Create Your First Automation
Estimated time
10 min
Difficulty
Beginner
Required access
Admin
Automations are visual workflows: a trigger fires, optional conditions filter, and one or more actions run. No code, no developer needed.
When to use this guide
When you're doing the same thing manually more than a few times a week — replying, tagging, assigning, following up.
Before you start
- Admin access.
- A clear idea of the workflow you want to automate (e.g. 'tag every new lead from Instagram and assign to Sara').
Step-by-step
- 1
Open Automation → New Automation
Start blank, or pick a template (recommended for your first one — see Use Automation Templates).
- 2
Pick a trigger
Common triggers: New Conversation, Incoming Message, Tag Added, Conversation Closed. Only one trigger per automation.
- 3
Add conditions (optional)
Conditions narrow when the automation runs. Example: only when source = Instagram, or only during business hours.
- 4
Add actions
Actions do the work: Send Template, Add Tag, Assign To, Wait X Hours, Move to Pipeline Stage. You can chain multiple.
- 5
Test the flow
Click Test → simulate a sample input. The Logs panel shows exactly what would happen.
- 6
Activate
Toggle the Active switch. The automation runs from now on whenever the trigger fires.
What happens next
Watch real runs in Automation → Logs. You can pause or edit the flow anytime — changes apply to future runs only.
Common issues
Automation didn't run on a recent conversation.
Check the Logs panel — you'll see whether the trigger fired and which condition (if any) blocked it.
Send Template action failed.
Either the template is not approved, the variables aren't filled, or the 24-hour window hasn't been reopened. See Submit Message Template.
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Related guides
Automation
Use Automation Templates
Skip the blank canvas — start from a proven template like Auto Assign, Welcome Message, or Follow-Up.
Automation
Auto Assign Leads
Route new conversations to the right agent automatically — by tag, time, or round-robin.
Inbox
Add Tags and Notes
Use tags to categorize contacts and notes to share private context with your team.
Still need help?
Contact Nuha Chat Support — the more detail you share up front, the faster we can help. Please include:
- Workspace name — so we can find your account.
- WhatsApp number involved in the issue (in international format).
- Screenshot of the issue, including the full error message if one is shown.
- The step you were trying to complete when the issue happened.
We typically reply within a few hours during business days.