Workflow Docs

Pingmee Trigger

Start a bot when a customer opens or messages a conversation on WhatsApp, Messenger, or Instagram.

The Pingmee Trigger starts a bot workflow when a customer begins or continues a conversation on a connected channel. Use it whenever the customer initiates contact and you want an automated bot to respond.

When to use

  • A customer starts or messages a conversation and you want a bot to answer.
  • React to new inbound messages or new conversations on WhatsApp, Messenger, or Instagram.
  • Build cross-channel flows by choosing Platform per trigger instance.

Multiple bots on the same channel

If more than one published workflow has a Pingmee Trigger for the same channel and event, all matching workflows run at the same time. Plan for that when you split logic across several bots.

To run many bots without collisions, use one of these patterns:

  1. Keywords — On each Pingmee Trigger, set Must Include All Keywords so a bot starts only when the message contains those terms.
  2. Single trigger + routing — Use one Pingmee Trigger, then a Switch node to send the conversation down the right sub-flow (sales, support, returns, and so on).

Configuration

FieldWhat it doesWhen to use
Platformwhatsapp, facebookMessenger, or instagramLimit this workflow to one channel integration
When To StartEvent type (see below)Match the business moment you automate
Must Include All Keywords (optional)Creatable tag list; all keywords must matchNarrow triggers (product names, commands, campaign codes)
DescriptionCanvas note onlyDocument intent for your team

When To Start options

ValueTypical use
Messages CreatedEach new message in a conversation
New Conversation StartedFirst touch or newly opened thread
Manual TriggerRuns started manually from Pingmee (testing or operator-initiated)

Flow behavior

  • Output: One default edge to the next node.
  • Variables: New trigger nodes expose message, customer, and trigger fields for downstream steps (including platform and event type where relevant for conditions).
  • Input: Triggers do not accept incoming connections from other nodes.

Examples

Keyword-based auto-reply

  1. Set Platform to WhatsApp.
  2. Set When To Start to Messages Created.
  3. Add keywords help, support.
  4. Connect to an If / Else or message action.

New conversation welcome

  1. Choose the relevant Platform.
  2. Set When To Start to New Conversation Started.
  3. Connect to WhatsApp or Update Conversation (assign agents/tags).

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