For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/features/messaging/automations-library.md.
  • English

      • How do I install a ready-made automation in the inbox?

      Open the Automation library from the Automations tab of the inbox and click Install on the scenario you want. The automation is created paused, with the text already written in your language: review it, adjust anything you like and turn it on when you are ready.

      Before you start: you need at least one connected channel (WhatsApp, Instagram or Telegram) and permission to create automations in the workspace. The library only shows scenarios for the channels you connected.

      Steps

      1. In the inbox, open the Automations tab.
      2. Click New automation — or, if there is no automation yet, Pick a ready-made scenario. The Automation library opens.
      3. Scenarios are grouped (First contact, Instagram, Follow-up, Other). If more than one of your channels has scenarios, filter by channel at the top.
      4. On the scenario card, check how many steps it has and the estimated time, then click Install.
      5. The automation editor opens with the scenario built: When, Only if and Then, with the conversation preview beside it. Adjust the texts if you want.
      6. If a step shows Chosen by whoever installs it, pick the item from your workspace (for example, the tag to apply, the business-hours calendar or the email sender). In that case the automation is only created when you save.
      7. Click Save automation and, in the list, turn the automation on when you want it to start running.

      If something is missing

      • The library asks you to connect a channel: no WhatsApp, Instagram or Telegram channel is connected to the workspace. Connect one and open the library again.
      • "No scenarios available for your channels yet": there is no ready-made scenario for the channels you connected yet. You can create the automation from scratch in the editor.
      • The text came in another language: scenarios arrive in your account's language. Change the platform language before installing, or edit the text in the editor.