4. Auto-Reply Based on Keywords

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

Scenario - Incoming Messages

Create rule under Automation and select Incoming Messages as the Scenario for this rule.

You can set an auto-reply and assign it to a specific staff if an incoming message contains specific keywords.

Conditions:

"Keywords" contain "Pricing", "Price", "Fee" or "Staff ID: 1001", "John Chan"

You can also restrict the Keywords to show only when typing the word exactly as it is: "Keywords" "contain exactly" "Fee"

This will stop the automation from activating when users type in: "Feel" "Coffee" or "Fee?" and will only activate when "Fee" is typed.

"Contact Owner" is Unknown to only target new incoming users.

Actions:

"Send Message" Customise your message content to send to your leads. You can add more than 1 message and insert customised parameters such as the first name they filled.

"Assign User" > "Specific Person" > "Henson"

Assign the conversation to the staff member who is responsible for these enquires.

Example

Apply a Template

SleekFlow has prepared some ready templates for users, feel free to apply them!

Create Rule under Automation then select Apply a Template

Select Keywords auto-reply under Incoming Messages then edit the conditions and actions according to your preferences.

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