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New Features

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New Updates

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Resources & Tools

Important Updates

Here are some of the most recent updates we thought would be helpful to take note of

Trigger a Workflow within Conversation AI

New Feature: Trigger a Workflow within Conversation AI

January 27, 20251 min read

Conversation AI is an excellent tool for engaging with customers, even when you’re unavailable. However, some business processes require a specific sequence of steps. If you’re looking to streamline workflows while maximizing the benefits of your bots' interactions, this feature is perfect for you!

⭐️Why Is This Feature Beneficial To Your Company?

  • Simplified Transition: Once a condition you specify is met the conversation bot will start the contact in the corresponding workflow, creating a seamless experience.

  • Enhanced Flexibility: This gives you a more holistic approach to conversations, allowing the bot to handle communications even if the end goal is a rigid set of steps.

  • Increased Efficiency: Keep internal processes streamlined by covering all bases the bot doesn’t handle, such as creating tasks. Improving your overall results.

⭐️How To Trigger a Workflow within Conversation AI?

  1. Navigate to the Conversation AI Bot section inside your settings and create or edit a Bot.

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  2. In the Bot builder switch to the Bot Goals tab.

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  3. Select Trigger a Workflow as an action.

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  4. From the dropdown menu, choose a published workflow.

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  5. Provide a short description of the condition that will trigger the workflow. Then click Save to finalize your configuration.

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And there you go, once completed the bot will trigger the selected workflow when the condition is met. This will help you ensure your process is followed and specifications are met, resulting in an efficient process!

New FeatureNew UpdateConversation AIBotsAutomationWorkflows
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Automation Assistant

Hey there, it's great to introduce you to our Automation Assistant – your new ally in navigating our amazing software. This digital buddy is the result of a lot of hard work from our team and a sprinkle of AI magic. But what's it all about? Well, think of it as your personal guide to becoming a software pro. It's here to keep you in the loop with updates, show you the ropes with helpful videos, and share insights that will make you a software whiz. We understand that mastering software can sometimes be a challenge, but with the Automation Assistant by your side, you've got a friend who's always ready to lend a hand and ensure your success in the software world. So, welcome your new companion, and let's conquer this software adventure together!

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