search_clients
Search Clients
Search and retrieve client records. Supports filtering by free-text search, location, tags, and date range. Use this to find clients or get a specific client by ID.
search_clients
Search and retrieve client records. Supports filtering by free-text search, location, tags, and date range. Use this to find clients or get a specific client by ID.
manage_client
Create, update, or delete a client record. Clients represent customers who receive services such as appointments and class bookings. Supports full profile information including name, phone, email, date of birth, gender, address, emergency contacts, and custom fields.
manage_service
Create, update, list, or get services. Services define offerings like appointments, classes, or add-ons with name, description, pricing, duration, staff assignments, and booking configuration.
manage_contact
Create, update, or delete a contact. Contacts represent messaging channel users (WhatsApp, Instagram, Telegram, Messenger). Supports profile details, stage management, and custom fields.
send_message
Send a message across WhatsApp, Instagram, Telegram, or Messenger channels. Supports text messages, media messages (images, documents, audio, video), and template messages. For WhatsApp, text and media messages require an active 24-hour session; template messages can be sent anytime. Messages can be scheduled for future delivery.
search_contacts
Search and retrieve contacts. Supports filtering by free-text search, channel, location, tags, and stage. Use this to find contacts or get a specific contact by ID.
manage_client_tags
Add or remove tags on a client. Tags enable segmentation and can trigger automation workflows. You can also create, list, and delete tag definitions.
manage_contact_tags
Add or remove tags on a contact. Tags enable segmentation and can trigger automation workflows. You can also create, list, and delete tag definitions.
get_messages
Retrieve message history for a contact. Returns the conversation thread including both incoming and outgoing messages across all channels.
manage_segment
Create, retrieve, list, or delete audience segments. Segments use criteria-based filtering including tags, gender, age range, activity recency, contact stage, and locations. Segments are used for targeting broadcasts and automation workflows.
manage_appointment
Create, reschedule, or cancel appointments. Appointments link a client with a service, staff member, location, date, and time. Use the **Search Appointments** tool to find existing appointments or **Get Appointment Slots** to check availability first.
manage_service_category
Create, retrieve, list, or delete service categories. Service categories group related services together for organization.
list_locations
Retrieve business locations. Get all locations or a specific location by ID. Locations are used across the platform to organize services, staff, clients, and contacts.
get_appointment_slots
Check available appointment time slots for a given service within a date range. Optionally filter by staff member and location. Use this before creating an appointment to find available times.
search_appointments
Search existing appointments or get a specific appointment by ID. Filter by date range, client, service, staff, location, and status.
manage_class
Create, update, or delete group classes. Classes are associated with a location, staff member, service, date/time, and participant capacity. Use **Search Classes** to find existing classes.
manage_broadcast
Create, retrieve, update, delete, or list WhatsApp broadcasts. Broadcasts send WhatsApp template messages to segmented audiences. Supports targeting by segments, class participants, or retargeting previous broadcast recipients. Use the **get** action with a broadcast ID to also retrieve delivery statistics and logs.
manage_staff
List staff members, get staff details, and manage staff availability blocks. Availability blocks mark periods when staff are unavailable (leaves, personal commitments). You can view, create, and delete availability blocks.
search_classes
Search group classes or get a specific class by ID. Filter by date range, location, staff, and service. Also supports retrieving all class bookings for a specific client.
manage_class_participants
Add, cancel, or list participants for a group class. Participants can be added with BOOKED or WAITLISTED status.
Send and receive omnichannel messages across WhatsApp, Instagram, Telegram, Messenger, and Live Chat. Manage clients and contacts with tagging and segmentation. Schedule and manage appointments, group classes, and participant bookings. Create and send broadcast messages to segmented audiences. Manage services, service categories, staff availability, and business locations. Handle invoices and track payment statuses. Register webhooks to receive real-time notifications for incoming/outgoing messages, client and contact events, appointment updates, class participant updates, and invoice changes.
Common questions about connecting Whautomate to AI agents with Metorial.