> ## Documentation Index
> Fetch the complete documentation index at: https://docs.chatsyncs.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Quick Actions

> Quick Actions is a settings hub in Chatbot Manager → Automation that lists ChatSyncs's 9 System Default Action Buttons — built-in triggers tied to system events (a customer tapping WhatsApp's own Get Started button, sharing a location, sending an unrecognized message) or to buttons you place yourself (Unsubscribe, Chat with Human, and others). Instead of building automation from scratch, you wire a flow to the event ChatSyncs already recognizes.

<Frame caption="Chatbot Manager → Automation → Quick Actions, showing all 9 System Default Action Buttons as tiles.">
  <img src="https://mintcdn.com/chatsyncs/KBWIuAfBOnKg9V2U/images/learn/whatsapp-quick-actions/step-01-quick-actions-menu.png?fit=max&auto=format&n=KBWIuAfBOnKg9V2U&q=85&s=a91de20d0de91632b422ed01a95f89d3" alt="ChatSyncs left navigation with Chatbot Manager selected, the Automation tab highlighted, the Quick Actions sub-tab highlighted, and the Action Buttons grid showing Get-started, No Match, Location Reply, Un-subscribe, Re-subscribe, Chat with Human, Chat with Bot, Confirm Order, and Cancel Order" width="1262" height="536" data-path="images/learn/whatsapp-quick-actions/step-01-quick-actions-menu.png" />
</Frame>

**Chatbot Manager → Automation → Quick Actions** opens all 9 System Default Action Buttons as tiles:
**Get-started**, **No Match**, **Location Reply**, **Un-subscribe**, **Re-subscribe**, **Chat
with Human**, **Chat with Bot**, **Confirm Order**, and **Cancel Order**.

<Warning>
  **Get-started**, **No Match**, and **Location Reply** fire automatically from a system event —
  click their tile to build the flow that runs when that event happens. The other 6
  (**Un-subscribe**, **Re-subscribe**, **Chat with Human**, **Chat with Bot**, **Confirm Order**,
  **Cancel Order**) only run when you add them as the action on a button **inside an Interactive
  Message block** — they can't be added to a Text, Image, or other message block.
</Warning>

## General Settings

To use the **Get-started** and **No Match** actions, first go to **Bot Settings → Settings →
General** and turn their **Enable** toggle **ON**. **Chat with Human** doesn't have a toggle —
it works as soon as you fill in the **Chat with Human Email** field below.

<Note>
  If the **Enable** toggle for Get Started Message or No Match Reply is turned **OFF**, the
  matching action button will not work.
</Note>

<Frame caption="Bot Settings → Settings → General — Chat with Human Email, No Match Reply, Bot Replies While Agent on Mobile App, and Get Started Message with its frequency limit, with the Publish Changes button highlighted.">
  <img src="https://mintcdn.com/chatsyncs/ouLOR-saCHwHFKKf/images/learn/whatsapp-quick-actions/step-02-general-settings-panel.png?fit=max&auto=format&n=ouLOR-saCHwHFKKf&q=85&s=51cf459339f30feca8a921cdd6117bcf" alt="Settings page with the General tab highlighted, showing Chat With Human Email, No Match Reply, Bot Replies While Agent On Mobile App, and Get Started Message fields, and the Publish Changes button highlighted" width="1280" height="545" data-path="images/learn/whatsapp-quick-actions/step-02-general-settings-panel.png" />
</Frame>

<Steps>
  <Step title="Open Bot Settings">Click the **Bot Settings** button.</Step>
  <Step title="Go to Settings">Open the **Settings** page.</Step>
  <Step title="Open the General tab">It's the first tab, selected by default.</Step>
  <Step title="Set the fields you need">See the table below.</Step>
  <Step title="Publish">Click **Publish Changes** — a confirmation banner confirms it.</Step>
</Steps>

| Field                                     | What it does                                                                                                                     |
| ----------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------- |
| **Chat with Human Email**                 | The email address notified whenever a customer requests **Chat with Human**.                                                     |
| **No Match Reply**                        | Enable/disable the bot's automatic reply when it can't match the customer's message to any automation.                           |
| **No Match Response Frequency Limit**     | How often the No Match reply is sent to the same customer: **Every Time**, **Once a Day**, **Once a Month**, or **Once a Year**. |
| **Bot Replies While Agent on Mobile App** | Whether the bot keeps replying while a live agent is handling the chat from the mobile app.                                      |
| **Get Started Message**                   | Enable/disable the **Get-started** action button. Must be **on** before the Get-started flow will run.                           |
| **Get Started Message Frequency Limit**   | How often the Get Started message is sent to the same customer: **Every Time** or **Once a Day**.                                |

