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Add a Leads Forwarder tool

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In this tutorial, you will add one Leads Forwarder tool and send leads to your own WhatsApp number.

Time needed: 10 minutes

Before you start

Make sure:

  • This instance is on AI. The Tools tab is hidden in Keyword mode.
  • You already have an AI Default Reply. If not, finish Create an AI Default Reply first.
  • You know the WhatsApp number that should receive the lead.

Write the number with country code, no +, no spaces.

Betul: 60123456789

Salah: +60 12-345 6789

1. Open Tools

On the instance page, open Chatbots & Tools.

Click the Tools tab.

2. Choose Leads Forwarder

Click New Tool.

In Select Tool Type, click Leads Forwarder.

3. Name the tool

In Leads Forwarder Settings:

  1. Enter a Tool Name.

Example: Lead ke bos

  1. Leave Status on Enable.

4. Set the WhatsApp recipient

Under Forward Recipients, turn on Forward to WhatsApp.

In WhatsApp Numbers / Group ID, add your number.

Example: 60123456789

5. Save the tool

Click Create Tool.

Make sure it worked

Leads Forwarder appears in the Tools list with Enable.

Ask a test question that shares a name or phone number. Your recipient number should get a lead notice.

If it didn’t work

I cannot see Tools

The instance is still Keyword. Finish Turn on AI mode first.

Create Tool is blocked

Forward to WhatsApp is off, or the number has + or spaces. Fix the number, then save again.

Next

Teach the bot your shop facts in Train AI Knowledge.

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