IDEA Group

Automation details

New customer welcome review

Draft

Prepare an AI suggestion for a person to review.

Flow path

Trigger, conditions and actions run in this order.

1

Trigger · New inbound message

Starts only for Primary WhatsApp

2

Condition · Exact keyword match

price, package or rate · text messages only

3

Action · Assign Sales team

Set normal priority and add Sales Lead label

4

Action · Human review

Prepare an Inbox suggestion; do not send automatically

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Validate and simulate this draft before publishing.