<Tip>
  Disable **Bot Replies While Agent on Mobile App** so the bot and a live agent don't reply to the
  same customer at the same time.
</Tip>

## Get-started

When someone opens a chat with your WhatsApp number for the very first time — say, they found
your number on your website and tapped it to open WhatsApp — they haven't sent you a message
yet, so WhatsApp shows a green **Get Started** button on the chat screen instead of a normal
text box. This button is built into WhatsApp itself, not something ChatSyncs adds. The
**Get-started** action fires the moment that customer taps it.

<Warning>
  **Get Started Message** must be enabled in General Settings (above) before this button will
  trigger anything.
</Warning>

<Steps>
  <Step title="Open the Get-started tile">
    In **Quick Actions**, click **Get-started** to open its **Configure Reference** panel.

    <Frame caption="Configure Reference for Get-started — Title and optional Automation Actions (labels, sequence, team assignment).">
      <img src="https://mintcdn.com/chatsyncs/ouLOR-saCHwHFKKf/images/learn/whatsapp-quick-actions/step-04-get-started-configure-reference.png?fit=max&auto=format&n=ouLOR-saCHwHFKKf&q=85&s=ca496457c6d80bb3093d841942740f7a" alt="Configure Reference panel for the Get-started action button" width="390" height="464" data-path="images/learn/whatsapp-quick-actions/step-04-get-started-configure-reference.png" />
    </Frame>
  </Step>

  <Step title="Give it a title">e.g. `Get-started` — just for your own reference in the flow list.</Step>

  <Step title="Set Automation Actions (optional)">
    Add/remove a [label](/learn/whatsapp-subscriber-manager#create-a-label), subscribe/unsubscribe
    the contact from a [Follow-up Sequence](/learn/whatsapp-sequence), or assign the conversation
    to a team or team member.
  </Step>

  <Step title="Save">Click **Save** — this opens the flow canvas, with a **Start Bot Flow** block already set to fire on Get-started.</Step>

  <Step title="Build the welcome message">
    Connect a Text Message (or any other block) after **Start Bot Flow**.
  </Step>

  <Step title="Save the flow">Click **Save** to publish it.</Step>
</Steps>

**Example** — a welcome message personalized with a custom-field variable:

<Frame caption="A Get-started flow: Start Bot Flow (Get-started) connected to a personalized welcome Text message.">
  <img src="https://mintcdn.com/chatsyncs/ouLOR-saCHwHFKKf/images/learn/whatsapp-quick-actions/step-05-get-started-flow-example.png?fit=max&auto=format&n=ouLOR-saCHwHFKKf&q=85&s=e91538b8708e62e6777b6c99bac53e3d" alt="Get-started flow showing Start Bot Flow connected to a personalized welcome text message" width="1269" height="558" data-path="images/learn/whatsapp-quick-actions/step-05-get-started-flow-example.png" />
</Frame>

|          |                                                                                                                              |
| -------- | ---------------------------------------------------------------------------------------------------------------------------- |
| Customer | *opens a chat with your number for the first time and taps the green Get Started button*                                     |
| Bot      | "Hi #LEAD\_USER\_FIRST\_NAME#, We are delighted to have you on board for your interest. If you have a question, we will do…" |

<Tip>
  Type `#` inside a Text Message to insert a custom field as a variable — `#LEAD_USER_FIRST_NAME#`
  inserts the customer's first name automatically.
</Tip>

## No Match

The **No Match** button fires whenever a customer's message doesn't match any keyword, intent,
or automation. Click its tile, then build the fallback reply the same way:

