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:
-
Click on the "Send message" action node to open up its form, which will appear on the right side of the screen
-
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:
-
Click on the "Send media" action node to open up its form, which will appear on the right side of the screen
-
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:
-
Click on the "Add internal note" action node to open up its form, which will appear on the right side of the screen
-
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.