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HomePricingLog inSleekFlow 2.0
  • Welcome to SleekFlow 1.0
  • 🏃Getting Started
    • Start Exploring
      • Basic of Inbox
      • Connect first channel
      • Add Channels
      • Invite Users
      • Set up automation
      • Create Saved Reply
      • Broadcast first message
    • Creating a SleekFlow Account
      • Resetting Password
        • Reset Password (mobile)
  • 🕺Using the Platform
    • Inbox
    • Automation
      • Trigger mechanism
      • Default Assignment Rule
      • Conditions
      • Actions
        • Webhook
        • Setting messages automatically to Open, Snooze or Closed
      • Scenarios
        • Incoming Messages
          • Interactive Messages
        • Newly Added Contacts
        • New or Updated Contacts
        • Schedule
        • Outgoing Messages
        • Facebook Rules
        • Instagram Rules
      • Templates
        • 1. Greetings and Assign New Contacts to Staff
        • 2. Auto-Reply for Existing Customers
        • 3. Auto-Reply During Off Business Hours
        • 4. Auto-Reply Based on Keywords
        • 5. Auto-Reply when Customers Reply a Campaign
        • 6. Reassign Returning Customers
        • 7. Segmenting customers from different enquiries
        • 8. Proactively Reach Out to Newly Added Contacts
        • 9. Proactively reach out to newly added contacts from Facebook Lead Ads
        • 10. Send Drip Campaign Messages when Customers Sign Up
        • 11. Notify Customers with New or Updated Status
        • 12. Update Contact Data & Add And Remove From List
        • 13. Schedule Periodic Promotional Messages
        • 14. Send Booking Reminders
        • 15. Send Internal Reminder
        • 16. Auto Close Conversations
        • 17. 於指定時間重新分配對話到其他使用者
        • 18. 新客戶與現有客戶設定不同的歡迎信息
      • Chatbot
        • 1. Send A Welcome Message
        • 2. Learn About your Customers’ Interest
        • 3. Get Your Customers' Company Size
        • 4. Thank Your Customer And Get in Touch
        • 5. Speak Directly To Staff
      • FAQs
    • Contacts
    • Broadcasts
      • Export CSV
      • FAQs - Broadcast
    • Analytics
    • Commerce
      • Payment Links
      • Custom Catalog
      • WhatsApp Catalog
        • Connect WhatsApp catalog
        • WhatsApp Catalog Settings
          • Scenario 1 - Same Currency
          • Scenario 2 - Mixed Currency
          • Scenario 3 - Without WhatsApp Catalog/ Payment integrated
        • WhatsApp Catalog Settings(Mobile)
          • Scenario 1 (Mobile) - Same Currency
          • Scenario 2 (Mobile) - Mixed Currency
        • Frequent Asked Questions
  • 💬Messaging Channels
    • WhatsApp (Official) - SleekFlow
      • Application process
        • Turn on 2FA on Facebook account
        • WhatsApp Business Account Tiers
        • Delete WhatsApp account
        • FAQs - During WhatsApp application
        • Migrate from other BSPs
          • How to identify On-Premise and Cloud API BSPs
          • Turn off WhatsApp Number Two-step verification
      • Facebook Business Verification
        • Check Business Verification Status
        • If your Facebook Business Verification icon is greyed out
        • What to do if your Facebook Business Verification has failed
      • Messaging Limits
      • Template Manager (Cloud API)
        • Call to Action button (Dynamic Url)
      • Blue Tick
      • Backup WhatsApp chats files
      • Upload backup chat file to SleekFlow
      • Update WhatsApp Profile
      • FAQs - WhatsApp (Official) - SleekFlow
      • How to setup Click to WhatsApp ads (CTWA)
      • New WhatsApp Pricing (2023)
    • WhatsApp (Official) - Twilio
      • Applying via SleekFlow
      • Apply via Twilio & Connecting to SleekFlow
        • Add WhatsApp Templates on Twilio
        • Update to Twilio Content API
      • Find your Facebook Business ID
      • Check Business Verification Status
      • Facebook Business Verification
        • If your Facebook Business Verification icon is greyed out
        • What to do if your Facebook Business Verification has failed
      • Submit Facebook App Review
      • WhatsApp Rate Limiting
      • FAQs - WhatsApp (Official) - Twilio
    • WhatsApp (Official) - 360dialog
      • Apply via 360dialog
        • Turn on 2FA on Facebook account
        • WhatsApp Business Account Tiers (360dialog)
        • Add an Additional Number
        • Purchase a Skype number
        • Delete WhatsApp account
        • FAQs - During WhatsApp (Official) application - 360 Dialog
      • Facebook Business Verification
        • Check Business Verification Status
        • If your Facebook Business Verification icon is greyed out
        • What to do if your Facebook Business Verification has failed
        • Submit Facebook App Review
      • Messaging Limits
      • Manage Templates
      • Backup WhatsApp chats files
      • Upload zip file to SleekFlow
      • Green Tick
      • FAQs - WhatsApp (Official) - 360dialog
    • Facebook Messenger
      • One-time Notification & Message Tags
      • Facebook Messenger Broadcast
    • Instagram
      • Convert to Business IG account
      • Connect Facebook page
      • Supported Message
      • Allow access to Messages
      • Frequently Asked Question
    • WeChat
    • Line
    • SMS
    • Viber
      • Viber Campaign
    • Telegram
      • Telegram Campaign
  • 🗣Live Chat Widget
    • Setting up Live Chat
    • Install on Shopline
    • Install on Wix
    • Install on Magento
    • Install on Squarespace
    • Install on Shopify
    • Install on Wordpress
    • Google Tag Manager
  • 🔗App Integrations
    • Zapier
    • Shopify
      • Enable Custom App
      • Create Custom App
      • FAQs - Shopify integration
    • Stripe
    • Facebook Lead Ads
    • Salesforce CRM
    • HubSpot CRM
    • API
    • Make
  • 📌Settings
    • General Info
    • SleekFlow Two-Factor Authentication
      • Enroll SleekFlow 2FA
    • Inbox Settings
      • Inbox
      • Labels
      • Saved Reply
    • User
    • Team
    • WhatsApp QR Code
    • Plans & Billings
    • Official WhatsApp Settings
      • Template Manager
      • Opt-In Button
      • Billing
  • 📩Messaging API for WhatsApp
    • Messaging API for WhatsApp
      • Manage API key
    • Set up webhook for receiving messages
    • Sending Message
    • Create Templates
      • Create Templates (Template API)
      • Create Templates (Facebook Business Manager)
    • Get Template Status
    • Media API
    • Conversation analytics
    • Billing and Payments
  • Contact Support
  • API Documentation
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On this page
  • Status
  • Trigger automation
  • Trigger status
  • Default Assignment Rule
  • Scenarios
  • Conditions
  • Actions
  • Templates

