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/automations/your-first-automation.md.
  • English

      • Create your first recovery automation

      You are going to build an automation that fires when a cart is abandoned, waits a while, and sends a WhatsApp message to bring the contact back to the checkout. At the end you switch it to active.

      Role: any member with workspace access — automations have no role lock.

      Before you start

      • A connected WhatsApp number, so the sending step works. See how to connect WhatsApp.
      • A product with a published checkout — that is what produces the abandoned-cart trigger. See Products.

      Step by step

      1. In the sidebar, open your automations and create a new one.
      2. Give it a name such as Cart recovery and save.
      3. On the canvas, choose the first step. In the panel that asks when the automation starts, select the abandoned cart trigger.
      4. Click the + below the trigger, choose a timer and set the wait. One hour gives the contact time to come back on their own.
      5. Click + again and, in the action list, choose WhatsApp.
      6. On the WhatsApp step, write the recovery message (a reminder with the checkout link, for example) and save.
      7. At the top, activate it. The automation switches to active and starts reacting to new abandoned carts.

      That's it: every contact who abandons the checkout enters the automation, waits an hour and receives your recovery message.

      If it didn't work

      • Activation does not complete (an automation cannot be activated without steps): the automation needs at least one step after the trigger.
      • The WhatsApp message does not arrive: it may be Meta's sending limit — see the Meta limit (Portuguese).
      • The contact did not enter the automation: check that the trigger and the checkout are set up correctly.