Automation Examples

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

Welcome message

Send a greeting when a new conversation starts.

• Trigger: New chat created
• 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: New message received
• Conditions: Current time is outside business hours (e.g., after 6 PM or weekends)
• 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."

Escalation flow

Escalate conversations that haven't received a response within a time threshold.

• Trigger: Chat has no response
• Conditions: Time since last customer message > 30 minutes
• Action: Assign to manager / Send notification

Channel-based routing

Route conversations to different team members based on the channel.

• Trigger: New chat created
• Conditions: Channel is WhatsApp
• Action: Assign to WhatsApp support team

Next steps

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