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  1. 🕺Using the Platform

Automation

Set automated rules to simplify your workflow, auto-assign conversations to staff, and auto-reply customers.

PreviousInboxNextTrigger mechanism

Last updated 2 years ago

Was this helpful?

simplifies your workflow by getting rid of the manual elements.

You can set rules and actions that allow you to send personalised auto-replies to all your customers and assign different conversations to the right users.

Once you click on the button, you will see different types of automation rules that you created.

Status

"Live" are those in-action automation rules. "Draft" are those inactive automation rules.

According to your need, switch the automation status (Live/Draft) in the toggle.

Trigger automation

Moreover, you can enable "Allow rule continue to trigger" in the automation rule to allow the system to run other rules.

Check this guide to know more about the automation's trigger mechanism.

Trigger status

Rule History

To check the automation triggered or failed details, you can hover to the rule and click “View Rule History.”

Default Assignment Rule

For example, you can assign the conversation to "Admin 1".

If you want to update and assign it evenly to your teammates, please check this guide:

Scenarios

  1. Incoming Messages

  2. Newly Added Contacts (Find this under New or Updated Contacts)

  3. New or Updated Contacts

  4. Scheduled Messages

Use this scenario when a new or existing customer sends a message to you; assign conversations to specific staff or auto-reply based on different conditions.

You must add "Contact Owner is unknown" as a condition if you only want to reply/ assign new customers.

When a new contact is added manually, use this scenario to send greeting messages and segment to different lists.

Newly added contacts are those from Facebook Leads Ads, Google Forms, imported from CSV/ excel files or API Integration and manually added contacts.

When the data field of contact is updated, use this scenario to trigger an auto message and segment to different lists.

An auto-message will only be triggered if all conditions are met.

Use this scenario when you wish to schedule a message to your customers periodically.

Set recurring monthly, or yearly messages to be sent to your contacts to keep in touch with them.

Conditions

Select the condition(s) such as channel type, contact owner, country that apply to send an auto-message to those who satisfy that condition.

Check the below link for more details:

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.

To learn more about the different actions and how to use them, click on the link below.

Templates

We have created several templates for different use cases.

Each rule is customized by a scenario, condition(s), and rules. On the table, you can see each rule's number of condition(s) and action(s).

By default, the system triggers one rule only when the conditions are met within the same scenario. rules will run in order from top to bottom, and only one rule from each scenario will run.

You can view each automation triggered how many times (Success/Error) on the table.

You can assign a new conversation by setting the assignment rule in the . Set automation rules to assign conversations to specific staff.

There are FOUR types of scenarios when . Each represents different scenarios and can be tailored to your needs with condition(s) and rules.

Follow the templates below to help you set up the rules that you and your company need.

automation
Automation
Trigger mechanism
automation
automation
Default Assignment Rule
automation
creating automation
Incoming Messages
Newly Added Contacts
New or Updated Contacts
Schedule
Conditions
Actions
automation
Templates
Automation
Automation