Automation Recipes

To help you get started quickly, we've compiled a list of common automation "recipes" that you can build in the Automation Builder.

1. Lead Qualification Bot

Automatically qualify leads before they reach your sales team.

• Trigger: New Conversation.
• Step 1 (Question): "Thanks for reaching out! Are you interested in Web Design or SEO?"
• Step 2 (Capture): Save the user's choice to a service_interest variable.
• Step 3 (Condition): If "Web Design" -> Ask "What is your budget?".
• Step 4 (Action): Add the tag #Qualified_Lead.
• Step 5 (Action): Internal Note to notify the sales team.

2. After-Hours Auto-Responder

Ensures your customers get an immediate response even when your team is away.

• Trigger: Keyword Match (Any).
• Step 1 (Condition): Check current time against Business Hours.
• Step 2 (Action): Send Message: "Thanks for your message! Our team is currently offline, but we'll get back to you during our business hours (9 AM - 6 PM)."
• Step 3 (Action): Move conversation to the "Pending" folder.

3. Customer Satisfaction (CSAT) Survey

Measure your team's performance after a conversation is closed.

• Trigger: Conversation Status changed to "Closed".
• Step 1 (Delay): Wait 5 minutes.
• Step 2 (Question): "How would you rate your experience today? (1-5)".
• Step 3 (Capture): Save response to a csat_score attribute.
• Step 4 (Action): If score < 3 -> Create an urgent task for the Support Manager.

[!TIP] Combine Recipes: You can nest multiple flows for more complex scenarios, such as triggering a Lead Qual bot immediately followed by an After-Hours check.