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Filters & Conditions

Control your automation with precise conditions

Mika Hally avatar
Written by Mika Hally
Updated today

The filter / condition node decides if and where your automation should continue. You can use it versatilely - from simple yes / no checks to complex branches.

How does the node work?

The filter / condition node always works the same way - you decide how to use it:

Basic principle:

  1. You define one or more paths with conditions

  2. The automation checks the paths from top to bottom

  3. At the first fulfilled path → Automation takes this route

  4. No path fulfilled? → "Else" path is taken

The "Else" path can either:

  • Lead to further nodes → Automation continues differently

  • Lead nowhere → Automation stops here

Typical usage patterns:

As a simple filter (stop logic):

  • Path 1: Assignment has no value → Automation continues

  • Else: Leads nowhere → Automation stops

With multiple branches:

  • Path 1: Label contains "VIP" → To account manager

  • Path 2: Label contains "Support" → To support team

  • Path 3: Label contains "Sales" → To sales team

  • Else: To general inbox

Simple yes/no switch:

  • Open path: Conversation time window is open → Send message node

  • Closed path: Conversation time window is closed → WhatsApp templates node

Important basic rules

1. Only ONE filter possible per path

You cannot filter for multiple different things simultaneously in one path (e.g. label AND contact list).

  • Wrong: One path with label equals "VIP" AND contact list equals "Premium" does not work.

  • Correct: Use two nodes one after another.

    • Node 1 - Path 1: Label contains "VIP" → continue to Node 2

    • Node 2 - Path 1: Contact list contains "Premium" → Execute action

2. Paths are checked from top to bottom

The automation checks each path in order and stops at the first match.

Example:

  • Path 1: Label contains "VIP"

  • Path 2: Label contains "Premium"

  • Path 3: Label contains "Support"

What happens if conversation has labels "VIP" and "Support"?

The automation goes to path 1, because that's checked first. Path 3 is no longer reached!

3. Understanding "has no value" correctly

This condition confuses many - here's the meaning:

  • "Assignment has no value" means: The conversation is NOT assigned (not assigned to anyone)

  • "Label has no value" means: The conversation has NO labels

  • "Contact list has no value" means: The contact is in NO list

Example:

  • If assignment has no value:
    → Assign the conversation to the Support team

  • Else:
    → Do nothing (since, in this case, the assignment has a value and so the conversation is therefore already assigned)

Available filter criteria

The most important criteria:

Contact Attributes

  • Contact attributes - First name, last name, email, phone + all custom contact attributes

  • Contact list - Which lists is the contact in?

Conversation Data

  • Label - Which labels does the conversation have?

  • Assignment - Who is the conversation assigned to?

  • Inbox - Which inbox is the conversation in?

Channel Data

  • Channel type - WhatsApp, Instagram, Facebook, etc.

  • Channel - Specific channel (e.g. WhatsApp number 1)

Time Data

  • Current date / time (from the time when the node is executed)

  • Current day of week (from the time when the node is executed)

Special Filters

  • Inbox opening hours - Open or closed

  • Conversation time window (important e.g. for WhatsApp 24h rule) - Open or closed

  • Message content - What's in the message?

  • Active other automations - Which automations are currently running?

All filter criteria in detail

Contact Attribute

Filter by all contact attributes:

  • System contact attributes: First name, last name, email, phone

  • Custom contact attributes: All individually created attributes of your workspace

  • Type: Depending on data type (text, number, date, etc.)


Contact List

  • Check if contact is in certain lists

  • Type: Multiple selection (contact can be in multiple lists)


Label

  • Check which labels the conversation has

  • Type: Multiple selection (conversation can have multiple labels)

Inbox

  • Check which inbox the conversation is in

  • Type: Single selection (conversation is always in only one inbox)


Assignment

  • Check who the conversation is assigned to

  • Type: Multiple selection (conversation can be assigned to multiple users)


Opening hours from inbox

  • Check if opening hours are currently active

  • Only 2 predefined paths: Open or Closed

  • Based on inbox opening hours settings

Conversation time window

  • Check if the conversation time window is open or closed

  • Only 2 predefined paths: Open or Closed

  • Important for WhatsApp: Only within the 24h window can you work with free messages, WhatsApp quick replies and lists, otherwise you must work with WhatsApp templates

Channel type

  • Check which channel type the conversation is running on.

  • Examples: WhatsApp, Instagram, Facebook, Telegram, email, live chat.

  • Type: Single selection.

