Make.com: built in TimelinesAI actions
TimelinesAI is an essential tool for teams that manage communication through messaging platforms like WhatsApp. Integrating TimelinesAI with Make.com allows you to automate various actions, helping to streamline customer communication and improve team efficiency. Below is a detailed explanation of the available actions in TimelinesAI when used with Make.com.
Make an API Call
Action description: This action allows you to perform any authorized API call to TimelinesAI API endpoints. It provides maximum flexibility for advanced users who want to perform specific operations not covered by built-in actions. This action is described in details in this article https://help.timelines.ai/en/article/makecom-custom-api-requests-ugd7ma/
Use case: If you need to retrieve specific data from TimelinesAI or perform custom actions based on unique requirements, the API call can be customized to suit those needs. For example, you could retrieve chat history for analysis, update contact details, or even trigger specific workflows by making a request to TimelinesAI’s API.
Send a File to an Existing Chat
Action description: This action allows you to send a file to an existing chat. It’s useful when you need to share documents, images, or other files as part of an ongoing conversation.
Use case: Suppose a customer requests an invoice or product catalog. Using this action, you can automate the process of sending the requested file to the customer's existing chat. This saves time and ensures that customers quickly receive the files they need without manual intervention.
Send a Message to a Chat
Action description: This action lets you send a message to any chat, regardless of whether it’s new or ongoing. It's one of the most basic yet crucial actions for communication.
Use case: A typical use case could be when a customer submits a form on your website requesting more information about your services. This action could trigger an automatic message to the customer, thanking them for their inquiry and providing initial information, such as a confirmation or next steps.
Send a Message to an Existing Chat
Action description: Similar to the previous action, this allows you to send a message but specifically to an existing chat that has already been initiated. This action ensures that the message is part of an ongoing conversation.
Use case: In customer service, it’s important to follow up on unresolved issues. This action could be used to send a reminder message to an existing chat, ensuring that the customer knows the conversation is ongoing. For instance, if a support team needs to check in with a customer a few days after providing assistance, this action can automate that follow-up message to continue the conversation seamlessly.
This example will be based on the following setup:
Triggering module already exists and is TimelinesAI: Watch New Received Message
Action module will be sending an automatic response
Create a new scenario at Make.com or edit the existing one
Locate triggering module and add a new action module after it
Find TimelinesAI for WhatsApp as app for your new module
Select the desired action. In this example we will use Send a Message to an Existing Chat
Select existing connection or establish a new one. You can find details about this step in this article https://help.timelines.ai/en/article/makecom-establishing-the-connection-vbdoi0/
Configure the module. Complete all the required fields, which may vary depending on the specific action. To insert dynamic values from previous steps in the flow, follow these steps:
Click on the field where you want to insert the variable.
A new box will appear, displaying data from all previously connected modules. For example, if the trigger is TimelinesAI: Watch New Received Message, you can use the data from this module.
Insert the Variable. You can drag and drop the desired field from the box into your selected field or keep your cursor in the field and click the desired field within the variable box.
Successfully created module will not have any warning signs or notification on top of the module's icon. Run the module to make sure it works. You can find details about this step in this article https://help.timelines.ai/en/article/makecom-testing-timelinesai-modules-a0v8ah/
Make an API Call
Action description: This action allows you to perform any authorized API call to TimelinesAI API endpoints. It provides maximum flexibility for advanced users who want to perform specific operations not covered by built-in actions. This action is described in details in this article https://help.timelines.ai/en/article/makecom-custom-api-requests-ugd7ma/
Use case: If you need to retrieve specific data from TimelinesAI or perform custom actions based on unique requirements, the API call can be customized to suit those needs. For example, you could retrieve chat history for analysis, update contact details, or even trigger specific workflows by making a request to TimelinesAI’s API.
Send a File to an Existing Chat
Action description: This action allows you to send a file to an existing chat. It’s useful when you need to share documents, images, or other files as part of an ongoing conversation.
Use case: Suppose a customer requests an invoice or product catalog. Using this action, you can automate the process of sending the requested file to the customer's existing chat. This saves time and ensures that customers quickly receive the files they need without manual intervention.
Send a Message to a Chat
Action description: This action lets you send a message to any chat, regardless of whether it’s new or ongoing. It's one of the most basic yet crucial actions for communication.
Use case: A typical use case could be when a customer submits a form on your website requesting more information about your services. This action could trigger an automatic message to the customer, thanking them for their inquiry and providing initial information, such as a confirmation or next steps.
Send a Message to an Existing Chat
Action description: Similar to the previous action, this allows you to send a message but specifically to an existing chat that has already been initiated. This action ensures that the message is part of an ongoing conversation.
Use case: In customer service, it’s important to follow up on unresolved issues. This action could be used to send a reminder message to an existing chat, ensuring that the customer knows the conversation is ongoing. For instance, if a support team needs to check in with a customer a few days after providing assistance, this action can automate that follow-up message to continue the conversation seamlessly.
Example
This example will be based on the following setup:
Triggering module already exists and is TimelinesAI: Watch New Received Message
Action module will be sending an automatic response
Create a new scenario at Make.com or edit the existing one
Locate triggering module and add a new action module after it
Find TimelinesAI for WhatsApp as app for your new module
Select the desired action. In this example we will use Send a Message to an Existing Chat
Select existing connection or establish a new one. You can find details about this step in this article https://help.timelines.ai/en/article/makecom-establishing-the-connection-vbdoi0/
Configure the module. Complete all the required fields, which may vary depending on the specific action. To insert dynamic values from previous steps in the flow, follow these steps:
Click on the field where you want to insert the variable.
A new box will appear, displaying data from all previously connected modules. For example, if the trigger is TimelinesAI: Watch New Received Message, you can use the data from this module.
Insert the Variable. You can drag and drop the desired field from the box into your selected field or keep your cursor in the field and click the desired field within the variable box.
Successfully created module will not have any warning signs or notification on top of the module's icon. Run the module to make sure it works. You can find details about this step in this article https://help.timelines.ai/en/article/makecom-testing-timelinesai-modules-a0v8ah/
Updated on: 28/10/2024
Thank you!