Add Categories to Chat
How to Use the “Add Categories to Chat” Action in Botassium
Botassium’s built-in CRM keeps your WhatsApp contacts organized, whether they’re imported manually or collected automatically from bot interactions. The “Add Categories to Chat” action allows you to assign contacts to one or more categories directly within your automation flow—making segmentation, filtering, and campaign targeting simple and dynamic.
This guide explains how to use this action to label and group contacts automatically as they interact with your flows.
What is the “Add Categories to Chat” Action?
The Add Categories to Chat node is an action that assigns one or more categories to the current WhatsApp contact inside your Botassium CRM.
Categories help you:
Segment users by interest, behavior, or profile
Group contacts for targeted broadcasts
Tag leads based on activity (e.g., “VIP”, “Event Attendee”, “Subscribed”, etc.)
Power condition-based flows that rely on contact grouping
Categories are stored inside your CRM, and persist across sessions and automations.
How to Set It Up
Open or Create an Automation Flow
Go to the Automations section in your Botassium dashboard.Add the “Add Categories to Chat” Node
Drag it into your flow where categorization should occur.Select Categories to Apply
In the node settings, choose one or more categories to assign to the contact. These can include:Existing categories
Newly created categories (add them quickly via the Categories Manager popup available directly from the node)
Use It After Any User Interaction
Example placements include:After a contact joins a group
After selecting a product or answering a question
After a successful lead qualification
After submitting a form or completing onboarding
Example Use Case
You're running a campaign with multiple product types. A user expresses interest in smartwatches:
The automation detects their intent
The Add Categories to Chat action assigns them to the “Smartwatch Leads” category
Later, you filter contacts by this category to send personalized follow-ups or offers
The Add Categories to Chat action is available in all WhatsApp automation flows, and is especially helpful for audience segmentation, campaign targeting, user profiling, and CRM enrichment—ensuring that every contact is grouped and tracked with context.
