Recipes
Real-world jobs, step by step. Each one shows the calls in order, the values that pass between them, and can run on your account in test mode.
- R1Order shipped → WhatsApp update with a tracking link
When your shop marks an order as shipped, send the customer an approved WhatsApp template with their tracking link.
- R2Website lead form → contact, tag, welcome message, assign
A visitor fills in your website form; they become a tagged contact, get a welcome message, and the conversation lands with a sales rep.
- R3Appointment reminders from a booking system or spreadsheet
Your own scheduled job reads tomorrow's bookings and sends each customer a reminder template.
- R4Two-way CRM sync (HubSpot, Zoho, Salesforce…)
Push contacts from your CRM in bulk, keep single changes in step, and get told when contacts change here.
- R5Helpdesk bridge (Freshdesk, Zendesk…)
New conversations open a ticket in your helpdesk; the ticket link comes back as an internal note.
- R6Coming soonAbandoned cart recovery
Remind shoppers about what they left in the cart, with the product in the message.
- R7Coming soonShip an AI agent from CI
Create a draft agent, run test conversations, and publish only when they pass.
- R8Nightly reporting to a warehouse or BI tool
Every night, pull yesterday's conversation, messaging, SLA and staff numbers into your warehouse.
- R9Coming soonKeep the AI knowledge base fresh
Re-import your docs site or sitemap into the AI knowledge base whenever it changes.
- R10Opt-out sync (a customer replies STOP)
When a customer replies STOP, mark them in your CRM and tag the contact so nobody messages them again.