<Frame caption="A No Match flow: Start Bot Flow (No Match) connected to a fallback Text reply.">
  <img src="https://mintcdn.com/chatsyncs/ouLOR-saCHwHFKKf/images/learn/whatsapp-quick-actions/step-06-no-match-flow-example.png?fit=max&auto=format&n=ouLOR-saCHwHFKKf&q=85&s=9f78a02a561ecdf89a58a704454b55bf" alt="No Match flow showing Start Bot Flow connected to a fallback text reply" width="1261" height="531" data-path="images/learn/whatsapp-quick-actions/step-06-no-match-flow-example.png" />
</Frame>

<Steps>
  <Step title="Open the Text block">It's already connected to the No Match trigger.</Step>

  <Step title="Write a fallback message">
    Replace the default text with something specific to your business, e.g. "Hello! We
    couldn't understand your request. Please select one of the available options below or
    rephrase your question."
  </Step>

  <Step title="Connect further blocks (optional)">
    e.g. Interactive Message, AI Reply, Human Support, or any other automation block.
  </Step>

  <Step title="Save">Click **Save** to publish the flow.</Step>
</Steps>

The **No Match Response Frequency Limit** (in General Settings above) controls how often
the same customer receives this fallback — pick **Once a Day** or longer to avoid sending it
repeatedly to someone who keeps sending unrecognized messages.

## Location Reply

The **Location Reply** button fires automatically whenever a customer shares their live
location or a location pin — no toggle to enable, just build the flow:

<Frame caption="A Location Reply flow: Start Bot Flow (Location Reply) connected to a thank-you Text reply.">
  <img src="https://mintcdn.com/chatsyncs/ouLOR-saCHwHFKKf/images/learn/whatsapp-quick-actions/step-07-location-reply-flow-example.png?fit=max&auto=format&n=ouLOR-saCHwHFKKf&q=85&s=ced27e6715c791f0d67a1ec8b5110299" alt="Location Reply flow showing Start Bot Flow connected to a thank-you text reply" width="1276" height="550" data-path="images/learn/whatsapp-quick-actions/step-07-location-reply-flow-example.png" />
</Frame>

**Example:**

|          |                                                                                              |
| -------- | -------------------------------------------------------------------------------------------- |
| Customer | *shares a location*                                                                          |
| Bot      | "Thank you for sharing your location. Our team has received it and will assist you shortly." |

## Un-subscribe & Re-subscribe

Unlike the three buttons above, **Un-subscribe** and **Re-subscribe** aren't standalone triggers
— they're button actions you add **inside an Interactive Message** block.

<Frame caption="Quick Actions with Un-subscribe and Re-subscribe highlighted.">
  <img src="https://mintcdn.com/chatsyncs/KBWIuAfBOnKg9V2U/images/learn/whatsapp-quick-actions/step-08-unsubscribe-resubscribe-grid.png?fit=max&auto=format&n=KBWIuAfBOnKg9V2U&q=85&s=3fca6d5958f9a34d4adfc6c6aa80a902" alt="Quick Actions grid with Un-subscribe and Re-subscribe highlighted" width="1280" height="543" data-path="images/learn/whatsapp-quick-actions/step-08-unsubscribe-resubscribe-grid.png" />
</Frame>

<Steps>
  <Step title="Go to Keyword Replies">
    Open **Keyword Replies** and create a new flow (or open an existing one) — this is the flow the
    Interactive Message and its button will live in.
  </Step>

  <Step title="Add an Interactive Message block">Drag it onto the canvas and connect it to your flow.</Step>
  <Step title="Add a button">Open the Interactive Message block and click **Add Button**.</Step>
  <Step title="Set the button's title and generation method">e.g. **Static**, title `Unsubscribe`.</Step>

  <Step title="Choose System Default Action Button">
    Under **When user presses the button**, select **System Default Action Button**.

    <Frame caption="Configure Button — selecting System Default Action Button as the button action.">
      <img src="https://mintcdn.com/chatsyncs/ouLOR-saCHwHFKKf/images/learn/whatsapp-quick-actions/step-09-select-system-default-action-button.png?fit=max&auto=format&n=ouLOR-saCHwHFKKf&q=85&s=f48effe2341f9e4890488762aca9111f" alt="Configure Button panel with System Default Action Button selected" width="1272" height="562" data-path="images/learn/whatsapp-quick-actions/step-09-select-system-default-action-button.png" />
    </Frame>
  </Step>

  <Step title="Pick the action">
    Choose **Unsubscribe** (or **Re-subscribe**) from the Action Type list.

