> For the complete documentation index, see [llms.txt](https://docs.omnichat.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.omnichat.ai/en/features/marketing/chatbot-2.0/auto-assign-card-whatsapp-only.md).

# Auto Assign Card (WhatsApp Only)

Supported Platforms: Currently available on WhatsApp only. Other platforms will be supported in the future.

{% hint style="info" %}
If you're interested in using this feature, please contact your Omnichat consultant or Customer Support Team from the webchat plugin on our [official website](https://www.omnichat.ai/).
{% endhint %}

This card works with Auto Assign, but the trigger behavior is different.

* [Auto Assign](https://en-docs.omnichat.ai/features/marketing/keyword-auto-assign-2.0) is triggered by user input, such as a customer typing particular keywords or scanning a QR code, and automatically assigns the customer to a specific agent.
* This card, on the other hand, is triggered when a customer clicks a button in your chatbot.

For example, if you want customers to type the word, "Omnichat", and be automatically assigned to a salesperson, use the Auto Assign feature.

If you'd prefer customers to click a button in the chatbot to trigger auto assign, this card is the better choice. It automatically assigns the customer to a designated team agent once the button is clicked.

### How to Set Up

#### Preparation Step

Before setting up, please refer to [this tutorial](https://github.com/OmnichatLabs/en-omnichat-doc/blob/main/features/marketing/auto-assign-2.0/auto-assign-2.0-set-up) to set the trigger rule on the [Auto Assign page](https://console.omnichat.ai/keyword-auto-assign/).

{% hint style="warning" %}
Please note that since this card is triggered by customers clicking a button, no matter what keywords you set in the rule, those keywords will not affect the trigger. As long as the customer clicks the button, the card will be activated.

Even so, we recommend setting a difficult-to-trigger keyword to avoid accidental activation by customers.
{% endhint %}

#### Step 1: Create a Chatbot Supported Only on WhatsApp

<figure><img src="https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2F9JLI4fUxJ5yEymbav1Zl%2Fcreate%20chatbot.png?alt=media&amp;token=b131ef21-dc21-43ff-b533-8518190381a8" alt="" width="375"><figcaption><p>Create a Chatbot First</p></figcaption></figure>

#### Step 2: Create a Auto-assign Block

<figure><img src="https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2Fz41DvEdeXGFUL4CTAuQO%2Fcreate%20block.png?alt=media&amp;token=9d9c0926-103e-4ab4-9d7b-cfb3942cb613" alt="" width="327"><figcaption><p>Then Create a Block</p></figcaption></figure>

#### Step 3: Select Auto Assign Group and Rule

Select the preset auto assign group and rule from the dropdown menu you'd like to trigger.

<figure><img src="https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2F1ntufdbAQphtv9XrhSvJ%2Fselect%20condition.png?alt=media&amp;token=ed128994-52a9-4dd8-9d69-c9f2d23db75e" alt="" width="325"><figcaption><p>Select Auto Assign Group and Rule</p></figcaption></figure>

If you're not sure about the group title or rule ID, you can refer to [Auto Assign page](https://console.omnichat.ai/keyword-auto-assign/) to check them.

<figure><img src="https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2FSZpC2bmt7DyM6K8C3cAx%2Fketword%20auto%20assign%20page.png?alt=media&amp;token=cdd8346a-06f1-4300-95dd-85be378d1ed4" alt=""><figcaption><p>Check Group Title and Rule ID</p></figcaption></figure>

You can also choose to add a new group from the dropdown menu.

<figure><img src="https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2FOOiGgvGPXf2cUWuRmCMG%2Fadd%20new%20group.png?alt=media&amp;token=3b7518e0-1a86-493d-af6e-877f8bab6d8b" alt="" width="317"><figcaption><p>Add a New Group</p></figcaption></figure>

Finished! 🎉

### Use Case

Below is a use case demonstrating how to set up this card. It shows when customers click the "Contact Support" button, they will be automatically assigned to the salesperson specified in the auto assign rule.

#### Preparation Step: Set a trigger rule on the [Auto Assign page](https://console.omnichat.ai/keyword-auto-assign/).

We set the rule to automatically assign customers to the salesperson "Steph Salesperson" when this card is triggered.

<figure><img src="https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2Ff013qem9K3Kui0eNfbOf%2Fassign%20rule.png?alt=media&amp;token=63372f9e-ab50-4733-8896-661354f35e10" alt="" width="375"><figcaption><p>Trigger Rule</p></figcaption></figure>

#### **Step 1:** Create a chatbot supports only on WhatsApp

<figure><img src="https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2FQiN6lFsQlb3SwK95tACz%2Fsetup.png?alt=media&amp;token=e4fe5b9f-06f5-4fd0-a7fa-eeef7c3aa065" alt="" width="375"><figcaption></figcaption></figure>

#### **Step 2:** Create an Auto assign block and select the preset group and rule

<figure><img src="https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2FaTbD6Bew2FMZLZbxyIgP%2Fcard%20setting1.png?alt=media&amp;token=fa55ea6a-bdc8-4741-8795-3b05574f4031" alt="" width="322"><figcaption></figcaption></figure>

#### **Step 3:** Add a Text card to guide customers to click the "Contact Support" button

<figure><img src="https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2FuGLHYA1DRylHJZMbCf2K%2Ftext%20card.png?alt=media&amp;token=bac83c0d-3c30-436d-ba05-dc2eee238aca" alt="" width="327"><figcaption></figcaption></figure>

#### **Step 4:** Set the button's "Actions Upon Clicking" in the Text Card to trigger the Auto Assign Card.

<figure><img src="https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2FPHYir8BOb3x0JG18uc3E%2Fbutton%20setting.png?alt=media&amp;token=94a6f7e1-b5a0-4416-a3dd-e93919bc41f6" alt=""><figcaption></figcaption></figure>

#### **Step 5:** Add a Text Card after the Auto Assign Card to confirm salesperson assignment.

Add another Text Card below the Auto Assign Card. This card will be shown after the auto assign rule is triggered to inform customers they have been assigned to the salesperson.

<figure><img src="https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2FkYigHrsPdrDfKAWgL9wZ%2Fcard%20setting.png?alt=media&amp;token=4dd8f311-fad5-4d98-9750-89fcf8ad0b42" alt="" width="326"><figcaption></figcaption></figure>

This is how the chatbot will be displayed on the customer's side:

<figure><img src="https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2FVVDTnFeLx5HvapZ01VZh%2Fprocess.gif?alt=media&amp;token=eb10f037-da47-4dc1-b6e8-b0932bc661b6" alt="" width="375"><figcaption><p>Trigger Process</p></figcaption></figure>

This is what you'll see in the Omnichat console. As shown, this customer has been assigned to "Steph Salesperson".

<figure><img src="https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2F9l3qzvA2YH1K0teoLdUD%2Fassigned.png?alt=media&amp;token=d0c8fbb5-85d2-4321-b458-b320cdaf7e0a" alt="" width="375"><figcaption><p>Customer has been assigned to Steph Salesperson</p></figcaption></figure>

{% hint style="warning" %}
**Important Notes When Using This Card:**

* Before setting up, please make sure your chatbot is set to support only WhatsApp. If other platforms are included, this card will not be triggered.
  {% endhint %}
