4. Thank Your Customer And Get in Touch

Thank your customers and route them to the right teammate.

1. Select the Scenario: Incoming Messages

2. Define the Conditions:

List is SF Bot EN 3 – Everyone who responds to the third message will be added to the list SF Bot EN 3

Contact Owner is Unknown

3. Set the Actions:

Send Message – Get in touch with them

Send Message – Call to action, book a demo with us (Add wait time if necessary)

Add to List – SF Bot EN 4 (Completed) (List 4)

Remove from List – SF Bot EN 3 (List 3)

Assign to Specific Staff – Assign the contact to a teammate so they can be in touch

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