    <Frame caption="Configure Button — Action Type list with Unsubscribe selected.">
      <img src="https://mintcdn.com/chatsyncs/ouLOR-saCHwHFKKf/images/learn/whatsapp-quick-actions/step-10-select-unsubscribe-action-type.png?fit=max&auto=format&n=ouLOR-saCHwHFKKf&q=85&s=d55adf2ad5643f803a2b2b8548be0683" alt="Action Type dropdown with Unsubscribe highlighted" width="1250" height="541" data-path="images/learn/whatsapp-quick-actions/step-10-select-unsubscribe-action-type.png" />
    </Frame>
  </Step>

  <Step title="Connect and save">
    Connect the button to any follow-up flow (e.g. a confirmation message), then click **Save**.
  </Step>
</Steps>

<Frame caption="A complete Unsubscribe flow: Interactive Message with a confirmation reply, connected to a Resubscribe button.">
  <img src="https://mintcdn.com/chatsyncs/ouLOR-saCHwHFKKf/images/learn/whatsapp-quick-actions/step-11-unsubscribe-flow-example.png?fit=max&auto=format&n=ouLOR-saCHwHFKKf&q=85&s=850c46e34db4cc4350ec0fa0bb6a7031" alt="Interactive Message confirming unsubscribe, connected to a Resubscribe button" width="1271" height="556" data-path="images/learn/whatsapp-quick-actions/step-11-unsubscribe-flow-example.png" />
</Frame>

**Unsubscribe** stops sequences and broadcasts for that contact. **Re-subscribe** is its mirror
— it re-adds the contact to the sequences/broadcasts they'd opted out of, configured the exact
same way except for choosing **Re-subscribe** as the Action Type.

<Tip>
  These same steps work for every other System Default Action Button — **Get Started**, **No
  Match**, **Location Reply**, **Chat with Human**, **Chat with Bot**, **Confirm Order**, and
  **Cancel Order** — just select the matching Action Type instead of Unsubscribe.
</Tip>

## Chat with Human

The **Chat with Human** button lets a customer request a live agent. ChatSyncs emails the
address set as **Chat with Human Email** in General Settings and starts the Chat with
Human flow.

<Frame caption="Bot Settings → Settings → General with the Chat with Human Email field and Publish Changes button highlighted.">
  <img src="https://mintcdn.com/chatsyncs/ouLOR-saCHwHFKKf/images/learn/whatsapp-quick-actions/step-12-chat-with-human-email-field.png?fit=max&auto=format&n=ouLOR-saCHwHFKKf&q=85&s=de955e26fa7fdc939ec4582482cad7df" alt="Settings General tab with the Chat with Human Email field and the Publish Changes button highlighted" width="1257" height="545" data-path="images/learn/whatsapp-quick-actions/step-12-chat-with-human-email-field.png" />
</Frame>

Build the flow with an **Actions** block selecting the **Chat With Human Template**, connected
to **Start Bot Flow**, then an Interactive Message thanking the customer with a button to switch
back to the bot (configured as a **System Default Action Button** → **Chat with Bot**):

<Frame caption="A Chat with Human flow: Actions (Chat With Human Template) → Start Bot Flow → Interactive Message → Chat with Robot button.">
  <img src="https://mintcdn.com/chatsyncs/ouLOR-saCHwHFKKf/images/learn/whatsapp-quick-actions/step-13-chat-with-human-flow-example.png?fit=max&auto=format&n=ouLOR-saCHwHFKKf&q=85&s=400bb6bcc36b3aa924833f522b83e5d3" alt="Chat with Human flow ending in a Chat with Robot button" width="1266" height="527" data-path="images/learn/whatsapp-quick-actions/step-13-chat-with-human-flow-example.png" />
</Frame>

## Chat with Bot

The **Chat with Bot** button is the reverse — it lets a customer who's talking to a live agent
switch back to automated replies. Build it the same way: **Actions** block selecting the **Chat
With Robot Template**, connected to **Start Bot Flow**, then an Interactive Message welcoming
the customer back with a button to switch to a human agent again (**System Default Action
Button** → **Chat with Human**):

