Summary

Wati allows you to build chatbots that automatically handle customer conversations. You can create a chatbot from a template or start from scratch, then design its flow using different nodes like messages, questions, and conditions. This guide walks you through creating a chatbot, building its flow, and configuring advanced logic for dynamic conversations.

 

Instructions

How to create a new chatbot

Follow these steps to create a new chatbot in Wati:

 
 

1. Log into your Wati account.

2. Navigate to Automation.

3. Click Chatbots.

4. Click the green Add Chatbot button.

 
 

5. Enter your chatbot name in the pop-up window.

6. Click Add.

 

Your chatbot is now ready, and you can start building its flow.

Note: You can also start with a ready-made template from the Chatbot Library.

 
 

To access it:

  1. Go to Automations.

  2. Click on Chatbots.

  3. Open the Library tab to view the available template chatbots.

Choose a template that fits your use case and customize it as needed.

You can also filter chatbots in the Library by Industry or Language.

 

This makes it easier to quickly find a template that matches your business type or preferred language.

How to build your chatbot flow

 

Wati uses a drag-and-drop builder to design chatbot conversations. You can add different types of nodes to control how your chatbot interacts with customers.

Note: Some nodes are supported only on specific channels.

 
 

For example, certain nodes may work on WhatsApp but not on Instagram Messages or Facebook Messenger.

 

When creating a chatbot, click on the channel icons to see which nodes are supported for your selected channel – whether it is WhatsApp, Instagram Messages, or Facebook Messenger. This helps you design your flow using only the nodes available for that platform.

Here’s how to get started:

 
  • Click Send a message to send a message to the customer.

  • Click Ask a question to collect input from the customer.

  • Click Set a condition to control the flow based on logic.

Adjust your workspace view

 
 

The chatbot builder includes tools to help you manage complex flows:

  • Click the <– –> button to expand the map and hide node options.

  • Use zoom controls to:

    • Zoom In for a closer view.

    • Zoom Out for a broader view.

    • Reset Zoom to return to the default view.

    • Center Map to focus on the middle.

    • Lock/Unlock Mouse Zoom to enable or disable zooming with your mouse wheel.

You will also see a floating window that shows an overview of your entire chatbot structure.

 

Once you finish making changes, click Save Chatbot to keep your progress.

 

Types of chatbot nodes

Chatbot nodes define how your chatbot behaves. There are 3 main types of nodes in Wati.

1. Send a message (no user input required)

 

This node sends a message to the customer without expecting a reply. It is often used as the final step in a chatbot flow.

 

Supported message types include:

  • Text

  • Image

  • Video

  • Audio

  • Document (such as PDF or DOCX files)

Use this node when you want to share information without collecting input.

2. Ask a question (user input required)

 

This node collects a response from the customer. You can use it to guide conversations or gather information.

 

There are 2 response types:

Predefined answers

  • Create answer options (for example, Yes/No).

  • The chatbot directs the conversation based on the selected response.

This is useful for structured flows where customers choose from fixed options.

For predefined responses, you have 2 options:

  • Buttons – Add up to 3 selectable choices.

  • Lists – Add up to 10 selectable choices.

Choose buttons for simple decisions with fewer options, and lists when you need to present more choices in a structured format.

Saved inputs

  • Store the customer’s response in a variable.

  • Use this variable later in the chatbot flow.

This is useful when you need to personalize responses or apply logic based on user input.

Advanced input validation

 
 

To ensure customers enter the correct format, use validation rules under Advanced Options.

 

Available validation types include:

  • Number

    • Set minimum and maximum values.

    • Define custom error messages.

  • Date

    • Ensures the input follows a valid date format.

  • Date + Time

    • Validates both date and time together.

  • Time

    • Restricts input to valid time formats.

  • Pattern (Regex)

    • Define a custom format using regular expressions (Regex).

    • For example, validate a national ID number format.

If none of your conditions match the user’s response, the chatbot follows the default Expected Answer path.

3. Conditions (dynamic flow control)

 

Conditions allow your chatbot to make decisions based on stored values or custom parameters. This helps you create dynamic and personalized conversations.

 
 

A condition includes:

  • IF @ input

    Select the variable or custom parameter to evaluate.

    Note: CustomParam stores the customer’s input value in the current chatbot.

  • Condition operator

    Choose how to compare values, such as:

    • equal to

    • not equal to

    • contains

  • Value or variable

    Define the value to compare against.

  • Add rule (AND/OR)

    Combine multiple conditions to create more complex logic.

