Capture leads from WhatsApp keywords

Open the Lead capture tab

In the sidebar, under Automation, click Integrations, then the WhatsApp Business card, then the Lead capture tab.

You can also click Add in the top bar and choose Capture rule (Route incoming chats), which jumps to this tab and opens a new rule in one go. That shortcut does nothing while the page is still loading its numbers, or if no number is connected yet — wait a beat, or connect a number first.

Old bookmarks to the separate lead-capture page still work; they now forward here.

On a wide screen the list is on the left and the editor on the right. On a phone the list fills the width and the editor opens as a sheet from the bottom.

With more than one number connected, an account picker sits in the page’s own band. Rules belong to the number in that picker — switching it loads a different set of rules.

Add a rule

Click New rule, at the right-hand end of the row carrying the 2 rules chip. With no rules yet, the panel below offers Add your first rule, which opens the same editor.

**Add rule** stays greyed out until there is a lead source and either a keyword or a ticked catch-all.

The editor opens with Active already switched on, so the rule starts capturing as soon as you save it. Its hint says what switching it off does: Inactive rules stay saved but never capture.

Type the keyword

Keyword is required — the field is marked with a red asterisk — and its placeholder reads e.g. PRICING, DEMO. Under it, the only rule the app states about matching: Case-insensitive. Stored uppercased. So pricing, Pricing and PRICING are the same word to Raion Hub, and the rule is stored in capitals whichever way you typed it.

If you want two different words to feed the same lead source, add a rule for each.

Choose where the lead lands

Lead source is the source stamped on every lead this rule captures. Open it and pick one, or pick + Create new lead source to make one without leaving the page.

That swaps the dropdown for a name box — the placeholder suggests e.g. Facebook Ads — Spring Campaign. Type a name, then press Create (or Enter). The X beside it, or Esc, backs out without creating anything.

Two things can happen when you create one:

• Created lead source "Spring Flyer" — a new source, now selected.
• Using existing lead source "Spring Flyer" — a source with that name already existed in a different capitalisation, so Raion Hub reused it rather than making a near-duplicate.

The name in the toast is the one that was actually saved, and it may have been nudged to keep it unique — Website (1) rather than a second Website. Read it.

Leave the two checkboxes alone unless you need them

Directly assign captured leads to myself puts every lead this rule captures straight onto you. Its own note says it is on the way out: Being phased out — assignment will move to assignment automation, so prefer a distribution rule for new setups. For anything you are setting up now, leave it unticked and let your assignment rules do the distributing.

Catch-all (fires when no other keyword matches) turns this rule into the safety net. Ticking it clears the keyword and disables that field — the placeholder changes to *CAPTURE ALL* to say so. Use it once, for the people whose message matches none of your keywords.

Save it

Press Add rule. You get Rule created., the editor closes, and the list reloads from the server.

A finished rule reads as one line in the list: the toggle, the keyword in a code box (or a Catch-all chip), a Self-assign chip if you ticked that, and underneath Routes to Spring Flyer. A rule with no source set reads Routes to —.

To change one later, use the pencil — Edit rule — on its row. Saving gives Rule updated.