841],{},"Use ",[19,831,832],{},"Customer"," for rules that must trigger on customer messages, ",[19,835,836],{},"Team\u002FCS"," for internal team messages, and ",[19,839,840],{},"All"," only when the rule is safe to run for both directions. Typical usage:",[27,843,844,849,854],{},[30,845,846,848],{},[19,847,832],{},": auto-tag intent, change status based on customer keywords.",[30,850,851,853],{},[19,852,836],{},": update status when CS confirms payment.",[30,855,856,858],{},[19,857,840],{},": utility rules like logging, or when you explicitly want both directions.",[52,860,862],{"id":861},"_3-advanced-features-regex-data-extraction","3. Advanced Features: Regex & Data Extraction",[15,864,865,866,869],{},"For advanced users, you can \"capture\" specific data from within text messages using ",[19,867,868],{},"Regex (Regular Expressions)",". This is very useful for capturing payment amounts from CS messages.",[87,871,873],{"id":872},"regex-dropdown-presets","Regex Dropdown Presets",[15,875,876,877,880,881,884],{},"In the ",[19,878,879],{},"Update Lead Value"," action, a preset dropdown is available so you don’t need to type regex manually. If your format is different, choose ",[19,882,883],{},"Custom"," to input your own pattern.",[87,886,888],{"id":887},"popular-regex-patterns-pick-or-copy-paste","Popular Regex Patterns (Pick or Copy-Paste)",[15,890,891,892,894],{},"Use these patterns in the ",[19,893,879],{}," action:",[215,896,897,913],{},[218,898,899],{},[221,900,901,904,907,910],{},[224,902,903],{"align":226},"Goal",[224,905,906],{"align":226},"Regex Pattern",[224,908,909],{"align":226},"Example Message",[224,911,912],{"align":226},"Result",[235,914,915,941,961,980,999],{},[221,916,917,922,933,938],{},[240,918,919],{"align":226},[19,920,921],{},"Flexible Rupiah",[240,923,924,925,929,930,932],{"align":226},"`(?:Rp\\s*)?(",[926,927,928],"span",{},"0-9","{1,3}(?:.",[926,931,928],{},"{3})+",[240,934,935,937],{"align":226},[926,936,928],{},"+)`",[240,939,940],{"align":226},"\"Rp1500000\"",[221,942,943,948,953,956],{},[240,944,945],{"align":226},[19,946,947],{},"Rp with dots",[240,949,950],{"align":226},[109,951,952],{},"Rp\\s*([0-9]{1,3}(?:\\.[0-9]{3})+)",[240,954,955],{"align":226},"\"Rp 1.500.000\"",[240,957,958],{"align":226},[109,959,960],{},"1.500.000",[221,962,963,968,973,975],{},[240,964,965],{"align":226},[19,966,967],{},"Rp without dots",[240,969,970],{"align":226},[109,971,972],{},"Rp\\s*([0-9]+)",[240,974,940],{"align":226},[240,976,977],{"align":226},[109,978,979],{},"1500000",[221,981,982,987,992,995],{},[240,983,984],{"align":226},[19,985,986],{},"Total:1500000",[240,988,989],{"align":226},[109,990,991],{},"Total\\s*:?\\s*([0-9.]+)",[240,993,994],{"align":226},"\"Total:1500000\"",[240,996,997],{"align":226},[109,998,979],{},[221,1000,1001,1006,1011,1014],{},[240,1002,1003],{"align":226},[19,1004,1005],{},"Numbers Only",[240,1007,1008],{"align":226},[109,1009,1010],{},"([0-9]+)",[240,1012,1013],{"align":226},"\"1500000\"",[240,1015,1016],{"align":226},[109,1017,979],{},[1019,1020,1022],"tip",{"title":1021},"How Regex Works",[27,1023,1024,1030,1036],{},[30,1025,1026,1029],{},[109,1027,1028],{},"Rp"," = Looks for the word \"Rp\"",[30,1031,1032,1035],{},[109,1033,1034],{},"\\s*"," = Allows space (present or not)",[30,1037,1038,1041,1042,1045],{},[109,1039,1040],{},"(...)"," = ",[19,1043,1044],{},"Capture Group",". This is the part that will be extracted by the system.",[49,1047],{},[52,1049,1051],{"id":1050},"_4-message-based-automation-qr-scan","4. Message-Based Automation (QR Scan)",[15,1053,1054,1055,1058],{},"This feature uses ",[19,1056,1057],{},"WhatsApp Web (Linked Device)"," to read incoming messages. Suitable for event attendance or simple voucher validation.",[15,1060,1061],{},[62,1062,1063],{"href":1063,"rel":1064},"https:\u002F\u002Fguide.konektor.id\u002Fembed\u002Fcmkl59j6739p51363bwgrz8w2",[66],[27,1066,1067,1073],{},[30,1068,1069,1072],{},[19,1070,1071],{},"How it Works",": User scans QR → Sends pre-filled message → System reads & updates status.",[30,1074,1075,1078,1079,1082],{},[19,1076,1077],{},"Requirement",": WhatsApp Admin must be connected in the ",[19,1080,1081],{},"Rotators"," menu.",[49,1084],{},[52,1086,1088],{"id":1087},"_5-whatsapp-rules-partner-api","5. WhatsApp Rules (Partner API)",[15,1090,1091,1092,1095],{},"If you use Official WhatsApp API (Qiscus, Qontak, Pancake, WA-API), ",[19,1093,1094],{},"automation rules are auto-applied across all channels"," (WA-API and partners):",[27,1097,1098,1107,1113,1119],{},[30,1099,1100,1103,1104,309],{},[19,1101,1102],{},"Identity Upgrade",": Changes \"Website Visitor\" to \"Real Lead\" when they send a message containing ",[109,1105,1106],{},"[K-XXXX]",[30,1108,1109,1112],{},[19,1110,1111],{},"Sync CTWA",": Automatically sends conversion events to Meta Ads Manager.",[30,1114,1115,1118],{},[19,1116,1117],{},"Fast Processing",": Rules are processed automatically within seconds.",[30,1120,1121,1124],{},[19,1122,1123],{},"Auto Apply",": No manual session selection needed, rules automatically apply to WA-API and partner channels.",[15,1126,1127],{},"For Pancake workspaces, follow this workflow:",[282,1129,1130,1137,1147],{},[30,1131,1132,1133,1136],{},"Share your Pancake page URL with support so they can register the webhook (Pancake Webhooks requires ",[19,1134,1135],{},"2 slots"," for messaging events).",[30,1138,1139,1140,1143,1144,309],{},"Copy the ",[19,1141,1142],{},"Webhook URL"," from the Integrations modal and paste it into Pancake’s ",[19,1145,1146],{},"Page Tools > Webhooks",[30,1148,1149,1150,1153,1154,309],{},"Return to Konektor and click ",[19,1151,1152],{},"Verify Connection"," after support confirms, until the status changes to ",[19,1155,1156],{},"Active",[1158,1159,1161],"warning",{"title":1160},"Need a Chatbot?",[15,1162,1163,1164,1167,1168,1171,1172,1176],{},"Konektor Automation Rules focus on ",[19,1165,1166],{},"Data Management"," (CRM). If you need an ",[19,1169,1170],{},"Auto-Reply Chatbot",", we recommend using the ",[1173,1174,1175],"em",{},"Auto-Reply"," features provided by the Partner (e.g., Qiscus Multichannel Dashboard).",[49,1178],{},[52,1180,1182],{"id":1181},"faq","FAQ",[15,1184,1185,1188],{},[19,1186,1187],{},"Q: Does Automation run in real-time?","\nA: Yes, execution happens within seconds after the trigger.",[15,1190,1191,1194],{},[19,1192,1193],{},"Q: Can one message trigger multiple rules?","\nA: Yes. The system will run all rules that meet the conditions, unless you enable \"Stop Processing\" on a specific rule.",{"title":1196,"searchDepth":1197,"depth":1197,"links":1198},"",2,[1199,1205,1208,1215,1219,1220,1221],{"id":54,"depth":1197,"text":55,"children":1200},[1201,1203,1204],{"id":89,"depth":1202,"text":90},3,{"id":128,"depth":1202,"text":129},{"id":164,"depth":1202,"text":165},{"id":209,"depth":1197,"text":210,"children":1206},[1207],{"id":279,"depth":1202,"text":280},{"id":339,"depth":1197,"text":340,"children":1209},[1210,1211,1212,1213,1214],{"id":346,"depth":1202,"text":347},{"id":574,"depth":1202,"text":575},{"id":788,"depth":1202,"text":789},{"id":812,"depth":1202,"text":813},{"id":825,"depth":1202,"text":826},{"id":861,"depth":1197,"text":862,"children":1216},[1217,1218],{"id":872,"depth":1202,"text":873},{"id":887,"depth":1202,"text":888},{"id":1050,"depth":1197,"text":1051},{"id":1087,"depth":1197,"text":1088},{"id":1181,"depth":1197,"text":1182},null,"Create \"IF this happens THEN do that\" scenarios to manage leads, update status, and extract values without coding.","md",{},"\u002Fen\u002Fdocs\u002Fwhatsapp\u002Fautomation",{"keywords":1228,"canonical":1234,"title":5,"description":1223},[1229,1230,1231,1232,1233],"automation rules","wa automation","trigger action","konektor workflow","regex","\u002Fdocs\u002Fwhatsapp\u002Fautomation",{"loc":1226,"lastmod":1236},"2026-03-07","en\u002Fdocs\u002Fwhatsapp\u002Fautomation",[1239,1240,1241,1242,1243],"automation","rules","triggers","actions","workflow",true,"SpmSH-Ty3RKOgZDb0ZaMgA5btqX9Ab-6KDkJyxvryRo"]