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Yazi WhatsApp Research Bot How it Works Documentation
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Steps to launching a Survey & Overview of WhatsApp bot

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4. WhatsApp message blast (‘Bulk SMS’) & Agent chat:

💎 NB Summary 💎

Send bulk message.
Navigate to ‘Triggers’,
Create a new trigger
Choose the Template you want to send
Upload the CSV
Send it
See delivery and read-rate analytics (after 1-3 min)

Send template messages to participants by uploading a CSV of cell numbers to send using the a pre-approved Template message from Meta
See chat history from last 24 hours (see below screenshot). A Rather Chat user can send a message to a participant as the bot in this chat
See bots or flows running + Team members + Channels/Numbers (if different cell numbers connected to FB account)

Conversation inbox manager → ‘Chats’

See full conversation histories with participants. You can only send a message to a participant if they have sent a message to your bot in the last 24 hours. Otherwise, communication needs to be triggered through a Template message.
If you send a message to a participant as an ‘agent’, they will receive it as a normal message but not be directed to any other point in the flow. Thus, the participant’s response will be saved as a question variable if the last message sent was a question from your bot to that participant.
Screenshot 2023-05-19 at 12.08.46.png

Notes

Tag participants in inbox to be able to easily filter and lookup groups of participants
Search participants by number in search bar

Template Message → “Triggers”

👉 Next:



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