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Automation & flow builder

🤖 Automation & flow builderLevel: Beginner

Triggers, the flow builder and every step explained with examples.

Automation overview — chatbots, rules and built-insHow MeAPI automation works — one engine for chatbots (conversational flows) and run-alongside rules, the Automation page tabs, ready flow templates, publishing and the safety rules that keep bots and people from talking over each other.Beginner · 8 minStart from a chatbot template — welcome menu, lead capture, bookings, FAQ and moreUse MeAPI's ready-made chatbot templates in Automation → Templates. Filter by industry and bot type, preview the chat and the flow, answer a short setup form and get a draft you check and publish. English, Hindi and Gujarati.Beginner · 6 minSet up auto reminders — appointments, payments, renewals, birthdays, follow-upsSend WhatsApp reminders on time from MeAPI — before an appointment, when a payment is due, before a renewal, on birthdays, after an abandoned cart — and stop them when the customer pays or replies. Recipes, quiet hours, test mode and costs.Beginner · 8 minTriggers — what starts a flowAll 17 MeAPI flow triggers explained with examples — new message, keyword, Click-to-WhatsApp ad, new order, payment, form submitted, incoming webhook, opt-in, date-based, tag added, deal created, deal stage changed, first message, nothing else matched, outside hours, not answered, started by hand — plus numbers, conditions and run-alongside.Beginner · 10 minFlow builder basics — canvas, steps, branches and variablesLearn the MeAPI flow builder — the canvas, the Bot actions panel, adding and connecting steps, branches, the step inspector, variables like {{name}} and saved answers, keyboard shortcuts, notes and validation.Beginner · 12 minMessage steps — every WhatsApp message typeReference for every message step in the MeAPI flow builder — text, image, video, audio, document, sticker, location, contact card, reply buttons, link button, list, product, product list, ask for location, template and WhatsApp Flow form — with limits and examples.Intermediate · 12 minLogic steps — questions, conditions, waits and splitsReference for MeAPI flow builder logic steps with examples — Ask question (validation, retries), AI Router, Condition (all rule sources and operators), Smart wait, Delay, Go to another chatbot, Go to step, Wait for the next message, A/B split, Randomizer, Business hours check and End chatbot.Intermediate · 14 minData and team steps — save, tag, call APIs, hand overReference for MeAPI flow builder data and team steps with examples — Save variable, Set/remove tag, Update contact, Save WhatsApp number, HTTP request, Google Sheets add row, Assign, Human handoff, Add note, Notify agent, Set chat status.Intermediate · 12 minAI, commerce and sales steps — AI reply, classify, summarise, payments, orders, dealsReference for MeAPI flow builder AI steps (AI reply from a knowledge-base bot, AI classify, AI summarize) and commerce steps (Send payment link, Order status lookup, Abandoned cart message, Webhook out) and sales pipeline steps (Create deal, Move deal stage) with examples.Advanced · 10 minWelcome message, away message and drip sequencesSet up MeAPI's built-in automations without the flow builder — a welcome message for first-time customers, an away message outside business hours, and drip sequences that send a series of messages over days.Beginner · 8 minBusiness hours and holidaysSet business hours per WhatsApp number in MeAPI — time zone, opening times, split shifts, closed days and holidays — which drive the away message, "outside business hours" triggers and the Business hours check step.Beginner · 4 minTest, stats and versions — simulator, analytics and rollbackTest a MeAPI flow in the simulator without sending anything, read per-step analytics (reached, completed, dropped), publish safely, compare versions and roll back.Intermediate · 6 min

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