<Frame caption="A Chat with Bot flow: Actions (Chat With Robot Template) → Start Bot Flow → Interactive Message → Chat with Human button.">
  <img src="https://mintcdn.com/chatsyncs/ouLOR-saCHwHFKKf/images/learn/whatsapp-quick-actions/step-14-chat-with-bot-flow-example.png?fit=max&auto=format&n=ouLOR-saCHwHFKKf&q=85&s=2ba61baabfe7d00ce69a79dd726dde23" alt="Chat with Bot flow ending in a Chat with Human button" width="1275" height="542" data-path="images/learn/whatsapp-quick-actions/step-14-chat-with-bot-flow-example.png" />
</Frame>

## Confirm Order & Cancel Order

**Confirm Order** and **Cancel Order** are system default action buttons for **eCommerce
integrations only** — they fire from order events on a connected **Shopify** or **WooCommerce**
store, not from a normal chatbot conversation.

<Frame caption="Quick Actions with Confirm Order and Cancel Order highlighted.">
  <img src="https://mintcdn.com/chatsyncs/ouLOR-saCHwHFKKf/images/learn/whatsapp-quick-actions/step-15-confirm-cancel-order-grid.png?fit=max&auto=format&n=ouLOR-saCHwHFKKf&q=85&s=6cd6dbc3724ad1c90e3524ffde97f1b2" alt="Quick Actions grid with Confirm Order and Cancel Order highlighted" width="1263" height="531" data-path="images/learn/whatsapp-quick-actions/step-15-confirm-cancel-order-grid.png" />
</Frame>

<Frame caption="A Cancel Order flow: Actions (Cancel Order Template) connected to Start Bot Flow and a cancellation Text reply.">
  <img src="https://mintcdn.com/chatsyncs/ouLOR-saCHwHFKKf/images/learn/whatsapp-quick-actions/step-16-cancel-order-flow-example.png?fit=max&auto=format&n=ouLOR-saCHwHFKKf&q=85&s=e876c164d8a362e6abe9525926dac20e" alt="Cancel Order flow showing Start Bot Flow connected to a cancellation text reply" width="1275" height="533" data-path="images/learn/whatsapp-quick-actions/step-16-cancel-order-flow-example.png" />
</Frame>

**Confirm Order** works the same way, triggered when the customer confirms instead of cancels.

<Info>
  If your store isn't on Shopify or WooCommerce, you don't need to configure either button.
</Info>

## Frequently asked

<AccordionGroup>
  <Accordion title="How do I add an Unsubscribe button to my bot?">
    Add an Interactive Message block with a button, set **When user presses the button** to
    **System Default Action Button**, choose **Unsubscribe** as the Action Type, then connect
    and save. See [Un-subscribe & Re-subscribe](#un-subscribe-re-subscribe) above.
  </Accordion>

  <Accordion title="Where do I change the email that gets notified when a customer asks for a human?">
    **Bot Settings → Settings → General → Chat with Human Email.** Every Chat with Human
    request emails that address.
  </Accordion>

  <Accordion title="Why isn't my Get-started flow running?">
    Check that **Get Started Message** is enabled in **Bot Settings → Settings → General** —
    the Get-started action button does nothing while that toggle is off.
  </Accordion>

  <Accordion title="What's the difference between Get-started/No Match/Location Reply and the other action buttons?">
    Get-started, No Match, and Location Reply trigger automatically from a system event — you
    build a flow directly off their tile. The rest (Unsubscribe, Re-subscribe, Chat with Human,
    Chat with Bot, Confirm Order, Cancel Order) only run when added as a button's action inside
    an Interactive Message block.
  </Accordion>

  <Accordion title="Can I use Confirm Order or Cancel Order without Shopify or WooCommerce?">
    No — they're only triggered by order events from a connected Shopify or WooCommerce store
    and aren't meant for regular chatbot flows.
  </Accordion>
</AccordionGroup>

<Warning>
  * **Get-started silently does nothing** if **Get Started Message** is disabled in General
    Settings — enable it first.
  * **No Match needs No Match Reply enabled** in General Settings, or the fallback never
    sends.
  * **System Default Action Buttons only work inside Interactive Message blocks** — you can't add
    one to a Text, Image, or other message block.
  * **Confirm Order / Cancel Order are eCommerce-only** — they don't fire from a normal chatbot
    conversation.
</Warning>
