What you will accomplish

Understand the building blocks of AyuChat automation: triggers, conditions, actions, waits, template sends, and run logs.

Core concepts

ConceptMeaning
TriggerThe event that starts a flow, such as a contact event, message event, form submission, or supported webhook event.
ConditionA rule that chooses which path to follow based on contact data, tags, message content, or prior activity.
ActionA step that updates data, sends a template, calls an integration, or moves the workflow forward.
Run logThe trace of what happened during a workflow execution.

Before you build

  • Define the business outcome before opening the builder.
  • Use a synthetic contact for testing.
  • Use approved templates for any WhatsApp send action.
  • Confirm the integration or API key used by the flow is active.

Step 1 - Choose the trigger

Pick the narrowest trigger that matches the job. A broad trigger can start too many runs and surprise agents or customers.

AyuChat automation builder showing a trigger connected to an action on the workflow canvas.
Choose the narrowest trigger and verify the next action before publishing.
AyuChat automation page showing synthetic workflow status and creation controls.
Review existing automation flows before creating or publishing a new one.

Step 2 - Add conditions

Use conditions to avoid sending the wrong content. Segment by tag, field value, previous action, audience, or event metadata where the product exposes those values.

Step 3 - Add actions

Configure each action fully. For template sends, verify that the selected template is approved, belongs to the connected WhatsApp account, and has every variable mapped.

Step 4 - Test with controlled data

Run the flow with a synthetic contact or internal workspace data. Inspect the run log before publishing.

Troubleshooting failed runs

FailureWhat to inspect
Missing trigger dataWhether the triggering event includes the field used by the flow.
Template send failedTemplate status, variables, WhatsApp connection, contact opt-out, and plan limits.
Integration failedCredential validity, endpoint status, and required fields.
Unexpected branchCondition order and the exact contact/event values used by the run.