Configuring "Messaging" action nodes

How to set up action nodes such as "Send message", "Send media", and "Add internal note"

Written By Iqmal (Administrator)

Updated at July 5th, 2024

All action nodes require setting up in a node form, where you specify the parameters for the selected action. In this article, we will guide you on how to set up every “Messaging” action node so your flow can execute the appropriate tasks to achieve your desired outcome.
 

Send message

ℹ️ "Flow Builder" currently supports WhatsApp Cloud API channels only

 

The "Send message" action sends a message using a chosen WhatsApp Cloud API channel to the customer. Use this action to respond to inquiries, provide information, send updates, or initiate conversations.

Set up the "Send message" action node form by following the steps below:

  1. Click on the "Send message" action node to open up its form, which will appear on the right side of the screen


     
  2. The node form contains the following fields for you to configure your action:

            1. Channel - Select the messaging channel to send your message from
            2. Message type - Select between "Template" or "Manual" for your WhatsApp 
            message type
            3. Message body - Provide and configure the message content in the text field.
            Please refer to the Flow variable article to learn more about how to include a 
            dynamic variable in this field.
            4. Button - Select a button option to create an interactive message, e.g. adding 
            quick reply buttons or an options list to your message
            5. Button as branch - Enable this for the node to automatically create branches 
            in the flow based on which button option the contact selects in this message
            6. Save reply - Enable this to save the contact's reply to this message as a flow 
            variable to use later within the flow, or use the reply to update a property of the 
            enrolled contact. If you are saving as a flow variable, please ensure you enter a 
            name enclosed in double curly braces (e.g. "{{customerReply}}") that is distinct 
            from any existing contact property names. 
            7. Timeout if no reply after - Enable this to automatically end a flow enrollment 
            if there is no response within a specified time period


     

Send media

The "Send media" action sends media files, such as images, videos, or documents, to the customer. Use this action to share product images, send promotional materials, or provide visual aids for support inquiries.

Set up the "Send media" action node form by following the steps below:

  1. Click on the "Send media" action node to open up its form, which will appear on the right side of the screen


     
  2. The node form contains the following fields for you to configure your action:

            1. Timeout if no reply after - Enable this to automatically end a flow 
            enrollment if there is no response within a specified time period
            2. Channel - Select the messaging channel to send your media from
            3. Media - Upload or drag-and-drop the media file that you wish to send


     

Add internal note

The "Add internal node" action adds an internal note to the customer's conversation for your team members to reference. Use this action to record important details, share notes with colleagues, or document key decisions made during the conversation.

Set up the "Add internal note" action node form by following the steps below:

  1. Click on the "Add internal note" action node to open up its form, which will appear on the right side of the screen


     
  2. The node form contains the following fields for you to configure your action:

            1. Note - Enter the internal note content here. You may also type “@” and select 
            from a list of team members to tag them in the note. Please refer to the Flow 
            variable article to learn more about how to include a dynamic variable in this 
            field.