Enhanced Automation

Enhance messaging with new triggers, actions, and support for email translation.

1. Enhanced Robotic Automation

1.1 Added trigger Visitors leave information

In Message Interaction - Automation, create an automation process. When selecting a trigger, you can select the Visitor Information trigger. This will be triggered when a visitor fills in the email information in the pre-chat survey, offline information, or promotion card.

Note: Each visitor is triggered only once, and this trigger is only applied to the chat plugin.

Usage scenario: If you want to automatically send emails or messages to visitors immediately or at a scheduled time after collecting their email information, you can use this trigger.

1.2 New action Send email

In Message Interaction - Automation, create an automation process. When selecting an action, you can select the Send Email action. Click the Send Email action to enter the page for editing email information. Fill in the email title, sender name and sender email address, select an email template and fill in the email. After filling in the email, you can click "Preview" to see the email effect.

Usage scenarios: You can use this action to support sending emails to your visitors, such as welcoming new members or sending emails with store promotion information. You can also use this action if you want to send an email to remind a visitor who has not responded within the time limit.

1.3 Added template Send email after getting email address

In Message Interaction - Automation - Recommended Template - Problem Solving, you can select the Send Email After Obtaining Email automated process template. Click "Use" this template to enter the page for editing the process. You need to edit the relevant information of the email according to your business needs. After applying this template, the email can be automatically sent after the visitor fills in the email address through the pre-chat survey, offline information or promotion card.

Note: This automation template is only used in the chat plugin.

Usage scenario: If you want to automatically send new visitor welcome or product promotion emails to visitors after collecting their email information, you can directly apply this template.

1.4 Added Specify homepage posts condition

In Message Interaction - Automation, create an automation process. When selecting conditions, you can select the Specify Home Page Post condition. Click the Specify Home Page Post condition to enter the editing page and select the applicable post. You can select multiple posts from different Facebook homepages. If your homepage post is not updated in the post list, you can click "Synchronize Posts". After setting the condition, you will proceed to the next step only if the post you selected meets the requirements. The Specify Home Page Post condition can be used together with the Reply to Facebook Comments action, which will greatly improve your efficiency in replying to posts!

Usage scenario: For comments left by visitors to different advertising posts, you can automatically send targeted replies and product links.

1.5 Added Old Visitor trigger

In Message Interaction - Automation, create an automation process. When selecting a trigger, you can select the Old Visitor trigger and click this trigger to set the trigger limit. Old visitors refer to users who visited the site 24 hours after their first visit. After applying this trigger, when a visitor visits again after 24 hours, the subsequent actions or conditions will be triggered according to the trigger limit you set.

Note: This trigger only applies to chat plugins

Usage scenario: If a visitor visits your website again after 24 hours, you can send targeted messages or emails, push discount codes/promotional cards, etc. to these old customers.

1.6 Added Delay Wait action

In Message Interaction - Automation, create an automation process. When selecting an action, you can select the Delay Wait action. Click the action and fill in the delay information.

Note: Other actions must be added after the Delay Waiting action to make it effective; supports all channels.

Usage scenarios: If you don't want to reply to visitors immediately, you can use this delayed waiting action to achieve the purpose of delayed and regular contact with customers. While being more humane, it is also suitable for sending marketing messages to visitors who have stayed on the website for a certain period of time, awakening users, and other scenarios.

1.7 Added Send Voice content

The Send Message action now supports sending voice messages. In Message Interaction - Automation, when creating a new automation process, select the Send Message action, and in the edit message area, you can upload voice and send voice messages.

Note: Supports MP3 audio format, size limit 5M, voice duration no more than 60 seconds; supports all channels except Instagram.

Usage scenario: If you want to automatically send a welcome voice message to a visitor when they visit for the first time, you can select the Send Message action to set a voice message. Use voice messages to make your website more appealing.

2. Support email content translation

In Message Interaction - Online Chat, you can translate all email messages or a single email message.

Usage scenario: When you are viewing a user's email message, you need to use the translation function to help you understand the email content. You can use this function to translate all emails or translate a single email content.

3. Add blacklist function

In Message Interaction - Online Chat, click on the interface for chatting with the user. There is a "Add to Blacklist" button at the bottom right. Click this button to add conversation tags and notes and end the conversation. After adding a user to the blacklist, the user can send messages, but the platform will no longer receive messages from this user and no new conversation will be generated. If you remove the user from the blacklist, it will return to normal and the user's messages will be received.

In Customer Service Center - Conversation Management, find the user you have blacklisted, click the user name to view the chat history with the user, and there is a "Remove from Blacklist" button at the bottom right. Click this button to remove the user from the blacklist, and the platform will receive messages from this user normally. In addition, you can also add a user to the blacklist on the page where you view the user's chat history in Conversation Management.

Note: This feature is currently only available on chat plugins.

Usage scenario: If you want to block malicious harassment users, you can use this function.

4. Import numbers to WhatsApp

In Data Insights - Contacts, you can import WhatsApp numbers to import contacts and automatically tag these users. After the import is successful, you can send WhatsApp messages in batches to reach the target customer group for marketing.

Usage scenario: If you want to send bulk messages on Whatsapp, you can use this import WhatsApp number feature to send bulk marketing messages to potential customer lead packages.

5. Mobile icon size settings

In Settings - Channels - Chat Plugins, find the chat plugin you want to edit, click "Edit Plugin", and in "Plugin Decoration" you can find "Mobile Icon Size". Select the mobile icon size according to your needs.

Usage scenario: If you think the chat plug-in icon on the mobile website is too large and blocks important information on the web page, you can set the mobile icon size according to your needs.