Panduan aliran kerja
Satu halaman untuk setiap ciri: apa yang ia lakukan, di mana ia gagal, dan apa yang ia tidak lakukan untuk anda. Halaman bertanda "(Bahasa Inggeris)" masih dalam bahasa Inggeris sahaja. Setiap halaman mempunyai versi Markdown biasa di alamat yang sama dengan .md di hujungnya, untuk ditampal ke dalam pembantu AI.
Mula di sini
- Workflows: how a flow runs (Bahasa Inggeris)
A workflow starts on one event, can check simple rules, then runs its steps in order — only a published workflow ever runs.
- Workflow triggers (Bahasa Inggeris)
The 34 events that can start a workflow, and what each one needs to work.
- Conditions and variables (Bahasa Inggeris)
How a condition decides whether a workflow starts or which path a contact takes, and how a {{variable}} fills into text a workflow sends.
- Avoid workflow loops (Bahasa Inggeris)
How Inchat stops a workflow repeating itself, and the limits on Jump To and Trigger Another Workflow.
- Test and publish a workflow (Bahasa Inggeris)
Try a workflow on a pretend conversation without sending anything, then publish it — and know what Publish refuses, warns about, and locks.
- Build a workflow with AI (Bahasa Inggeris)
Describe a flow in plain words and the assistant suggests one for you to check — nothing saves or runs until you say so.
Messaging steps
- Send a Message: hantar teks bebas
Hantar teks bebas — dengan lampiran jika perlu, pada saluran pelanggan sendiri atau satu yang dinamakan — dalam tetingkap mesej semasa saluran itu.
- Send WhatsApp Template (Bahasa Inggeris)
Reach a WhatsApp customer with an approved Meta template even if the messaging window is closed, checked for approval and marketing consent first.
- Request WhatsApp Contact Info (Bahasa Inggeris)
Show WhatsApp's own Share Contact Info button, so a username-only chat can hand you a real phone number to message.
- Ask for Marketing Consent (Bahasa Inggeris)
Ask with a Yes/No button pair inside an open messaging window; a tap records the contact's decision, which every future marketing template send reads.
- Send a File (voice / image / video) (Bahasa Inggeris)
Send up to 5 voice notes, images, videos or documents from a public URL, inside the channel's current messaging window.
- Send Products (WhatsApp catalog) (Bahasa Inggeris)
Send product cards from the number's own catalog — a list of up to 30, swipeable cards, one product, or everything — that customers add to cart.
- WhatsApp Flow (Bahasa Inggeris)
Send a form you built in WhatsApp Manager to a WhatsApp customer behind a button, inside the messaging window, and keep each submission under Forms.
- Private Reply to Comment (Bahasa Inggeris)
Send the one private DM Meta allows in answer to a Facebook or Instagram comment, with an optional public reply posted under it.
- Start a WhatsApp Chat (new number) (Bahasa Inggeris)
Start a WhatsApp chat with a number the customer just gave you, using an approved template, since no messaging window is open yet.
- AI Reply (Bahasa Inggeris)
Lets the conversation's AI agent answer the customer's latest message here, sending nothing if it is not confident enough, then continues the workflow.
Logic steps
- Ask a Question: tanya dan tunggu jawapan
Tanya, kemudian berhenti seketika larian ini sehingga pelanggan menjawab atau tarikh akhir berlalu — jawapan yang ditaip dipadankan tepat dengan pilihan, tidak pernah diteka oleh model.
- Condition (Bahasa Inggeris)
Split the run into up to 12 segments plus None, checked top to bottom — the first segment whose conditions all pass wins.
- Jump To (Bahasa Inggeris)
Send the workflow to another step on the canvas and carry on from there, with a per-step limit so a loop cannot run forever.
- Date & Time (business hours) (Bahasa Inggeris)
Route the run down an Open or a Closed path depending on business hours or a date range, checked the instant the step runs.
- Wait: berhenti seketika
Berhenti seketika larian untuk satu tempoh atau sehingga satu waktu hari, jika perlu dihadkan kepada waktu perniagaan atau satu tetingkap harian.
- Trigger Another Workflow (Bahasa Inggeris)
Hand the conversation to another published workflow, from its first step or a chosen one, so a large design can stay several small workflows.
- Check Instagram Follow (Bahasa Inggeris)
Ask Instagram whether this person follows your account, so a later Condition step can route follower-only offers.
