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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 ...
Ask Question
"This step sends a question to the Contact, allowing you to customize the question, response type, and handling of responses, including timeout settings." This Step sends a question to the Contact on the related inbox if all conditions are met. ...