Building a rule
Every automation has three parts — a trigger (what starts it), an action (what it sends), and a message. Describe what you want in plain language, and AI can set all three up for you.
Why this matters
Building logic rules sounds technical, but it doesn't need to be — describing "text clients a reminder the day before their appointment" is enough for Slava to configure the trigger, timing, and message on its own.
The 3 parts
TriggerWhat starts it — a booking confirmed, a check-in completed, a no-show.
ActionWhat happens — usually sending a WhatsApp, SMS, or email.
MessageWhat's actually sent, using an approved template with the client's details filled in.
Building with AI
- Open Automations → Create with AI
Start a new rule.
- Describe what you want
In plain language — like “ask for a review a day after checkout.”
- Review the suggested setup
AI proposes a trigger, action, and message based on your description.
- Adjust anything
Change the trigger, timing, or message before confirming.
- Save and activate
The rule starts running immediately.
You don't have to use AI — you can also build a rule manually, picking the trigger, action, and message step by step.
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