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The Send Message action is used to send a one-way, outbound message to a user. This is a key action for proactive communication, allowing you to send campaigns, reminders, or follow-ups to a contact.
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Configuration Fields

  • Channel
    Select the messaging platform (e.g., WhatsApp, Messenger, Instagram) through which the message will be sent.
  • Phone Number
    The recipient’s phone number where the chatbot will send the message.
    e.g. {{contact.phone_number}}
  • Template
    Choose a pre-approved message template.
    Note: For platforms like WhatsApp, all outbound messages must use an approved template to ensure compliance with conversation rules.

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Existing Conversation Config

This setting controls what happens if there is already an active conversation with the user (i.e. , within WhatsApp’s 24-hour session window). You can now choose from three options:
Example Use Cases
  • Close existing conversation → when sending a fresh campaign, reminder, or new follow-up flow.
  • Make part of conversation → when continuing a drip sequence or automation inside the same chat.
  • Do not send for live conversation → when you only want to message users who are currently inactive.