Automations

Boty Leads automations are “when this happens, do that” rules that run part of the follow-up for you. They’re managed at /admin/automations and require the manager or owner role.

How a rule works

Each rule has a trigger (what activates it) and an action (what it does). Actions that send WhatsApp respect Meta’s 24-hour window.

What’s available today

Boty is building this engine in phases. So you can document and promote it without surprises, here’s what actually runs right now:

Triggers that work

• Stage change — fires when a lead moves from one pipeline stage to another. You can scope it to a specific source and/or destination stage.
• Minimum score — fires when the AI qualification assigns the lead a score equal to or above the threshold you configure.

Caution

The no reply trigger does not activate actions yet: the rule is saved, but it won’t fire on its own.

The new lead and keyword triggers appear disabled in the form: those cases are handled by automatic routing (available at /admin/routing).

Actions that run

When the trigger is met, these actions work:

• Change stage — moves the lead to another pipeline stage. It’s the simplest and most reliable action, with no external dependencies.
• Send WhatsApp template — sends an approved WhatsApp template, respecting the 24-hour window. Requires WhatsApp to be configured (see below).
• Send webhook — makes a signed call to one of your https:// URLs (for example, your CRM or an n8n/Zapier flow), to integrate Boty with other tools.
• Assign agent — assigns the lead to a team member. You need the member’s ID (find it under Administration › Team). Only assigns if the member is still active in the Leads vertical at execution time.
• Qualify with AI — triggers automatic AI qualification of the lead; consumes one AI credit from your plan.

Requirements for it to run

• Send WhatsApp template only really delivers if WhatsApp is configured (see Capturing leads). Without that setup, the action completes but does not send the message.
• Send webhook only accepts secure https:// destinations and signs the request so your system can verify it comes from Boty.
• Assign agent only takes effect if the specified member is still active in the Leads vertical when the action runs.

Practical recommendation

To start with something that works end to end, create a rule with the stage change trigger and the change stage or send webhook action. These are the most solid combinations and let you see the engine in action without depending on external setup.