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/faq/messaging/automatic-messages-in-sales-funnels.md.
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  • Can I connect automatic messages to my sales funnels?

    Yes. Create an automation and use a trigger tied to the funnel to send messages automatically as the contact moves through the steps.

    1. Open Automations and create a new automation (see your first automation).
    2. Choose a trigger related to the funnel or the step.
    3. Add the action that sends the message (WhatsApp, Telegram, email) and turn the automation on.

    If it didn't work

    • The message does not fire: check that the trigger matches the funnel step and that the automation is active.
    • The channel is not connected: connect WhatsApp or Telegram first.
    • Sends interrupted: check the account limits.