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Automations

Automations

Match incoming messages and reply automatically — keywords, time windows, multi-step flows.

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Each inbound text is tested against your enabled rules in priority order. The first match fires its action — text reply, template, buttons, link, media or a multi-step blueprint. Click Create rule to open the visual builder. From any chat the smart_toy bot button lets you run one or several rules on the open conversation.
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Nudge a customer who went quiet

If the customer does not answer our message, send one reminder. Only while the 24-hour window is open; never to resolved or snoozed chats.

After of silence, send:

Remind about an unpaid link

An order with a payment link and no payment is the most expensive thing in an inbox: the customer meant to pay and got distracted. One reminder, never a second — and never to somebody who asked us to stop.

After without payment, send:

{n} is the order number, {link} the payment link, {total} and {currency} the amount.

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Tags from words

When a customer writes one of the words, the conversation gets the tag. Every matching rule applies, on every message. Case does not matter.

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Ask for a rating when a conversation is closed

When an agent marks a conversation resolved, the customer gets 1–5 stars. A 1 or 2 alerts the agent (and Telegram, if set up).

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Limits and hand-over

Protects customers from too many automatic messages and makes sure a person steps in when the bot is lost.

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Word lists

Write @name in any scenario or comment rule instead of repeating the words, e.g. @price = price, cost, how much, precio.

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Business details

Write your phone, address, hours or links once and use them everywhere as company.name in double curly braces — scenarios, comment answers, DMs. Change it here and every message follows.

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Message topics and the customer’s preferences page

Customers choose which topics they want and how often campaigns may come, instead of all or nothing. Send them the link with the variable contact.preferences_link (in double curly braces) from a scenario. Campaigns with a topic skip people who turned it off.

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Keyword map

Every trigger word and what it starts. When two scenarios listen for the same word, only the first one (lower priority number) answers it.

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Promo codes

One-time codes the “Give a promo code” step hands out, one per person. You are alerted when 10, 5 and 1 are left.

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Bookings

Times customers booked with the “Book a time” step.

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Starter templates

— pick one to seed a new rule in the builder
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Rules

Active Priority Name Trigger Action Last 7 days Health Actions
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