Automation & Chatbots
Automate replies with rules and a visual chatbot builder.
9 tutorials9 tutorials
How to Create Your First Automation
Build a simple if-this-then-that rule that reacts automatically to an inbound message, a new conversation, or a resolved chat.
How to Automatically Assign Conversations
Set up a rule that assigns new conversations to your team automatically, load-balanced across active agents.
How to Create a WhatsApp Chatbot
Start a new chatbot flow and choose what triggers it to run.
How to Build a Chatbot Flow
Use the visual, drag-and-drop canvas to design a multi-step chatbot conversation.
How to Add Buttons & User Responses
Send quick-reply buttons or a list, and capture free-text answers from your customer.
How to Add Conditions & Branches
Branch a chatbot flow based on what the customer said, their tags, or business hours.
How to Use Variables in Chatbot Flows
Store and reuse information captured during a conversation using {{variable}} placeholders.
How to Connect APIs with Chatbot Flows
Call an external API from inside a chatbot flow and use its response to drive the conversation.
How to Test & Publish a Chatbot
Run a flow in test mode to see exactly what it would do, then activate it for real conversations.