Actions
Setup automation actions to keep your customers engaged and updated.
Each action can have a wait time depending on your needs. For example, you can send an auto-message on the 1st day, then the 7th day, finally the 31st day, having different wait times in between.

1. Assignment

Under actions, you can assign new contacts coming in from Facebook Ads, Google forms, etc. to specific staff to make sure each customer is handled by a staff member.
You can route conversations to specific teammates by automation rules or by queue. Every assigned conversation will go directly to your teammate's inbox so that they can easily track and manage conversations.

a. Specific Person

Choose a specific staff member on your team to have new conversations assigned to.
For example:
Conditions: "Country" is any of "Hong Kong", "China", "Taiwan"
Actions: "Assign" > "Ronald"
Assign all new customers from Hong Kong, Taiwan and China to Ronald.

b. Queue

When assigning conversations by queue, new conversations will be assigned in order and loop back to the first person after the last person. This can also be done within teams.
For example:
Conditions: "Last Channel" is any of "Whatsapp"
Actions: "Assign to" > "By Queue"
A group of 30 teammates is divided into 3 teams.
Each team of 10 handles a different messaging channel: WhatsApp, WeChat and Messenger. The routing rule is set to by channel, then by queue. When a WhatsApp conversation is initiated, it will be assigned to Customer Service Staff 1 in the WhatsApp team. If another WhatsApp conversation is initiated, it will then be assigned to Customer Service Staff 2 in the WhatsApp team, so on and so forth, before looping back to Customer Service Staff 1 after Customer Service Staff 10.

2. Send message

Under actions, you can write a customized message using variables to send as an auto-reply or auto-message. You can even attach media such as pictures, videos and PDF files.
You can send more than 1 message. If you decide to send 3 messages within the same rule, the messages will be sent out in order from top to bottom.

3. Add/Remove from list

Under actions, you can add and remove contacts from lists. You can remove contacts from 1 list and add the same contacts to another list.
For example:
Conditions: "Lead Stage" is any of "VIP"
Actions: "Remove from List" > "Customer" + "Add to List" > "VIP"
You have 50 contacts who have upgraded from Customer to VIP. You can remove those 50 contacts from the normal customers list and add them to the VIP list.

4. Change Contact Data Field

Under actions, you can change the data field of a contact.
For example:
Conditions: "Last Contact from Customer" is known.
Actions: "Update Contact" > "Lead Stage" > "Contacted"
You can update a contact's lead stage status to contacted once they contact you.

5. Send Media

Under actions, you can send media files such as photos, videos, pdf, and more.
Add a wait time if needed between a message and a media file.

6. Change Conversation Status

7. Add Conversation Note

Under actions, you can write a customized note using variables to send as an auto-reply or auto-message.
The note is only seen by users and admins on SleekFlow, and will not be sent to customers/clients.
You can send more than 1 note. If you decide to send 3 notes within the same rule, the notes will be sent out in order from top to bottom.
Last modified 9mo ago
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On this page
1. Assignment
a. Specific Person
b. Queue
2. Send message
3. Add/Remove from list
4. Change Contact Data Field
5. Send Media
6. Change Conversation Status
7. Add Conversation Note