3 min readUpdated Oct 5, 2026automation, bots, actions
Conditions & Actions
The nodes a LeadPattern bot can run — send messages and templates, assign agents, tag and update contacts, call an API, branch on conditions and more.
Once a trigger starts a bot, the flow runs a sequence of nodes. Each node is either an action — do something — or a condition — branch the flow based on the contact's data.
Actions
Send message (send_message)
Send a free-form text message. Supports {{field:...}} and {{attr:...}} variables so you can
personalize it with the contact's details.
Send template (send_template)
Send an approved WhatsApp template — the only way to message a contact outside the 24-hour window. See Templates.
Send interactive message (send_interactive_message)
Send a message with reply buttons. The customer's tap can branch the flow — see Interactive replies.
Send interactive list (send_interactive_list)
Send a tappable list menu, for when you have more options than buttons allow.
Send flow (send_flow)
Send a WhatsApp Flow — a multi-step form — to collect structured information. See Flows.
Assign agent (assign_agent)
Hand the conversation to a team member. Pairs well with the chat assignment flow your agents already use.
Add / remove tags (add_remove_tags)
Tag or untag the contact — for example to mark them as a lead or remove a "new" tag once handled.
Add to broadcast (add_to_broadcast)
Add the contact to a broadcast group so they receive future campaigns. See Broadcasts.
Set / remove attributes (set_remove_attributes)
Write or clear a custom attribute on the contact — handy for recording a choice the customer made earlier in the flow.
Close conversation (close_conversation)
Mark the conversation as closed, for example at the end of a self-service flow.
Opt out (opt_out)
Opt the contact out of future messaging — respect unsubscribe requests automatically.
Call an API (call_api)
Make an outbound HTTP request to your own system — for example to look up an order or push the lead to a CRM.
Conditions
A condition node checks the contact's data and sends the flow down one path or another. For
example: does this contact have the vip tag? — if yes, assign to a senior agent; if no, send the
standard reply.
Personalizing message text
Every text field in a message, template or interactive node supports variables resolved at send time:
Use {{field:...}} for built-in fields — {{field:profileName}}, {{field:name.first}},
{{field:name.last}}, {{field:phone}}, {{field:waId}}.
What's next
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