Initial concepts
So, what we can do with the Platform?
How do I know if my company needs a chatbot?
Register and login
First Steps - Creating your project
Choose your plan
Profile
Permission System
Project Dashboard
Platform Glossary
Changing the Platform Language
2-Factor Authentication
Invalid authentication code
General settings
Artificial Intelligence
Agent Builder
Zero Shot Learning
WeniGPT
Weni Platform AI Module
Repository - Overview
What is an Intelligence?
Intents and Entities
Hands-on
Creating an Intelligence
Training your Intelligence
Strength of Intelligence
Testing your intelligence
Interactions
Translating your dataset
Versioning
Settings
API
Integrate an intelligence to your project in the Weni Platform
Introduction to Content Intelligence
Integrating a Content Intelligence
Interface Updates
Glossary
Guidance and Best Practices
Flows
Expressions and Variables Introduction
Variables Glossary
Expressions Glossary
Flows Creation
Flows introduction
Flow editor and tools
Action cards
Decision cards
Adding Media to the message
Call Webhook: Making requests to external services
Split by Intent: Using Classification Artificial Intelligence
Import and export flows
Using expressions to capture the user's location
Viewing reports on the platform
Route markers
Studio
Contacts and Messages
Groups
Messages
Triggers and Campaigns
Adding a trigger
Triggers Types
Tell a flow to ignore triggers and keywords
Campaign introduction
How to create a Campaign
Editing events
Creating contact from an external Webhook
Contact history
How to download, extract, transform and combine archived data from Weni Flows
Channels
Settings
Channels Introduction
Adding a Facebook Channel (RapidPro)
Adding a Viber channel
How a SMS Integration Works
WebSocket Connection
General API concepts and Integrations
How to create a channel on twitter
How to create a channel on Instagram
Main steps to active Whatsapp for UNICEF
Adding Discord as a channel
Creating a Slack Channel
Adding a Viber channel (RapidPro)
Creating a Microsoft Teams channel
Weni Integrations
How to use the integrations module
Adding a Web channel
Adding a Telegram channel
How to create a channel with whatsApp demo
Whatsapp: Weni Express Integration
How to create template Messages: Whatsapp
Creating a Microsoft Teams Channel
Whatsapp Business API
Integrations
Human Attendance
Weni Chats: Introduction to the Chats module
Weni Chats: Setting Up Human Attendance
Weni Chats: Human Service Dashboard
Weni Chats: Human Service Management
Weni Chats: Attendance distribution rule
Weni Chats: Using active triggering of flows
Weni Chats: CoPilot
Ticketer: Ticketer on Rapid Pro
Ticketer: How to integrate Rocket.Chat as a ticket service on the Weni Plataform
How to send message templates through RocketChat
RocketChat call routing
RCAdmin API: Agent-Activity
U-Partners - Proper use of features
Using groups to organize human attendance
Data and BI
How to Install and Use the Weni Data Connector for Power BI
Incremental Update - Power BI
Explore Weni's Database Documentation
Tips for Data Modeling in Power BI
Filter using Contact Fields in Power BI
UX Writing
- All Categories
- Studio
- Groups
- Static and Dynamic Groups
Static and Dynamic Groups
Updated by Manu da Silva
As seen in our Introduction to Contacts, there are two types of groups for contacts on the platform. Now we will explain how they work and how to create your groups.
Static Group
The static group is the type of group where contacts need to be added and / or removed manually. For a contact to enter and / or leave a static group, it needs to be added / removed by the platform user via the contacts tab, or added / removed through flows during the conversation with your automation.
To create a static group, simply navigate to the contacts page within the "Studio" module and click the Create Group button in the side menu.
After that, just choose the name of your group and create it by the pop-up that will appear.
The group will start to be listed in your group list, just below the contact categories in the left side menu. If you want to edit the name of your group, export the participating contacts or delete it, just access the group and then click on the settings button in the right corner next to Manage Fields.
Dynamic Groups and contact search
In the contact tab, there is a search bar. This search bar can be used to find and filter contacts that obey the rules defined in the bar. Usually, we use contact fields and some operators to do the search expression, that is:
If in my group there is the contact field "Age" and the contact field "Sex", and I want to know how many male contacts are over 18, I can use the following expression in the search:
age> 18 AND (gender = "M" OR gender = "Male")
Below are some of the operators that we can use in these searches:
- AND
- OR
- > , >=
- <, <=
- =
The best part is that as soon as we do a search, just below the search box a new button appears, called Save as Group, this is the button that allows us to create dynamic groups.
That is, a dynamic group is a type of group where we are unable to add and / or remove users manually. All added users enter the group if they obeyed the search rule.
If you click on the button to save your dynamic group, a pop-up will appear to choose the name of your new group.
If you want to edit the name of the group, export the participating contacts, delete the group or even modify the rule for participation, the process is the same as that of the static groups.