Mercuri Docs
  • Welcome to Mercuri
  • 📩Communication Channels
    • WhatsApp Integration
      • Prerequisites
      • Onboarding on WhatsApp Business
      • Creating Your First WhatsApp Template
      • FAQ
    • SMS Integration
      • SMS Policies
      • Getting started with TFN
      • TFN verification process
      • Issues with TFN verification
      • SMS Length
  • 🧤Features
    • Conversations Inbox
      • Interactive Message Options for WhatsApp Conversations
    • Marketing
    • Automations
    • Contacts
    • Users Management
    • WhatsApp Widget
  • 🛍️Integrations Guide
    • Pipedrive
      • Install the Mercuri in Pipedrive
      • Using Mercuri in Pipedrive
        • SMS & WhatsApp Inbox
        • Configuring SMS
        • Adding Agents to the Shared Inbox
        • SMS and WhatsApp Marketing
    • Microsoft Teams
      • Install the Mercuri App in Microsoft Teams
      • Configure Mercuri for Microsoft Teams
      • WhatsApp Onboarding
      • How to use Mercuri?
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  1. Features

Automations

The Automation feature lets you send automated SMS or WhatsApp messages based on user actions, like cart abandonment to re-engage users.

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Last updated 2 days ago

Steps to Set Up Automated Message

  1. Go to the Automation section in the dashboard.

  2. Click on Create Automation.

  3. Choose the automation type from the list.

  4. 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).

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Automations