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Update Contact Tags
"This step adds or removes a Contact's Tag, facilitating organization and management of Contacts in the workflow." The Step adds or removes a Contact's Tag. Configuration There are two key configurations in this step: Action: Select either Add Tag or ...
Pre Chat Form
The Pre-chat form in the website's live chat allows collection of contact/conversation information, including standard and custom fields, with customizable options for field management and validation. Collect the contact/conversation information ...
Workflow Triggers
"A Workflow Trigger initiates a Workflow based on conditions, including Conversation events, Contact updates, Shortcuts, and By Another Workflow" A Trigger is an event that will initiate a Workflow. Every Workflow must start with a Trigger and can ...
Workflow Steps Overview
"Start by configuring a Trigger to initiate your Workflow, then proceed to add, configure, edit, duplicate, or delete Steps within the Workflow. There's a maximum limit of 100 Steps per Workflow." Getting Started To begin building your Workflow and ...
Add Google Sheets Row
Automate data entry and streamline your workflow by adding new rows to a Google Sheets worksheet with the specified column mapping values. This Step adds new rows to a Google Sheets worksheet using the specified column mapping values. This step is ...