Send Source

introduction send source is a feature that automatically attaches the origin of each incoming message by tagging it with the source name when enabled, every message received in the crm will include the source label indicating from which phone line it was sent this information is only visible internally in the crm and never shown to the customer in whatsapp command syntax format of the tag inserted internally source {numbername} recommended filter pattern in crm automations customer replied → contains phrase → source {numbername} how it works wazzap mx adds a metadata tag at the beginning of each message with the text source this metadata is not visible in whatsapp; it only appears in the crm conversation timeline the tag can be used to classify, route, or trigger actions depending on the crm’s capabilities setup with highlevel crm integration docid\ qh5m7bg 7rf8ysjwwpjxm go to automation > workflows > create workflow trigger select customer replied → set channel = sms (in highlevel, whatsapp traffic through wazzap is handled as sms, so this trigger is required ) filters add condition contains phrase and type exactly source oxxo miguel actions (examples) add tag → source oxxo miguel assign user → assign to the responsible user/team move to pipeline/stage → place into the corresponding pipeline publish the workflow example number in wazzap oxxo miguel customer replies on whatsapp through that line in highlevel, the received message contains source oxxo miguel the workflow with filter contains phrase = source oxxo miguel triggers and processes the conversation accordingly result replied message shows the source metadata at the start of the message (internally only) the workflow triggers only for the configured source number the conversation is routed, tagged, and assigned based on the defined rules ⚠️ important notes the tag source is not visible to the customer in whatsapp; it only appears in the crm the filter contains phrase is case and spacing sensitive ; copy it exactly as generated the source name is the phone’s name defined in wazzap settings if you change the line’s name in wazzap, you must update the filters in the crm accordingly for accounts with high volume, maintain a mapping table of number → assigned team and keep it version controlled in internal documentation