Automation Overview
Transform your WhatsApp customer interactions with Swiftsell’s powerful automation platform. Create intelligent chatbots that can handle complex conversations, collect valuable data, and provide personalized experiences 24/7.What You Can Build
With Swiftsell’s automation tools, you can create sophisticated WhatsApp flows that:- Engage customers instantly with automated responses and interactive conversations
- Collect and process data from user inputs to personalize experiences
- Route conversations intelligently based on user responses, attributes, or conditions
- Send rich media content including images, documents, and videos
- Integrate with your workflow through email notifications and data collection
- Scale customer support with automated FAQ handling and lead qualification
Core Action Blocks
Every automation is built using action blocks - powerful components that handle different aspects of your conversation flow. Here are the essential blocks you can use:Start Flow
The essential entry point for every automation. Defines trigger conditions
and connects your WhatsApp Business Number to begin conversations.
Send Message
Send personalized text messages to users. Perfect for greetings,
instructions, and information sharing with support for variables and
formatting.
Interactive Engagement Blocks
Create engaging, interactive experiences that guide users through your automation flows:Quick Reply
Present up to 3 action buttons for instant user responses. Ideal for guiding
structured conversations and capturing user intent.
List
Display up to 10 scrollable options in an organized menu. Perfect for
product categories, services, or appointment types.
Data Collection & Processing
Gather valuable information from your users and make intelligent decisions:Collect Input
Ask questions and capture user responses into variables. Essential for
gathering names, emails, preferences, and custom data.
Condition
Create intelligent branching logic with switch-like functionality. Route
users based on data, responses, or any criteria.
Rich Media & Integration
Enhance conversations with multimedia content and seamless integrations:Media
Send images, documents, videos, or audio files. Support for multiple formats
with captions for context and instructions.
Send Email
Automatically send email notifications with collected data. Perfect for team
alerts, confirmations, and workflow integration.
Building Your First Automation
Getting started with automation is straightforward:- Start with the Start Flow block - Every automation begins here
- Add interaction blocks - Use Quick Reply or List blocks to engage users
- Collect data - Use Collect Input blocks to gather information
- Add logic - Use Condition blocks to create intelligent branching
- Enhance with media - Add Media blocks for rich content
- Integrate workflows - Use Send Email blocks for notifications
Common Use Cases
Customer Support
Route support tickets based on issue type, customer tier, or urgency level using Condition blocks, and escalate to human agents when needed.Lead Qualification
Collect prospect information through Collect Input blocks, qualify leads using Condition logic, and automatically send qualified leads to your sales team via email.Appointment Booking
Guide users through service selection with List blocks, collect booking details, and send confirmation emails with appointment information.Product Catalog
Showcase products using Media blocks, collect customer preferences, and provide personalized recommendations based on their responses.Feedback Collection
Gather customer feedback through structured questionnaires, analyze responses with Condition blocks, and trigger follow-up actions based on satisfaction scores.Best Practices
- Start simple - Begin with basic flows and gradually add complexity
- Use variables - Personalize messages by referencing collected data
- Plan your flow - Map out conversation paths before building
- Test thoroughly - Verify all branches and error scenarios
- Monitor performance - Track user interactions and optimize flows