Send Super Field Data to External WhatsApp Number

This feature allows you to send user data stored in Super Fields to an external WhatsApp number using automation and template messages.

Prerequisites

  • Super Fields must be created in advance (e.g., Name, Phone Number)

  • WhatsApp message template should be approved and available

Steps to Configure

1. Create Bot Flow

  1. Go to Chatbot → Create Bot Flow

  2. Enter a Bot Flow name

  3. Add a Trigger (Keyword) and select the WhatsApp channel

  4. Set conditions and save

2. Collect User Data

  1. Add an Ask Question block to collect user Name

  2. Save the response in a Super Field (e.g., Chat Name)

  3. Add another Ask Question block to collect Phone Number

  4. Save it in a Phone Number Super Field

3. Send Data via Automation

  1. Add a node → Automation App → CRM

  2. Select Send Template Message

  3. Choose the appropriate WhatsApp Channel

  4. Select the approved template

4. Map Data

  1. Map the Phone Number field as the recipient number

  2. Map required body variables (e.g., Name from Super Field)

5. Finalize

  1. Run and verify using Run History

  2. Click on Save Workflow

  3. Enable the workflow

Once configured, the bot will automatically send the collected data from Super Fields to the specified WhatsApp number using the selected template. This helps in automating notifications, lead sharing, and data transfer seamlessly.

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