Build Automations
Set automated assigned rules to route conversations to your staff. Set automated replies to contacts, turning them into leads.
Overview
Automations simplify your workflow by getting rid of the manual elements. Setting rules that allow you to send personalised auto-replies to all your customers and to distribute different conversations to the right users.
Once you click on the automation, you will see all the automation rules you created.
Live = In action
Draft = Disable
Each rule is customised by a scenario, condition(s), and rules. On the automation table, you can see the number of condition(s) and actions of each rule.
How to set up?
1. Automation scenarios
There are 4 types of automation scenarios when creating automation . Each represents different scenarios and can be tailored to your needs with condition(s) and rules.
Incoming messages
Use this scenario when a new or existing customer sends a message to you, to assign conversations to specific staff or auto-reply based on different conditions.
Auto-replies and assignments will only be triggered when there is an incoming message.
Newly Added contacts
Use this scenario when a new contact is added manually, to send greeting messages and segment to different lists.
Newly added contacts are those from Facebook Leads Ads, Google Forms, imported from CSV Files or API Integration and manually added contacts.
New or Updated contacts
Use this scenario when the data field of a contact is updated, to trigger an auto message and segment to different lists.
An auto-message will only be triggered if all conditions are met.
Scheduled Actions
Use this scenario when you wish to schedule a message to your customers periodically.
Set recurring messages daily, monthly, or yearly to be sent to your contacts to keep in touch with them.
2. Conditions
Select the condition(s) that apply to send an auto-message to those who satisfy that condition.
Check more details about Conditions here!
3. Actions
Use actions to send auto messages, assign conversations to staff, add/remove contacts from lists, and change contact fields to keep your customers engaged and updated.
Find more information on actions here!
Activate your automation!
We have set up some automations for you. Try to activate them and have a test!
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