Automation Examples

Here are ready-made automation recipes to get you started.

Welcome message

Send a greeting when a contact messages you.

• Trigger: Message received
• Conditions: None
• Action: Send message — "Hi! Thanks for reaching out. How can we help you today?"

Business hours responder

Automatically reply when messages arrive outside business hours.

• Trigger: Message received
• Conditions: Within business hours — take the "outside hours" branch
• Action: Send message — "Thanks for your message! Our team is available Monday–Friday, 9 AM–6 PM. We'll get back to you as soon as possible."

Sentiment escalation

Hand a conversation to your team when a customer's sentiment turns negative.

• Trigger: Message received
• AI: Sentiment — analyze the incoming message
• Condition: Sentiment is negative
• Action: Notify agent / Assign chat

Channel-based routing

Route conversations to different team members based on the channel.

• Trigger: Message received
• Condition: Channel is WhatsApp
• Action: Assign chat to your WhatsApp support team member

Next steps

• Building Workflows — Create custom automations
• Automations Overview — Automation fundamentals