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.

• R1
  Order 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.

• R2
  Website 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.

• R3
  Appointment reminders from a booking system or spreadsheet

  Your own scheduled job reads tomorrow's bookings and sends each customer a reminder template.

• R4
  Two-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.

• R5
  Helpdesk bridge (Freshdesk, Zendesk…)

  New conversations open a ticket in your helpdesk; the ticket link comes back as an internal note.

• R6Coming soon
  Abandoned cart recovery

  Remind shoppers about what they left in the cart, with the product in the message.

• R7Coming soon
  Ship an AI agent from CI

  Create a draft agent, run test conversations, and publish only when they pass.

• R8
  Nightly reporting to a warehouse or BI tool

  Every night, pull yesterday's conversation, messaging, SLA and staff numbers into your warehouse.

• R9Coming soon
  Keep the AI knowledge base fresh

  Re-import your docs site or sitemap into the AI knowledge base whenever it changes.

• R10
  Opt-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.