- Randomizer (A/B split) (Bahasa Inggeris)
Send each contact down one of several weighted paths at random; a fixed draw keeps each contact's path while the step and weights stay put.
- Quote / confirm order (Bahasa Inggeris)
Price an order from Inchat's own fixed sample catalog, using the prebuilt Factory WhatsApp order template's questions, then optionally record it and send a receipt.
- Remove from Workflow (Bahasa Inggeris)
Cancel this conversation's pending waits — the step that stops a reminder chase the moment the contact replies or pays, before the next one is due.
- End (Bahasa Inggeris)
Stop the workflow here for this contact, even when End is inside a Condition or Date & Time path.
Conversation steps
- Assign To (human): serahkan kepada rakan sekerja
Serahkan perbualan kepada seorang rakan sekerja, atau biarkan langkah ini memilih secara bergilir atau ikut perbualan terbuka paling sedikit, dengan pilihan mesej masa tamat.
- Assign To (team) (Bahasa Inggeris)
Route the conversation into a team's queue, and optionally hand it to one workspace member by round robin or fewest open contacts.
- Assign To (AI) (Bahasa Inggeris)
Name one AI agent to answer this conversation from now on, instead of whatever would otherwise decide.
- Open / Close Conversation (Bahasa Inggeris)
Move the conversation to Open, Pending, Snoozed or Closed — a close can carry a closing-note category, a summary, and the Inbox's own CSAT survey.
- Add Comment (Bahasa Inggeris)
Leave a note on the conversation's timeline for agents — never sent to the customer — with an optional @mention to notify a teammate or the assignee.
- Escalate: jeda AI dan beritahu seseorang
Jeda AI pada perbualan ini dan beritahu seseorang — jaring keselamatan apabila AI tidak dapat, atau tidak patut, menyelesaikan satu laluan bersendirian.
- Pause AI / Unassign (Bahasa Inggeris)
Silence the AI on this conversation and clear its agent binding — a quiet, workflow-internal hold, with no alert or note.
- Tag Conversation (Bahasa Inggeris)
Add tags to this conversation only — they go away with the conversation and do not reach segments or broadcasts.
- Untag Conversation (Bahasa Inggeris)
Remove one or more tags from this conversation — the other half of Tag Conversation, so a flow can clear a state it no longer applies.
- Create a Task (Bahasa Inggeris)
Put an item with the thread attached onto the workspace's Tasks list — the thing that survives the end of a shift, unlike an internal note.
Contact steps
- Save to Contact Field (Bahasa Inggeris)
Write a value onto a custom contact field, so an answer collected in the conversation lives on the record, not only in the transcript.
- Tag Contact: mentag kenalan
Tambah tag pada orang di sebalik perbualan ini — dibaca oleh Contacts, segmen, siaran, dan boleh memindahkan satu deal melalui peraturan pipeline.
- Untag Contact (Bahasa Inggeris)
Remove one or more tags from the person behind this conversation, so segments and broadcasts stop targeting them for a state that has passed.
- Update Lifecycle (Bahasa Inggeris)
Move the contact to another lifecycle stage, or clear it — read by the dashboard's lifecycle counts, and able to move a deal forward.
- Mark Booking (no-show / completed) (Bahasa Inggeris)
Finalise this conversation's appointment as completed, a no-show or canceled — the same move the Bookings page's own buttons make, done automatically.
- Register for Event (Bahasa Inggeris)
Add this contact to an event's list, so they become eligible for its reminders — a named event, or the next published one coming up.
- Record Attendance (Bahasa Inggeris)
Write the outcome — attended, no-show or canceled — onto this contact's event registration, with optional minutes attended, so later steps can tell who stayed long enough.
- Move Deal to Stage (Bahasa Inggeris)
Open or move this contact's deal to a pipeline stage, with an optional amount and a guard if someone has since moved it.
Integration steps
- Send Conversions API Event (Bahasa Inggeris)
Report a conversion — a lead, a purchase, a cart — to Meta's Conversions API, so ad optimisation can see what happened after the click.
- HTTP Request (Bahasa Inggeris)
Call an outside API over HTTPS, fill it in with values from this conversation, and keep the answer for later steps and conditions.
- Add Google Sheets Row (Bahasa Inggeris)
Append one row to a connected Google Sheet — the cheapest way to hand data from a conversation to a team that lives in a spreadsheet.