What it is
Bot behavior when users first message.
Tenant menu: Left sidebar → Automate → Predefined actions
As a partner
Set sensible defaults before handing workspace to client.
Step-by-step (for your customers)
Open Default action / working hours settings.
Set welcome message and assign active automation flow.
Configure off-hours auto-reply.
Enable/disable per workspace channel.
Common mistakes
Skipping WABA connection before using this feature.
Missing role permissions — if menu item is hidden, check agent role in Admin.
Testing with production contacts before validating in a small test segment.
Related
Integrate WABA
Dashboard overview