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Phone checking automation rule

The «Phone Check" automation rule checks which messenger the client’s phone number is registered in. In combination with the "Send Message" and "Notify" automation rules, the message will be delivered to WhatsApp or Telegram — and a notification will be sent.

Warning

On line with connected WhatsApp Business Api (WABA), it is not possible to run phone number verification.

Adding and configuring a phone verification bot

 1. Add a new robot named [ChatApp] Phone Verification.

2. In the automation rule setting menu, specify contact details for verification. Adding numbers can be configured from the "Deals" section.

3. Specify the channel the automation rule will interact with WhatsApp or Telegram.

4. Click on the "Save" button.

Sending message automation rule settings

1. Add a "Phone check" automation rule (instructions above).

2. Add "[ChatApp] Send message" automation rules below.

3. Specify the condition "Number check result ("Y" on success or "N" on error) equal to Yes", fill in the contact details and enter the message to be sent. In the Channel field select a messenger to which you want to send a message.

Note

Tick the "After previous automation rule" box. If you don't do this, the message may be sent before the number check and you will be wasting your money.

How to check the result of the automation rule

1. Add an automation rule "Notification".

2. The notification automation rule will sort the sending results and tell you if the message was delivered.

You will not be able to insert the results into the notification automation rule if you have not added a verification automation rule yet. The sequence should be as follows:

1. Whatsapp account checking automation rule;

2. Notification automation rule.

3. Send message automation rule;

3. In the settings of Notification automation rule you have to specify "Select automation rule" condition (if you haven't added a send message automation rule, you won't be able to find its result in the next automation rule chain).

4. Select the recipient of the message.

When the deal appears in the column, the client will receive a message on WhatsApp or Telegram, and you will receive a notification that the message has been sent.

Video Tutorial

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