Automation Overview
Automation modules reduce repetitive follow-up after leads, bookings, coupon claims, feedback submissions, CRM changes, and campaign events. Use automations carefully because they contact customers or external systems.
Automation Rule
Every automation should have a clear trigger, audience, message/template, status, log, and failure handling process.
Automation [Addon] - Main Features Overview
Email, WhatsApp, and webhook automations for follow-up and integrations. This page explains how customers should use the Automation [Addon] module in day-to-day LocalBoost AI operations, from setup to review and troubleshooting.
Main Features
- Email automations.
- Email templates.
- Email logs.
- WhatsApp notifications.
- WhatsApp templates.
- WhatsApp logs.
- Webhook automations.
- Webhook logs.
Recommended Workflow
- Choose automation channel.
- Create or select a template.
- Define trigger and audience.
- Test with a small record set.
- Activate automation.
- Monitor logs and failures.
- Adjust rules based on results.
Views, Filters, and Review Options
- Filter by channel.
- Filter by status.
- Filter logs by date and result.
- Search by customer, phone, email, endpoint, or automation name.
Available Actions
- Create automation.
- Edit template.
- Enable or disable rules.
- Send test events.
- Review logs.
- Retry or fix failed deliveries.
Benefits
- Reduces manual follow-up.
- Improves response speed.
- Connects LocalBoost with external systems.
- Makes campaign operations more scalable.
Before Publishing or Activating
- Consent is handled.
- Templates are approved.
- Mail or WhatsApp provider is configured.
- Webhook endpoint is secure.
- Failure logs are monitored.
Troubleshooting
- If emails fail, check mail server and template variables.
- If WhatsApp fails, check phone format and provider status.
- If webhook fails, inspect status code and response.
- If customers receive duplicates, check trigger rules.
- If automation or AI does not run, check credits, provider settings, logs, and feature access.
Operational Notes
Use consistent naming for businesses, campaigns, templates, QR codes, automations, and CRM segments. Consistent naming makes reports easier to read and helps support teams diagnose issues quickly. When a feature depends on an addon, confirm the addon is installed, active, available in the current plan, and visible to the current workspace.