How automation works
Step 1: Select the action that will trigger the automation
You can choose anything such as certain click, page view or chat message as the automation’s trigger.
Step 2: Use filters to select the right people
You can target your automations to cover a specific type of people, e.g., those living in New York.
Step 3: Choose the messaging channel
Choose between chat, email, SMS and other forms of communication to send a personalised, targeted message.
Step 4: Make your automations even more advanced
There is no limit to what you can automate. Build any flow to fit your business processes and company goals.
Examples of automations you can create
Targeted and personalised email campaign
Send an email campaign that is adjusted to your contacts’ behaviour. This way people will receive different emails depending, e.g., on how much they bought from you.
Automatic work scheduling in CRM
After a new opportunity is created, you can automate scheduling nurturing activities for your sales representatives.
Alerts for key interactions of VIP customers
You can select any segment of customers, let’s say your new customers, and automate custom alerts triggered by some key behaviours such as email opens or returning to your website.