Actions

Send Message:

Text:

Message contains pure text.

Media:

Attached-Image/ Video Message.

Document:

Attachment-Document-File Message.

N/A

Interactive:

Please refer to Usecase of Interactive Messaging:

pageGreeting Menu, Auto-Tag, Auto-Update Customer Profile and Auto-Routing

Interactive - List Message:

Allow users to select from a list of up to 10 options to confirm a preference, e.g., a location for the service they are trying to find out more about.

Users will only be able to select one option at a time but can make more selections after sending the first.

List messages are made up of the following:

  • Header - Text shown at the top of the list message (optional)

  • Body - Message text content, up to 1024 characters

  • Footer - Footer text content, up to 60 characters

  • List

    • List title - List button text, up to 20 characters

    • Section title - Not visible and used for reference (optional)

    • Row titles - Single selection options accompanied by a radio button

    • Row descriptions - Provide additional context to selectable options (optional)

Interactive - Quick Replies Button Message:

Use interactive buttons to send end users up to three options to choose from as an automated response. This allows them quickly reply selecting from the options that you provide.

These work in the same way as quick replies in message templates, but are available for free-form messages. Users will only be able to select one option at a time per message but can change selection.

Quick reply messages are made up of the following:

  • Header - Text up to 60 characters, or image, video, or document (optional)

  • Body - Text up to 1024 characters

  • Footer - Text only up to 20 characters (optional)

  • Buttons - Up to 3 buttons, text only each containing up to 20 characters

Subscribe List:

To add this contact in specific Contact Group.

Unsubscribe List:

To remove this contact from specific Contact Group.

Send Profile Setup:

It is for enterprise plan and configured by imBee CS team. Not support general users.

Set State:

It is advanced setting that incurs programming background and not designed for general users to use.

Execute Class:

It is for enterprise plan and configured by imBee CS team. Not support general users.

Http Request:

It is for enterprise plan and configured by imBee CS team. Not support general users.

Regex Contact Field:

It is for enterprise plan and configured by imBee CS team. Not support general users.

Set Contact Field:

To update specific contact field of the contact.

Set Variable:

It is for enterprise plan and configured by imBee CS team. Not support general users.

Set Tag:

To add Tag in Current Opened Ticket.

Open Ticket Status is essential for this action.

Clear All Tags:

To clear all tags from Current Opened Ticket.

Why Open Ticket -> Clear All Tags For same Chat ID (Customer/ Conversation Thread), Tags of closed ticket will be brought forward to next opened ticket. Example:

Day 0:

Open Ticket -> Human Tag: Technical Support | Features Suggestion -> Closed Ticket Day 1:

Open Ticket -> Auto-Tag by System: Technical Support | Features Suggestions

  • Agents can manually untag in case of unnecessary

  • Or Clear All Tag in Chatbot Settings

Open Ticket:

To Open Ticket.

Only execute when it is originally in Closed/ No Ticket Status

Close Ticket:

To Close Ticket.

Only execute when it is in Open Ticket Status

Assign User:

Skip Assigned: If tickets have been assigned already, this assignment action will be skipped.

Auto:

Routing workflow to assign. For details, please refer to:

pageRouting

Specific User:

Assign to specific agent.

Contact Field:

Assign as per the value (which agent) in specific field (applicable to owner input field).

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