When the condition is evaluated:

  • If TRUE, the chatbot follows the Green Path.

  • If FALSE, the chatbot follows the Red Path.

Use conditions when you want the chatbot to respond differently based on customer input, preferences, or previously saved data.

 

Final steps

After building your chatbot:

  1. Review your flow carefully.

  2. Test each path to make sure conditions and validations work correctly.

  3. Click Save Chatbot to ensure all changes are stored.

Your chatbot is now ready to automate customer conversations in Wati.

 

Frequently Asked Questions (FAQs)

Chatbot creation and setup

1. How do I create a new chatbot in Wati?
To create a new chatbot in Wati, log into your Wati account, navigate to Automation, click Chatbots, and then click the green Add Chatbot button. Enter a name for the chatbot in the pop-up window and click Add. The chatbot will be created and ready for you to start building its flow.

 

2. Can I create a chatbot using a template in Wati?
Yes. Wati provides ready-made chatbot templates that you can customize. To access them, go to Automation, click Chatbots, open the Library tab, and choose a template that fits your use case. Templates in the Chatbot Library can also be filtered by Industry or Language.

 

Chatbot flow design

3. How do I build a chatbot conversation flow in Wati?
Wati uses a drag-and-drop builder to design chatbot conversations. In the chatbot builder, you can add nodes such as Send a message, Ask a question, and Set a condition to control how the chatbot interacts with customers.

 

4. Are all chatbot nodes supported on every messaging channel?
No. Some chatbot nodes are supported only on specific channels. For example, certain nodes may work on WhatsApp but not on Instagram Messages or Facebook Messenger. In the chatbot builder, you can click the channel icons to see which nodes are supported for the selected channel.

 

5. What tools are available to manage complex chatbot flows in the builder?
The chatbot builder includes tools to help manage complex flows. You can expand the map to hide node options, zoom in or out of the flow, reset the zoom to the default view, center the map, and lock or unlock mouse zoom. A floating overview window also shows the entire chatbot structure.

 

6. How do I save changes while building a chatbot?
After making changes to the chatbot flow, click Save Chatbot to store your progress and ensure all updates are saved.

 

Chatbot nodes and conversation logic

7. What are the main types of chatbot nodes in Wati?
Wati chatbots use three main types of nodes: Send a message, Ask a question, and Conditions. These nodes control how the chatbot sends information, collects input from customers, and determines the next step in the conversation flow.

 

8. What does the “Send a message” node do in a Wati chatbot?
The Send a message node sends a message to the customer without expecting a reply. It is often used to share information or as the final step in a chatbot flow. Supported message formats include text, image, video, audio, and documents such as PDF or DOCX files.

 

9. What does the “Ask a question” node do in a Wati chatbot?
The Ask a question node collects input from the customer. It can use predefined answers such as buttons or lists, or it can store the customer’s response as a variable for later use in the chatbot flow.

 

10. What validation options are available for responses in the “Ask a question” node?
The chatbot builder provides validation options to ensure customers enter responses in the correct format. Available validation types include Number with minimum and maximum values, Date, Date + Time, Time, and Pattern (Regex) for custom formats.

 

11. How do conditions work in a Wati chatbot?
The Conditions node allows the chatbot to evaluate a variable or custom parameter and compare it to a defined value using operators such as equal to, not equal to, or contains. If the condition evaluates to true, the chatbot follows the Green Path. If the condition evaluates to false, the chatbot follows the Red Path.

 

Summary

The Default Action feature in WATI helps automate replies when agents are unavailable, during slow responses, or when the 24-hour messaging window is about to expire. By setting up Default Action Rules, you can ensure customers receive timely responses even outside working hours. This guide walks you through how to configure and update Default Action settings in WATI.

Note:

  • Default Action is a legacy feature. We suggest using Rules instead, which offers greater flexibility and improved performance.

  • If you want to set up a welcome or out-of-office message, use the built-in rules. Click here to read more about it.

  • Built-in rules are free to use. However, welcome and out-of-office messages sent through the default action are chargeable.

Instructions

Setting Up Default Action

Accessing Default Action Settings

To configure Default Action:

  1. Log in to your WATI Team Inbox.

  2. Navigate to the Automation section.

  3. Click Default Action in the left panel.

 

Configuring Working Hours

  • Click the Set Working Hours button.

  • Define your office hours (e.g., Monday–Friday, 09:00–17:00; Sunday closed).

  • If necessary, enable Holiday Mode by checking the box. This marks your status as unavailable until manually disabled.

