Scenarios

Use scenarios to categorise your automation rules and customise them to suit your needs.

Automation rules are divided into 3 categories, General Rules, Facebook Rules and Instagram Rules.

General Rules

Under General Rules, there are 4 different scenarios to be selected as shown below. Depending on the automation rule you would like to set, choose the appropriate scenario.

pageIncoming Messages

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

pageNew or Updated Contacts

Use this scenario when the data field of contact is manually/API added or updated, to trigger an auto message and segment to different lists.

pageSchedule

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

Facebook Rules

pageFacebook Rules

Use this if you want to automate the responses and workflows when there are new comments in your Facebook Posts.

Instagram Rules

pageInstagram Rules

Use this if you want to automate the responses and workflows when there are new comments in your Instagram Posts.