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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
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      • 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
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        • Connect WhatsApp catalog
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          • Scenario 1 - Same Currency
          • Scenario 2 - Mixed Currency
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        • WhatsApp Catalog Settings(Mobile)
          • Scenario 1 (Mobile) - Same Currency
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        • Frequent Asked Questions
  • 💬Messaging Channels
    • WhatsApp (Official) - SleekFlow
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        • Turn on 2FA on Facebook account
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      • Facebook Business Verification
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        • 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)
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      • How to setup Click to WhatsApp ads (CTWA)
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        • Add WhatsApp Templates on Twilio
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        • If your Facebook Business Verification icon is greyed out
        • What to do if your Facebook Business Verification has failed
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      • FAQs - WhatsApp (Official) - Twilio
    • WhatsApp (Official) - 360dialog
      • Apply via 360dialog
        • Turn on 2FA on Facebook account
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        • Add an Additional Number
        • Purchase a Skype number
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        • 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
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      • Upload zip file to SleekFlow
      • Green Tick
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  • 🗣Live Chat Widget
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  • 📩Messaging API for WhatsApp
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    • 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
  • 1. Contact Field (Country, company, lead source, etc.)
  • 2. Contact Owner
  • 3. Keyword
  • 4. List
  • 5. Last contact from you/ Last contact from customers
  • 6. Last Channel
  • 7. Away Status
  • 8. Conversation Status
  • 9. Is Known and Changed
  • 10. Language
  • 11. Label

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  1. 🕺Using the Platform
  2. Automation

Conditions

Select the condition(s) that apply to those who satisfy that condition.

1. Contact Field (Country, company, lead source, etc.)

The condition - Contact Fields - stores different information of the contact that are customizable under a "contact". If a contact satisfy the specified conditions, the actions will be executed.

For example:

Conditions:

"Country" is any of "Hong Kong", "Canada"

"Company" contain exactly "SleekFlow"

2. Contact Owner

The condition - Contact Owner - is the staff member who the conversation is assigned to.

All new customers created from incoming messages are unassigned by default. Therefore, if you wish to assign staff and set an auto-reply for new customers, you need to set Contact Owner is unknown.

If contact A is assigned to Michael, then Michael is the contact owner of contact A.

If Erica manually adds a new contact into Sleekflow, then Erica is the owner of this new contact.

For example:

Conditions:

"Contact Owner" is any of "Michael"

You can only send auto-reply to customers who have Michael as their contact owner.

3. Keyword

The condition - Keywords - are a great way to know what your customers are looking for.

Actions can be done to contacts that satisfy the keyword(s) condition.

For example:

Conditions:

"Keyword" contain "Business", "Hello I'm looking for Ronald."

Actions (e.g. Auto-Replies) will be sent to the customers whose message contains

"Business" OR "Hello I'm looking for Ronald."

Now you can also set keywords to contain exactly a specific keyword, so it will not activate unless it is typed exactly as it is!

For example:

Conditions:

"Keyword" "Contains Exactly" "No"

Actions (e.g. Auto-Replies) will be sent to the customers whose message contains exactly "No" but not "Uno" or "No!"

4. List

The condition - List means that actions can only be done when the contacts are on specific lists.

For example:

Conditions:

"List" is "Gold Member"

You can create a new list directly when setting up automation conditions.

5. Last contact from you/ Last contact from customers

Last contact from you records down the date time that you team last replies to your customer.

Last contact from customer records down the date time the customer last sent a message to you. Please note that this value will immediately get updated when a message is received.

For example, it's 12:00pm on June 1st, 2020 now.

  • is within 1 day: between 12:00pm on May 31st, 2020 to 12:00pm on June 1st, 2020

  • is not within 1 day: Anytime before 12:00pm on May 31st, 2020

  • is before: an exact date-time e.g. 00:00 June 1st, 2020

  • is after: an exact date-time e.g. 23:59 June 1st, 2020

  • is exactly: is exact that date between e.g. 00:00-23:59 June 1st, 2020

  • is between: a particular date to another particular date

  • is known: is a known value i.e. you have talked to the customers before

  • is unknown: is unknown i.e. you have never sent any message to the customers

  • is on: a particular weekday e.g. Monday-Sunday (used to set Off-hour reply)

For example:

Conditions:

"Last contact from You" is not within "1 day"

You can control your auto-replies to be sent only if you have not messaged the customer for 1 day or more, so that multiple auto-replies won't be sent within 1 day.

Last contact from customers help you filter out customers who have not been in touch with you for a certain period of time.

6. Last Channel

The condition - Last Channel - is the most recent messaging channel that your customer talks to you on. Messages will be sent to contacts that satisfy the last channel condition.

For example:

Conditions:

"Last Channel" is any of "WhatsApp", "WeChat"

You can carry actions to customers who communicated with you most recently on WhatsApp and WeChat.

7. Away Status

Away Status means that the action can only be done if the Away status is set for the users and admins.

8. Conversation Status

Conversation Status means that the action can only be done if the Conversation status is in a specific state (Open, Snooze, Closed).

For example:

Conditions:

"Conversation Status" is "Open"

9. Is Known and Changed

This condition - Is Known and Changed - is used as a conjunction for these conditions to activate: when there is information added for these conditions, or when the information is changed for these conditions: 1. All Contact Fields 2. Contact Owner 3. Last Contact from you / Last Contact from customers 4. Last Channel

For example:

Conditions:

"Phone Number" "Is Known and Changed"

The action will be activated when the "Phone Number" is newly added or is recently changed.

10. Language

Set the language condition if messages content contain specific language.

For example:

Conditions:

"Languages" "Contains" "English".

The action will be trigger when the message contain English.

11. Label

The condition - Label means that actions can only be done when the contacts are contained with a specific label.

For example:

Conditions:

"Label" "contain all of" "VIP".

You can create a new label directly when setting up automation conditions.

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Last updated 3 years ago

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