  • Click Save to apply changes.

Note: If you set multiple working hours for the same day, only the last record will be applied.

 

 

Default Action Settings

There are six key Default Action settings. Each setting requires selecting a Reply Material, which contains the predefined text response.

 

1. Outside Working Hours – No Agent Available

  • When customers message outside working hours and no agent is online, an automatic reply will be sent based on the selected text material.

 

2. Welcome Message for New Chats

  • If a new chat starts and the customer’s query does not match any keyword, a predefined welcome message will be sent.

 

3. Slow Response During Working Hours

  • If a customer waits for more than XX minutes without a reply, WATI will send an automated response.

 

4. Customer Inactivity – 24-Hour Window

  • If a customer does not respond, and the conversation is not marked as SOLVED, WATI will send a follow-up message at the 23rd hour of inactivity.

 

5. Fallback Message (No Keywords Matched)

  • If a customer’s message does not match any keyword and no other Default Action rule applies, a fallback message will be sent.

Fallback message will only be triggered once every 30 minutes

 

 

6. Expired Chats – Keeping the Last Assignee

  • When enabled, expired chats will remain assigned to the last agent instead of being reassigned to the bot.

Note: If enabled, the next time a customer sends a message, it will notify the last assigned agent directly, without triggering an automated message.

 

Frequently Asked Questions (FAQs)

Default Action overview

1. What is the Default Action feature in Wati?
The Default Action feature in Wati automatically sends replies when agents are unavailable, when responses are delayed, or when the 24-hour messaging window is about to expire. Default Action rules help ensure customers receive responses even when agents are not available.

 

2. Is Default Action the recommended automation feature in Wati?
No. Default Action is a legacy feature. Wati recommends using Rules instead because Rules provide greater flexibility and improved performance.

 

3. Are welcome and out-of-office messages through Default Action free?No. Welcome and out-of-office messages sent through Default Action are chargeable. Wati recommends using built-in Rules instead, which allow you to set up welcome or out-of-office messages for free.

 

Accessing and configuring Default Action

4. How do you access the Default Action settings in Wati?
To access Default Action settings, log in to the Wati Team Inbox, go to the Automation section, and click Default Action from the left panel.

 

5. How do you configure working hours for Default Action in Wati?
To configure working hours in Default Action, log in to the Wati Team Inbox, open Automation, select Default Action, click Set Working Hours, define your office hours such as Monday–Friday from 09:00 to 17:00, optionally enable Holiday Mode, and click Save to apply the changes.

 

6. What happens if multiple working hours are set for the same day in Default Action?
If multiple working hours are configured for the same day in Default Action, only the last working-hours record will be applied.

 

7. What does Holiday Mode do in Default Action
Holiday Mode marks the account status as unavailable until the setting is manually disabled.

 

Default Action behavior

8. What happens when a customer messages outside working hours and no agent is available?
When a customer sends a message outside working hours and no agent is online, Wati automatically sends a reply based on the selected reply material.

 

9. What happens if a customer’s message does not match any keyword in Default Action?
If a customer’s message does not match any keyword and no other Default Action rule applies, Wati sends a fallback message. The fallback message can only be triggered once every 30 minutes.

 

10. What happens to expired chats when the “keep last assignee” option is enabled?
When the Expired Chats – Keeping the Last Assignee option is enabled, expired chats remain assigned to the last agent instead of being reassigned to the bot. If the customer sends another message, the last assigned agent receives the notification directly and no automated message is triggered.

Summary

Keyword Actions in WATI allow businesses to automate responses based on predefined keywords. This feature ensures that customer inquiries are answered efficiently, improving response time and engagement. You can create up to 300 keyword actions under the Business Plan. If you need more, you can request an add-on by reaching out to Wati support team. This guide explains how to:

  • Access the Keyword Action feature

  • Create a keyword action in two steps: Trigger Keyword and Set Reply Material

  • Understand different message-matching methods

  • Manage keyword actions effectively

Instructions

Accessing the Keyword Action Feature

To access this feature, click the Automation menu. On the left panel, click “Keyword Action”. Click the button “Add keyword action”.

 

 

The process to create new keyword action including 2 steps as below:

 

 

Step 1: Trigger Keyword

  • Click the button “Add Keyword +”. Input the keyword into the popup. This will be checked when customers asking this keyword and respond accordingly. Then click “Save”

 

  • Choose one between 3 values in “Message matching methods”:

    • Fuzzy matching: “contain”. For example, we can define “Company Information” as a keyword with this matching method. Then the customer can ask any long question, as long as it contains “company information”, it will be replied correctly:

      • + Can I know about your company information?

