Engati - User Guide
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Nodes
Display Information Node

Send Message and Send message with options

12min

1. Send Message

In Engati's suite of tools, the Send Message node is a key feature for engaging with users effectively. Whether you're communicating through a website, WhatsApp, or other channels, this node allows you to craft and deliver messages seamlessly. With the Send Message node, you can easily send text or text with options to users, enhancing their experience and streamlining interactions. This node is particularly useful for initiating conversations, and providing information.



How to use?

Adding a Send message with option node is simple, just follow the steps below:

Step 1 : Go to Builder, and then click on "+Add Node".

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Step 2: Select the Send Message node from the options displayed.

Step 3: Fill in the fields with the appropriate information.

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  • Message: This is the primary field where you can compose your message. It supports text, emojis, and rich formatting options to enhance your communication.
  • Formatting Support: The ‘Formatting Support’ icon provides a quick reference guide for formatting options, helping you add structure and style to your messages.

Step 4: Click on save to incorporate the Media Upload node into your chatbot's conversation flow.

The Send Message node in Engati simplifies communication between businesses and customers across different channels. With its straightforward usage and ability to send various message types, it enhances user engagement effectively. Incorporate this feature to streamline your conversational automation and improve customer interactions effortlessly.

2. Send Message with Options

The Send Message with Option node is a powerful feature within Engati's conversational automation platform, designed to facilitate interactive communication between businesses and customers. This functionality enables users to send messages that include predefined options, enhancing the user experience by providing clear choices and guiding them through interactions.

Businesses can leverage the Send Message with Option node to streamline customer support queries, simplify decision-making processes, and gather valuable feedback. By presenting options directly within the conversation, businesses can improve engagement and tailor interactions to meet user needs effectively.

Note - You can send only 10 options in a single Send Message with Option node.

How to use?

Adding a Send message with option node is simple, just follow the steps below:

​​Step 1 : Go to Builder, and then click on "+Add Node".

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Step 2 : Select the Send Message with Option node from the available options.

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Step 3: Fill in the fields with the appropriate values, ensuring clarity and understanding with provided descriptions for each field.

Source - The source field allows you to select the channel from which you want to send the message. The options available in the dropdown menu will vary depending on the channels that you have connected to your account.

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Static List

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  • Message : This field allows you to write a message before displaying the option.
  • Actions : The actions field allows you to select the action that you want to trigger when the user selects an option.
  • Default Display Mode : The default display mode field allows you to select the way in which the options will be displayed to the user. The options available in the dropdown menu are: - Vertical Buttons - Horizontal Buttons - Dropdown Menu
  • Validation Mode : The validation mode field allows you to select the way in which the options will be validated. The options available in the dropdown menu are: - Default - Validate once - Force validation
  • Add Options : The add options field allows you to add additional options to the list. To add an option, click on the Add Option button and enter the option title and connection.
  • Option Title :The option title field allows you to enter the title of the option. This title will be displayed to the user when they are selecting an option.

Dyanamic Send Message With Option

The dynamic Send Message with Options (SMO) node offers increased flexibility by enabling flow builders to generate options using API responses. This dynamic feature enhances customization possibilities, simplifying the process of tailoring the node according to external responses.

  • Opt for the 'GET' call within your JSON API node and Define the array attribute.
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  • Select the Source as ‘Dynamic List’ in the SMO Node.
  • Choose the declared Array Attribute from the dropdown list.
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  • Use the following notation $ARRAY.<key>$ in your option fields. Here <key> refers to the field name in the object.
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This is how it appears on the chat screen:

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Step 4: Save your settings to implement the Send Message with Option node successfully into your conversational automation workflow.

Multi-Select Options in SMO

To enable Multi-Select kindly uncheck the “Trigger Path”, check “Set Attribute” and assign a value for your attribute:

User Prompt

The content in this option would notify your users that they can select multiple options after overtime they have clicked an option, the process would end when the User has selected the Done button which would be displayed to the user after the first option has been selected.

Done button title

You can enter a value in the “Done button title” which would indicate the user for ending the process of adding the options.

The values for the options clicked will be stored in the assigned attribute and the process would end when the user clicks on the “Done” button.

If you face any issues or queries please reach out to us at [email protected].