Suretriggers.com: built in TimelinesAI actions
In this article, we will review the available actions in SureTriggers.com and guide you on how to use them effectively.
Send a Message to the New Chat
Action description: This action enables you to send a message to any chat, whether it is a new or ongoing conversation, facilitating essential communication.
Use case: A common use case is when a customer submits a form on your website expressing interest in your services. This action can trigger an automatic response, thanking the customer for their inquiry and providing relevant information, such as a confirmation or details on the next steps.
Send a Message to the Existing Chat
Action description: This action allows you to send a message to an existing chat that has already been initiated, ensuring continuity in ongoing conversations.
Use case: In customer service, following up on unresolved matters is essential. This action can be used to send a reminder or follow-up message within an existing chat, keeping the customer informed that the conversation is still active. For example, if a support team needs to check in with a customer after offering assistance, this action can automate the follow-up message, ensuring a smooth continuation of the conversation.
Close Chat
Action description: This action allows you to close a chat, marking the end of the conversation and signaling that no further responses are required.
Use case: In customer support, once an issue has been resolved, this action can be used to close the chat, ensuring that the conversation is officially concluded. For instance, after confirming with a customer that their inquiry has been addressed, this action can automatically close the chat, helping to maintain an organized and efficient workflow.
Find Chat
Action description: This action enables you to locate a specific chat within the system, allowing for quick identification and retrieval of relevant conversations.
Use case: In customer support, this action can be used to quickly find a particular conversation with a customer, such as when you need to review past interactions for context or follow up on an unresolved issue. It streamlines the process of accessing important chats and ensures efficient case management.
Below is a detailed guide on setting up an example workflow:
Create a Trigger
- Start by creating a "New Message" trigger (you can find instructions here).
Create a Branch
- Click the "+" button to add a Branch, and set up a simple Yes/No branching flow.
Search for the Branch App
- In the event options, search for and select "Branch."
Configure the Condition
- Under the "Configure" tab, set the Condition to ‘Message Text’ (the message received from the trigger).
- Select the Operator 'Contains' and for Value, enter ‘test’ (In the Value field, you can select any word from the received message. In this example, we chose 'test' since it is a test message.)
Test the Condition
- Click "Continue", and under the "Test" tab, run a test to ensure the condition is valid. If successful, it should return 'true'. Once confirmed, click "Save."
Add an Action Module
- Under the "Yes" branch, click the "+" button to create an Action module.
Search and Select TimelinesAI
- Choose the TimelinesAI app and select the event “Send Message to Existing Chat.”
Connect to TimelinesAI
- Select the connection (or add a new one). Create a title for the connection and enter your TimelinesAI API token, which can be found here.
Map the Chat ID
- Under the "Configure" tab, toggle the "Map" button and input "@" to select the Chat ID from the message received in the trigger.
Compose Your Message
- In the "Message Text" field, compose the message you would like to send.
Test Your Action
- Run a test to ensure everything works correctly.
Now your action workflow is ready! You can send automated messages based on the conditions you've set.
Available Actions:
Send a Message to the New Chat
Action description: This action enables you to send a message to any chat, whether it is a new or ongoing conversation, facilitating essential communication.
Use case: A common use case is when a customer submits a form on your website expressing interest in your services. This action can trigger an automatic response, thanking the customer for their inquiry and providing relevant information, such as a confirmation or details on the next steps.
Send a Message to the Existing Chat
Action description: This action allows you to send a message to an existing chat that has already been initiated, ensuring continuity in ongoing conversations.
Use case: In customer service, following up on unresolved matters is essential. This action can be used to send a reminder or follow-up message within an existing chat, keeping the customer informed that the conversation is still active. For example, if a support team needs to check in with a customer after offering assistance, this action can automate the follow-up message, ensuring a smooth continuation of the conversation.
Close Chat
Action description: This action allows you to close a chat, marking the end of the conversation and signaling that no further responses are required.
Use case: In customer support, once an issue has been resolved, this action can be used to close the chat, ensuring that the conversation is officially concluded. For instance, after confirming with a customer that their inquiry has been addressed, this action can automatically close the chat, helping to maintain an organized and efficient workflow.
Find Chat
Action description: This action enables you to locate a specific chat within the system, allowing for quick identification and retrieval of relevant conversations.
Use case: In customer support, this action can be used to quickly find a particular conversation with a customer, such as when you need to review past interactions for context or follow up on an unresolved issue. It streamlines the process of accessing important chats and ensures efficient case management.
Example
Below is a detailed guide on setting up an example workflow:
Create a Trigger
- Start by creating a "New Message" trigger (you can find instructions here).
Create a Branch
- Click the "+" button to add a Branch, and set up a simple Yes/No branching flow.
Search for the Branch App
- In the event options, search for and select "Branch."
Configure the Condition
- Under the "Configure" tab, set the Condition to ‘Message Text’ (the message received from the trigger).
- Select the Operator 'Contains' and for Value, enter ‘test’ (In the Value field, you can select any word from the received message. In this example, we chose 'test' since it is a test message.)
Test the Condition
- Click "Continue", and under the "Test" tab, run a test to ensure the condition is valid. If successful, it should return 'true'. Once confirmed, click "Save."
Next Step: Creating the Action
Add an Action Module
- Under the "Yes" branch, click the "+" button to create an Action module.
Search and Select TimelinesAI
- Choose the TimelinesAI app and select the event “Send Message to Existing Chat.”
Connect to TimelinesAI
- Select the connection (or add a new one). Create a title for the connection and enter your TimelinesAI API token, which can be found here.
Map the Chat ID
- Under the "Configure" tab, toggle the "Map" button and input "@" to select the Chat ID from the message received in the trigger.
Compose Your Message
- In the "Message Text" field, compose the message you would like to send.
Test Your Action
- Run a test to ensure everything works correctly.
Now your action workflow is ready! You can send automated messages based on the conditions you've set.
Updated on: 16/11/2024
Thank you!