> For the complete documentation index, see [llms.txt](https://docs.mercuri.cx/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.mercuri.cx/features/automations.md).

# Automations

<figure><img src="/files/5k63BuNTbisUOdxeUWMp" alt=""><figcaption><p>Automations</p></figcaption></figure>

### What are Automations?

Automation means setting up messages that are automatically triggered when a customer takes a specific action on your website.\
**For example,** when a customer places an order, an automated message is instantly sent to confirm their purchase, eliminating the need to send each message manually.

### Why Automated Messages are Helpful for Both Businesses and Customers&#x20;

#### For businesses:&#x20;

* No need to manually send updates to every customer, thus saving time.&#x20;
* No need to worry about forgetting to send confirmations or reminders, thus reducing mistakes or confusion.
* helps to build trust with customers, as they feel valued and cared for when they get timely updates.
* Gentle reminders (*like abandoned cart or booking reminders*) can bring customers back and improve conversion, eventually leading to increased sales and bookings.

#### For customers:

* Instantly gets updates regarding their orders or bookings without any hassle.
* Customers get notified immediately if there is any cancellation or rescheduling.
* Clear and timely communication helps customers feel valued and confident in the business, which enhances the customer experience.

### Steps to Set Up Automated Message&#x20;

{% hint style="info" %}
Follow the instructions below if you have already set up the WhatsApp and SMS templates.
{% endhint %}

<figure><img src="/files/jPP6nq5wvrWmJAXABVJv" alt="" width="375"><figcaption><p>Automations</p></figcaption></figure>

1. Go to the **Automation** section in the dashboard.
2. Click on **Create Automation**.

<figure><img src="/files/HIixZyss7WRwreSB2fdz" alt="" width="375"><figcaption></figcaption></figure>

3. Choose the required **automation type** from the list and click on **Create Automation .**
4. Next, select the preferred communication channel — **WhatsApp, SMS, or both** , for delivering the automated message.
5. Choose a **pre-approved template** for each selected channel (*you can add multiple templates to one automation).*

### Supported Automation Flows in Mercuri CX

Mercuri CX supports automated messaging workflows across the following categories:

* [E-commerce](/features/automations/automated-workflow-for-e-commerce-businesses.md)
* [Restaurants](/features/automations/automated-workflow-for-restaurant-order-events.md)
* [Restaurant Table Reservation](/features/automations/automated-workflow-for-restaurant-table-reservations.md)
* [Booking related events](/features/automations/automated-workflow-for-booking-related-events.md)
* [Customer Signups ](/features/automations/automated-workflow-for-customer-signup.md)
* [Form Submissions](/features/automations/automated-workflow-for-forms.md)

***

### Supported Automations for Different Platforms

|   Platforms   | Available Automations                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       |
| :-----------: | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
|    **Wix**    | <ul><li><a href="/pages/Nr5hHIzKze2YfMRdIWbC">E-Commerce Automations </a></li><li><a href="/pages/cpzO3jvoV4L1tD2OIOWq">Booking Related Automations</a></li><li><a href="/pages/mH22I1z1p6m6J4JaJxx5">Restaurant Table Reservation Automations</a></li><li><a href="/pages/AYMu5RPS1iqvkCXf299T">Restaurant Order Automations</a></li><li><a href="/pages/nffeszRYZRWnNDWZUbvE">New Customer Sign-up Automations</a></li><li><a href="/pages/23keWrIT8NhZRC6Bl4Ct">Form Submission Acknowledgement Automation</a></li></ul> |
|  **Shopify**  | <ul><li><a href="/pages/Nr5hHIzKze2YfMRdIWbC">E-Commerce Automations </a></li><li><a href="/pages/nffeszRYZRWnNDWZUbvE">New Customer Sign-up Automations</a></li></ul>                                                                                                                                                                                                                                                                                                                                                      |
| **Pipedrive** | <ul><li><a href="/pages/nffeszRYZRWnNDWZUbvE">New Customer Sign-up Automations</a></li></ul>                                                                                                                                                                                                                                                                                                                                                                                                                                |