Configure Basic Automation

Automation helps you provide instant responses, reduce manual work, and improve customer engagement around the clock.

What Is Basic Automation?

Basic automation allows your chatbot to automatically:

• Respond to incoming messages

• Welcome new contacts

• Answer frequently asked questions

• Route users to specific workflows

• Collect customer information

Setting Up Your First Automation

1. Go to Automation → Workflows.

2. Click Create Workflow.

3. Choose a trigger event.

4. Add message responses.

5. Configure user actions.

6. Save and publish your workflow.

Recommended First Automations

Welcome Message

Automatically greet new contacts and introduce your business.

Example:

Hi! 👋 Welcome to our business. How can we help you today?

Away Message

Respond to customers when your team is unavailable.

Example:

Thanks for reaching out. Our team will get back to you during business hours.

FAQ Automation

Instantly answer common questions about:

• Pricing

• Services

• Business hours

• Contact information

Automation Tips

• Keep messages short and clear.

• Always provide an option to contact a human.

• Test workflows before publishing.

• Regularly review conversation analytics.