      • + Where to get company information?

    • Exact matching: The question that the customer asks must match the keyword 100% to send a response. For example, we can define “Hi”. So whenever the customer says “Hi”, the system will always reply nicely base on reply material.

    • Contains: If the question that the customer asks containing the keyword, it will return the reply. There are some specific notes for this type:

CONTAINS will have higher priority than FUZZY MATCHING.

 

For example, the user has 2 keywords:

1: “How is the weather today?” with type = Fuzzy matching 90%

2: “weather” with type = Contain

 

==> When the customer asks “How is the weather today?”, it will always return the reply of “weather”

 

CONTAINS will have lower priority than EXACT MATCHING.

 

For example, the user has 2 keywords:

1: “How is the weather today?” with type = Exact Matching

2: “weather” with type = Contain

 

==> When the customer asks “How is the weather today?”, it will always return the reply of “How is the weather today?”

 

CONTAINS take reply from the first created keyword if there are many “contains” keywords in question.

 

For example, the user has 3 keywords:

1: “today”, created from last month, with type = contain

2: “weather”, created today, with type = contain

3: “rainy”, created last week, with type = contain

 

==> When the customer asks “How is the weather today? Is it rainy?”, it will always return the reply of “today” only, since the keyword “today” is the oldest one.

  • Click “Next Step”

Step 2: Set Reply Material

  • In the second step, we can select a checkbox on top of existing reply materials, or click “Add” to add new reply material. Note: WATI supports 12 different types of material including Text, Document, Image, Video, Stickers, Flows, Sequences, Contact Attributes, Templates, Send Notification, Assign to Operator, Assign to Team.

Please note that multiple reply materials can be chosen for the same keyword e.g. if 2 reply materials are chosen, it will send 2 messages to the customer.

 

 

  • Then click the “Save” button:

 

 

In the above screen there also have some other actions:

 

 

  • 1 – Back: Bring you back to step 1 if you need to update anything.​

  • 2 – Cancel: Bring you back to the Summary page of “Keyword action” where it shows “Keyword Action List”.​

  • 3 – Search: Search name or content of existing materials.

  • 4 – Edit an existing material.

  • 5 – Delete an existing material.

Frequently Asked Questions (FAQs)

General Questions

1. What are Keyword Actions in WATI?
→ Keyword Actions in WATI allow businesses to automate responses based on predefined keywords. This helps improve response time and engagement by ensuring that customer inquiries are handled efficiently.

 

2. How many keyword actions can I create
→ You can create up to 300 keyword actions under the Business Plan. If you need more, you can request an add-on by reaching out to Wati support team.

 

3. Where can I access the Keyword Action feature?
→ You can access the Keyword Action feature by following these steps:

  • Click the Automation menu.

  • In the left panel, select Keyword Action.

  • Click the Add Keyword Action button.

Creating and Managing Keyword Actions

4. How do I create a new keyword action?
→ Creating a keyword action involves two steps:

  • Trigger Keyword: Add a keyword and select a message-matching method.

  • Set Reply Material: Choose an existing reply material or create a new one.

5. What are the different message-matching methods available?

→ WATI offers three message-matching methods:

  • Fuzzy Matching (Contain): The system checks if the keyword appears anywhere in the customer’s message.

  • Exact Matching: The customer’s message must match the keyword exactly.

  • Contains: The system responds if the keyword is present anywhere in the message, following specific priority rules.

6. How does priority work for message-matching methods?

  • Contains has higher priority than Fuzzy Matching.

  • Contains has lower priority than Exact Matching.

  • If multiple Contains keywords exist, the system replies using the oldest created keyword.

7. Can I assign multiple reply materials to the same keyword?

→ Yes, you can select multiple reply materials for the same keyword. If two materials are chosen, the system will send two messages to the customer.

 

Reply Materials and Notifications

8. What types of reply materials can I use?

→ WATI supports 12 different types of reply materials, including:

  • Text

  • Document

  • Image

  • Video

  • Stickers

  • Flows

  • Sequences

  • Contact Attributes

  • Templates

  • Send Notification

  • Assign to Operator

  • Assign to Team

9. How do I edit or delete an existing keyword action?

→ You can manage keyword actions in the Keyword Action List by:

  • Clicking Edit to modify an existing material.

  • Clicking Delete to remove a material.

10. Can I search for existing keyword actions?

→ Yes, you can use the Search feature to find keyword actions by name or content.

 

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