3 min readUpdated Oct 5, 2026automation, bots, workflows
Automation Overview
Build WhatsApp bots in LeadPattern with a visual builder — triggers, conditions, actions, delays and interactive replies that respond to your customers automatically.
Automation lets LeadPattern reply and act for you. Instead of a teammate handling every message by hand, a bot watches for something to happen — a new lead, an incoming message, a tag change — and then runs a sequence of steps you design: send a message, assign an agent, add a tag, wait a while, and more.
What is a bot?
A bot has two parts:
- A trigger — the event that starts it (for example, a customer sends their first message).
- A flow of nodes — the steps that run once the trigger fires, connected on a visual canvas.
You build the flow by dragging nodes onto the canvas and connecting them. Each node is either an action (do something) or a condition (branch based on the customer's data).
The building blocks
TriggersThe events that start a bot — new lead, incoming message, tag change and more.Conditions & actionsSend messages, assign agents, update tags and attributes, branch on data.Delays & waitsPause a flow for minutes, hours, or until a set time before continuing.Interactive repliesButton and list replies that branch the flow based on what the customer taps.
A typical first bot
Most teams start with a simple welcome bot:
1
Trigger on first contact
Start the bot when a customer messages you for the first time.
2
Send a greeting
Reply with a friendly message and a few menu buttons.
3
Branch on the reply
Route the customer based on which button they tap.
4
Assign or tag
Hand the conversation to the right agent, or tag it for follow-up.
Every run is recorded
When a bot runs, LeadPattern logs each step it took and how it finished. If a customer didn't get the reply you expected, the Bot Logs show you exactly what happened.
What's next
Was this article helpful?
Your feedback helps us continuously improve our documentation.
Need more help with this topic?Ask LeadPattern Support
Related Articles
Bots & Automation
Create a Bot
Build your first WhatsApp bot in the LeadPattern visual builder — pick a trigger, add nodes to the canvas, connect them, and activate.
Read article
Bots & Automation
Bot Triggers
Every event that can start a LeadPattern bot — new leads, incoming messages, tag and attribute changes, conversation events, calls and more.
Read article
Bots & Automation
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.
Read article
Bots & Automation
Bot Logs
Every LeadPattern bot run is logged step by step — use Bot Logs to see what a bot did, whether it completed, paused or errored, and troubleshoot missed replies.
Read article