Channel

  • Check which channel type the conversation is running through

  • Examples: WhatsApp, Instagram, Facebook, Telegram, Email, Live Chat

  • Type: Single selection

Current date / time

  • Check date / time of when this node is executed

  • Example: Only continue between 18:00-20:00

  • Type: Date / Time

Weekday

  • Check which day of the week this node is executed

  • Example: Only continue Monday-Friday

  • Type: Single selection

Active other automation

  • Check which automations are currently running on this conversation

  • Type: Multiple selection (multiple automations can be active simultaneously)

  • Important: The automation checking this condition excludes itself. "Has no value" therefore means no OTHER automations are currently running

  • Use case: Prevent duplicate execution

Message content

  • Check the content of a message (e.g. from the trigger)

  • Example: Message contains "Help" → Support flow

  • Type: Text

Conditions by data type

Each criterion has a data type that determines which conditions are possible.

Text

Available conditions:

  • begins with

  • ends with

  • contains

  • does not contain

  • contains none of

  • contains at least all these

  • contains at least one of

  • has any value

  • has no value

  • is equal to

  • is not equal to

Examples:

  • First name begins with "A"

  • Email contains "@gmail.com"

  • Message content contains at least one of "Help", "Support", "Problem"

Number

Available conditions:

  • has any value

  • has no value

  • is equal to

  • is greater than

  • is greater than or equal to

  • is less than

  • is less than or equal to

  • is not equal to

  • is between

Examples:

  • Age is greater than 18

  • Order value is between 100 and 500

Single Select

Available conditions:

  • has any value

  • has no value

  • is one of

  • is equal to

  • is none of

  • is not equal to

Examples:

  • Inbox is equal to "Support"

  • Channel type is one of WhatsApp or Instagram

Multi Select

Available conditions:

  • contains none of

  • contains at least one of

  • contains at least all these

  • has any value

  • has no value

  • is equal to

  • is not equal to

Examples:

  • Label contains at least one of "VIP" or "Premium"

  • Assignment contains at least all these: Max and Lisa

Explanation "contains at least one of" vs. "contains at least all these": Conversation has labels: "VIP", "Support", "Urgent"

  • "contains at least one of VIP or Premium" → Fulfilled (because "VIP" is present)

  • "contains at least all these VIP and Premium" → Not fulfilled (because "Premium" is missing)

  • "contains at least all these VIP and Support" → Fulfilled (both present)

Date

Available conditions:

  • has any value

  • has no value

  • is on

  • is after date

  • is past (is in the past)

  • is before date

  • is future (is in the future)

  • is between

Examples:

  • Contact attribute "Birthday" is on May 15

  • Contact attribute "Contract end" is future less than 14 days (expires in less than 14 days)

  • Contact attribute "Last interaction" is past more than 7 days (more than 7 days ago)

Date / Time

Available conditions:

  • has any value

  • has no value

  • is after date

  • is after time

  • is past

  • is before date

  • is before time

  • is future

  • is between

  • is between time

Examples:

  • Current date / time is between time 09:00 - 17:00

  • Contact attribute "Appointment" is after 14:00

  • Contact attribute "Last activity" is past more than 24 hours (more than 24 hours ago)

Filter Types

Equals

Will only trigger the automation if the received message is exactly the same as the filter word. Nothing less, nothing more. Just the exact value given.

Doesn't equal

Will trigger the automation every time the received message doesn't exactly match the filter word (e.g. filter word is "Superchat", every single received message that does not simply say "Superchat" can trigger the automation).

Contains

Will trigger the automation if the received message contains the filter word, even if other words are present.

Doesn't contain

Will trigger the automation if the received message doesn't contain the filter word at all (e.g. filter word is "Superchat", every single received message that doesn't contain "Superchat" within it will trigger the automation).

Contains one of

Allows you to choose multiple filter words and the automation will trigger if the received message contains one of those selected filter words (e.g. filter words are "Superchat" and “abc”, client types "1234 Superchat". Since it contains one of the filter words, it will trigger).

Doesn't contain any of

Allows you to choose multiple filter words, and the automation will only be triggered if the received message doesn't contain any of those words (e.g. filter words are "Superchat" and “abc”, client types "1234". Since it doesn’t contain one of the filter words, it will trigger).

Starts with

Will trigger the automation if the start of the message contains the filter word (e.g. if the filter word is "Super", then "Superchat is great" and "Superman is strong" will both trigger the automation).

Ends with

Will trigger the automation if the end of the received message contains the filter word (e.g. filter word is "Bye", client types "Goodbye", the automation will be triggered since the end of the message contains “bye”).

Contains all

Will trigger the automation if the received message contains all the selected filter words, and the order of the words is irrelevant. This does not mean one of the given words, but indeed all of them.

Has any value

Will trigger the automation when the client types anything. This is effectively the equivalent of having no filter at all.

Has no value

Will trigger the automation when a contact attribute has no value set. This is commonly used in automation stoppers - the message can only pass through the filter if the contact attribute "has no value". Once a value is set, future messages won't trigger the automation until the attribute is cleared again.

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