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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
        • Instagram Rules
      • 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
    • Contacts
    • Broadcasts
      • Export CSV
      • FAQs - Broadcast
    • Analytics
    • Commerce
      • Payment Links
      • Custom Catalog
      • WhatsApp Catalog
        • Connect WhatsApp catalog
        • WhatsApp Catalog Settings
          • Scenario 1 - Same Currency
          • Scenario 2 - Mixed Currency
          • Scenario 3 - Without WhatsApp Catalog/ Payment integrated
        • WhatsApp Catalog Settings(Mobile)
          • Scenario 1 (Mobile) - Same Currency
          • Scenario 2 (Mobile) - Mixed Currency
        • Frequent Asked Questions
  • 💬Messaging Channels
    • WhatsApp (Official) - SleekFlow
      • Application process
        • Turn on 2FA on Facebook account
        • WhatsApp Business Account Tiers
        • Delete WhatsApp account
        • FAQs - During WhatsApp application
        • Migrate from other BSPs
          • How to identify On-Premise and Cloud API BSPs
          • Turn off WhatsApp Number Two-step verification
      • 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
      • Messaging Limits
      • Template Manager (Cloud API)
        • Call to Action button (Dynamic Url)
      • Blue Tick
      • Backup WhatsApp chats files
      • Upload backup chat file to SleekFlow
      • Update WhatsApp Profile
      • FAQs - WhatsApp (Official) - SleekFlow
      • How to setup Click to WhatsApp ads (CTWA)
      • New WhatsApp Pricing (2023)
    • WhatsApp (Official) - Twilio
      • Applying via SleekFlow
      • Apply via Twilio & Connecting to SleekFlow
        • Add WhatsApp Templates on Twilio
        • Update to Twilio Content API
      • Find your Facebook Business ID
      • Check Business Verification Status
      • Facebook Business Verification
        • If your Facebook Business Verification icon is greyed out
        • What to do if your Facebook Business Verification has failed
      • Submit Facebook App Review
      • WhatsApp Rate Limiting
      • FAQs - WhatsApp (Official) - Twilio
    • WhatsApp (Official) - 360dialog
      • Apply via 360dialog
        • Turn on 2FA on Facebook account
        • WhatsApp Business Account Tiers (360dialog)
        • Add an Additional Number
        • Purchase a Skype number
        • Delete WhatsApp account
        • 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
      • Manage Templates
      • Backup WhatsApp chats files
      • Upload zip file to SleekFlow
      • Green Tick
      • FAQs - WhatsApp (Official) - 360dialog
    • Facebook Messenger
      • One-time Notification & Message Tags
      • Facebook Messenger Broadcast
    • Instagram
      • Convert to Business IG account
      • Connect Facebook page
      • Supported Message
      • Allow access to Messages
      • Frequently Asked Question
    • WeChat
    • Line
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      • Viber Campaign
    • Telegram
      • Telegram Campaign
  • 🗣Live Chat Widget
    • Setting up Live Chat
    • Install on Shopline
    • Install on Wix
    • Install on Magento
    • Install on Squarespace
    • Install on Shopify
    • Install on Wordpress
    • Google Tag Manager
  • 🔗App Integrations
    • Zapier
    • Shopify
      • Enable Custom App
      • Create Custom App
      • FAQs - Shopify integration
    • Stripe
    • Facebook Lead Ads
    • Salesforce CRM
    • HubSpot CRM
    • API
    • Make
  • 📌Settings
    • General Info
    • SleekFlow Two-Factor Authentication
      • Enroll SleekFlow 2FA
    • Inbox Settings
      • Inbox
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      • Saved Reply
    • User
    • Team
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    • Plans & Billings
    • Official WhatsApp Settings
      • Template Manager
      • Opt-In Button
      • Billing
  • 📩Messaging API for WhatsApp
    • Messaging API for WhatsApp
      • Manage API key
    • 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
  • I. Incoming Messages
  • 1. Greetings and Assign New Contacts to Staff (Live Chat, FB Ads, etc.)
  • 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
  • II. Newly Added Contacts
  • 8 . Proactively Reach Out to Newly Added Contacts
  • 9. Proactively Send Messages to Leads
  • 10. Send Drip Campaign Messages when Customers Sign Up
  • III. Contact Data Field Updated
  • 11. Notify Customers with Updated Status
  • 12. Update Contact Data and Add and Remove from List
  • IV. Scheduled Actions
  • 13. Schedule Periodic Promotional Messages
  • 14. Send Booking Reminders
  • 15. Send Internal Reminder
  • 16. Auto Close Conversations

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  1. 🕺Using the Platform
  2. Automation

Templates

Find your specific template to set up auto-replies and auto-messages in no time!

PreviousInstagram RulesNext1. Greetings and Assign New Contacts to Staff

Last updated 2 years ago

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I. Incoming Messages

Under this scenario, auto-replies will only be sent with an incoming message from the customer

1. Greetings and Assign New Contacts to Staff (Live Chat, FB Ads, etc.)

Greet customers based on different conditions such as channels, country code and time of contact

2. Auto-reply for Existing Customers

Welcome returning customers with a warm greeting and personalized message

3. Auto-reply During Off Business Hours

Ask for contact details or business information to get back on the next day

4. Auto-reply Based on Keywords

Reply new customers based on specific keywords and assign to specific staff

5. Auto-reply when Customers Reply a Campaign

Reply customers when they respond to a campaign message that has options of purchase

6. Reassign Returning Customers

Reassign to a specific person or by queue when a returning customer sends you a message

7. Segmenting customers from different enquiries

Direct customers to the correct staff based off of their response to a set series of questions

II. Newly Added Contacts

An auto-message will only be sent if the contact is new and you have had no previous contact.

8 . Proactively Reach Out to Newly Added Contacts

Take the first step and greet newly added customers

9. Proactively Send Messages to Leads

Send messages to customers who have filled out forms such as Facebook Lead Ads and Google Forms

10. Send Drip Campaign Messages when Customers Sign Up

Send multiple messages in a certain period of time

III. Contact Data Field Updated

An auto-message will only be sent when a contact data field is updated

11. Notify Customers with Updated Status

Update customers' status including reward points, change of plan, booking confirmation, etc. and send them a message to notify them

12. Update Contact Data and Add and Remove from List

Update customer status from Customer to VIP, and add them to the VIP list while removing them from Customer list

IV. Scheduled Actions

An auto-message will be sent on the scheduled time

13. Schedule Periodic Promotional Messages

Send birthday greetings on the 1st day of each month for birthday promotions

14. Send Booking Reminders

Remind customers of their appointments a couple of days before their appointment

Change if messages sent by you will be displayed immediately, with a delay or not at all.

15. Send Internal Reminder

Deliver reminders to internal members within your company

16. Auto Close Conversations

Move inactive conversations from Open to Close periodically

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