Automated Actions with AI Triggered Workflows

What’s New?

We’ve introduced the “Trigger a Workflow” feature, allowing users of Connectly to automate specific actions by linking workflows within AI conversations. When a defined condition is met during a customer interaction, the AI bot automatically triggers the selected workflow.

How it Works?

Action Name

Trigger a Workflow

Action Description

The “Trigger a Workflow” feature allows users of Connectly to:

• Define conditions within AI conversations that will automatically trigger workflows.
• Select published workflows for specific triggers, ensuring seamless automation.
• Customize conditions to ensure workflows align with user intent.

Setup Instructions

Follow these steps to configure the workflow trigger:

1. Action Name: Assign a unique action name, e.g., “Subscription Workflow”, to identify the workflow easily.
2. Select a Workflow to Trigger: From the dropdown menu, choose a published workflow. Ensure the workflow is published before configuration.
3. Trigger Condition: Provide a short description of the condition that will trigger the workflow.
4. Click Save to finalize your configuration.

Once completed, the bot will automatically trigger the specified workflow whenever the condition is met, streamlining the process and improving efficiency.

Use Cases

Example 1: Workflow Trigger for Subscriptions

Scenario: Trigger a workflow when a customer expresses interest in purchasing a subscription.

Solution:

• Create a workflow.
• Select the trigger condition: “Customer wants to purchase the subscription”.
• Add the action: Trigger a Workflow.
• Select the published workflow: “Subscription Workflow”.
• Save the configuration. This ensures that whenever the AI detects the customer’s intent to subscribe, the workflow is triggered automatically.

Example 2: Workflow Trigger for Appointments

Scenario: Trigger a workflow when a customer expresses interest in booking an appointment.

Solution:

• Create a workflow.
• Select the trigger condition: “Customer wants to book an appointment”.
• Add the action: Trigger a Workflow.
• Select the published workflow: “Appointment Workflow”.
• Save the configuration. This setup ensures that the workflow is triggered seamlessly whenever a customer shows interest in booking an appointment during the conversation.

Important Notes for Using Trigger Conditions

1. Crafting Effective Trigger Conditions: When defining trigger conditions, ensure the prompt is written in a way that leads the conversation and aligns with the customer’s response.
2. Handling Duplicate Trigger Conditions: If a trigger condition matches multiple conditions, the AI will determine which action to execute.
3. Triggering Conditions from Bot or User Responses: A trigger condition can be activated based on responses from either the bot or the user. This flexibility ensures that workflows can be triggered regardless of how the condition arises in conversation.
4. Avoid Duplicating the trigger condition for the same bot.