Actions
Setup automation actions to keep your customers engaged and updated.
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Setup automation actions to keep your customers engaged and updated.
Last updated
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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.
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.
Choose a specific staff member on your team to have new conversations assigned to.
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.
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.
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.
Under actions, you can change the data field of a contact.
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.
Under actions, you can write a customized note using variables to send as an auto-reply or auto-message.
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.
You can route conversations to specific teammates by rules or by queue. Every assigned conversation will go directly to your teammate's inbox so that they can easily track and manage conversations.
