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How to set up a Keyword Automation

In this article, we will cover how Keywords automations work within Whippy.

Lara Rovner avatar
Written by Lara Rovner
Updated over a month ago

Keyword Automations Overview

Keyword Automations allow you to trigger specific actions when certain words or phrases are detected in any message.


1. Create a Keyword Automation

  • Go to the Automations tab.

  • Click Create Keyword.

2. Enter Keywords

  • Type the keywords you want to use to trigger the automation.

  • You can add multiple keywords—each will appear in its grey box.

There are two types of keywords you can define:

Keywords

  • These are the specific words or phrases that initiate the automation.

  • Example: If you set the keyword to "refill", any message that includes "refill" will trigger the automation.

Negate Keywords

  • These prevent the automation from triggering, even if a trigger keyword is present.

  • Example: If "refill" is the keyword and "no" is a negate keyword, the message "no refill this month, thanks" will not trigger the automation.

3. Keyword Matching Options

Choose how the system should match the keywords in messages:

Message Contains Keyword

  • Triggers if the keyword appears anywhere in the message.

  • Example: The message "Yes, I confirm the refill. Thanks." will match the keyword "refill".

Message Exactly Matches Keyword

  • Triggers only if the message exactly matches the keyword—no additional text or characters.

  • Example: If the keyword is "refill", the message "Yes, I confirm the refill. Thanks." will not match.

4. Choose the Action Type

  • Select the action that should happen when the automation is triggered.
    Example: Send Message

  • Write the response message you want to send automatically.

Note: There can be more than one action triggered on the same automation.


Also, from the Automations page, you can edit, delete, enable, or disable any keyword automation at any time.

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