More flow steps

The pages in this section cover the steps most bots are built from. This page lists every step in the palette, in the same groups the editor uses.

Every step works the same way: add it to the canvas, then double-click it to open its settings.

Triggers

What starts the bot. Your bot type sets the first one for you.

Step	Starts the bot when
Starting Step / Keyword Trigger	A customer’s message matches your keywords, or any message arrives
Webhook Trigger	An outside system calls the bot’s webhook address
Google Sheet Trigger	A new row is added to a connected Google Sheet
WhatsApp Order Received	A customer orders from your catalogue in chat
Razorpay Payment	A Razorpay payment is captured, fails or is refunded
PetPooja Order Event	A PetPooja order changes status
Click-to-WhatsApp Ad	A customer messages you from one of your ads

Store events such as order shipped or abandoned cart start Journeys instead.

Send a message

Step	What it does	Guide
Send Message	Text, with up to 3 quick-reply buttons	Send message
Send Template	An approved WhatsApp template	Send template
Send Image / Video / Audio / Document	A media file with a caption	Send media
Send Buttons / Send List	Reply buttons or a pick-from-a-menu list	Send buttons and lists
Single Product / Multi Product / Send Collection	Products from your WhatsApp catalogue	Send products
Send Location	A map pin	Send location
Send CTA URL	A message with one link button	—
WhatsApp Flow	A WhatsApp form for the customer to fill in. Build forms under Automate → Forms.	—
AI Agent	Lets one of your AI agents answer the customer’s latest message, then carries on	—

Ask a Question

Step	What it does	Guide
User Input	Asks a question and saves the answer	User input
Multiple Choice	Sends numbered options the customer replies to	Multiple choice
Ask Keyword	Branches on keywords in the reply	Ask keyword
Address	Sends WhatsApp’s address form	Address
Ask for Location	Asks the customer to share a location pin	Ask for location
Ask for a File	Waits for a photo or document	Ask for a file
Wait for Order	Pauses until the customer places a catalogue order	—

Logic & Flow Control

Step	What it does
Condition	Two-way branch, Yes or No. See Condition.
Switch	Branches on one value, with a case per value and a Default
Intent Router	Routes on what the customer means, checking keywords first and then AI
Set Variable	Sets a variable for later steps
A/B Split	Sends a share of customers down each path, by percentage
Loop	Repeats part of the bot a set number of times or over a list
Wait	Pauses the bot. See Wait.
Wait for Event	Waits for something the customer does, with a time limit
End	Ends the bot, with a reason and an optional closing message
Call Sub-flow	Runs another bot, then comes back
Jump To	Continues from another step

Integrations

Step	What it does
HTTP Request	Calls an outside API, with Success and Failed outputs. See Connect WhatsApp and Google Sheets.
Send Email	Sends an email
Collect Payment	Sends a payment request. Needs Razorpay, Cashfree or PayU connected.
Generate Invoice	Creates an invoice
Get / Add / Update / Delete Sheet Record	Reads and writes a Google Sheet
Get Slots, Book Appointment, Get Bookings, Cancel Appointment, Reschedule Appointment	Runs bookings with your Appointments calendar
Create / Get / Update / Delete Record	Reads and writes a Data Store (the Data Store tab on the Bots page)
PetPooja Menu, PetPooja Collect Order, PetPooja Order	Restaurant ordering through PetPooja
Shopify Action / Order to Checkout Link	Works with your connected Shopify store

Actions

Step	What it does	Guide
Set Tag	Adds or removes contact tags	Set tag
Set Stage	Moves the contact to a stage in your Pipeline	—
Conversation Action	Assigns, unassigns, resolves or reopens the chat, or adds a note	Conversation action
Update Contact	Changes contact details, custom fields, tags or marketing opt-in	Update contact
Request Intervention	Hands the chat to your team and ends the bot	Request intervention
Notify Me (Waitlist)	Signs the customer up for back-in-stock or price-drop alerts	—

Tip

End every path with an End step and a reason. The reason shows in the bot’s Logs, so you can tell a bot that finished from one where the customer stopped replying.